360 Assessment
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- Goal was to understand EVP’s strengths and development areas
- Interviewed an EVP’s direct reports, peers, bosses, internal and external clients
- Aggregated results of interviews and on-line assessment
- Utilized results to establish individual goals to drive the coaching engagement
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Strategic Planning
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- Assisted a leadership team to clarify strategic plan
- Identified key components of a mission statement
- Facilitated an offsite to initiate the strategy and write plan
- Maximized buy-in of executives as they jointly generated goals
- Clarified role and responsibilities
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Transition with New Team
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- Worked with newly promoted SVP who inherited a newly reorganized team
- Increased SVP’s ability to solidify team that was unfamiliar to each other and to the SVP
- Assisted with restructuring, including overlaps of functions, sub-par employees and superstars
- Improved delegating, mentoring and integrating direct reports
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Presentation Skills
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- Coached a Chief Marketing Officer to improve his ability to engage with an audience
- Decreasing his anxiety and learned new standards of preparedness
- Addressed commonalities and differences in dynamic informal or formal presentations
- Utilized videotape and highly personalized feedback to improve skills
- Helped CMO enhance leadership effectiveness at organization and get new business
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Challenging Work Style
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- Improved ability of a talented, but abrasive and dismissive executive to manage team
- Modified attitude and behaviors from condescending to supportive
- Increased awareness of his impact upon others
- Developed new skills to motivate team and increase productivity
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Organizational Alignment
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- Coached a principal to review goals and priorities within organization
- Helped leader explore the degree of personal alignment with firm
- Facilitated insights and an understanding of the culture
- Created personal and professional changes to increase productivity
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Management Training
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- Conducted needs assessment for entire firm
- Developed buy-in and roll-out process for firm-wide program
- Trained all senior associates and partners
- Topics: Presentation Skills, Feedback, Diversity, Effective Meetings, Time Management & Negotiation
- End goals were to enhance individual productivity and leadership effectiveness
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Building a Team & Delegation
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- Coached Editor-in-Chief (EIC) of a national magazine to build an effective team
- Resolved conflict related to diversity issues
- Reviewed changing priorities and modified how she spent her time
- Moved from editing and layout to leading staff and creating on-line strategy
- Increased ad sales and circulation
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Client Interactions & Business Development
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- Helped senior associate gain self-confidence to be proactive with existing clients
- Enhance working relationships and work itself
- Expand business development efforts in order to obtain new work for firm
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Transition from ‘Executor’ to ‘Leader’
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- Coached a newly promoted partner to modify work activities
- Moved from tactical to strategic functioning
- Changed from managing the work to managing, mentoring and leading others
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Executive Presence
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- Coached SVP to literally and figuratively move to the front of the room
- Identified ways to get included in higher level meetings
- Explored to modify attitude to be commensurate with leadership level
- Modified non-verbal communication including body language, appearance and vocal qualities
- Improved clarity and tone of verbal communications including driving meetings and strategies
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Communication Skills
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- Worked with senior associate whose communication style was verbose and unorganized
- Coached him to streamline verbal and written communication
- Addressed email writing and interactions with diverse people
- Improved ability to give and receive feedback, including having difficult conversations
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Reducing Staff Turnover & Client Churn
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- Worked with president of professional services firm to assess organization
- Determined causes of turnover and churn
- Changed organizational structure and management requirements
- Established client service model and delivery standards that decreased client churn
- Modified roles and responsibilities to increase morale and productivity
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Women’s Leadership
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- Worked with top 10 female leaders of organization to identify leadership needs
- Made recommendations to CEO and COO on ways to retain and develop a diverse workforce
- Consulted with CEO and COO to develop innovative programs
- Attracted and retained new talent based on changes in culture and practices
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Organizational Redesign
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- Conducted a needs assessment of division of large professional services company
- Helped EVP move from away from centralized structure based on service area
- Changed to decentralized structure based on location
- Maximized buy-in with methodical change management process
- Conducted management training around matrix functioning
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