1. Executive Coaching Process
Accelerating Your Leadership and Management Skills
Stuart Meyer
Aligned Business Consulting

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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