Step 1 – Defining the Goals
Marc and the coachee will work together to identify the issues or challenges the coachee wants to address. These may include career concerns, leadership, and management challenges, the desire to be a better rainmaker or problems with others in the workplace. It may also include upcoming presentations to large or small groups where the coachee wants to be more productive and successful. Once these issues and challenges are identified, which may take only one session, the Marc and the coachee will move on to Step 2.
Step 2 –
Once the coachee’s issues, challenges or concerns are identified, Marc and the coachee will explore information or data that will be relevant to arriving at solutions. This will include a candid assessment of the coachee’s strengths and weaknesses, their fears, and any relevant career history. From this information, Marc and the coachee will create a highly individualized action plan in step 3 to address the coachee’s issues, challenges or concerns. Marc firmly believes that without a plan there is just chaos.
Step 3 –
Creating a Plan
Based upon the above information, Marc and the coachee will create a highly individualized and carefully tailored action plan designed for success. It will not be a lengthy document. It may even be just one page. But it will be a plan that is feasible and which the coachee is capable of executing with Marc’s guidance and encouragement.
For business development coaching, Marc’s uses a tool called the “Green Sheet” which he developed over 40 years ago as he grew his law firm from two to over 70 lawyers.
The plan, however, will not be engraved in concrete. Marc and the coachee will see where the plan is working and where it may need changes, and they will work together to make the necessary changes.
Step 4 –
In this step, the coachee will execute the plan with Marc’s assistance. Marc takes a very granular, hands-on approach to coaching by regularly meeting with the coachee to assess the progress and to help determine what parts of the plan are working well and what components need to be adjusted.
In many coaching sessions, Marc and the coachee prepare for the coachee’s upcoming meetings or presentations to existing or potential clients or customers, or even to colleagues at internal meetings. It may also including rehearsing difficult discussions with workplace colleagues. Marc’s hands-on approach often involves role-playing in advance of a meeting, presentation or conversation so that the coachee is well-prepared.
Step 5 –
Throughout the coaching relationship, Marc carefully monitors the coachee’s progress and he will suggest changes to the plan or its execution when necessary. This also enables Marc and the coachee to work on other issues, problems, and concerns that may not have been apparent at the inception of the coaching relationship or which arose along the way. Finally, and importantly, all of Marc’s clients have stated that through this process, they feel accountable and thus continue to focus on the execution of the plan.