Executive Coaching Process Accelerating Your Leadership and Management Skills Stuart Meyer Aligned Business Consulting Stuart@AlignedBusiness.com

Executive Coaching Process Evaluate - Objective Feedback Subjective Feedback Assess - Job needs - Executive’s strengths, gaps Plan - Job description - Clear expectations - Development plan Coaching -Performance Results - Looking & Learning - Managing in 5 Directions Development Opportunities In Role In Organization Outside Organization Coaching -Performance Results - Looking & Learning - Managing in 5 Directions Coaching -Performance Results - Looking & Learning - Managing in 5 Directions Executive Coaching Process

1. Assess – Job Needs & Employee Strengths Identify Key Success Factors of job Knowledge Skills Experience Competencies Assess leader against KSF’s Self: Leadership Architect; MBTI; Birkman Others: Performance reviews, 360 Feedback Identify most important gaps Executive Coaching Process

1. Assess – Importance of Role and Rating of Leader Knowledge, Skills, Competencies, Experience Importance (1 = higher 3 = lower) Employee Rating Important Gaps Strategic thinking 1 3 ! Team leadership 2 Drive for results Product knowledge Industry experience Managing up Functional expertise Budget management Executive Coaching Process

2. Plan – Executive Development Plan Executive Development Area and Objectives Development Activities What specific development activities will support this shift/change? Resources/Support What will I need to accomplish these changes? (mentor, training, classes, practical experience, coaching) Measures How will I know that I have achieved my objectives? Time Frame When will I complete the activities? 1) 2) 3) Executive Coaching Process

3. Development Opportunities In their role Managing projects - Stretch assignments Leading people – adjust behaviors in development areas In the organization Cross-organizational teams Represent the group in meetings or on projects Cross-train with other groups, Job rotation Mentoring by a senior leader Outside the organization Represent organization at meetings, events, conferences Speak at conferences Professional Development – classes, seminars Professional or Industry organizations Executive Coaching Process

4. Bi-Weekly Coaching Sessions Reviewing and Learning Looking Back – recent situations and learnings Looking Now - current issues Looking Ahead – possible challenges Managing in 6 Directions PERFORMANCE METRICS - Green, Yellow, Red UP to your manager and senior management ACROSS to your peers DOWN to your staff OUTSIDE to your vendors, customers, constituents INSIDE to yourself – stress, work-life balance Executive Coaching Process

5. Evaluate Objective Feedback Subjective Feedback Able to quantify Were goals and objectives met? Provide positive feedback, encouragement along with any criticism or suggestions Use a ratings scale before and after (1-7 best) Subjective Feedback Can interview in person or over telephone Can use online survey, like surveymonkey.com Executive Coaching Process