Client Coaching Objective: Improve personal and professional networks; Capture business operations methodologies to inform planning and marketing

Client's Situation: Having built a successful Internet Consulting Firm over 15 years the impulse to clarify vision and direction, for both business and consulting expertise, in light of an increasingly complex and sophisticated industry trends, became a pressing need.

Marketing plans and business development initiatives were dependent on the clarity of a new vision, which was to be based on an understanding of the uniqueness of the business owner’s methodology.

Coaching Objectives: To support the client in an in-depth strategic planning process examining business, professional and personal stakeholder perspectives to clarify vision, direction, roles and relationships that would create an enhanced sense of work-life balance and improved quality of life.

One hour Executive Coaching sessions were scheduled on a regular weekly basis for a period of 10 weeks with assignment and fieldwork scheduled after each call to translate insight into knowledge through action and embed coaching model.

Results: Our client reframed her situation, clarifying the roles, functions and relationships that come together to create her work-life context to align with her strengths, values and vision, re-positioning and leveraging her business so it would work for her and enhance her quality of life.

Client Testimonial: “Julia’s process for life and executive coaching has done wonders for me. Setting weekly goals and tracking my progress has made me realize how much I actually can accomplish to move forwards on my aspirations. Understanding and applying energy management techniques has helped me better manage my stress and my health. I am now very confident in and deeply grateful for the guiding system of my leader within. I was able to identify my stumbling blocks, understand why they happened and find a way around them. Now that I have charted my course and it’s all aligned with my values, my goals and desires, I feel like there is no stopping me. I’m fully charged and centered.” February 11, 2010

A CEO Reflects on the Coaching Process

Having gone through the coaching process on a personal level a year earlier, I expected it would help me focus on my pressing business objectives, which included identifying what I envisioned for myself and my business within the larger context of industry possibilities. Also, I needed to settle these questions so I could move forward strategically and with confidence in developing marketing materials and pursuing new business.

Creating Focus