ES
AT S
PL OL
M O
TE & T
ATD MEMBER-ONLY TOOLS
4-STEP COACHING PROCESS
2 DEFINE GOALS
1 ASSESS
Individual
Development Plan
Self Assessment
360 Feedback
Obstacles and Challenges
Surveys and Profiles
Other Sources
CLIENT AND
COACH
RELATIONSHIP
3 IMPLEMENT
PLAN
Experiment
Practice
Feedback
Homework
REVIEW,
RECOMMEND, AND
SAY GOOD-BYE
4
Post 360
Review and Recommend
157137.120920-1105
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FOUR STEP PROCESS OF EXECUTIVE COACHING JOB AID
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1
SELF ASSESSMENT
Understand the
executive’s perspective
Areas of strength
Areas to develop
SURVEYS &
PROFILES
Personality,
psychological,
and performance
assessments
1
ES
AT S
PL OL
M O
TE & T
ATD MEMBER-ONLY TOOLS
ASSESS
360 FEEDBACK
nderstand how
U
the executive is
perceived and
evaluated
hat to do more of,
W
less of, start, or stop
OTHER SOURCES
Strategic plan
Performance review
Employee
engagement data
157137.120920-1105
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FOUR STEP PROCESS OF EXECUTIVE COACHING JOB AID
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1
INDIVIDUAL
DEVELOPMENT PLAN
Agree on competencies,
skills, behaviors, and
measures of success
2
ES
AT S
PL OL
M O
TE & T
ATD MEMBER-ONLY TOOLS
DEFINE GOALS
PLAN FOR
OBSTACLES
lan for eventual
P
barriers or events that
could derail progress
Agree on timelines
and processes
Identify resources
OBSTACLES AND
CHALLENGES
I dentify what
can get in the way
of success
SHARE
With manager
With supportive
colleagues
157137.120920-1105
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FOUR STEP PROCESS OF EXECUTIVE COACHING JOB AID
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2
EXPERIMENT
Try new ways of leading
Start new behaviors
Strengthen skills
3
ES
AT S
PL OL
M O
TE & T
ATD MEMBER-ONLY TOOLS
IMPLEMENT PLAN
FEEDBACK
rovide ample
P
feedback and support
ackle barriers
T
immediately
ontinuously shape
C
motivation
PRACTICE,
PRACTICE,
PRACTICE
Standard executive work
HOMEWORK
Regular cadence of
new and enforcing
behaviors
E ngrain new
executive competencies
ew ways of thinking
N
and behaving
157137.120920-1105
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FOUR STEP PROCESS OF EXECUTIVE COACHING JOB AID
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3
POST 360
Assess change in
competencies,
skills, behaviors, and
measures of success
ES
AT S
PL OL
M O
TE & T
ATD MEMBER-ONLY TOOLS
4 REVIEW, RECOMMEND, AND SAY GOOD-BYE
PLAN FOR SLIPS
ontinue to
C
enlist colleagues
Identify support
Interview key people
DOCUMENT
AND CELEBRATE
Addendum to
original assessment
Include
recommendations
SAY GOOD-BYE
Reminisce
Reflect
Separate
thoughtfully
Share with manager
157137.120920-1105
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FOUR STEP PROCESS OF EXECUTIVE COACHING JOB AID
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4
To learn more about this four-step process by Nadine Greiner, and for more insights on executive
coaching, visit The Art of Executive Coaching: Secrets to Unlock Leadership Performance.
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