Methods & Expectations

Commit to the Process

As simple and reductive as it may seem, being committed to the process is all that is necessary to achieve success. Regardless of the goals of a coaching or consulting engagement, the basic premise is that the costs associated with the status quo (financial, organizational, personal, etc.) have become unbearable or overly self-limiting. Only when change becomes an inevitable conclusion can clients fully dedicate themselves to the work, time, and efforts required to make long-lasting, impactful, and positive changes.

Speed and Empowerment

My engagements are, by design, time-limited to drive accountability and responsiveness. We will partner in the process, supporting each other at every step. I work as an extension of your team and will move as quickly as I am supported and enabled to do so.

Transparency

The quality and effectiveness of the engagement are directly related to the quality and depth of the information the client makes available. I will not participate in fishing expeditions for unnecessary or unrelated information but will depend on you and/or your team to provide the information and perspective necessary to reach the intended goals.

Communications

You can expect straight talk and candor during our discussions, even on topics of the most sensitive nature.

Depending on the type of engagement, the client is expected:

  1. Communicate relevant aspects of the engagement, results, expectations, and plans to employees.
  2. Ensure compliance with requests and coordinate activities.

Should the service engagement require interviewing members of the management team and employees or conducting 360-degree assessments, these interviews and/or results will be kept strictly confidential unless express permission has been provided. The client will receive summaries and general observations that protect individuals interviewed or those asked to participate in an assessment.

In some cases, access to the Board of Directors may prove necessary and will be discussed during the initial engagement discussions. When appropriate, access to key suppliers and trusted customers may be required during our investigation phase.

As part of business consulting or team development, a single point of contact and advocate within the client organization is required to manage expectations. This person is typically the CEO for engagement-specific issues and their administrative assistant for day-to-day coordination of activities or requests.

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