[…Client’s] Leadershiplan

This is the working template of your ‘leadershiplan’. We will fill it in together.

Each time we meet, this page will be updated with my notes, test results, video recordings of our session. From time to time, I will remind you to invest time in reading and re-reading what’s here. Being conscious of the road makes the road more joyful.

Let’s start!

The Intake Phase refers to the start of a ‘leadershiplan’. During the 1-3 sessions (3 to max. 7 hours) of coaching, you:

  • get to know your coach and set a formal contract of work
  • involve your sponsor (HR manager, direct manager)
  • get your sponsor’s demands from the ‘leadershiplan’
  • get to know your goal (define and refine it to the point you really want it to happen and can measure it)
  • evaluate yourself using several psychometric and personality tests
  • get evaluated through the eyes of your other peers, subordinates, and managers from work and possibly other stakeholders important for your development (360 questionnaires)

I. INITIAL NOTES

1. Formal Contract Details:

– all the details referring to the number of hours contracted, periodicity, payments

2. Informal Contract Details:

– all the details related to the informal ‘coaching contract’: what is permitted and allowed, preferences, expectations of me as a coach and you as a client, what each of us brings and wants from the coaching relationship

3. Your Declared Goal:

– what do you want, as specific as may be formulated in terms of the deadline, deliverables, behaviors changed, new attitudes, skills, results

4. Sponsor’s Requested Goal:

– what your sponsor wants (usually the HR manager or direct manager) for you, as specific as may be formulated in terms of the deadline, deliverables, behaviors changed, new attitudes, skills, results

5. Working Goal (refined after assessments, tests, and input from stakeholders/ sponsor):

– what do you really want, as specific as may be formulated in terms of the deadline, deliverables, behaviors changed, new attitudes, skills, results, taking into considerations any stakeholder (sponsor) input

6. Meta Goal (urgency, why important):

– why is the goal important to you, what consequently generates and allows, what are the reasons behind, what’s the motivation, what’s the superior purpose lying underneath

7. Goal Succes Evaluation (observable):

– how do you measure the success of the ‘leadershiplan’/ accomplishing the goal and how do I, as your coach or others may see this

8. Coach Initial Notes:

– what’s to be noted after the initial inputs from you, other stakeholders, the sponsor, that may be used for further and future reference in our coaching relationship and in building the leadershiplan

II. TESTS AND QUESTIONNAIRES

1. Change Readiness Test

Here You Take The Change Readiness Test (Free, 20 minutes)

Your Results: Total Score: ; Adaptability: ; Optimism: ; Resourcefulness: ; Self-Confidence: ; Motivation/Passion: … ; Adventure Spirit: ; Ambiguity Tolerance: ; 

Individual and Total Optimal Score: 22-26

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

2. The 360 Leadership Values Assesment

Here You Take The 360 Leadership Values Assesment Test (34$, 30 minutes, client + min. 10 other stakeholders/ respondents)

Here is the report with your results (uploaded by coach)

Alignment of the Goal and stakeholders’ 360 views:

Coach Notes, Reflections and Questions for You:

Your Notes, Reflections, and Answers:

3. The Enneagram Test (RHETI)

Here You Take The Enneagram Test (12$, 20 minutes)

Here is the report with your results (uploaded by coach):

Results: Type: … Virtue:  ; Fixation: … ; Passion:  ; Basic Fear: ; Basic Desire: ; In search of: ; Healthy Sense of Self: ‘…’; Hidden Complaint: ‘…’, Key Defense Mechanism: ; Main Temptation: ; Saving Grace: ; Structural Pattern: ; Cognitive Error:

Alignment of the goal and the Enneagram type:

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Read More on Enneagram

4. Integral AQAL Quadrant & Stage (coach eval.)

Your Primary Quadrant:

Your Secondary Quadrant: 

Your Blind Quadrant:

Your Evolutionary Stage: Assumptions about leadership: Agility in pivotal conversations:  Agility in leading teams:  Agility in leading org. change:

Alignment of the Evolutionary Stage with the Your Goal:

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Read More on Coaching For Integral Leadership

Read More on Levels of Consciousness and Enneagram

5. Consciousness and Types of Intelligence – Developmental Lines / Psychograph (CQ-I)

Here You Take The CQ-I Test (Free, 50 minutes)

Here is the report with your results (uploaded by coach):

Results: Consciousness Quotient: (optimal higher) Physical: ; Emotional: ; Cognitive: ; Social-Relational: ; Self: ; Inner Growth: ; Spiritual:

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Read More On The Psychograph

Read More on CQ-I (Consciousness Quotient)

6. 16 Personalities

Here You Take The 16 Personalities Test (Free, 15 minutes)

Your Test Results Link Attached (uploaded by coach):

Your Results: ‘ Strengths:  Weaknesses:

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Read more on the 16 types

III. COACH’s SWOT FOR YOU

Your Strengths

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Your Weaknesses and Gaps

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Our / Your Opportunities

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

Our Threats

Coach Notes, Reflections and Questions for You: 

Your Notes, Reflections, and Answers: …

IV. VIDEO & DEBRIEFS

Intake Coaching Session(s) Video Recordings

The video recordings (optional) of the coaching sessions in this phase – Intake- would be available here, uploaded by coach, completely secured and password protected. In the end, you will receive a USB stick containing all your materials.

Debrief on intake videos and feedback

The coach reviews constantly the video recordings of all the coaching session with you. You are also encouraged to do so. Sometimes, the coach will ask you to review together parts of previous recordings. This is a coaching method of objectifying aspects of your inner dialogue for a better understanding and usage.

The Strategy Phase refers to the planning/ outlining of a ‘leadershiplan’. During the 1-3 sessions (1 to max. 3 hours) of coaching, you:

  • get feedback on the results from the personality tests and questionnaires from the previous phase
  • co-create together with your coach the timeframe for development
  • cooperatively define the developmental lines attitudes, skill sets and behaviors to change during the timeframe
  • evaluate existing and future resources and limitations
  • get introduced to your first Cycle Of Development Focus Practice and to your first Fundamental Practice (see next phase)

I. YOUR LEADERSHIPLAN

The Two Metaphors:

Your Old Way Of Being

‘- a metaphor describing your current state of being versus the goal’. Description of the metaphor…

Your New Way OF Being

‘- a metaphor describing your future state of being, when the goal is possible’. Description of the metaphor…

The Developmental Lines/ Skills/ Behaviors/ Moods to be developed:

Line of Development 1: … Skill to develop: Possible Focus Practices:

Line of Development 2: … Skill to develop: Possible Focus Practices:

Line of Development 3: … Skill to develop: Possible Focus Practices:

Possible Fundamental Practices:

II. Videos & Debriefs

Strategy Coaching Sessions Video Recordings

The video recordings (optional) of the coaching sessions in this phase – Strategy- would be available here, uploaded by coach, completely secured and password protected. In the end, you will receive a USB stick containing all your materials.

Debrief on strategy videos and feedback

The coach reviews constantly the video recordings of all the coaching session with you. You are also encouraged to do so. Sometimes, the coach will ask you to review together parts of previous recordings. This is a coaching method of objectifying aspects of your inner dialogue for a better understanding and usage.

The Developmental Phase refers to the core ‘muscle development’ period of a ‘leadershiplan’, through iterations of similar Cycles of Development. During each of the 3 to 7 sessions (1,5h hours each) of coaching, you:

  • analyze the video recording of the previous sessions (attitude, the way of relating to your goal, resources, limitations) (1/4 of time)
  • describe your daily Focus and Fundamental practice development during the latest/ previous Cycle of Development, get feedback in relation to your goal and co-create your learning outcome (1/4 of the time)
  • are presented the new Focus Practice (and Fundamental Practice where the case) and test it for the first time (1/4 of the time)
  • other topics of discussions, dilemmas helping your learning (1/4 of the time)

I. YOUR Focus Practices

1. Self-Observation Practice:

– the first practice is a self-observation exercise of at least 1 week of the current way of being…

2. Focus Practice #2:

3. Focus Practice #3:

II. YOUR Fundamental Practices

1. Fundamental Practice #1

– the foundation/ fundamental practices are meant to vertically develop and strengthen your existing evolution stage and set more firm grounds for the focus practices horizontally developing new skills

2. Fundamental Practice #2:

III. VIDEOS & DEBRIEFS

Development Coaching Sessions Video Recordings

The video recordings (optional) of the coaching sessions in this phase – Development- would be available here, uploaded by coach, completely secured and password protected. In the end, you will receive a USB stick containing all your materials.

Debrief on development videos and feedback

The coach reviews constantly the video recordings of all the coaching session with you. You are also encouraged to do so. Sometimes, the coach will ask you to review together parts of previous recordings. This is a coaching method of objectifying aspects of your inner dialogue for a better understanding and usage.

The Closure Phase refers to the closing and evaluation moments at the end of the ‘leadershiplan’. During the 1-3 sessions (1 to max. 3 hours) of coaching, you:

  • put together everything you’ve learned through a series of real-life tests of the new attitudes and skill sets acquired
  • evaluate your progress and reaching of the goal, draw learning outcomes
  • report to the sponsor where the case
  • define future possible challenges and goals to attain
  • are left with a final Fundamental Practice to even further strengthen your main skill or attitude or behavior in the ‘leadershiplan’

I. RE-EVALUATION & ROI

The 360 Leadership Values Assesment

Here Take The 360 Leadership Values Assesment Test ($34, 50 minutes, same 360 stakeholders/ respondents inputs needed as in the initial assessment)

Here is the report with your results (uploaded by coach):

Coach Notes, Reflections and Questions for The Client: 

Client Notes, Reflections, and Answers: …

II. VIDEOS & DEBRIEFS

Closure Coaching Sessions Video Recordings

The video recordings (optional) of the coaching sessions in this phase – Closure- would be available here, uploaded by coach, completely secured and password protected. In the end, you will receive a USB stick containing all your materials.

Debrief on closure videos and feedback

The coach reviews constantly the video recordings of all the coaching session with you. You are also encouraged to do so. Sometimes, the coach will ask you to review together parts of previous recordings. This is a coaching method of objectifying aspects of your inner dialogue for a better understanding and usage.

III. The FINAL NOTES

Final meeting with the sponsor

– final notes on sponsors input regarding your goal attainment

Your Notes & Feedback

– your notes on the ‘leadershiplan’ evolution: what did you learn, how did you change, new behaviors, skills, attitudes you gained

Coach Notes + Future Pace Recommendations

– coach’s notes and recommendations on needs to be further developed, kept and strengthened 

Testimonial from you

– what do you see worthy saying about your realizations during and after the ‘leadershiplan’ .