A Perspective of Analysis

Testimonials are great, and course descriptions give you some idea of what I offer, but Case Studies offer an in depth look at the results of my services. The following client case studies will give you a brief perspective of the variety of clients I work with, the depth in which I work, and the outcomes that are available as a result.

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  Bank Manager

  Reason for Coaching
  Bank branch manager – unhappy in current position, didn’t see a way advance, looking for a new job

  Process
  Used a Strength Finder tool and DISC profile.   Discussed what was good/bad about current position.   Identified the type of position that was desired and ways to look for it.   Also looked at ways to improve the current work experience including ways to deal with difficult people and situations and how to empower co workers.

  Result
  After 6 months of coaching the current position was much more enjoyable.   We identified ways to deal with a very difficult co-worker and improved that situation dramatically.   The client decided not to seek employment elsewhere.   Upper management at the bank noticed a change at this branch and in the client.   She was invited to apply for a promotion and after the interview process received the promotion.

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  Financial Adviser

  Reason for Coaching – Financial Advisor committed to personal & professional growth.

  Process – The client was a physically active individual in the spring & summer months and this gave him energy.   He coached in the fall & winter.   Focusing on how the business year going and how to set up success for the next year.   We looked at “where” the year was going, “set” a plan for the next year, defined areas of desired growth and how to achieve it.

  Result – Client was able to work on his business in an established plan with the goals in from of him.   He was able to do the outdoor things he loved in the spring and summer.   Because he had a plan laid out, defined clients, networking and education there was less stress, more peace of mind and more success.

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  Insurance Agency

  Reason for Coaching – A recently purchased independent insurance agency needed, focus on teams, customer service training, and the 2 new leaders needed to quickly and successfully develop positive working relationships with the staff.

  Process – Individual coaching for CFO and Sales manager.   Team coaching with inside and outside sales people, refined job descriptions with input from all staff, defined responsibilities in the teams and had regular coaching appointments with each team.   Met individually with CFO and Sales Manager to define their positions and improve communication and strengthen relationships and recognition with their staff.

  Result – Relationships and Job definitions were greatly improved.   Successful systems were put into place.   Inside sales team jobs were aligned with their skills and personality styles.   Outside sales people improved sales strategy and technics with potential and current clients and improved communication with inside sales/support team. Overtime was reduced, employee satisfaction was drastically improved.

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  Fair Trade Distributor

  Reason for Coaching – Owner of fair trade distributor needing to set growth goals for United States market and determine options to deal with delays from international suppliers.

  Process – Evaluated current customer demographics, defined key attributes of best customers, reviewed history of suppliers and deliveries and set criteria for expansion and addition of employees

  Result – 1,3 and 5 year growth plan, established growth territories and defined best customer demographic, met 1^st year growth goal and on track for 3 year goal.

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  Stay at Home Mom

  Reason for Coaching – Going through a divorce, had been an at home mom for 20 years, needed to find a job/career,   define income needs for now and future

  Process – Reviewed college degree, did a PIAV and Kiersey evaluation, looked at current and future income requirements and desires, put together a few resumes, worked on networking and interviewing technics,

  Result – Came to understanding of income requirements and desires, developed personal confidence, regained personal control of life, found a job that balanced need of at home children and met income needs and in the end found the job/career that matched talents, time and income desired.

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  Attorney

  Reason for Coaching – solo practice attorney, needing to find time to grow business, work with clients and have a personal life

  Process –  Did a personal time study over a period of 3 months, set up criteria for time and money spent, defined priorities, best customers and business system.   Learned how to be a referral partner, how to communicate most effectively with clients and systems for an effective work week, quarterly, annual and 3 year goals.

  Results – Found a balance in marketing, working with clients and personal time.   Increased referral business, more effective networking with less time spent, achieved an effective system for daily, weekly and monthly work based on personal/business priorities.   In the end there was more time and more income and happier personal life.

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  District Manager

  Reason for Coaching – District Manager for national financial investment company looking for continuing personal and professional growth and growing region, advisors and staff

  Process –Reviewed personal skills and management style, expectations of the company, staff and advisors, determined and implemented T.E.A.M strategies, set regional goals in line with and ahead of corporate goals, determined and implemented recruiting and training strategies exceeding corporate standards. Ongoing coaching and evaluation as part of growth and success strategy

  Results –  Continue to vision, implement and delegate. . .giving staff the power to vision and implement in their individual areas of expertise. . all in line with corporate expectations and consistently in the top 5 regions in the country