Executive Coach Application Dear Leadership Coach: We are always looking for qualified coaches worldwide to add to the CoachSource network. We consult our database regularly to locate coaches based on any number of criteria (background, location, language, etc.). There is no cost to join the database, and you are not committed to any CoachSource project without your approval. While we will arrange the contracting and management of CoachSource projects, you would retain your own "identity" as an independent practitioner throughout. Your information is not published to the general public on our website, but only shared with specific clients who may be interested in you as a coach. What are we looking for? We seek coaches meeting the following criteria: Specialist in leadership effectiveness coaching - helping leaders achieve positive, long-term change in leadership behavior over time, commonly using 360 or interview-based feedback processes to begin. Extensive experience coaching senior leaders (Director, VP and above), minimum 5 years. Experience holding senior leadership positions in large organizations. Line management / P&L experience a plus. Fortune/FTSE 500 preferred. Client list of Fortune/FTSE 500 organizations. Advanced degree: MBA, MA, MS or Ph.D. Working independently or affiliated with a firm for at least 2+ years. Willing to provide references of senior leader coaching clients. Endorsed by at least one current CoachSource network coach or client. Coaches lacking 1 (and possibly 2) of the above criteria may still be accepted into the network (subject to CoachSource discretion). Coaches lacking more than 2 of the above criteria will likely not be accepted into the CoachSource network. What do you need to do? If you would like to be included in the database, please: 1. Answer the questions below, and create your bio in the one page format (as demonstrated below). 2. Gather a high quality professional photo (JPEG only) 3. Email the application and your photo to patty@coachsource.com. 4. We will inform you whether you have been accepted into the network within a few weeks. 5. You will receive a login to further update your information online. Please note: the file you submit to us could likely go directly to potential clients. Please spend quality time on it! What happens next? We will review your application to determine whether to accept you into the CoachSource network. Upon acceptance, we will upload you into our database within 1-2 weeks. You will receive a login for our online database. Please login promptly to ensure everything is in order. We also have additional questions for you to answer online. You will also receive a CoachSource general contract to provide more detailed information of our business processes. We will be asking you to digitally sign this contract. Unless we have a specific, immediate need, we usually will not pursue a telephone call with you. With over 900 coaches in the network, our operation would be quickly overwhelmed. Once a specific need arises, we will reach out to you. Please be immediately responsive. We almost always reach out via email. If you do not check email regularly, or do not leave an “out of office” message for extended absences, it is possible you will miss a time-sensitive coaching request! We periodically send notices to the entire database to help us find coaches for very specific needs. You will receive these notes from time to time. When will I receive an assignment? There are many, many factors that go into how coaches are assigned work. We do try to spread it around as much as we can (we have over 900 coaches, and about half have been put forward for assignments we are always trying to grow that number). However, our clients have very particular needs, often relating to location, background/experience, and other factors. Sometimes we reach out with assignments in just a few weeks, sometimes years and sometimes we haven't yet been able to do so - it is hard to predict! Please be patient with us. Here is what we recommend for you to maximize opportunities: Keep your online profile up to date - we are constantly searching our database. For example, if you receive a new certification, or move, please update your profile! These factors may impact your candidacy for engagements. Let's meet in person! If Dr. Underhill is in your city, he may try to arrange to meet you; alternatively please let us know if you are in Silicon Valley (or even flying through our airport). Sharing work with CoachSource There are times when you may receive offers for work that you cannot do, or is too big for you to do alone. We encourage you to share this work with CoachSource, as a way for us to begin working together. We pay recurring commissions for this. We get to work together, and the coach gets a % of all the work we do at the client, and the client is well served. A win-win-win for all! What can you do next? We strongly encourage you to review the materials and downloads on www.coachsource.com. You can also learn more about our work from Dr. Underhill's book, “Executive Coaching for Results.” We also suggest reviewing www.marshallgoldsmithlibrary.com. Our work closely follows that of Marshall, thus your familiarity with his approach is a big benefit. Follow Dr. Underhill on Twitter https://twitter.com/bunderhill Link up with Dr. Underhill on LinkedIn: www.linkedin.com/in/coachsource/ If your application is accepted by CoachSource, you may be invited to join CoachSource CONNECT. CoachSource CONNECT is the new worldwide community of executive coaches; the online destination where leadership development professionals can interact, share, learn, and communicate with each other. CONNECT was created by CoachSource solely for experienced senior executive coaches. A basic membership entitles you to access the profession’s most comprehensive online information source, including the Institute of Coaching Professional Association's extensive online library, plus ongoing webinars, live seminars, educational and social events, and much more. Recent and upcoming CONNECT events include: Growing Global Leaders Through Executive Coaching at Lenovo Coaching for Executive Presence with Sachi Koto, former CNN Anchor Using Hogan Assessments in Coaching with Ryan Ross All past Keynotes available for download (includes Marshall Goldsmith, David Peterson, Carol Kauffman, Kate Ludeman and more!) Connect members dinner at Harvard ICPA conference Plus intimate peer-to-peer CONNECT Conversations monthly. While CoachSource CONNECT is a business unit of CoachSource, it is very much separate from the coaching network and database. CoachSource CONNECT provides excellent professional development and networking opportunities, but is not a means to get additional coaching assignments. Your decision to join CONNECT will not in any way impact your status in the CoachSource coach network or candidacy for coaching assignments. www.coachsourceconnect.com CoachSource Application Form Please complete the attached. Return it with your bio in our standardized format and attach a photo. Mail to patty@coachsource.com You will be notified in 1-2 weeks of acceptance or denial of your application. Please note: We may share this file directly with potential clients. Please spend some quality time on your responses! Coach Name: [answer here] Location: [answer here] Website: [answer here] LinkedIn Profile URL: [answer here] Which current CoachSource coach(es) or clients are willing to endorse/recommend you to us? Bonus: Please ask them to write patty@coachsource.com with their endorsement for our records. [answer here] [answer here] [answer here] Years of Experience Coaching [answer here] Years of Experience in Business [answer here] Years of Experience as a Leader [answer here] Highest Degree earned/discipline: (please indicate if your degree is the “equivalent to a Master’s or MBA or Ph.D.” if not immediately obvious) [answer here] What percent of your coaching work would you characterize as “leadership effectiveness coaching” (working from a 360 and/or interviews and helping leaders to improve leadership behavior on the job)? Please highlight. [answer here] What percent of your work is in coaching senior leaders (Director, VP, and up)? [answer here] Do you have experience holding senior leadership positions in organizations? Please highlight. (Line management preferred. Fortune/FTSE 500 preferred.) [answer here] Does your client list include primarily Fortune/FTSE 500 companies? (Be sure your attached bio includes your client list; we search for this regularly in locating coaches.) [answer here] Have you been working independently (or affiliated with a firm) for at least 2+ years? [answer here] Please provide 3+ references of senior leader coaching clients. [answer here] How familiar are you with the work of Marshall Goldsmith? (See www.marshallgoldsmithlibrary.com for resources) [answer here] What languages do you speak? [answer here] Do you hold coaching or instrument certifications? Which ones? (ICF members - please accurately depict your highest status attained, and whether you have maintained the credential today.) [answer here] Please outline your code of ethics as a coach: [answer here] Description of your coaching approach and philosophy: [answer here] Sample Bio Template Please insert your bio here, using our standardized template. It must fit on one page. John L. Miller, Ph.D. Experience/Background Dr. Miller is an executive coach with over 25 years of experience helping people and organizations attain maximum effectiveness. His background includes working with CEOs, senior managers, and board of directors of small private companies to multi-billion dollar publicly traded organizations. Dr. Miller’s corporate background includes being one of the original founders and senior vice president of Health Net, one of the largest HMOs in the nation. In addition, he served as the President and CEO of a subsidiary of UniHealth America, a health care system with over 3 billion dollars in annual revenue. He also served as the CEO of a Goldman Sachs portfolio technology company where he presided over a national organization that grew quickly through multi-million dollar mergers and acquisitions. As an executive coach, Dr. Miller works with CEOs, senior level executives and department managers. His practical business background as an executive dealing with the complex challenges of running a successful business are blended with his extensive experience as an executive coach. His clients include Fortune 50 organizations that are mature and have a welldefined market share to start-up firms where rapid change and fierce competition is a constant companion. Clients Agilent, Amgen, Blue Cross, California Public Employees Retirement System (CalPERS), Harvard University, Lockheed Martin, Mayo Clinic, Spirent Communications, Union Pacific Railroad, Zenith Insurance Education / Certifications Dr. Miller holds an MBA, a Masters degree in organization development, and a Ph.D. degree in human and organization behavior. Contact Information (805) 492-3400 jlm1000@A4SL.com www.theexecutivecoach.us