Illustrative Coaching Plan

Session Topic/Activity Potential Curriculum

1 (Orientation/Set Up) Confirm fit.
Set initial goals. Leaders Dashboard follow up
Review groundrules.
Set up ProfileXT (or other assessment). Behavioral change/coaching
Set up baseline Checkpoint360 (or other with peer support
360 for baseline competency assessment).
Introduce Leaders Dashboard. Perceptual shifts for
Identify participants to be interviewed for leadership
confidential verbal 360.
Engage and mobilize
Between Initial Session Complete ProfileXT.
and Session 2 Complete Checkpoint360. Influence others with impact
Complete Leaders Dashboard.
Coach interviews participants for verbal Communicate powerfully
360.
2 (Initial Session 2.5 Review ProfileXT. Manage up
hours) Review Checkpoint360.
Review Leaders Dashboard. Have a strong powerbase
Review verbal 360.
Homework: Choose one behavior that will Resolve conflict
have significant impact on performance;
clarify goals so that coach and client can Lead change
create individual development and
coaching plan. Lead Teams/team dynamics
3 Determine behavior and set up behavioral
coaching process. Execute effectively
Review and agree on development plan
and coaching plan. Time management

4+ Coaching begins. Emphasis is on Success in a new role

behavioral coaching first, then Leaders
Dashboard, current issues, and curriculum Manage personal
in right column based on their goals and domains/balance
needs. At end of every month, client
receives feedback/data about behavior Specific issues as they emerge
change and discusses with coach.

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