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CASE
STUDIES
High Potential Exceptional Employee on First Executive
Position
We started working together to help build leadership
skill and confidence in her new role, how to influence
and manage relationships effectively at the executive
level, how to earn a place at the table, how to make
her mark, and how to not lose focus on other important
aspects of her life.
We examined her values and how to remain in alignment
with them, how to focus on the business case vs. personalizing
things and making assumptions, how to create win/win
solutions while standing firm on key principles, how
to add value at the strategic level, and how to set
herself up for her next move to SVP should she choose
to go for it.
I worked with her for over two years as a confidential
thinking partner as issues arose. She is considered
an exceptional executive with potential to move higher.
High Performer Managing a Reputation Tarnished by
Negative Perception of Interpersonal Skills
This situation has appeared more than once in my work.
A high performer had acquired a reputation of disaffecting
others. She wanted to restore her status, find a role
that interested her and would allow her to use new approaches
with new people, and become reengaged at work.
We worked to increase her awareness around some of
her Emotional Intelligence competencies. With the help
of some self-assessments I provided, we examined her
behaviors and the impact she was having and what encouraged
her to choose to default to these behaviors and in what
particular situations. We examined different options
for her to experiment with and test for results. As
well, I gave her a methodology for having difficult
conversations and for improving the process side of
communications, either one-on-one or in a group setting.
Results included: increased skill and confidence; though
not part of her accountabilities, she attracted new
clients leading to increased sales; an exceptional performance
rating and a good bonus; reengagement of a highly skilled
employee; an increase in her self-respect as she was
able to find ways to meet her needs and the needs of
the business without being out of alignment with her
values.
Acquisition of Company Leading to Job Elimination
- Next Steps
This client had to decide what to do next - remain
at the new firm or follow a dream and build her own
business. Coaching helped her identify her strategic
business and life vision, mission, goals, strategies
and tactical plans. She was able to restore her confidence,
get clear, shift her perspective and go for it. Results
included the establishment of her own successful company,
demand for her services and an increase in income, all
on her terms.
Leader of a Not-for-Profit Looking to Become More
Effective
One of my clients was the leader of a small organization
that was poised for growth. The Board was asking him
to step up to a higher level of performance. My client
is highly focused on delivering value to his constituents,
skilled at creating positive relationships with staff
and others, and deeply caring.
Together we discussed the difference between leadership
and management and the unique skills required for both.
We explored how his behaviors helped or hindered performance.
We clearly articulated why his business exists and how
it aligned with his personal mission. As a result, he
created in collaboration with his direct reports a vision
that inspired, agreed on standards of behavior to ensure
the kind of culture they wanted, put in good management
process like defining accountabilities, effective performance
management, getting the most out of meetings, and a
process for program reviews.
Through increasing his managerial leadership skills
and guiding the process of greater self-awareness and
self-management, the organization expanded and the team
is working together with renewed energy.
Retention of Key Employee During Change
One of the companies I worked with underwent a significant
reorganization that led to the elimination of a job
held by a high potential, key employee. The challenge
for the company was to retain this person and keep him
engaged until the dust settled. Coaching was a visible
high impact investment in this individual. This opportunity
underscored to him that he was a valuable employee.
At the same time, the coaching built his skill in managing
change and organization design and how to be a leader
in that context. He actually ended up involved in the
project at the head office level.
Coach-in-Training Looking to Build Skill and Business
Through modeling quality coaching skill and at the
same time providing business building coaching and advice,
the client is now professional certified and almost
from the get go had established her practice as a going
concern. Coaching enabled her to identify and methodically
pursue possibilities that she did not see existed. She
was able to land a contract that led to one-on-one and
team coaching, coach-on-call, and training opportunities.
Desire to Live a Life More by Design and Less by
Default
My client came to me wanting to stop going around
in circles, get clear, and get into action on whatever
became her objectives. She no longer found meaning at
work and felt that her career had chosen her rather
than the other way around. We were quickly able to get
at the root of what was "true" for her, articulate her
life purpose, where to find and how to create meaning
in her work, and get into practical action to ensure
successful follow through.
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