Coaching & Consulting

Executive Coaching

Stages of coaching relationship:

Stage 1: Meeting with the client sponsor

Will discuss the following: executive coachability, business value, coach qualifications, and fee & billing arrangements.

Stage 2: Assessments

The coach will administer one or more assessment tools to help

  1. coach have a deeper understanding of the executive
  2. executive have a greater sense of self-awareness

Stage 3: Alignment

The coach will meet with the following (ideally on-site):

  1. Sponsor

Discuss the sponsor’s goals & expectations for the coaching arrangement.  If the organisation has goals associated with the coaching, getting an understanding of that, as well.

  1. Executive

Review the assessment results with the executive.  There will be a discussion of the executive’s goals & objectives with the coaching.  A discussion of the executive’s work history, organisational placement and role, and understanding of the existing team and management.

  1. Sponsor & Executive

Meeting with both at the same time.  Will review the agreed upon parameters for coaching, the goals & objectives, confidentiality, measures for success, and expectations for both the executive and sponsor.


                    Not a requirement, but may be necessary to better understand the situation.  May involved interviewing of colleagues, management, and the support staff.

Stage 4: Plan Creation

The coach will present the sponsor and executive with a custom plan.  There will be a listing of the executive’s primary strengths, 2-3 areas of development highlighted by the assessments, a description of the preferred skill and/or behaviour, and a plan for development.  There will be no confidential executive information in this plan.

Stage 5: Coaching Sessions

Sessions will be via Zoom.us and will be 1 hour in length each.  They will be agreed to by the coach and the executive.  Should there be email and brief phone conversations between sessions, there will be no charge for these.  Prior to each session, the coach will be prepared for what will be addressed in the session to maximise time and efficiency.  After each call, the coach will create a list of agreed to tasks will be sent via email to the leader for completion before the next scheduled session.

Development Coaching (12-24 sessions)

Duration: 6-12 months

Frequency: 1-2 sessions per month

Continual Development Coaching (optional, 12-24 sessions)

Duration: 6-12 months

Frequency: 1-2 sessions per month

Maintenance Coaching (6-12 sessions)

Duration: 6-12 months

Frequency: 1 session per month

Pre & Post-Coaching Session

The coach spends approximately 15 minutes prior and 30 minutes after each coaching session for the client.  The prior time is spent reviewing notes and committed-to tasks from the last meeting as well as preparing for the continual progress towards the objectives in coaching plan.  Post meeting, the coach will prepare notes, which are emailed to the client along with an audio/video of the meeting, and tasks the executive committed to accomplishing by the next meeting.

Stage 6: Progress Reporting

The coach will prepare the executive for the meeting with the sponsor.  The executive will coordinate a meeting with the sponsor and executive.  The following will be discussed:

  • progress made by the executive
  • actual measured success – as compared to the planned targets
  • recommendations for continued success for the executive

The executive will complete an online evaluation providing us with feedback.


Businesses need results and often the feedback from an outside perspective can be all it takes to help them overcome their current challenges to take them to the next level.  Consulting offers that opportunity.

Here are some of the areas that my experience and expertise has helped clients:

  • business development with regards to sales process, client relationship and retention systems, and development of prospect engagement and dripping campaigns
  • refinement & modernisation of company processes and systems to increase efficiency, improve profitability, and allow massive scalability
  • refinement of company vision and goals to help create and maintain objective-driven performance drivers
  • help businesses to smartly expand their teams to deliver results

Different from coaching, which is generally a longer arrangement and requires a deeper level of trust and connection between the coach and the coached, consulting delves right into the company challenge(s).

The process starts with us meeting to discuss the challenge(s) the company faces and wants feedback on how to improve and/or correct the situation.  This is the first meeting and is 2 hours in length.  The client will prepay for this meeting before it is scheduled.  By the close of this first meeting, the total time and cost of the arrangement should be able to determined.  A proposal will be sent to the client with the terms and a brief meeting scheduled to discuss any questions at that time.

Once the arrangement is agreed to and terms met, a rough start and ending timeframe can be given.  Depending on the situation, there may be a handful of additional meetings to get a more in-depth perspective of what has been done in the past, what has worked and not worked, and possibly meetings with other company leaders and employees, when needed.  Then the possible solutions are presented to the client.  Depending on the arrangement, the consultant may assist in the implementation of these changes with the team.  If this is something the client was unsure of in the beginning of the relationship, this can be added on.


Some clients choose to pay a monthly retainer for ongoing support and advice instead of a challenge-by-challenge approach.  This allows for a lower hourly rate but also enables the consultant to know the company and team better over time, resulting in more refined feedback and often less ‘homework’ required and a more expedient response time with advice.