My Usual Coaching Model
Dec 24th, 2008 by admin
My Consulting and Coaching Model:
Below is the general model I use for private coaching, and I often customize it a bit depending on whether I am working with creative talent, an entrepreneur, or a corporate executive. I based it on a 5-phase change model first developed by Ed Shein at MIT. I modified the original model to fit my style and to make use of the strategies from my various books, teaching and consulting experience.
I. Discovery:
New clients complete a series of behavioral assessments that are confidential. We use these tests as a baseline for discussion and reference throughout our work. Tests include: a behavioral event interview, profiles of motivation and communication preferences, leadership behavior assessment, and 360° feedback (if appropriate). Though no set of tests can capture the gestalt of a human being, these tests are extremely useful as we decide and implement strategy. I find the assessments especially useful for predicting stress behavior, designing interventions, and for helping clients repair relationships with those closest to them.
Once the assessments are completed and scored, we meet to debrief the assessments in detail. Next, we discuss the client’s situation, desires, stakeholders, competitive frame, and the important people in their lives. We then focus on the client’s struggles, opportunities, and strengths.
We deliberately do not attempt to make or force any changes in this phase. To paraphrase Lao Tzu, “The problem we can understand at first glance is not usually the problem.”
In most coaching or consulting situations the client and I must “admire” their situation for a bit and reflect on several options before we choose a course of action. We avoid the quick fix when time permits. The truer answers are best not forced or hasty although we often put out a fire or two on the way toward more considered goals.
II. Strategy, Abilities, Rewards:
After a client and I discuss the perceived current reality, future goals and resources, we develop a holistic strategy — relevant success measures, support requirements, and time frames. We attempt (always) to leverage individual skills, social networks, accomplishments, and corporate strengths. We employ motivation techniques that are specific to each client and we mutually decide on accountability, incentives and degree of on-going support.
These approaches have been statistically proven to enhance personal awareness, increase productivity, deepen communication as well as help establish the necessary rhythms of the creative process.
Working together we identify a personal strategy or career evolution and vigilantly work to capitalize on events (both expected and not expected) as they unfold across time — adjusting our approach as necessary.
III. Weekly Support and Fees:
Knowing how important regular follow up is to the success of any change process, I usually meet with clients once or twice a week, with a minimum of weekly follow-up. We meet either face to face or by teleconference with additional phone and email support as required.
Consulting fees and workshops are priced on a project by project basis. My average consulting day rate ranges from $3500 to $5000 depending on the length of the engagement, goals, number of participants, and the organization involved.
Private coaching clients pay a monthly retainer of $1500 to $5000 with a 3 month minimum paid in advance against an hourly rate of $350. I do not believe in quick fixes (though they do happen). My “professional courtesy” rate for a one-time project review or book edit with comments is $250 an hour.
All my retainer arrangements have a “30 second” cancellation clause. In other words, clients have the right to terminate my services in “30 seconds” should they feel at any time they are not receiving adequate return on their investment. In such a case, money would be returned on a pro-rata basis. This has never happened.
For pricing comparison, most corporations expect to pay from 18K to 24K (about $350 an hour) for an average intervention from a well-qualified professional coach.
IV. Resistance, Obstacles, Reconstruction:
Some situations change easily, some do not. Either way, change is a process that brings up anxiety and therefore potential resistance.
As a client engagement progresses over time, my job is to help a client maintain enough anxiety (think of anxiety as “blocked excitement”) to insure the anxiety present provides needed energy for change and simultaneously does not get so high as to paralyze a client to the point a project is abandoned or sabotaged.
Even positive change is a stressor. This includes fame and fortune. Success must often be addressed as an unseen enemy – particularly when it is long overdue or comes suddenly. (It can destabilize the personality.)
Therefore, a client’s goal may be relatively straight forward — such as the completion of a specific project or life transition – and they are often more complex and confusing such as sudden a career shift, a rapid change in financial status, a business struggle, even a personal crisis such as retirement, divorce, or death of a loved one. (Many changes in life will always remain unwanted and difficult. There are times when the best we can hope for is solace and perseverance. Life is, after all, life.)
V. Celebration and Completion
The emotions of completion and renewal keep many people from addressing a necessary goodbye head-on. Yet, we need to reach healthy closure with projects, with people, with phases of our work.
The time and depth of our closure effort varies by client and circumstance. It ranges from a simple conversation and a celebration dinner to a day of planning. In the process, we celebrate our wins, review our losses, and properly say goodbye to this phase of our work and our relationship. This official “goodbye” effort clears the decks for what is next.
Below is my client wish list. It is a list of ideal characteristics and motivations that are good indicators of potential success. They represent something we can build on and I prefer my clients possess several of them. I also list it here so that potential clients can reflect on what they want most in a coach and comrade. It serves us as a conversation starter about our strengths and weaknesses. My ideal client:
- Either is or wants to be a leader or expert in their field, or is close to becoming one, and/or is successful in one field and able to transfer those skills into another desired field of endeavor. Most talented people have multiple skill sets and interests.
- Has a good track record or reputation with connections and a network on which we can base our efforts.
- Can (or can learn to) handle him/herself well with senior level executives and the press – articulate, dynamic – who exhibits both humility and the will to succeed.
- Is without active problems with substance abuse or is at least willing and able to confront them.
- Does (or wants to do) the work they do because they believe in it.
- Possesses a strong enough personality to take responsibility for their current situation and the steps necessary to change it.
- Has personal courage and can usually “speak truth to power” — meaning express their feelings and thoughts even when dissatisfied.
- Is capable and determined to follow through and implement plans we agree on.
- Desires to succeed in all areas of their life, not just financially.
- Values my time and expertise — and their own.
List of common client desires and goals:
1. Initiate and complete a creative project.
2. Rebuild a damaged family or business relationships.
3. Restructure a business, scientific or artistic career.
4. Design and develop new products, processes or services.
5. Transition from one career or life phase into another.
6. Balance home life and work life for the benefit of both.
7. Cope with personal loss, career disappointments or abrupt change.
8. Find new meaning in life or in work.
9. Increase morale, attendance, and productivity.
10. Identify new marketing, advertising or branding strategies.
11. Capture non-linear business opportunities.
12. Leverage the effects of success, wealth and/or fame.
13. Propel initial success into a career.
14. Create respectful dialogue between talent and business representatives.
15. Manage recovery from substance abuse, impulse or mood disorders.
16. Organize an adventurous corporate or artistic community that lives on the edge of intuition and creative advantage.
17. Work through the underlying emotions that cut productivity and damage team communication.
18. Utilize the anxiety caused by deadline pressure.
19. Resolve costly conflicts.
20. Rediscover the fun and humor in the creative process.