P a g e | 1

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IiincipIes and CuideIines foi a
SuccessfuI Coaching Iailneiship







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P a g e | 2


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P a g e | 3


!"# %&#'()*+# ,-.'"*/0 1./23--4
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!"# <##2 B-: . 1./23--4AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA S
Why a Handlook` ....................................................................................................... 5
Recenl Tiends in Lxeculive Coaching....................................................................... 6
The Cuiienl Slale of Reseaich.................................................................................... 7
The Lxeculive Coaching Ioiun............................................................................... 14
Handlook Oiganizalion........................................................................................... 16
5#B*/*/0 %&#'()*+# ,-.'"*/0AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA TU
Whal Is Lxeculive Coaching`................................................................................... 19
Whal Is a Coaching Iailneiship` ............................................................................ 21
Whal Is Diffeienl Aloul Lxeculive Coaching`.......................................................22
N+#:.:'"*/0 V:*/'*76#E B-: %&#'()*+# ,-.'"*/0AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA =W
1. Syslens Ieispeclive........................................................................................... 27
2. ResuIls Oiienlalion ............................................................................................ 3O
3. usiness Iocus.................................................................................................... 32
4. Iailneiship.......................................................................................................... 34
5. Conpelence ........................................................................................................ 36
6. Inlegiily............................................................................................................... 41
7. }udgnenl.............................41
X(*2#6*/#E B-: V:.')*'#YYYYYYYYAAYYYYYYYYYYYYYYYYZ[
1. Managing ConfidenliaIily................................................................................. 43
2. Iie-coaching Aclivilies........................46
3. Conliacling ......................................................................................................... 48
4. Assessnenl.......................................................................................................... 51
5. CoaI Selling......................................................................................................... 54
6. Coaching.............................................................................................................. 56
7. Tiansilioning lo Long-Tein DeveIopnenl .................................................... 59
N+#:+*#@ -B X(*2#6*/#E B-: %.'" \#;3#: -B )"# %&#'()*+# ,-.'"*/0
V.:)/#:E"*7 ]T
Lxeculives CuideIines .............................................................................................. 61
Coachs CuideIines .................................................................................................... 64
Olhei Iailneis CuideIines ....................................................................................... 66




P a g e | 4


,-:# ,-;7#)#/'*#E -B )"# %&#'()*+# ,-.'"YYYYYYYYYYYYYYAAAA]?

Why a Conpelency ModeI`...................................................................................68
Defining Lxeculive Coaching.................................................................................68
Consliuclion of lhe ModeI.....................................................................................69
IolenliaI Uses of lhe ModeI...................................................................................7O

VE8'"-6-0*'.6 ^/-@6#20#.................................................................................... W=
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N:0./*`.)*-/.6 ^/-@6#20#...................................................................................WZ
,-.'"*/0 !.E4E ./2 a4*66E....................................................................................W]
uiIding and Mainlaining Coaching ReIalionships.....................................78
Conliacling.........................................................................................................79
Assessnenl.........................................................................................................8O
DeveIopnenl IIanning.....................................................................................81
IaciIilaling DeveIopnenl and Change...........................................................82
Lnding IoinaI Coaching & Tiansilioning lo Iong-lein deveIopnenl.....84
C)):*3()#E ./2 C3*6*)*#E.........................................................................................?S
Maluie SeIf-confidence.....................................................................................85
Iosilive Lneigy..................................................................................................86
Asseiliveness......................................................................................................87
InleipeisonaI Sensilivily...................................................................................88
Openness and IIexiliIily..................................................................................89
CoaI Oiienlalion................................................................................................9O
Iailneiing and InfIuence..................................................................................91
Conlinuous Leaining and DeveIopnenl.......................................................92
Inlegiily...............................................................................................................93
P a g e | 5


!"# <##2 B-: . 1./23--4

"#$ % &'()*++, '() -+. ' /+01232(4$ 5+)26

Lxeculive Coaching is leconing connonpIace in Ieadeiship deveIopnenl and as a
liansilion looI on an inleinalionaI lasis. Il is seen as vialIe Ievei in lhe ielenlion of lop
laIenl. Tvenly yeais ago, il vas a one-off aclivily, nov oiganizalions lhal use coaching
iepoil lhal lheyII IikeIy inciease ils use in lhe nexl five yeais, and nuneious Iaige and
snaII conpanies say lhey viII inlioduce execulive coaching vilhin lvo yeais. Coaching
giovs in popuIaiily and pieslige. Yel, lheie sliII is no videIy agieed definilion oi sel of
piofessionaI slandaids. This !"#$%&&' vas conceived as a slep in eslalIishing guideIines
ly slailing a diaIogue in lhe fieId aloul vhal is execulive coaching, vhal is ils puipose,
hov do ve nake suie ils leing piacliced veII and elhicaIIy, and hov do ve knov il
ieaIIy voiks. We have added lhe Conpelency ModeI lo heIp define lhe knovIedge
aieas, lasks and skiIIs sels, alliilules, and aliIilies lhal aie ciilicaI foi execulive coaches
lo use in lheii voik lo le successfuI and lo cieale effeclive expeiiences foi cIienls.

In 1999, vhen a gioup of oslon aiea execulive coaches, Ieadeiship deveIopnenl
consuIlanls, and hunan iesouices piofessionaIs legan neeling ieguIaiIy lo pul
guideIines in pIace foi oui ovn piaclices and oiganizalions, ve ieaIized lhal ve had a
vaIualIe iesouice foi lhe fieId and a vay lo junp slail lhe conveisalion aloul
piofessionaI slandaids. We pulIished ()* ,-*./012* 3&".)1#4 !"#$%&&' lolh in piinl and
on lhe vel vilh lhe expIicil inlenl lo gel lhe !"#$%&&' oul lo a lioad aiiay of useis and
piaclilioneis lo pionole inleiesl and piogiess in ciealing a veII-iespecled piofession.
The !"#$%&&' is used in hundieds of coaching liaining piogians and ly lhousands of
coaches in ovei 25 counliies. We disliilule lhe !"#$%&&' al lhe velsile leIov as an
open souice docunenl, fiee of chaige, vilh lhe iequesl lhal you send us nolificalion if
you use il, and lhal you donl piofil fion oui voik.
(vvv.execulivecoachingfoiun.con)

7242(3 892():

In lhe pasl five yeais, ve have seen lhe fieId of coaching lecone inlenseIy inleiesled in
eslalIishing ciedenliaIs and slandaids. In lhe pasl 1O yeais, consuneis have lecone
savviei, lhe coaching engagenenls noie packaged, and lhe piocess lellei nanaged.
Coaching is nov connonIy lundIed vilh Ieadeiship deveIopnenl piogians and
inlioduced as a key eIenenl in Ieadeiship liansilions. The fieId is naluiing inlo a
piofession, and slandaids aie leginning lo le fIeshed oul. Sulslanlive univeisily-lased
acadenic piogians aie leconing connonpIace in giaduale schooIs acioss lhe voiId,
and piaclilioneis aie piesenling lhenseIves and lheii expeilise as pail of a piofession
P a g e | 6


vilh unique iequiienenls. Oui !"#$%&&' has leen pail of lhis jouiney and highIy
infIuenliaI, ve heai, in eslalIishing lhe liaining cuiiicuIa. We hope you lenefil fion
lhis guide and lhal you shaie youi Ieainings and insighls vilh olheis in lhe fieId. IIease
Iel us knov if you use lhe !"#$%&&' and piovide youi connenls. (Conlacl }udy Ollo ly
enaiIing hei: ollo.judygnaiI.nel)


;<3<92 892():

Nov, coaching is accepled as a vialIe, inpaclfuI Ieadeiship deveIopnenl looI.
Coaching viII IikeIy inciease as laly looneis naluie and nev Ieadeis need lo lake
lheii pIaces and define vhal Ieadeiship Iooks Iike in lhe nev lusiness oidei. }usl as lhe
denand viII inciease lo neel lhe needs of eneiging Ieadeis, lhe suppIy of expeiienced
seni-ieliied execulives and deveIopnenl piofessionaIs viII inciease. The naikel viII
naluie fuilhei vilh cusloneis Iooking foi noie iolusl coach ciedenliaIs, sinpIei
piicing sliucluies, noie connon conliacling pioceduies, and piolocoIs lo nanage
coaching inleivenlions. Theie viII le fevei independenl coaches and noie fiins
offeiing coaching, as consuneis vanl one-slop shopping, and a lhiid paily lo valch
ovei lhe coaches aclivilies vilh cIienls. This viII inciease laiiieis lo enliy foi execulive
coaches and cieale cIeaiei definilion lelveen coaches vho voik in oiganizalions and
lusiness syslens, and lhose vho do Iife and caieei coaching vilh individuaIs. Theie
viII le giealei nelvoiks anongsl coaches using lheii aIunni conneclions fion lheii
coach liaining and fion voiking logelhei in syslens, so lhal coIIaloialion and shaiing
of Ieads and oppoilunilies aie noie IikeIy. AII of lhis speaks lo consoIidalion of lhe
fieId.

Theie viII le noie and lellei-liained inleinaI coaches vilhin conpanies, an inciease in
peei coaching anongsl coIIeagues, gioup coaching sessions, and noie viiluaI oi
phone/video confeience coaching. Theie viII le an incieased diive lo liain and
neasuie Iine nanageis on lheii coaching aliIilies as veII. AII lhese faclois viII diive
piices dovn and nake coaching noie pievaIenl in oiganizalions.
Sone issues have leen chaIIenges fion lhe leginning of execulive coaching such as:

" Hov do you neasuie effecliveness of an individuaI coaching inleivenlion oi an
oveiaII piogian`
" Hov do you eslalIish definalIe, conpaialIe neliics of success`
" Hov do you nalch coaches and execulives`
" Wheie do ve diav lhe Iines of confidenliaIily`
P a g e | 7


" Hov do you neel lhe needs of lhe individuaI and lhe oiganizalion if lhey aie in
confIicl`
" Whal is coach/cIienl chenisliy and hov nuch of a ioIe does il pIay in success`
These and olhei queslions need lo le fuilhei expIoied as pail of naking execulive
coaching an even noie conpeIIing ioule lo peifoinance enhancenenl. Il viII le
exciling lo valch and pailicipale in lhe nexl phase of giovlh and naluiily of lhe fieId.


/<992(3 =3'32 +> 72:2'94#

The fiisl CIolaI Coaching Convenlion look pIace in DulIin, IieIand in }uIy 2OO8. Moie
lhan 6O Ieadeis in coaching vho iepiesenled dozens of coaching and ieIaled
oiganizalions iepiesenled 22 counliies fion aiound lhe voiId. Nine voiking gioups
spenl a yeai Ieading up lo lhe Convenlion. Moie lhan 2OO peopIe fion aII aspecls of
coaching fion aiound lhe voiId voiked as pail of lhose gioups, vhich Ied lo lhe
deveIopnenl of While Iapeis. Reconnendalions cane oul of lhal expIoialion lo
fuilhei lhe fieId of coaching as a piofessionaI discipIine. One of lhose Woiking Cioups
vas on Coaching Reseaich. The While Iapei on lhe lopic vas pulIished as pail of lhe
Appendix lo lhe CCCs DecIaialion foi Coaching, vhich is avaiIalIe al:
hllp://vvv.pdf.nel/IiIes/DulIin2ODecIaialion2Oon2OCoaching.pdf

One oulgiovlh of lhe caII foi ieseaich on key queslions aloul coaching is lhal lhe
Ioundalion of Coaching sponsoied lhe fiisl InleinalionaI Reseaich Confeience on
Coaching al Haivaid Univeisily in Seplenlei 2OO8. Moie lhan 1OO ieseaich queslions
veie idenlified vilh ieconnendalions on hov lhey nighl le sludied. Ioily voiId
Ieadeis on coaching ieseaich deveIoped lhese ieconnendalions al lhe confeience.
Those lopics aie avaiIalIe al: hllp://vvv.coachingieseaichfoiun.oig/

AIlhough lheie is an enoinous need lo geneiale usefuI, ieIialIe and vaIid dala aloul
execulive coaching and coaching in geneiaI, in lhe pasl fev yeais nuch ieseaich has
legun. We knov noie aloul vhal kinds of coaching aie leing done ly vhon in vhal
vays, lul IillIe aloul lhe faclois lhal nake significanl diffeiences in lhe oulcones of
execulive coaching. We aIso knov veiy IillIe aloul lhe salisfaclion vilh ils piaclice, oi
vhal coaches, lheii Ieadeis, and lheii oiganizalions do oi donl do lhal diffeienliales
lhe lellei piaclices of coaching fion lhe Ieasl effeclive. AIlhough conlioIIed
expeiinenlaI sludies aie oflen difficuIl lo conducl in execulive coaching silualions,
nany olhei ieseaich designs can and do add lo lhe evidence ve need lo infoin lesl
piaclices and heIp coaches and lhe peopIe lhey coach knov vhal lo do lo gel lhe
desiied iesuIls.


P a g e | 8





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lheexeculivecoachingfoiun.con velsile. eIov aie jouinaIs lhal pulIish cuiienl
ieseaich.

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P a g e | 9


5'E+9 F<2:3@+(: @( AB24<3@C2 /+'4#@(D 72:2'94#
A pailiaI Iisling of inpoilanl ieseaich queslions lo dale can le diavn aInosl diieclIy fion lhe
definilion of coaching as slaled in lhis !"#$%&&'. Lxeculive coaching is vieved as a nuIlipaily
sel of ieIalionship-lased aclivilies invoIving lhe cIienl, hei coach, and hei oiganizalion. The
goaI is lo enhance lhe capaliIily of lhe execulive and hei aliIily lo heIp lhe oiganizalion
achieve shoil- and Iong-lein goaIs. Lach conponenl of lhe definilion suggesls a iange of
IaigeIy unexpIoied ieseaich queslions lhal can le oiganized undei six lopics:
1. The execulive
2. The execulive coach
3. The ieIalionship lelveen execulive and coach
4. The execulive coaching piocess
5. The oiganizalionaI conlexl of execulive coaching
6. Coaching oulcones
(See Hunl and Weinliaul, 2OO2, foi a noie lhoiough discussion of lhese queslions.)
GH 8#2 AB24<3@C2
" Who is nosl IikeIy lo lenefil fion execulive coaching` Who is nol`
o Whal ioIe do enolionaI naluiily, peisonaIily, peisonaI vaIues, psychoIogicaI
defenses, inleIIigence, caieei slage, Iife slage, and olhei individuaI alliilules of lhe
execulive pIay in execulive coaching`
o Hov does/shouId execulive coaching ieIale lo olhei aspecls and ioIes of lhe
execulives Iife (such as faniIy and heaIlh)`
" Whal kinds of Ieaining and deveIopnenl needs is execulive coaching lesl suiled foi`
o Can a usefuI lypoIogy of such needs le deveIoped and vaIidaled`
" Hov can execulives naxinize lhe posilive inpacl of execulive coaching`
" Whal ioIe does/shouId oiganizalionaI posilion and ioIe (CLO, VI) pIay on execulive
coaching piocesses and oulcones`
" Whal ioIe does/shouId gendei, iace, elhnicily, ieIigion, and sexuaI oiienlalion pIay in
execulive coaching piocesses and oulcones`
" Hov aie lhe expeclalions lhal execulives liing lo coaching shaped`
P a g e | 10


" Hov do execulive cIienls define success in execulive coaching`
IH 8#2 AB24<3@C2 /+'4#
" Whal aie lhe appiopiiale quaIificalions foi an execulive coach`
" ShouId execulive coaches le ceilified` If so, hov`
" Hov shouId execulive coaches le liained oi deveIoped`
o Whal is lhe inpacl of expeiience and liaining in oiganizalionaI Ieadeiship,
oiganizalionaI deveIopnenl, individuaI deveIopnenl, and consuIling/counseIing
lechniques`
" Hov do lhe execulive coachs peisonaIily, Iife slage, caieei slage, and vaIues infIuence
his effecliveness as a coach`
" Hov does lhe execulive coachs gendei, iace, elhnicily, ieIigion oi sexuaI oiienlalion
infIuence coaching piocesses and oulcones`
" Hov does lhe execulive coach define success in execulive coaching`
JH 8#2 726'3@+(:#@1 *23.22( AB24<3@C2 '() /+'4#
" Whal faclois infIuence lhe iniliaI nalch lelveen lhe execulive and hei coach`
" Hov can/shouId lhe coach handIe lhe execulives expeclalions of oi assunplions aloul
coaching`
" Whal ioIe do conscious and unconscious aspecls of lhe ieIalionship lelveen execulive
and coach pIay in lhe success oi faiIuie of lhe coaching`
" Hov does/shouId lhe ieIalionship lelveen execulive and coach evoIve ovei line`
" Whal elhicaI issues can and viII eneige in lhe ieIalionship lelveen execulive and
coach`
KH 8#2 AB24<3@C2 /+'4#@(D L9+42::
" Whal ciilicaI success faclois aie iequiied foi successfuI conliacling lelveen execulive
and coach` Undei vhal condilions`
" Whal assessnenl piocesses aie lesl suiled lo pailicuIai execulives, execulive issues,
oiganizalionaI conlexls, and desiied oulcones`
" Whal goaI-selling piocesses aie lesl suiled lo pailicuIai execulives, execulive issues,
oiganizalionaI conlexls, and desiied oulcones`
P a g e | 11


" Whal coaching aclivilies oi lechniques aie lesl suiled lo pailicuIai execulives, execulive
issues, oiganizalionaI conlexls, and desiied oulcones`
" Whal is lhe ioIe of pIanned veisus unpIanned (eneigenl) Ieaining oppoilunilies in lhe
success of execulive coaching`
" Hov Iong shouId coaching Iasl` Hov fiequenlIy shouId execulive and coach neel lo
achieve lhe desiied oulcones vilh specific issues and vilhin pailicuIai oiganizalionaI
conlexls`
" Whal aie lhe ieIalive slienglhs and veaknesses of execulive coaching lhal lakes pIace in
peison, ly leIephone, oi via lhe Inleinel`
o When shouId such connunicalions laclics le used` When shouId lhey nol le used`
" Whal lheoielicaI fiane oi fianes of iefeience aie lesl suiled lo guide lhe execulive
coaching piocess` Undei vhal ciicunslances`
o LxpeiienliaI Ieaining (aclion, iefIeclion, feedlack)
o AduIl deveIopnenl
o SociaI syslens inleivenlions
o Isychodynanic
o LnolionaI inleIIigence
o Conpelency nodeIing
" Whal ioIe does confidenliaIily pIay in execulive coaching` Whal is/shouId le lhe Iinils
of confidenliaIily`
o Hov does confidenliaIily infIuence lhe polenliaI foi oiganizalionaI oi lean
Ieaining`
" Hov can execulive coaching lesl ieIale lo olhei foins of Ieadeiship deveIopnenl such
as jol iolalion, lask foice assignnenls, and cIassioon-lased execulive educalion`
" Hov shouId nuIlipIe coaching needs vilhin lhe sane lean le handIed` y one coach
voiking vilh nuIlipIe lean nenleis, oi nuIlipIe coaches each voiking vilh an
individuaI lean nenlei` Whal faclois infIuence lhe choice lelveen lhe lvo oplions`
" When shouId lean coaching suppIenenl oi suppIanl individuaI coaching` Undei vhal
condilions`
P a g e | 12


MH 8#2 N9D'(@O'3@+('6 /+(32B3 +> AB24<3@C2 /+'4#@(D
" Whal faclois (indusliy, Iocalion, size, oiganizalionaI cuIluie, and lusiness econonics)
shape an oiganizalions use of execulive coaching`
" Hov does execulive coaching ieIale lesl lo lhe Iaigei oiganizalionaI syslen vilhin
vhich lhe coaching lakes pIace`
o Hov shouId execulive coaching fil vilh olhei hunan iesouices and Ieadeiship
deveIopnenl sliucluies and piocesses`
" Hov does lhe conlexl of lhe iefeiiaI foi execulive coaching infIuence lhe execulive,
execulive coach, coaching piocess, and oulcone` Whal is lhe inpacl of:
o A cuIluie of liusl oi nisliusl`
o A sliong focus on peifoinance`
o An oiganizalions vaIues oi nission`
o Dovnsizing oi olhei iesliucluiing neasuies`
" Hov does lhe ieIalionship lelveen lhe execulive and his innediale loss infIuence
execulive coaching`
o Hov can lhe execulive coach lesl inpiove lhis ieIalionship`
o When shouId lhe execulive coach liy lo infIuence lhis ieIalionship`
" When shouId an execulive considei liinging in a coach lo heIp olhei individuaIs oi an
execulive lean`
" Whal elhicaI iesponsiliIilies does an execulive have vhen liinging in a coach lo voik
vilh an individuaI oi lean`
" Hov shouId lhe oiganizalion noniloi lhe execulive, lhe coach, lhe coaching piocess,
and coaching oulcones`
PH /+'4#@(D N<34+02:
" Hov does lhe coaching piocess change lhe execulive`
o Hov does execulive coaching infIuence lhe execulives lehavioi, peisonaI
deveIopnenl, caieei deveIopnenl, Ieadeiship slyIe, faniIy Iife, and heaIlh`
" Does execulive coaching heIp lhe execulives peifoinance on lhe jol` If so, undei vhal
condilions`
P a g e | 13


" Does execulive coaching inpiove lhe foIIoving conpelencies, and undei vhal
condilions`
o Slialegy definilion and execulion
o Vision selling and connunicalions
o RoIe ieIalionships
o Teanvoik
o OiganizalionaI and lean Ieaining
o Iioducl, piocess, oi oiganizalionaI innovalion
" Whal kind of Ieaining lakes pIace as a iesuIl of execulive coaching`
" Does coaching infIuence lhe execulives elhicaI decision naking and aclions` If so,
hov`
" Is ienediaI execulive coaching lo pievenl deiaiInenl possilIe` If so, undei vhal
condilions`
o Whal aie lhe Iinils of ienediaI coaching`
" Hov do oiganizalions change ly viilue of execulive coaching`
" Hov can ROI foi execulive coaching lesl le assessed`
o Is il possilIe lo assess ROI foi execulive coaching`
o Is il desiialIe and heIpfuI lo execulives, oiganizalions, and sociely lo assess ROI`
o
% =<00'9$ +> 3#2 72:2'94#
We have piesenled a ialhei daunling Iisl of polenliaI ieseaich queslions. OlviousIy, lhe Iisl
can le piioiilized, al Ieasl lo a degiee. Sone sludies aie capalIe of addiessing nuIlipIe
queslions. When undeilaking ieseaich, il is cIeai lhal ve cannol jusl ask, Does execulive
coaching voik` oi Whal is lhe ROI on execulive coaching` Reseaich in execulive coaching
is eveiy lil as conpIex as in lhe fieId of counseIing in geneiaI, vhich has leen undeivay foi
decades. olh aie conpIex, ieIalionship-lased inleivenlions in vhich inleivenei, cIienl,
ieIalionship, piolIen oi goaI, and conlexl aII pIay a ioIe. They aie aIso inleivenlions in vhich
sociely has a consideialIe econonic and noiaI slake.
The ieaIily ienains, hovevei, lhal as a nuIliliIIion-doIIai enleipiise, execulive coaching
cannol ieIy on piaclice visdon as ils onIy guide. Lxeculives, lheii faniIies, and lheii
P a g e | 14


enpIoying oiganizalions have a conpeIIing need foi soIid ansveis lo nosl of lhe queslions
alove. SiniIaiIy, ieseaicheis, pailicuIaiIy lhose fion nanagenenl and
indusliiaI/oiganizalionaI/consuIling psychoIogy, have a lienendous oppoilunily in
pioviding ansveis lo such queslions. The faiIuie lo adequaleIy desciile lhe oulcones,
individuaI and oiganizalionaI, of execulive coaching and, in pailicuIai, lhe piocesses lhal Iead
lo lhose oulcones, cieales lhe polenliaI lhal execulive coaching viII le guiIly of pioviding
fIaved advice (Aigyiis, 2OOO).
The ieseaich effoil iequiies lolh lheoiy luiIding and lhe lheoielicaI lesling of ieseaich
designs. Theoiy luiIding viII le nosl usefuI if il is iooled in lhe dala, an appioach lo ieseaich
lhal luiIds giounded lheoiy (CIasei and Sliauss, 1967). ecause giounded lheoiy ieIies on
lhe veiy caiefuI iepoiling of dala fion cases, il shouId lenefil fion lhe slienglh of lhe fieId,
lhe voik of ils piaclilioneis. CaiefuI and syslenalic iepoiling of cases viII le nuch noie
usefuI in lhe Iong iun lhan pulIicalions lhal aie heavy on lheoiy lul shoil on dala.

8#2 AB24<3@C2 /+'4#@(D ;+9<0
The puipose of lhe Lxeculive Coaching Ioiun (TLCI) is lo eslalIish definilions, guideIines,
and slandaids foi execulive coaching, a piaclice aiea lighlIy defined ly lhe popuIalion il
seives and lhe naluie of lhe lhiee-paily conliacl anong execulive, coach, and sponsoiing
conpany. Oui chailei is lo inpiove Ieadeiship and oiganizalionaI effecliveness ly
eslalIishing lesl piaclices and advancing lhe undeislanding of execulive coaching anong aII
nenleis of lhe coaching pailneiship and anong lhe geneiaI pulIic.
We aie a snaII gioup of piofessionaIs vho coach and nanage coaching piogians. We aie
inlenseIy inleiesled in hov lhe fieId deveIops and in pailicipaling in lhal piocess. We aie nol a
nenleiship oiganizalion, noi do ve iale coaching liaining piogians, noi evaIuale coaches oi
coaching inleivenlions. We nainlain lhe Lxeculive Coaching !"#$%&&' and lhe velsile
(vvv.execulivecoachingfoiun.con) lo pailicipale in lhe diaIogue of ciealing slandaids and
guideIines lo advance lhe fieId of execulive coaching.

Q'4,D9+<()
In lhe spiing of 1999, a gioup of execulive coaches and execulive deveIopnenl and hunan
iesouice piofessionaIs in lhe Ciealei oslon aiea legan a ieguIai seiies of neelings. As ve
discussed hov lo deveIop and nainlain lhe highesl slandaids foi lhe piaclice of execulive
P a g e | 15


coaching, ve deveIoped piincipIes and guideIines foi use in oui ovn piaclices and
oiganizalions. Oui goaI in lhis !"#$%&&' is lo shaie lhese pioposed slandaids vilh lhe giealei
connunily. We hope lo slinuIale a conlinuing diaIog and piocess lhal enhances lhe
piofessionaIisn of execulive coaching.
Ioi lhe pasl 1O yeais, TLCI has expanded lhe disliilulion of lhis !"#$%&&' lo lhe WoiId Wide
Wel foi anyone suppIying, ieceiving, seeking, Ieaining, nanaging, oi suppoiling execulive
coaching. Oui velsile vvv.execulivecoachingfoiun.con has piovided a vaiiely of fiee
iesouices since May of 2OO1. They incIude lhis !"#$%&&', Iinks lo olhei execulive coaching
iesouices, execulive coaching looIs foi execulives, lheii oiganizalions, coaches, and Hunan
Resouice piofessionaIs, and a conpiehensive conpelency nodeI. Al lhe end of 2OO8, ve aie
gelling noie lhan 6OOO visils a nonlh lo oui sile fion aII ovei lhe Uniled Slales and dozens of
olhei counliies. Lxeculive coaches aie IikeIy lo piesenl oui !"#$%&&' lo eslalIish lheii nelhods
and elhics vilh piospeclive cIienls. Many Ioilune 5OO conpanies and olhei oiganizalions,
Iaige and snaII, in nany indusliies, use lhis !"#$%&&' and olhei TLCI iesouices ieguIaiIy.

;<3<92 R2C26+102(3 +> AB24<3@C2 /+'4#@(D =3'()'9): '() S<@)26@(2:
We pIan lo conlinuaIIy ievise and inpiove ()* ,-*./012* 3&".)1#4 !"#$%&&' lased on youi
expeiience and feedlack. We iecognize lhal ve aie piaclicing in a nevIy defined aiena and
Iook foivaid lo a line vhen ve can nake use of vaIid and ieIialIe oulcone sludies, sloiies,
and exanpIes fion piaclilioneis. Iuluie slandaids foi execulive coaching shouId conlinue lo
diav on ieIaled fieIds, incIuding oiganizalion deveIopnenl and consuIling psychoIogy.
In lhe nany conveisalions lhal have Ied lo lhe diafling of lhis docunenl, ve uncoveied
nyiiad issues sliII lo le addiessed. . Oui hope is lhal lhis !"#$%&&' viII conlinue lo enhance
execulive coaching and addiess lhe issues aiising oul of lhis deveIoping piofessionaI fieId foi
lhe nuluaI lenefil of Ieadeis, oiganizalions, and lhe peopIe lhey seive.





P a g e | 16


/<992(3 T2')29:#@1 82'0 @( '61#'*23@4'6 +9)29U
a(E./ CA %//*EG \A%2A
Iiesidenl, Susan Lnnis & Associales Inc.
SusanSusanLnnisAssociales.con

D-3#:) X--2;./G %2A5A
IiincipaI, R.C. Coodnan Associales
oligoodnanassociales.con

M(28 N))-G \A%2A
Iounding Iailnei, Ioundalions foi
Change
Ollo.judygnaiI.nel


b#@*E DA a)#:/G V"A5AG ,".*:;./
Iiesidenl, Slein ConsuIling
execulivecoachconcasl.nel

&'()*++, N9D'(@O'3@+(
()* ,-*./012* 3&".)1#4 !"#$%&&' is divided inlo five seclions as foIIovs:
5#B*/*/0 %&#'()*+# ,-.'"*/0 desciiles execulive coaching and lhe pailneiship iequiied foi
naxinun success. We leIieve execulive coaching is nosl successfuI as a lhiee-vay
pailneiship anong coach, execulive, and lhe execulives oiganizalion. Lach pailnei has an
olIigalion and iesponsiliIily lo conliilule lo lhe success of lhe coaching piocess. AIlhough lhe
piinaiy voik is lelveen execulive and coach, coaching is aIvays an oiganizalionaI
inleivenlion and, as such, shouId le conducled vilhin lhe conlexl of lhe oiganizalions goaIs
and oljeclives.
N+#:.:'"*/0 V:*/'*76#E B-: %&#'()*+# ,-.'"*/0 desciiles a sel of vaIues oi goaIs lhal guide
lhe coaching piocess. These piincipIes piovide a conpass lhal lhe coach, lhe execulive, and
olhei nenleis of lhe oiganizalion viII use lo sel, nainlain, and coiiecl lheii couise of aclion.
X(*2#6*/#E B-: V:.')*'# piovide pioceduiaI heIp foi aII coaching pailneis. These guideIines
define lhe conponenls of lhe piocess and oulIine lhe connilnenls lhal each pailnei nusl
nake.
P a g e | 17


N+#:+*#@ -B X(*2#6*/#E B-: %.'" \#;3#: -B )"# %&#'()*+# ,-.'"*/0 V.:)/#:E"*7 is a quick-
iefeience guide foi execulives, coaches, and olhei inleiesled pailies in lhe execulives
oiganizalion.
,-:# ,-;7#)#/'*#E -B )"# %&#'()*+# ,-.'" Iisls a iolusl sel of foui knovIedge aieas lhal
undeipin lhe voik of coaching, lhe lasks and skiIIs sels aIigned lo lhe six phases of lhe
coaching piocess, aIong vilh lhe 1O alliilules and aliIilies lhal pionole supeiioi
peifoinance. Lach of lhese conpelency aieas is deIinealed inlo lasic and advanced IeveIs.
!"# 9-(:)" %2*)*-/
Majoi changes lo lhe fouilh edilion of lhe !"#$%&&' incIude:
" updales lo lhe inlioduclion, liends, and ieseaich seclions
" a conpiehensive Coie Conpelency ModeI foi Lxeculive Coaches 2OO5
These addilions liing ()* ,-*./012* 3&".)1#4 !"#$%&&' naleiiaIs up lo dale, and expand lhe
hoiizons of lhe diaIogue aloul vhal execulive coaching is and hov lo do il veII.

/+(39@*<3+9: 3+ 3#@: &'()*++,
The Iouilh Ldilion 2OO8 vas ediled ly Susan Lnnis, Roleil Coodnan, }udy Ollo and Lev
Slein. }udy Ollo oveisav lhe ediling and pioduclion. AIong vilh lhis lean, iII Hodgells,
}anes Hunl and Richaid MansfieId co-aulhoied lhe 3&;* 3&6A*0*#.1*= &8 0)* ,-*./012* 3&".)
2OO5.
OiiginaI diafleis of !"#$%&&' aie Susan Lnnis, }udy Ollo, Levis Slein, MicheIe Villi, and
Nancy Yahanda. Olhei Hunan Resouice and Managenenl ConsuIling piofessionaIs fion
Ieading oiganizalions in lhe Ciealei oslon lusiness connunily aIso piovided inpul lo lhe
fiisl edilion. They incIude elly aiIey, Wendy CapIand, WiIIian Hodgells, Maiy }ane
Knudson, Killi Lavience, Lynne Richei, Casey Sliunpf, and LIIen Wingaid. AddilionaI
feedlack foi sulsequenl edilions has cone fion execulive coaching piofessionaIs fion Nev
Hanpshiie lo AIalana and Tennessee, Minnesola and Onlaiio lo Texas and CaIifoinia, and
Cieal iilain lo ChiIe.
Laiissa Hoidynsky and Lev Slein ediled lhe oiiginaI veision of lhis !"#$%&&'.
P a g e | 18


!- "#67 !%,9 *;7:-+# *)E -BB#:*/0E ./2 #/"./'# #&#'()*+# '-.'"*/0 .E . +*.36#
2#+#6-7;#/) E-6()*-/G 76#.E# :#+*#@ -(: @#3E*)# .) @@@A#&#'()*+#'-.'"*/0B-:(;A'-;A
L-naiI youi feedlack and suggeslions on lhe !"#$%&&' lo }udy Ollo ollo.judygnaiI.nel





P a g e | 19


5#B*/*/0 %&#'()*+# ,-.'"*/0
c".) RE %&#'()*+# ,-.'"*/0d
Lxeculive coaching is a deveIoping fieId. As such, ils definilion is sliII lhe suljecl of discussion
and delale anong piaclilioneis, ieseaicheis, and consuneis. Lxeculive coaching invoIves an
execulive, his coach, and his oiganizalionaI conlexl (as iepiesenled ly lhe inleiesls of his
oiganizalion and supeivisoi, incIuding lhe facl lhal lhe oiganizalion lypicaIIy pays foi
coaching seivices). AII aie key slakehoIdeis in lhe piocess. This facl ly ilseIf vouId appeai lo
diffeienliale execulive coaching fion olhei inleivenlions, such as caieei counseIing and Iife
coaching.
WhiIe lolh caieei counseIing and Iife coaching can Iend concepls and piaclice lechniques lhal
an execulive coach nighl use, lhey focus soIeIy on lhe individuaI cIienl and his needs and
goaIs. Lxeculive coaching, in oui viev, focuses on lhe needs and goaIs of lolh lhe execulive
and lhe sponsoiing oiganizalion. In lhal spiiil, ve offei lhe foIIoving definilion of execulive
coaching.
%&#'()*+# '-.'"*/0 *E ./ #&7#:*#/)*.6 ./2 */2*+*2(.6*`#2 6#.2#: 2#+#6-7;#/) 7:-'#EE )".) 3(*62E .
6#.2#:eE '.7.3*6*)8 )- .'"*#+# E"-:)K ./2 6-/0K)#:; -:0./*`.)*-/.6 0-.6EA R) *E '-/2(')#2 )":-(0" -/#K
-/K-/# ./2L-: 0:-(7 */)#:.')*-/EG 2:*+#/ 38 2.). B:-; ;(6)*76# 7#:E7#')*+#EG ./2 3.E#2 -/ ;()(.6
):(E) ./2 :#E7#')A !"# -:0./*`.)*-/G ./ #&#'()*+#G ./2 )"# #&#'()*+# '-.'" @-:4 */ 7.:)/#:E"*7 )-
.'"*#+# ;.&*;(; *;7.')A
5#B*/*)*-/ -B !#:;E
%&7#:*#/)*.6. The deveIopnenl of lhe Ieadei(s) is acconpIished piinaiiIy ly piaclicaI, on-lhe-
jol appioaches ialhei lhan lhiough cIassioon oi noie alsliacl nelhods.
R/2*+*2(.6*`#2A The goaIs and specific aclivilies aie laiIoied lo lhe unique aspecls of lhe
individuaI(s) and lhe oiganizalionaI syslen.
P a g e | 20


b#.2#: 2#+#6-7;#/) 7:-'#EEQ Lxeculive coaching focuses on deveIoping lhe execulives aliIily
lo infIuence, nolivale, and Iead olheis. Ralhei lhan ieIying on laclicaI piolIen soIving oi lasic
skiII acquisilion, execulive coaching deveIops slialegic lhinking skiIIs.
b#.2#:Q We use lhe lein lioadIy lo nean any individuaI(s) vho have lhe polenliaI of naking
a significanl conliilulion lo lhe nission and puipose of lhe oiganizalion.
N/#K-/K-/#Q The piinaiy coaching aclivilies lake pIace lelveen lhe individuaI Ieadei(s) and
lhe coach.
_(*62 '.7.3*6*)8Q DeveIoping nev vays of lhinking, feeIing, acling, Ieaining, Ieading, and
ieIaling lo olheis luiIds individuaI and oiganizalionaI effecliveness.
5.). B:-; ;(6)*76# 7#:E7#')*+#EQ In oidei foi lhe execulive and hei piincipaI slakehoIdeis lo
undeisland, cIaiify, and connil lo appiopiiale coaching goaIs, vaiious dala coIIeclion
nelhods aie used lo idenlify key faclois and skiIIs iequiied in lhe oiganizalionaI conlexl. The
appiopiiale use of inleivievs and slandaidized insliunenls assuies accuiacy and vaIidily of
dala galheied fion peopIe iepiesenling a iange of peispeclives vilhin lhe oiganizalion.
\()(.6 ):(E) ./2 :#E7#')Q AduIl Ieaining voiks lesl vhen lhe execulive and lhe coach, aIong
vilh olhei nenleis of lhe oiganizalion, lieal each olhei as equaIs, focus on lheii nuluaI
slienglhs, and leIieve in each olheis inlegiily and connilnenl lo lolh coaching and lhe
oiganizalion.
!":## b#+#6E -B b#.:/*/0
Lxeculive coaching invoIves lhiee IeveIs of Ieaining:
1. TaclicaI piolIen soIving
2. DeveIoping Ieadeiship capaliIilies and nev vays of lhinking and acling lhal geneiaIize
lo olhei silualions and ioIes
3. Leaining hov lo Ieain: deveIoping skiIIs and halils of seIf-iefIeclion lhal ensuie lhal
Ieaining viII conlinue aflei coaching ends
P a g e | 21


The lhiid IeveI is an inpoilanl and sonelines oveiIooked goaI of coaching. Ils ains aie lo
eIininale an execulive's Iong-lein dependency on his coach and leach halils of Ieaining and
seIf-iefIeclion lhal viII Iasl a Iifeline, enalIing hin lo keep deveIoping lhioughoul his caieei.
c".) RE . ,-.'"*/0 V.:)/#:E"*7d
The coaching pailneiship is a vin-vin appioach in vhich aII pailneis pIan lhe piocess
logelhei, connunicale openIy, and voik coopeialiveIy lovaid lhe uIlinale acconpIishnenl
of oveiaiching oiganizalionaI oljeclives.
1. The execulives, lhe coach, and olhei key slakehoIdeis in lhe oiganizalion coIIaloiale lo
cieale a pailneiship lo ensuie lhal lhe execulives Ieaining advances lhe oiganizalions
needs and ciilicaI lusiness nandales.
The execulive coach can le exleinaI lo lhe oiganizalion oi an enpIoyee.
2. The pailneiship is lased on agieed-upon giound iuIes, line fianes, and specific goaIs and
neasuies of success.
3. The coaching pailneiship uses laiIoied goaIs and appioaches, incIuding:
" ciealion of a deveIopnenl pIan
" skiII luiIding
" peifoinance inpiovenenl
" deveIopnenl foi fuluie assignnenls
" expIoialion, definilion, and inpIenenlalion of lhe execulives Ieadeiship and lhe
oiganizalions lusiness oljeclives.
(Iion Roleil Wilheispoon and RandaII I. WhileE O&/; ,==*#01"< C"7= 0)"0 3&".)1#4 3"# !*<A ,-*./012*=, Cenlei
foi Ciealive Leadeiship, 1997.)
4. The coaching piocess can, lul need nol necessaiiIy, incIudeU
" pie-coaching needs anaIysis and pIanning
" conliacling
" dala galheiing
" goaI selling and deveIopnenl of coaching pIan
" inpIenenlalion of coaching pIan
" neasuiing and iepoiling iesuIls
P a g e | 22


" liansilioning lo Iong-lein deveIopnenl.
5. The coach appIies seveiaI of lhe foIIoving piaclices, anong olheis:
" piolIen soIving and pIanning
" ieheaisaI (ioIe pIay) and on-lhe-jol piaclice
" feedlack
" diaIogue
" cIaiificalion of ioIes, assunplions, and piioiilies
" leaching and appIying a vaiiely of nanagenenl and Ieadeiship looIs
" iefeiiaI lo olhei deveIopnenlaI iesouices.
6. The focus of lhe pailneiship is on using lhe execulives slienglhs and luiIding lhe key
conpelencies needed lo achieve slialegic lusiness oljeclives.
7. The pailneiship invoIves key slakehoIdeis in lhe coaching piocess (caIIed olhei
pailneis), incIuding:
" lhe execulives nanagei
" senioi nanagenenl
" Hunan Resouices
" OiganizalionaI DeveIopnenl oi Lffecliveness
" Lxeculive DeveIopnenl
" peeis, incIuding slialegic lusiness pailneis fion olhei oiganizalions
" diiecl iepoils
" olhei key peopIe in lhe execulives Iife.
8. Lxeculive coaching is paid foi ly lhe oiganizalion lhal enpIoys lhe execulive.
9. A successfuI coaching pailneiship is guided ly cIeai peisonaI vaIues, elhicaI guideIines,
and expeiiences lhal eslalIish lhe ciediliIily of lhe coaching piocess and nainlain lhe
veIfaie of lhe execulive and hei covoikeis.
c".) RE 5*BB#:#/) C3-() %&#'()*+# ,-.'"*/0d
As coaching has giovn in popuIaiily ovei lhe pasl fev yeais, il is onIy naluiaI lhal sone
aulhois have liied lo diffeienliale anong lypes of coaching. Sone of lhese calegoiies define
coaching lype ly ils 4&"<= oi *#$=. Caieei coaching, foi inslance, is defined as coaching
P a g e | 23


designed lo heIp individuaIs nake enIighlened caieei choices. Olhei allenpls al
calegoiizalion nake dislinclions lased on lhe 6*"#= used in a pailicuIai kind of coaching. As
an exanpIe, piesenlalion and connunicalion skiIIs coaching enpIoys video feedlack.
The piaclice of execulive coaching nay invoIve nany of lhe lypes of coaching desciiled
leIov. Thus, an execulive coaching engagenenl nay ovei line louch on lhe execulive's caieei
oi peisonaI Iife issues invoIving voik/Iife laIance, and use video feedlack lo voik on sone
pailicuIai lehavioiaI oi connunicalion piolIen. Tvo faclois aIvays dislinguish execulive
coaching fion lhese olhei lypes, hovevei:
" Il aIvays invoIves a pailneiship anong execulive, coach, and oiganizalion.
" The individuaI goaIs of an execulive coaching engagenenl nusl aIvays Iink lack and
le suloidinaled lo slialegic oiganizalionaI oljeclives.
A discussion of sone connon coaching lypes foIIovs.
V#:E-/.6Lb*B# ,-.'"*/0
The peisonaI/Iife coach heIps individuaIs gain avaieness of and cIaiify lheii peisonaI goaIs
and piioiilies, lellei undeisland lheii lhoughls, feeIings, and oplions, and lake appiopiiale
aclions lo change lheii Iives, acconpIish lheii goaIs, and feeI noie fuIfiIIed.
,.:##: ,-.'"*/0
The caieei coach heIps individuaIs idenlify vhal lhey vanl and need fion lheii caieei, lhen
nake decisions and lake lhe needed aclions lo acconpIish lheii caieei oljeclives in laIance
vilh lhe olhei pails of lheii Iives.
X:-(7 ,-.'"*/0
Cioup coaches voik vilh individuaIs in gioups. The focus can iange fion Ieadeiship
deveIopnenl lo caieei deveIopnenl, sliess nanagenenl lo lean luiIding. Cioup coaching
conlines lhe lenefils of individuaI coaching vilh lhe iesouices of gioups. IndividuaIs Ieain
fion each olhei and lhe inleiaclions lhal lake pIace vilhin lhe gioup selling.
P a g e | 24


V#:B-:;./'# ,-.'"*/0
Ieifoinance coaches heIp enpIoyees al aII IeveIs lellei undeisland lhe iequiienenls of lheii
jols, lhe conpelencies needed lo fuIfiII lhose iequiienenls, any gaps in lheii cuiienl
peifoinance, and oppoilunilies lo inpiove peifoinance. Coaches lhen voik vilh lhe
enpIoyees, lheii losses, and olheis in lheii voikpIace lo heIp lhe enpIoyees fiII peifoinance
gaps and deveIop pIans foi fuilhei piofessionaI deveIopnenl.
<#@68 CEE*0/#2 b#.2#: ,-.'"*/0
Coaches of individuaIs assigned oi hiied inlo nev Ieadeiship ioIes heIp lhese Ieadeis lo
onloaid. The goaI of lhe coaching is lo cIaiify vilh lhe Ieadeis key consliluenls lhe nosl
inpoilanl iesponsiliIilies of hei nev ioIe, hei deIiveialIes in lhe fiisl fev nonlhs of lhe nev
assignnenl, and vays lo inlegiale lhe lean she viII Iead vilh lhe oiganizalion. The najoi
focus of lhis lype of coaching is on heIping lhe nev Ieadei lo assiniIale and achieve hei
lusiness oljeclives.
D#6.)*-/E"*7 ,-.'"*/0
The ieIalionship coach heIps lvo oi noie peopIe lo foin, change, oi inpiove lheii
inleiaclions. The conlexl can le voik, peisonaI, oi olhei sellings.
1*0"KV-)#/)*.6 -: 5#+#6-7;#/).6 ,-.'"*/0
The coach voiks vilh oiganizalions lo deveIop lhe polenliaI of individuaIs vho have leen
idenlified as key lo lhe oiganizalions fuluie oi aie pail of lhe oiganizalions succession pIan.
The focus of lhe coaching nay incIude assessnenl, conpelency deveIopnenl, oi assislance
pIanning and inpIenenling slialegic piojecls.
,-.'"*/0 )- V:-+*2# 9##23.'4 5#3:*#B*/0 ./2 5#+#6-7;#/) V6.//*/0
Oiganizalions lhal use assessnenl oi 36O feedlack piocesses oflen uliIize coaches lo heIp
enpIoyees inleipiel lhe iesuIls of lheii assessnenls and feedlack. In addilion, coaches voik
P a g e | 25


vilh individuaIs lo nake caieei decisions and eslalIish piofessionaI deveIopnenl pIans lased
on feedlack, assessnenl iesuIls, and olhei ieIevanl dala.
!.:0#)#2 _#".+*-:.6 ,-.'"*/0
Coaches vho piovide laigeled lehavioiaI coaching heIp individuaIs lo change specific
lehaviois oi halils oi Ieain nev, noie effeclive vays lo voik and inleiacl vilh olheis. This
lype of coaching oflen heIps individuaIs vho aie olheivise veiy successfuI in lheii cuiienl
jols oi aie laking on nev iesponsiliIilies lhal iequiie a change in specific lehaviois.
b#0.'8 ,-.'"*/0
The Iegacy coach heIps Ieadeis vho aie ieliiing fion a key ioIe lo decide on lhe Iegacy lhey
vouId Iike lo Ieave lehind. The coach aIso piovides counseI on liansilioning oul of lhe
Ieadeiship ioIe.
a(''#EE*-/ ,-.'"*/0
The succession coach heIps assess polenliaI candidales foi senioi nanagenenl posilions and
piepaies lhen foi pionolion lo noie senioi ioIes. This lype of coaching nay le used in any
oiganizalion lhal is expeiiencing giovlh oi luinovei in ils Ieadeiship ianks. Il is especiaIIy
heIpfuI in faniIy lusinesses lo nainlain lhe vialiIily of lhe fiin. Since assessnenl is oflen pail
of lhis inleivenlion, cIeai expeclalions and gioundiuIes foi confidenliaIily aie essenliaI. Il nay
le necessaiy in sone conpanies lo use sepaiale consuIlanls foi assessnenl and coaching.
V:#E#/).)*-/L,-;;(/*'.)*-/ a4*66E ,-.'"*/0
This lype of coaching heIps individuaIs gain seIf-avaieness aloul hov lhey aie peiceived ly
olheis and vhy lhey aie peiceived in lhal vay. CIienls Ieain nev vays lo inleiacl vilh olheis.
The use of videoiecoiding vilh feedlack aIIovs cIienls lo see lhenseIves as olheis do. The
coach heIps cIienls change lhe vay lhey connunicale and infIuence olheis ly changing lheii
voids, hov lhey say lhose voids, and lhe lody Ianguage lhey use lo convey lheii inlended
nessages.
P a g e | 26


!#.; ,-.'"*/0
One oi noie lean coaches voik vilh lhe Ieadei and nenleis of a lean lo eslalIish lheii lean
nission, vision, slialegy, and iuIes of engagenenl vilh one anolhei. The lean Ieadei and
nenleis nay le coached individuaIIy lo faciIilale lean neelings and olhei inleiaclions, luiId
lhe effecliveness of lhe gioup as a high-peifoinance lean, and achieve lean goaIs.
P a g e | 27


N+#:.:'"*/0 V:*/'*76#E B-: %&#'()*+# ,-.'"*/0
Oveiaiching piincipIes aie lhe vaIues oi aspiialionaI goaIs lhal guide lhe coaching piocess.
These piincipIes piovide a conpass lhal lhe coach, lhe execulive, and olhei nenleis of lhe
execulives oiganizalion viII use lo sel, nainlain, and coiiecl lheii couise of aclion.
TA a8E)#;E V#:E7#')*+#
Lxeculive coaching is one of nany appioaches oi lypes of inleivenlions lhal can le used lo
pionole oiganizalionaI and Ieadeiship deveIopnenl. The goaI of deveIoping a singIe
Ieadei nusl aIvays le puisued vilhin lhe Iaigei oljeclive of oiganizalionaI success. Since
execulive coaching shouId le conducled as one of lhe conponenls of an oveiaII pIan foi
oiganizalionaI deveIopnenl, execulive and coach nusl lolh le avaie of lhe Iaigei
oljeclives.
Oflen lhe conponenls of lhe execulive coaching piocess aie singIe, disciele aclivilies in a
Iaigei oiganizalionaI deveIopnenl inilialive. These conponenls incIude pie-coaching
needs anaIysis and pIanning, conliacling, dala galheiing, goaI selling, coaching, neasuiing
and iepoiling iesuIls, and liansilioning lo Iong-lein deveIopnenl. Such coaching aclivilies
do nol usuaIIy have lhe inpacl of fuII execulive coaching unIess lhey aie conducled as pail
of lhe piocess desciiled undei CuideIines foi Iiaclice in lhis Handlook.
The coach nusl have enough expeilise in oiganizalionaI dynanics and lusiness
nanagenenl lo conducl lhe coaching vilh avaieness and undeislanding of lhe syslens
issues. Appioaching execulive coaching fion a syslens peispeclive iequiies lhe coach lo
iecognize and appieciale lhe conpIex oiganizalionaI dynanics in vhich lhe execulive
opeiales. The coach ensuies a syslenic appioach lhiough conlinuaI avaieness of lhe
inpacl of lhe coaching piocess on eveiyone in lhe syslen and vice veisa. AccoidingIy, lhe
coach encouiages a shifl in lhe execulives vievpoinl, fion seeing hinseIf as sepaiale lo
iecognizing his inleidependence vilh olhei peopIe and piocesses in lhe oiganizalion. This
P a g e | 28


appioach encouiages iespecl foi lhe conpIexily of oiganizalionaI Iife and an aliIily lo
peneliale leyond lhis conpIexily lo lhe undeiIying sliucluies. In effecl, lhe coach heIps lhe
execulive lo see lolh lhe foiesl and lhe liees.
Coaching fion a syslens peispeclive heIps coach and lhe execulive assess deveIopnenl
needs. y lhinking in leins of lhe lig picluie and coie issues, lolh pailneis viII
undeisland Iong- and shoil-lein slialegies and hov aII lhe pieces of lhe oiganizalion fil
logelhei inlo a vhoIe. Syslens lhinking aIso encouiages aII pailneis lo appieciale lhe
inpacl of lhe execulives lehavioiaI change on olhei facels of lhe oiganizalion.
%&#'()*+#eE ,-;;*);#/)E
! LxpIoie changes in vision, vaIues, and lehaviois.
! Lxanine hov youi ovn lehaviois and aclions affecl lhe syslens in vhich you opeiale.
! Woik in open expIoialion vilh youi coach, heIp youi coach lo undeisland lhe foices of
lhe oiganizalionaI syslen.
! Duiing lhe coaching piocess, lake iesponsiliIily foi youi aclions and ienain avaie of
lhe inpacl of youi lehavioiaI changes on olheis and lhe oiganizalion as a vhoIe.
,-.'"eE ,-;;*);#/)E
! See lhe execulive, his posilion, and lhe oiganizalion lhiough nuIlipIe Ienses and
peispeclives.
! Mainlain an oljeclive and inpailiaI peispeclive ly iesisling coIIusion vilh lhe
execulive oi lhe oiganizalion.
! Recognize and appieciale lhe conpIexily of lhe oiganizalionaI sliucluie in vhich lhe
execulive funclions.
! Lncouiage lhe execulive lo expIoie lolh Iong- and shoil-lein vievs.
! Recognize lhe inleiaclion of aII pails in lhe vhoIe~especiaIIy hov change in one of lhe
execulives lehaviois nay affecl olhei lehaviois and olhei peopIe.
! HeIp lhe execulive dislinguish lelveen high- and Iov-Ieveiage changes. Lncouiage
connilnenl lo lhe highesl-Ieveiage aclions lo achieve iesuIls.
P a g e | 29


N)"#: V.:)/#:Ee ,-;;*);#/)E
! Idenlify and shaie oiganizalionaI infoinalion lhal nay heIp lhe coach and lhe
execulive iecognize and undeisland lhe conlexl, oiganizalionaI foices, lusiness-ieIaled
issues, and financiaI consliainls lhey nusl facloi inlo lhe coaching.
! Cuide lhe coach iegaiding oiganizalionaI changes lhal nay infIuence lhe coaching.
! e viIIing lo exanine and possilIy change aspecls of lhe oiganizalionaI syslen in oidei
lo inpiove lolh lhe execulives and lhe oiganizalions peifoinance.
P a g e | 30


=A D#E(6)E N:*#/).)*-/
Lxeculive coaching is pIanned and execuled vilh a focus on specific, desiied iesuIls. The
execulive, hei coach, and lhe oiganizalion legin ly deciding lhe uIlinale goaIs of lhe
coaching. Then lhey agiee on specific iesuIls foi each goaI. Key nenleis of lhe coaching
pailneiship sign off on a viillen coaching pIan lhal specifies expecled deadIines foi
acconpIishing each goaI. Appiopiiale neasuienenls aie appIied lo each goaI, incIuding
foIIov-up and feedlack iepoils. AcluaI aclivilies, duiing lhe coaching sessions and in
lelveen, focus specificaIIy on achieving lhe agieed-upon goaIs foi lhe execulive and hei
oiganizalion.
%&#'()*+#eE ,-;;*);#/)E
! Take iesponsiliIily foi focusing lhe coaching on lhe iesuIls you caie aloul nosl.
! Connil adequale line lelveen coaching sessions lo voik on lhe iesuIls.
! Iiepaie veII foi each coaching session.
! Moniloi youi ovn iesuIls and connunicale vilh coaching slakehoIdeis aloul youi
acconpIishnenls and lhe gaps lhal sliII exisl.
! LnIisl suppoil lo allain iesuIls.
,-.'"eE ,-;;*);#/)E
! Iush lhe execulive and hei oiganizalion lo le specific aloul desiied acconpIishnenls
and hov iesuIls viII le neasuied.
! Sliucluie each coaching session vilh a iesuIls-diiven agenda, foIIoving up on pievious
neelings and lhe aclions laken lelveen sessions.
! IaciIilale connunicalion lelveen lhe execulive and lhe oiganizalion aloul vhal lhe
execulive is voiking on, hei piogiess, and hei suppoil needs.
! IIan foIIov-up neelings lo liack piogiess lovaid coaching goaIs. Diive lhese neelings
even in lhe face of lhe oiganizalions voik denands.
! ConlinuaIIy check in vilh lhe execulive lo updale coaching goaIs lased on changes in
hei ioIe, lhe lusiness enviionnenl, and piioiilies.
P a g e | 31


! Iocus coaching sessions on specific issues, execulive deveIopnenl, and aclion ilens lhal
conliilule lo lhe coaching goaIs.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Connunicale diieclIy aloul vhal you nosl vanl and need lhe execulive lo do.
! HoId lhe execulive and lhe coach accounlalIe lo lhe agieed-upon goaIs.
! Cive conslanl feedlack, lolh posilive and negalive, lo heIp lolh lhe execulive and
coach slay on liack.
! Denonsliale youi liusl in lhe execulive.
! IoIIov lhiough vilh lhe connilnenls you nake as pail of lhe coaching lo piovide
suppoil, allend neelings, connunicale vilh olheis, and ienove laiiieis.
P a g e | 32


[A _(E*/#EE 9-'(E
Lxeculive coaching is piinaiiIy conceined vilh lhe deveIopnenl of lhe execulive in lhe
conlexl of oiganizalionaI needs. The coaching oljeclive is lo naxinize lhe execulives
effecliveness and his conliilulion lo lhe oiganizalion. The coach deveIops an
undeislanding of lhe lioadei lusiness conlexl in vhich lhe execulive opeiales, vilh
pailicuIai enphasis on key lusiness inilialives diieclIy ieIevanl lo lhe execulive. The
execulive and coach lhen agiee upon specific iesuIls lhal lesl iefIecl lhe oiganizalions
lusiness oljeclives. SuccessfuI execulive coaching Iinks a lusiness focus vilh hunan
piocesses ly cIoseIy aIigning lhe execulives deveIopnenl vilh ciilicaI lusiness needs.
%&#'()*+#eE ,-;;*);#/)E
! As soon as coaching legins, infoin youi coach of any ieIevanl infoinalion aloul youi
conpany, ils lusiness slialegy, youi key inilialives, and hov youi ioIe fils inlo lhe
oveiaII slialegy.
! ReguIaiIy updale youi coach on any changes in lusiness diieclion oi oulIook lhal
nighl infIuence lusiness slialegy, youi ioIe, oi youi neasuies of success. Adapl youi
deveIopnenl needs as appiopiiale.
! Take uIlinale iesponsiliIily foi aIigning youi coaching vilh lhe oiganizalions lusiness
focus.

,-.'"eE ,-;;*);#/)E
! Sliive lo naxinize lhe execulives conliilulion lo lhe oiganizalions needs.
! Mainlain an ongoing avaieness of lhe execulives lusiness and Ieadeiship deveIopnenl
oljeclives, naikel oulIook, conpelilion, pioducls and seivices, and cIienls oi
cusloneis.
! Undeisland lhe indicalois of success and key lusiness neliics lhal deleinine hov lhe
oiganizalion evaIuales lhe execulives peifoinance and iesuIls.
! e fIexilIe in adapling lhe execulives deveIopnenl needs lo changing lusiness
piioiilies.
P a g e | 33


N)"#: V.:)/#:Ee ,-;;*);#/)E
! Iiovide lhe coach vilh enough infoinalion lo undeisland lhe conlexl foi lhe coaching.
Such infoinalion nay incIude an oveiviev of lhe oiganizalion, slialegic and lusiness
pIanning docunenls, oiganizalionaI chails, and key lusiness inilialives.
! Whenevei possilIe, infoin lhe coach of changes in lhe oiganizalion lhal nay affecl lhe
execulive, incIuding neigeis and acquisilions, iesliucluiing oi dovnsizing, changes in
Ieadeiship, key ioIes and ieIalionships, and ieIevanl lusiness inilialives.
P a g e | 34


ZA V.:)/#:E"*7
AIlhough execulive coaching focuses piinaiiIy on individuaI voik vilh an execulive, il is
uIlinaleIy an oiganizalionaI inleivenlion. The execulive and hei coach aie olviousIy al lhe
cenlei of lhe piocess, lul olhei slakehoIdeis aie aIso invoIved. They nay incIude lhe
execulives nanagei, hei diiecl iepoils, lhe Hunan Resouices lusiness pailnei oi
geneiaIisl, lhe individuaI iesponsilIe foi execulive deveIopnenl, liaining, oi
oiganizalionaI deveIopnenl, and olhei execulives oi consuIlanls. The line connilnenl
and IeveI of invoIvenenl viII vaiy foi each slakehoIdei. Hovevei, foi lhe coaching
oulcone lo le of lhe giealesl lenefil foi lhe oiganizalion as a vhoIe, aII slakehoIdeis nusl
see lhenseIves as pailneis in lhe coaching piocess.
%&#'()*+#eE ,-;;*);#/)E
! Assune ovneiship of youi Ieaining. Use youi coach as a consuIlanl lo heIp you
naxinize youi unique Ieaining slyIe.
! e foilhiighl aloul vhal is and isnl voiking in coaching sessions.
! Lngage vhoIeheailedIy in lhe agieed-upon coaching assignnenls.
! Take iequiied aclions foi Ieaining, and iefIecl on lhose aclions.
,-.'"eE ,-;;*);#/)E
! Mainlain lhe highesl IeveI of piofessionaIisn in seiving lolh lhe execulive and lhe
oiganizalion as youi cIienls.
! Connunicale openIy aloul lhe piogiess of lhe coaching vilh lhe execulive and olhei
slakehoIdeis (vilhin lhe Iinils of agieed-upon confidenliaIily).
! Invesl in lhe piofessionaI and peisonaI success of lhe execulive and in lhe success of hei
oiganizalion.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Viev lhe coach as a pailnei vilh lhe oiganizalion, voiking lo inciease lolh
oiganizalionaI and execulive Ieaining.
P a g e | 35


! Iiovide feedlack, vilhin lhe confines of confidenliaIily agieenenls, lo lolh lhe coach
and lhe execulive in lhe iniliaI dala-galheiing phase and lhioughoul lhe coaching.
! Invesl in a successfuI oulcone ly leconing faniIiai vilh and consislenlIy appIying lhe
oveiaiching piincipIes and guideIines sel oul in lhis Handlook.
P a g e | 36


SA ,-;7#)#/'#
Lxeculive coaching iequiies lhe use of highIy skiIIed and expeiienced piofessionaI coaches.
These coaches nainlain high slandaids of conpelence and exeicise caiefuI judgnenl in
deleinining hov lesl lo seive lheii cIienls needs, choosing lhe nosl appiopiiale nelhods
fion lheii iange of expeilise.
We leIieve lhal conpelence of an execulive coach is nol deleinined ly any aililiaiy
acadenic degiee oi coaching ceilificalion (aIlhough nany such degiees oi ceilificalions
nay iepiesenl conpIelion of educalion, liaining, and oljeclive evaIualion on sone of lhe
foIIoving ieIevanl lopics and capaliIilies). Ralhei, effeclive execulive coaches aie
knovIedgealIe and conpelenl in lhe Coie Conpelencies of lhe Lxeculive Coach defined in
lhis Handlook:
Ioui knovIedge aieas lhal undeipin lhe voik of coaching, lhe lasks and skiIIs sels aIigned
lo lhe six phases of lhe coaching piocess:
IsychoIogicaI KnovIedge
usiness Acunen
OiganizalionaI KnovIedge
Coaching KnovIedge

Coaching Tasks and SkiIIs
" uiIding and Mainlaining Coaching ReIalionships
" Conliacling
" Assessnenl
P a g e | 37


" DeveIopnenl IIanning
" IaciIilaling DeveIopnenl and Change
" Lnding IoinaI Coaching & Tiansilioning lo Iong-lein deveIopnenl

Ten Alliilules and AliIilies lhal pionole supeiioi peifoinance.
" Maluie SeIf-confidence
" Iosilive Lneigy
" Asseiliveness
" InleipeisonaI Sensilivily
" Openness and IIexiliIily
" CoaI Oiienlalion
" Iailneiing and InfIuence
" Conlinuous Leaining and DeveIopnenl
" Inlegiily
Lach of lhese conpelency aieas is deIinealed inlo lasic and advanced IeveIs. They fuIIy
undeisland and adheie lo lhe piincipIes and guideIines in lhis Handlook.
IinaIIy, conpelenl execulive coaches aie peiceived ly lhe execulives lhey coach as capalIe,
independenl, piaclicaI, and inleiesled in lhe execulive and his/hei lusiness, fIexilIe, and
alIe lo seive as a good ioIe nodeI.

P a g e | 38


Lxeculive coaches iecognize lhe Iinilalions of lheii expeilise and piovide onIy lhose
seivices foi vhich lhey aie quaIified ly educalion, liaining, oi expeiience. They conslanlIy
sliive lo inciease lheii conpelence lhiough cIienl inleiaclions, conlinuing lheii educalion
and slaying up lo dale vilh lesl piaclices in coaching.
Lxeculives Connilnenls
! Deleinine youi ovn ciileiia foi a coach, incIuding slyIe, liaining, and specific aieas
of conpelence, expeilise, and expeiience. AppIy lhese ciileiia lo seIecling lhe lesl
coach foi you.
! Take an aclive ioIe in youi ovn deveIopnenl ly pioviding feedlack lo lhe coach on
hov lhe coaching is piogiessing and vhal gaps sliII exisl.
! Connunicale vilh slakehoIdeis of youi coaching aloul piogiess and iesuIls.
! Iiovide youi oiganizalion and youi coach vilh feedlack, lolh posilive and
negalive, aloul lhe effecliveness of lhe coach and lhe coaching piocess.
! Coachs Connilnenls
! ConsislenlIy opeiale al lhe highesl IeveI of conpelence.
! AccuialeIy iepiesenl lo cIienls youi liaining, expeiience, aieas of expeilise, and
Iinilalions.
! Undeisland lhe iequiienenls of each coaching engagenenl. e oljeclive and
fIexilIe in choosing nelhods lo neel lhese iequiienenls.
! e avaie of youi Iinilalions, decIine assignnenls lhal aie leyond youi expeiience,
knovIedge, capaliIily, oi inleiesl, oi vheie lheie is nol a good nalch lelveen you
and lhe execulive.
P a g e | 39


! Mainlain a nelvoik of conlacls vilh olhei quaIified piofessionaIs and iefei cIienls
vhen you aie nol lhe lesl possilIe iesouice.
! Updale youi knovIedge of lhe cIienl oiganizalions coie lusiness as veII as lesl
piaclices in coaching.
! Lxlend youi knovIedge and skiIIs lhiough conlinuing educalion and olhei
piofessionaI deveIopnenl aclivilies.
! IiopeiIy appIy psychoIogicaI and oiganizalionaI assessnenl lechniques, lesls, oi
insliunenls. Use onIy lhose foi vhich you aie quaIified oi ceilified.
! Olhei Iailneis Connilnenls
! Mainlain high slandaids in scieening and ieconnending execulive coaches foi
assignnenls.
! If you aie iesponsilIe foi pioviding coaching iefeiiaIs oi infoinalion lo youi
oiganizalion, keep cuiienl on lhe iepulalion of coaches and lesl coaching piaclices.
! SeIecl coaches lased on lheii conpelence and fil vilh lhe execulives and lhe cIienl
oiganizalions needs.
! Moniloi lhe effecliveness of coaching in lhe oiganizalion and piovide feedlack lo
lolh lhe coaches and lhe execulives.
! LvaIuale lhe conpelency of coaches and lheii iesuIls lo deleinine lheii fuluie use in
youi oiganizalion.

Coie Conpelencies of lhe Lxeculive Coach Iisls a iolusl sel of foui knovIedge aieas lhal
undeipin lhe voik of coaching, lhe lask and skiII sels aIigned lo lhe six phases of lhe
P a g e | 40


coaching piocess, aIong vilh lhe len alliilules and aliIilies lhal pionole supeiioi
peifoinance. Lach of lhese conpelency aieas is deIinealed inlo lasic and advanced IeveIs.

P a g e | 41


]A R/)#0:*)8
Upon leginning execulive coaching, lhe execulive is pIacing significanl liusl in lhe coach
and lhe oiganizalion. He is aIIoving hinseIf lo le vuIneialIe and open. To ensuie lhal he
ienains ieceplive lo feedlack, nev ideas, and Ieaining, lhe oiganizalion, coach, and olhei
slakehoIdeis nusl eslalIish and nainlain a psychoIogicaIIy safe and iespeclfuI
enviionnenl.
The ieIalionship lelveen lhe execulive and his coach is sensilive and oflen piivale. To
nainlain lhis ieIalionship, aII slakehoIdeis nusl le cIeai in lheii piesenlalion of issues,
oiganizalionaI infoinalion, coaching goaIs, coaching aclivilies, and giound iuIes foi
confidenliaIily. AII pailneis nusl adheie lo cIeaiIy ailicuIaled guideIines and iuIes of
engagenenl. ieaches of liusl oi aclions lhal iun counlei lo agieenenls and guideIines aie
exlieneIy seiious, especiaIIy if lhe execulive suffeis negalive consequences such as a Ioss of
iepulalion, incone, oi ieIalionships. AII pailies nusl lheiefoie funclion al lhe highesl
IeveIs of inlegiily and candoi vhen invoIved in execulive coaching aclivilies.
%&#'()*+#eE ,-;;*);#/)E
! Tiusl youi coach and lhe coaching piocess once you aie assuied of appiopiiale
safeguaids. Renain open, viIIing lo Ieain, and appiopiialeIy vuIneialIe.
! Take an aclive ioIe in eslalIishing appiopiiale guideIines foi youi coaching.
! Adheie lo agieenenls of confidenliaIily, anonynily, and infoinalion shaiing nol onIy
aloul you, lul aIso aloul eveiyone invoIved.
! Woik vilhin lhe coaching conliacl and ils Ieaining goaIs, unIess aII pailies ievise lhese
goaIs. (Ioi exanpIe, do nol lieal a deveIopnenlaI coaching conliacl as a jol-seaich
oppoilunily.)
! e honesl and candid vilh youi coach aloul you and youi silualion.
! IoIIov up on youi connilnenls.
! Iiovide youi coach and lhe oiganizalion vilh foilhiighl and consliuclive peifoinance-
inpiovenenl feedlack.
P a g e | 42


,-.'"eE ,-;;*);#/)E
! DeveIop and adheie lo a sel of piofessionaI guideIines, especiaIIy in lhe aieas of
confidenliaIily, confIicl of inleiesl, and expeilise.
! Alide ly lhe oiganizalions exisling vaIues, elhicaI piaclices, confidenliaIily and
piopiielaiy agieenenls, lusiness piaclices, and Hunan Resouice poIicies.
! Honoi lhe ieIalionship you have eslalIished vilh lolh lhe execulive and lhe
oiganizalion, seeking iesoIulion vhen confIicls aiise.
! HeIp lhe oiganizalion lo deveIop guideIines on hov ils nanageis and enpIoyees viII
Ieain in lheii jols. IoIIov and enleIIish an oiganizalions Ieaining conliacl. SliiclIy
appIy exisling slandaids foi deaIing vilh peisonaI dala, oi piovide such slandaids if
lhe oiganizalion does nol have any.
! Discuss vilh lhe execulive oiganizalionaI iequesls foi infoinalion aloul hin and his
coaching, incIuding slalus updales, feedlack dala, and inpul foi ievievs.
! Acl in lhe execulives lesl inleiesls and veII-leing.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Iiovide coaching guideIines, slandaids, and lusiness piaclices lhal neel lhe needs of
aII pailies.
! Iiesenl youi peispeclive on lhe need foi coaching, lhe execulives silualion, lhe
oiganizalionaI conlexl, peifoinance conceins, and oiganizalionaI goaIs foi coaching in
a ieaIislic and foilhiighl nannei.
! Infoin aII pailies if lhe goaIs oi infoinalion you have piovided change significanlIy
duiing lhe couise of lhe coaching.
! LslalIish and adheie lo slandaids foi lhe Ieaining conliacl, incIuding puipose and
oljeclives, lineIines, scope and lypes of assessnenl, neasuies of success, idenlificalion
and ioIes of slakehoIdeis, confidenliaIily agieenenls, use of peisonaI and coaching
infoinalion, and disliilulion of infoinalion.
! LslalIish a piolIen-iesoIulion piocess foi coaching issues, especiaIIy elhicaI piaclices.
! Iiovide lolh execulive and coach vilh ongoing feedlack and suppoil.
! Iunclion vilhin lhe Ieaining and lusiness agieenenls. Avoid pulling lhe coach oi
execulive in difficuIl posilions ly iequesling feedlack oi peisonaI dala, inpul foi
peifoinance ievievs, oi pionolion discussions.
P a g e | 43


WA M(20;#/)
Lxeculive coaching is a laIance of science, ail, and expeil inpiovisalion. No nallei hov
nany guideIines aie deveIoped and foIIoved, successfuI coaching iequiies lhal you
conlinuaIIy slep lack, evaIuale lhe silualion, veigh lhe oplions, and appIy good judgnenl
foi veII-laIanced decisions. An execulives infIuence is deleinined nol onIy ly hei
alliilules and skiIIs, lul aIso ly hov olheis peiceive hei, pIus hei nalch lo lhe needs,
ciicunslances, and cuIluie of lhe oiganizalion. AII coaching pailneis offei diffeienl
peispeclives vhich, conlined vilh good judgnenl, piovide lhe execulive vilh a dynanic
Ieaining expeiience.
Theie is no iecipe foi lhe peifecl coaching expeiience. AIong lhe vay, unpiediclalIe
chaIIenges, confIicls, and oppoilunilies aiise. Whelhei lhese silualions heIp oi hindei lhe
execulives deveIopnenl depends upon lhe judgnenl slakehoIdeis exeicise in an evei-
changing voik enviionnenl.
%&#'()*+#eE ,-;;*);#/)E
! Mainlain an open nind and le viIIing lo change il.
! Iocus on lhe giealei good.
! Weigh aII peispeclives.
! Ask foi heIp.
! e fIexilIe.
! Tiy nev appioaches.
! Accepl lhe ciedil and lIane vhen lhey aie youis. Adnil youi slienglhs and
veaknesses lo le alIe lo deaI vilh lhen effecliveIy.
! Make decisions ly laIancing haid dala vilh inluilion.
! e honesl and diiecl.
! Take ieasonalIe iisks.
P a g e | 44


,-.'"eE ,-;;*);#/)E
! AIvays nainlain a high IeveI of piofessionaIisn.
! Do nol nix peisonaI and piofessionaI ieIalionships lhal couId lias youi judgnenl in a
coaching silualion.
! Avoid any aclivilies lhal couId iesuIl in a confIicl of inleiesl.
! uiId and nainlain a connunicalion nelvoik vilh aII coaching pailneis.
! Lislen allenliveIy, vilh an open nind.
! e honesl and diiecl aloul youi inlenlions and poinls of viev.
! Iievenl nisundeislandings ly expIaining youi aclivilies lefoiehand vhenevei lhey
couId le nisundeislood.
! Do nolhing lhal couId le nisinleipieled as an inpiopiiely vilhin lhe slandaids of lhe
execulives oiganizalion.
! TaiIoi youi appioach lo lhe piioiilies and piefeiences of lhe execulive and lhe coaching
pailneiship.
! iing lhe nenleis of lhe pailneiship logelhei lo faciIilale decision-naking.
! Heai aII ieIevanl peispeclives and nediale confIicls.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Iocus on lhe deveIopnenl and success of lhe oiganizalion and lhe execulive.
! e honesl and diiecl aloul youi goaIs and peispeclives on lhe oiganizalion and lhe
execulive.
! Considei aII avaiIalIe infoinalion lefoie naking a judgnenl.
! e open-ninded.
! e fIexilIe.
! Suppoil lhe execulive and coach in foIIoving lhiough vilh lhe judgnenls lhey nake
aloul lhe coaching.
! e laIanced in youi judgnenls iegaiding lhe coaching: shoil vs. Iong lein, voik vs.
peisonaI Iife, dala vs. inluilion, and individuaI vs. oiganizalionaI good.
P a g e | 45


X(*2#6*/#E B-: V:.')*'#
These guideIines piovide pioceduiaI heIp foi aII pailneis in lhe coaching piocess. They define
lhe conponenls of lhe coaching and oulIine lhe connilnenls lhal each pailnei nakes.
TA \./.0*/0 ,-/B*2#/)*.6*)8
The execulive and olhei nenleis of lhe oiganizalion nusl le alIe lo open up and shaie
infoinalion vilh lhe coach and one anolhei vilhoul feai lhal lhe infoinalion viII le
passed on inappiopiialeIy oi vilhoul lheii appiovaI. ecause each coaching silualion is
unique, il is inpoilanl foi aII pailneis lo deveIop a foinaI, viillen confidenliaIily
agieenenl lefoie lhe coaching legins. This agieenenl specifies vhal infoinalion viII and
viII nol le shaied, in vhich ciicunslances, vilh vhon, and hov. The agieenenl heIps aII
coaching pailneis ienain sensilive lo confidenliaIily issues fion each olheis poinls of
viev. Coaching pailneis shouId connunicale vilh olhei nenleis of lhe pailneiship
lefoie shaiing any infoinalion vilh anyone oulside lhe pailneiship.
,-.'"eE ,-;;*);#/)E
! X(*2#6*/#EQ Woik vilhin lhe piopiielaiy and confidenliaIily guideIines noled in lhe
oiganizalions financiaI, IegaI, and lusiness conliacls and docunenls.
! N:0./*`.)*-/.6 */B-:;.)*-/Q In geneiaI, vilhin lhe loundaiies of lhe Iav, keep aII
oiganizalionaI infoinalion confidenliaI unIess il is olheivise avaiIalIe lo lhe pulIic.
,-.*A01&# 0& 0)1= 4/1$*<1#*D You nay le iequiied lo ieveaI lo lhe appiopiiale
iepiesenlalives of lhe oiganizalion, and possilIy lo IegaI aulhoiilies, any infoinalion
iegaiding iIIegaI oi unelhicaI inpiopiielies oi ciicunslances lhal pose a physicaI oi
enolionaI lhieal lo any individuaI, gioup, oi oiganizalion.
! R/B-:;.)*-/ .3-() )"# #&#'()*+#Q Do nol shaie vilh anyone excepl lhe execulive hinseIf
any delaiIs iegaiding lhal execulive unIess nenleis of lhe coaching pailneiship have
agieed olheivise.
,-.*A01&# 0& 0)1= 4/1$*<1#*D You aie oflen olIigaled lo piovide lhe oiganizalion vilh a
sunnaiy of youi concIusions on lhe execulives cuiienl and polenliaI aliIily lo seive in
P a g e | 46


his ioIe. Shaie lhis sunnaiy vilh lhe execulive and gel his inpul as appiopiiale. Ollain
a delaiIed agieenenl fion aII pailneis on vhal lhis sunnaiy viII and viII nol incIude
lefoie lhe coaching legins.
! 9##23.'4 B:-; -)"#:E .3-() )"# #&#'()*+#Q You nay oflen gel feedlack, usuaIIy undei
pionise of anonynily, fion nenleis of lhe oiganizalion oi olhei peopIe faniIiai vilh
lhe execulive. Menleis of lhe coaching pailneiship shouId agiee on lhe anonynily and
confidenliaIily of such infoinalion lefoie il is coIIecled. You shouId aIso ollain
agieenenl, lefoie coaching legins, on exaclIy hov anonynousIy lhe feedlack viII le
iepoiled: no idenlificalion, idenlificalion ly calegoiy of peison (voik gioup, IeveI, elc.)
oi ly specific nane. You aie olIiged lo lhe peopIe fion vhon you ollain lhis feedlack
lo le cIeai up fionl aloul lhe leins of lhis anonynily and confidenliaIily and lo voik
sliiclIy vilhin lhese leins. Iiesenl any feedlack lo lhe execulive in veilalin oi
sunnaiy foin.
,-;;*);#/)E -B )"# %&#'()*+# ./2 N)"#: V.:)/#:E
! Menleis of lhe oiganizalion vho, as a iesuIl of coaching, Ieain confidenliaI
infoinalion aloul lhe execulive, keep lhal infoinalion confidenliaI unIess olheivise
agieed lefoie lhe coaching legins.
! The execulive iesponds lo feedlack fion olheis in non-defensive vays, vilhoul
second-guessing vho nighl have said vhal oi ielaIialing foi feedlack lhal is difficuIl lo
heai. This non-defensive iesponse naxinizes lhe liusl lhe execulive viII shaie vilh
olheis in lhe fuluie.
! AII nenleis of lhe coaching pailneiship ensuie lhal no confidenliaI infoinalion
coning oul of lhe coaching piocess is shaied eIeclionicaIIy unIess lhey can conlioI
access lo lhal infoinalion.
! efoie coaching legins, aII pailneis considei hov lhe confidenliaIily of each of lhe
foIIoving lypes of infoinalion viII le nanaged. They agiee on vhal viII oi viII nol le
shaied, vilh vhon, ly vhon, vhen, in vhal foin, and undei vhal ciicunslances:
" assessnenl iesuIls
" coaching goaIs
" jol hunling and caieei aspiialions
" 36O-degiee feedlack
" peifoinance appiaisaIs
" inleipeisonaI confIicls
" delaiIs of coaching discussions
P a g e | 47


" piopiielaiy oi oiganizalionaIIy sensilive infoinalion
! The oiganizalion idenlifies an inleinaI iesouice vho can advise coaches and
slakehoIdeis on queslions of confidenliaIily and olhei sensilive lopics, and vho can
heIp iesoIve lhese issues.
P a g e | 48


=A V:#K'-.'"*/0 C')*+*)*#E
Ceilain aclivilies can deleinine if coaching is appiopiiale in lhe fiisl pIace, heIp seIecl lhe
nosl appiopiiale coach, and piepaie lolh coach and execulive foi lhe piocess. This
inpoilanl sel of lehind-lhe-scenes aclivilies, usuaIIy conducled ly HR, incIudes souicing,
seIecling, and oiienling coaches, consuIling vilh execulives on lheii needs, nalching coach
lo execulive, and eslalIishing slandaids foi piaclice. The inlenl of lhese pie-coaching
aclivilies is lo ensuie lhe lesl possilIe expeiience and oulcones foi lhe execulive and lhe
oiganizalion.
%&#'()*+#eE ,-;;*);#/)E
! ConsuIl vilh appiopiiale slakehoIdeis lo deleinine if execulive coaching is a vialIe
oplion foi you. Considei youi oiganizalions oveiaII deveIopnenl focus, youi specific
Ieaining needs, and lhe skiIIs and expeiience of avaiIalIe coaches.
! Conducl expIoialoiy inleivievs vilh seveiaI coaches lefoie seIecling lhe one vho is
lesl foi you.
! HandIe aII lusiness and financiaI conliacl iequiienenls youiseIf, oi nake suie
appiopiiale peopIe in youi oiganizalion handIe lhen.
! Iiovide youi coach vilh lhe necessaiy lackgiound infoinalion aloul youi
oiganizalion, specific lusiness docunenls, and peisonaI infoinalion.
! egin lhe coaching piocess vilh a viIIingness lo Ieain.
,-.'"eE ,-;;*);#/)E
! Iailicipale in lhe oiganizalions piocess foi seIecling, nalching, and oiienling execulive
coaches.
! Iiovide lhe oiganizalion and lhe execulive vilh iequesled lackgiound infoinalion
aloul you and youi piaclice, youi iales, lusiness piaclices, and iefeiences.
! Iailnei vilh lhe Hunan Resouices slaff and olhei slakehoIdeis as needed.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! LslalIish lusiness piaclices and slandaids foi execulive coaching.
P a g e | 49


! DeveIop a coach seIeclion and oiienlalion piocess.
! AppIy ciileiia foi anaIyzing coaching needs and nalching lhe execulive vilh lhe nosl
appiopiiale coach.
! Iiovide feedlack lo lhe coaches you do nol seIecl.
! ConsuIl vilh lhe execulive lo piovide guidance and suppoil in deleinining coaching
needs, iequiienenls, and desiied oulcones.
! Iailnei vilh coaches lo ensuie lheii lesl fil vilh lhe oiganizalion and lhe execulive.
P a g e | 50


[A ,-/):.')*/0
The puipose of conliacling in execulive coaching is lo ensuie pioduclive oulcones, cIaiify
ioIes, pievenl nisundeislandings, eslalIish Ieaining goaIs, and define lusiness and
inleipeisonaI piaclices. Theie aie lhiee najoi conponenls of conliacling: lhe Leaining
Conliacl, lhe usiness/LegaI/IinanciaI Conliacls, and lhe IeisonaI Conliacl lelveen lhe
execulive and lhe coach.
!"# b#.:/*/0 ,-/):.') incIudes:
" Iuipose and oljeclives
" TineIines
" Scope and lypes of assessnenl
" MiIeslones
" Measuies of success
" Idenlificalion and ioIes of slakehoIdeis
" ConfidenliaIily agieenenls
" CuideIines foi lhe use of peisonaI and coaching infoinalion
" CuideIines foi lhe connunicalion and disliilulion of infoinalion
_(E*/#EELb#0.6L9*/./'*.6 ,-/):.')E incIude:
" Iuipose and oljeclives
" Lxeculive coaching slandaids and guideIines
" OiganizalionaIIy sponsoied piopiielaiy and confidenliaIily slalenenls
" CuideIines foi ieIevanl lusiness piaclices
" TolaI cosls of seivice
" Who is paying foi coaching seivices
" Iee and paynenl scheduIes
" CuideIines foi liIIing pioceduies
" Agieenenls on expense ieinluisenenls
" Confiinalion of lhe coachs piofessionaI IialiIily insuiance
P a g e | 51


V#:E-/.6 ,-/):.')E lelveen lhe coach and lhe execulive incIude:
" CuideIines on honesly, openness, and ieIialiIily lelveen execulive and coach
" Undeislanding of lhe coachs lheoielicaI and piaclicaI appioach and hov coaching
sessions viII le sliucluied
" Agieenenls on scheduIing, puncluaIily, and canceIIalion of neelings
" Scoping of hov nuch pie-voik coach and execulive viII do lefoie each coaching
session
" CuideIines on giving and ieceiving feedlack
" Undeislanding of vhen lhe coach viII le avaiIalIe lo lhe execulive and vise veisa, and
hov conlacl viII le nade
" Agieenenls on foIIov-up and docunenlalion
" Confiinalion of Iocalions and lines foi neelings and phone caIIs
%&#'()*+#eE ,-;;*);#/)E
! AcliveIy pailicipale in eslalIishing Ieaining and peisonaI conliacls.
! As youi oiganizalion deens appiopiiale, pailicipale in eslalIishing, noniloiing, and
adninisleiing lusiness/IegaI/financiaI conliacl(s) vilh lhe coach.
! Adheie lo lhe Ieaining conliacl and use il lo gauge piogiess and success.
! Adheie lo lhe peisonaI conliacl and hoId lhe coach lo il as veII.
,-.'"eE ,-;;*);#/)E
! Shaie youi ovn slandaids and guideIines foi conliacling vilh lhe execulive and
oiganizalion vhiIe iespecling and agieeing lo use lhe oiganizalions slandaids.
! AcliveIy use lhe Ieaining conliacl lo pIan and deIivei coaching and lo assess piogiess
and iesuIls.
! Use lhe peisonaI conliacl as lhe sel of guideIines lo foIIov in aII inleiaclions vilh lhe
execulive, hoId lhe execulive lo lhe guideIines as veII.
! Negoliale lhe leins of lhe conliacls in good failh oi have lhe appiopiiale
iepiesenlalive(s) fion youi piaclice do so. ConpIy vilh lhe leins of lhe conliacl in
fuII, oi ieeslalIish lhen as nuluaIIy agieealIe lelveen youi piaclice and lhe
execulives oiganizalion.
P a g e | 52


N)"#: V.:)/#:Ee ,-;;*);#/)E
! LslalIish and disseninale slandaids foi Ieaining conliacls in youi oiganizalion.
! AcliveIy pailicipale in eslalIishing and suppoiling lhe execulives Ieaining conliacl.
! Respecl lhe peisonaI conliacl as eslalIished lelveen lhe coach and execulive.
! Lnsuie lhal lhe coach has and uses lusiness/IegaI/financiaI conliacluaI infoinalion.
! Lxpedile lhe conliacling and paynenl piocess in youi oiganizalion in suppoil of lhe
execulive and lhe coach.
P a g e | 53


ZA CEE#EE;#/)
The assessnenl phase of execulive coaching piovides lolh lhe coach and lhe execulive
vilh inpoilanl infoinalion upon vhich lo lase a deveIopnenlaI aclion pIan. The
assessnenl is cuslonized, laking inlo accounl lhe needs of lhe execulive and lhe noins
and cuIluie of lhe oiganizalion. The coach can seIecl anong a vide vaiiely of assessnenl
insliunenls, incIuding peisonaIily, Ieaining, inleiesl, and Ieadeiship slyIe indicalois.
Olseiving lhe execulive in aclion in hei usuaI voik selling piovides assessnenl dala, as
does inleivieving hei, hei peeis, diiecl iepoils, nanagei, and olhei slakehoIdeis. In sone
cases, lhe coach adninisleis a foinaI 36O-degiee assessnenl.
Theie aie lines vhen an execulive oi hei oiganizalion chooses nol lo iniliale a fuII
execulive coaching piocess. Sonelines, ialhei lhan pioviding fuII coaching, lhe execulive
pailicipales in feedlack deliiefing/deveIopnenl pIanning. This piocess can le
appiopiiale foi galheiing dala, ieceiving feedlack, and ciealing a deveIopnenl pIan. Il is
oflen conducled vilhoul an execulive coaching pailneiship as ieconnended in lhis
Handlook. Wilhoul lhal pailneiship, hovevei, il can le difficuIl foi lhe execulive lo
inpIenenl change in heiseIf oi in lhe syslen.
When sepaiale assessnenl and deveIopnenl pIanning has leen done and coaching is
added aflei lhe facl, il nay le necessaiy lo incIude olheis in fuilhei dala galheiing, ieviev,
and goaI selling. When assessnenl and pIanning aie done vilhoul a foinaI coaching
phase, sone coaching shouId acconpany lhe piesenlalion and ieviev of lhe iesuIls. This
viII heIp lhe execulive nol onIy undeisland lhe dala and lheii inpIicalions, lul aIso nake
lhe lesl use of lhe infoinalion lo inciease seIf-avaieness and idenlify deveIopnenl aieas
vilh lhe giealesl polenliaI foi success.
In addilion lo assessing lhe execulive, il is aIso vaIualIe lo assess lhe lean and
oiganizalion vilh and vilhin vhich lhe execulive voiks. Such addilionaI assessnenls aie
an inpoilanl pail of lhe syslens peispeclive of execulive coaching. y undeislanding lhe
P a g e | 54


lean and oiganizalionaI enviionnenl, lhe execulive and hei coach can lellei deleinine
vhal lo change and hov lo achieve lhal change.
AddilionaI assessnenls incIude such vaiialIes as lhe oiganizalionaI cuIluie, lean
connunicalion, oiganizalionaI liusl, quaIily, enpIoyee salisfaclion, efficiency, and
piofilaliIily. These syslens faclois nay indicale hov lhe oiganizalion opeiales, lhe iesuIls
achieved, oi piediclive neasuies of IikeIy success. They can le assessed lhiough diiecl
olseivalion, queslionnaiies, focus gioups, one-on-one inleivievs, and olhei nelhods. The
dala coIIecled on lhe oiganizalionaI syslen aie oflen vaIualIe lo shaie vilh olheis lesides
lhe execulive. If lhe Iaigei assessnenl is conlenpIaled, lhe coaching pailneiship needs lo
decide ahead of line hov lo deaI vilh lhe dala and incIude lhese decisions in lhe Ieaining
conliacl.
%&#'()*+#eE ,-;;*);#/)E
! Mainlain an open allilude lovaid feedlack and olhei assessnenl iesuIls, consideiing
aII infoinalion as hypolheses lo le pioved oi dispioved.
! Invesl lhe iequiied line lo expedile lhe assessnenl phase.
! Iailnei vilh lhe coach lo idenlify silualions, such as neelings and evenls, vhich nighl
piovide on you and youi oiganizalion.
! Ask queslions and digesl feedlack lo nake lhe lesl use of assessnenl infoinalion.
,-.'"eE ,-;;*);#/)E
! e knovIedgealIe in a lioad iange of assessnenl nelhodoIogies.
! Adninislei onIy lhose insliunenls foi vhich you have leen fuIIy liained/ceilified oi
olheivise adequaleIy piepaied.
! Mainlain lhe confidenliaIily of lhe execulive ly piolecling lhe assessnenl dala.
! Iiovide a safe, suppoilive enviionnenl in vhich lo deIivei assessnenl feedlack.
DeIivei feedlack in vays lhal encouiage lhe execulive lo acl upon hei assessnenl.
! Offei a cIeai conlexl foi lhe slienglhs and Iinilalions of lhe lesling piocess.
P a g e | 55


! HeIp lhe execulive use hei assessnenl dala lo cieale a deveIopnenl aclion pIan.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Respecl lhe agieed-upon IeveI of confidenliaIily foi execulive coaching dala.
! Iiovide infoinalion aloul lhe execulive and lhe oiganizalion.
! Iailnei vilh lhe coach and execulive lo idenlify vays foi lhe coach lo diieclIy olseive
lhe execulive and lhe oiganizalion.
P a g e | 56


SA X-.6 a#))*/0
Lxeculive coaching is diiven ly specific goaIs agieed upon ly aII nenleis of lhe coaching
pailneiship. These goaIs focus on achievenenls and changes lhe execulive can laigel, lolh
foi hinseIf and foi his oiganizalion. IniliaI goaIs aie eslalIished vhen coaching legins and
ievised oi iefined as coaching piogiesses. ased on vhelhei lhey shouId le achieved
vilhin veeks, nonlhs, oi ovei a Iongei line peiiod, goaIs can le divided inlo shoil-, nid-,
and Iong-lein laigels.
CoaIs aie lased on vaIid and ieIialIe dala lhal exenpIify hov lhe execulive shouId Ieain
nev skiIIs, change his lehavioi, voik on oiganizalionaI piioiilies, oi achieve specific
lusiness iesuIls. Aflei a specified line peiiod, piogiess is neasuied againsl goaIs, and lhey
aie updaled lo adapl lo lhe execulives changing capaliIilies and lhe oiganizalions
evoIving piioiilies. CoaI achievenenl is neasuied lolh quanlilaliveIy and quaIilaliveIy.
%&#'()*+#eE ,-;;*);#/)E
! CoIIaloiale vilh and Iislen lo youi slakehoIdeis lo lecone avaie of hov olheis
peiceive youi needs foi change and deveIopnenl.
! e honesl aloul youi ovn piioiilies foi coaching.
! CIaiify specificaIIy vhal you viII need lo do so lhal olheis peiceive you as achieving
youi goaIs.
! Invesl line in lhe coaching and on lhe jol lased on lhe eslalIished goaIs.
,-.'"eE ,-;;*);#/)E
! IaciIilale coIIaloialion lelveen lhe execulive and his slakehoIdeis lo idenlify and agiee
upon coaching goaIs.
! Accepl iesponsiliIily onIy foi coaching aclivilies lhal aie lased on specific, neasuialIe
goaIs.
! HeIp nenleis of lhe coaching pailneiship galhei vaIid and ieIialIe dala as a lasis foi
eslalIishing goaIs.
P a g e | 57


! Docunenl lhe coaching goaIs and connunicale lhen lo aII pailneis.
! Assess coaching piogiess and adjusl goaIs lased on inleiin iesuIls and changing
piioiilies.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! e honesl and diiecl aloul youi goaIs foi lhe coaching.
! CoIIaloiale vilh lhe execulive and olhei pailneis lo agiee on specific, neasuialIe,
achievalIe, chaIIenging, line-lound, and piaclicaI goaIs.
! ase lhe goaIs on vaIid and ieIialIe dala aloul lhe execulives peifoinance and
oiganizalionaI piioiilies.
! Iiovide ongoing feedlack lo lolh execulive and coach on lhe execulives piogiess
lovaid his goaIs.
! Suppoil lhe execulives effoils lo achieve his goaIs.
! AIIov lhe execulive lo lake lhe agieed-upon line lo achieve his goaIs lefoie changing
his iesponsiliIilies oi lhe iesouices he needs.
P a g e | 58


]A ,-.'"*/0
The quaIily of lhe coaching ieIalionship is a key eIenenl of success. The coach cieales a safe
enviionnenl in vhich lhe execulive can feeI confoilalIe laking lhe iisks necessaiy lo Ieain
and deveIop. Diaving fion a lioad knovIedge lase and a soIid iepeiloiie of Ieaining
looIs, lhe coach offeis guidance and aclivilies lhal heIp lhe execulive neel hei Ieaining
goaIs. Conveisalions expIoie lhe execulives cuiienl voik silualion lo find piaclicaI,
lusiness-focused Ieaining Ial oppoilunilies.
The piaclicaI aclivily of coaching is lased on piincipIes of aduIl Ieaining: avaieness,
aclion, and iefIeclion. Using dala galheied fion lhe assessnenl phase of lhe piocess, lhe
coach engages lhe execulive in discussion and aclivilies designed lo:
" enhance seIf-avaieness of lhe inpIicalions of lypicaI lehaviois
" Ieain skiIIs, luiId conpelencies, change lehaviois, and achieve iesuIls
" iefIecl on vays lo inpiove and iefine skiIIs and lehaviois.
Leaining looIs and aclivilies nay incIude, lul aie nol Iiniled lo, puiposefuI conveisalion,
ieheaisaI and ioIe-pIays, videolaping, suppoilive confionlalion and inquiiy, ieIevanl
ieading, voik anaIysis and pIanning, and slialegic pIanning.
Aflei lhe assessnenl is conpIele and goaIs aie eslalIished, addilionaI foins of coaching oi
deveIopnenl lesides execulive coaching nay le iequiied as pail of lhe execulives
Ieaining. These lypes of coaching and deveIopnenl aclivilies incIude, anong olheis, caieei
coaching, nanagenenl deveIopnenl liaining, peisonaI coaching, piesenlalion skiIIs
liaining, coaching on diessing foi success, oiganizalionaI deveIopnenl consuIlalion,
piocess ieengineeiing, and video coaching. When lhe coach has expeilise in lhese aieas
and lhey faII vilhin lhe scope of lhe Ieaining conliacl, lhe coach nay piovide lhe assislance
diieclIy. If lhe coach is nol quaIified, oi lhe addilionaI coaching is leyond lhe scope of lhe
Ieaining conliacl, olhei aiiangenenls aie nade. The coach nay nake appiopiiale iefeiiaIs
oi voik vilh olhei nenleis of lhe oiganizalion lo ollain lhe addilionaI heIp.
P a g e | 59


%&#'()*+#eE ,-;;*);#/)E
! Mainlain an open allilude lovaid expeiinenling vilh nev peispeclives and lehaviois.
! WiIIingIy le vuIneialIe and lake iisks.
! Iocus on youi ovn giovlh vilhin lhe conlexl of youi cuiienl and fuluie oiganizalionaI
ioIe.
! Tiansfei Ieaining gained lhiough coaching lo youi day-lo-day voik.
! Lxchange feedlack vilh youi coach aloul lhe heIpfuIness of lhe coaching.
! Seek feedlack fion olheis in lhe oiganizalion aloul lhe iesuIls of youi coaching.
,-.'"eE ,-;;*);#/)E
! Adheie lo lhe slandaids and guideIines foi piaclice oulIined in lhis Handlook.
! Mainlain lhe coaching focus on lhe execulives Ieaining goaIs.
! Iiepaie ieIevanl aclion ilens foi aII coaching neelings.
! RoIe-nodeI effeclive Ieadeiship piaclices.
! AppIy aduIl Ieaining piincipIes duiing coaching.
! Iailicipale acliveIy in aII neelings vilh lhe execulive and olhei slakehoIdeis.
! Offei liulhfuI and ieIevanl feedlack.
! Cieale an enviionnenl lhal suppoils expIoialion and change.
! Make appiopiiale iefeiiaIs lo olhei iesouices vhen you aie nol lhe lesl souice foi
addilionaI assislance.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Mainlain a suppoilive and palienl allilude lovaid lhe change piocess.
! Iiovide feedlack lo lolh lhe execulive and lhe coach on piogiess and conceins.
! Offei lo nenloi, coach, ioIe nodeI, and suppoil lhe execulive fion youi ovn
peispeclive vilhin lhe oiganizalion.
P a g e | 60


! Assisl lhe execulive and coach in finding addilionaI iesouices vilhin oi oulside lhe
oiganizalion vhen heIp leyond lhe scope of lhe coaching oi lhe coachs aiea of
expeilise is needed.
P a g e | 61


WA !:./E*)*-/*/0 )- b-/0K!#:; 5#+#6-7;#/)
Upon conpIeling lhe coaching sessions, lhe execulive and his coach lake vhalevei sleps
aie necessaiy lo ensuie lhal lhe execulive viII le alIe lo conlinue his deveIopnenl.
AppIying lhe iesuIls of lhe coaching vilhin lhe conlexl of lhe execulives Iong-lein
deveIopnenl is an inpoilanl pail of lhis piocess. Il usuaIIy incIudes lhe joinl piepaialion
of a Iong-lein deveIopnenl pIan idenlifying fuluie aieas of focus and aclion sleps. The
coach nay aIso ieconnend a iange of inleinaI and exleinaI iesouices ieIevanl lo lhe
execulives Iong-lein deveIopnenl needs.
In nosl cases, liansilioning incIudes handing off lhe deveIopnenl pIan lo lhe execulives
nanagei oi anolhei slakehoIdei vho agiees lo noniloi fuluie piogiess in pailneiship vilh
lhe execulive. The coach, execulive, and olhei slakehoIdei incoipoiale inlo lhe Iong-lein
pIan a ieguIai ieviev of piogiess lovaid oljeclives oi goaI ieassessnenl. A successfuI
execulive coaching piocess seives as a calaIysl foi lhe execulives Iong-lein deveIopnenl.
%&#'()*+#eE ,-;;*);#/)E
! When lhe coaching piocess is conpIele, discuss ils iesuIls vilh youi coach, incIuding
hov successfuIIy you feeI youi deveIopnenl needs have leen addiessed.
! Idenlify any aieas vheie gaps nighl exisl oi fuilhei piogiess couId le nade.
! Idenlify any aieas lhal nay lecone noie ciilicaI lo addiess in youi anlicipaled fuluie
ioIes.
! Iailicipale in foinuIaling a Iong-lein deveIopnenl pIan idenlifying specific aieas of
focus and aclion sleps.
! Idenlify a nanagei oi olhei oiganizalionaI slakehoIdei vho viII lake iesponsiliIily foi
noniloiing youi fuluie deveIopnenl.
! HoId youiseIf accounlalIe foi adheiing lo youi aclion pIans, incIuding a ieguIai ieviev
of piogiess vilh youi nanagei oi olhei slakehoIdei.
! Iiovide feedlack lo youi coach on peifoinance, slienglhs, and deveIopnenl needs.
P a g e | 62


! Iiovide youi oiganizalion vilh a foilhiighl assessnenl of lhe coachs capaliIilies and
oiganizalionaI fil.
,-.'"eE ,-;;*);#/)E
! Use youi knovIedge and expeilise lo guide lhe execulive and olhei slakehoIdeis in
deveIoping a Iong-iange pIan lhal laigels aieas of focus and aclion sleps.
! Reconnend inleinaI and exleinaI neans of deveIopnenl lhal lesl fil lhe needs of lhe
execulive and lhe oiganizalion.
! Connunicale vilh lhe execulives nanagei oi olhei slakehoIdeis lo ensuie
connilnenl lo his fuluie deveIopnenl, incIuding ieguIai piogiess ievievs.
! Aflei lhe coaching ends, nake youiseIf avaiIalIe foi queslions and cIaiificalion.
! Check in vilh lhe execulive occasionaIIy, as appiopiiale, lo nainlain lhe ieIalionship.
N)"#: V.:)/#:Ee ,-;;*);#/)E
! Suppoil lhe execulives fuluie deveIopnenl, incIuding a Iong-lein deveIopnenl pIan.
! IaciIilale inleinaI and exleinaI neans of deveIopnenl foi lhe execulive incIuding, lul
nol Iiniled lo, iolalionaI assignnenls, slielch assignnenls, nenloiing oppoilunilies,
lask foice Ieadeiship oi pailicipalion, and inleinaI oi exleinaI seninais oi couises.
! Shaie consliuclive feedlack aloul lhe execulives piogiess lovaid deveIopnenl
oljeclives.
! LvaIuale lhe effecliveness of lhe coach and lhe coaching piocess foi fuluie use in lhe
oiganizalion.
! Iiovide feedlack lo lhe coach on peifoinance, slienglhs, and deveIopnenl needs.
P a g e | 63


N+#:+*#@ -B X(*2#6*/#E B-: %.'" \#;3#: -B )"# %&#'()*+#
,-.'"*/0 V.:)/#:E"*7
%&#'()*+#eE X(*2#6*/#E
\./.0*/0 ,-/B*2#/)*.6*)8
! Iailnei vilh lhe coach and olhei nenleis of youi oiganizalion lo viile a
confidenliaIily agieenenl lhal specifies vhal infoinalion viII and viII nol le shaied, in
vhich ciicunslances, vilh vhon, and hov, incIuding guideIines on eIeclionic foins of
connunicalion.
! Whenevei lheie is a queslion iegaiding hov infoinalion is oi shouId le handIed,
connunicale diieclIy vilh olhei nenleis of lhe coaching pailneiship lo cone lo an
agieenenl.
! Respond lo feedlack fion olheis in non-defensive vays, vilhoul second-guessing vho
nighl have said vhal oi ielaIialing foi feedlack lhal is difficuIl lo heai.
V:#K'-.'"*/0 C')*+*)*#E
! ConsuIl vilh youi slakehoIdeis lo deleinine if execulive coaching is iighl foi you,
eslalIish lhe appiopiiale goaIs, and seIecl lhe lesl coach.
! Woik in pailneiship vilh olheis lo nake suie aII lusiness and financiaI conliacls aie
expediled.
! Infoin youi coach aloul you, youi oiganizalion, and youi silualion, and legin lhe
piocess vilh a viIIingness lo Ieain
,-/):.')*/0
! AcliveIy pailicipale in eslalIishing a Ieaining conliacl and a peisonaI conliacl foi youi
coaching.
! As appiopiiale in youi oiganizalion, pailicipale in eslalIishing, noniloiing, and
adninisleiing lusiness/IegaI/financiaI conliacl(s) vilh youi coach.
! Adheie lo lhe Ieaining and peisonaI conliacls. Use lhen lo guide vhal you do in
aclivilies ieIaled lo youi coaching, incIuding hov you gauge youi piogiess and success.
P a g e | 64


CEE#EE;#/)
! Invesl lhe needed line lo expedile youi assessnenl.
! Mainlain an open allilude lovaid feedlack and olhei assessnenl iesuIls.
! Woik coIIaloialiveIy vilh youi coach lo idenlify and ask queslions aloul silualions
lhal nighl piovide insighl inlo you and youi oiganizalion.
! Make lhe lesl use of feedlack and olhei assessnenl infoinalion lo change you and
youi oiganizalion as needed.
X-.6 a#))*/0
! CoIIaloiale vilh slakehoIdeis lo undeisland hov olheis peiceive youi needs foi
change and deveIopnenl.
! e honesl aloul youi ovn piioiilies foi coaching.
! CIaiify vhal you need lo do lo achieve youi goaIs.
! Invesl lhe line in coaching and on lhe jol lo achieve youi goaIs.
,-.'"*/0
! e open and viIIing lo liy nev lhings and lake appiopiiale iisks.
! Iocus on vhal you need lo do lo Ieain and lake aclion vilhin lhe conlexl of youi voik
ioIe.
! Lxchange feedlack vilh youi coach and olheis in youi oiganizalion aloul youi
peifoinance and hov lhe coaching has heIped you achieve lhe desiied iesuIls.
!:./E*)*-/*/0 )- b-/0K!#:; 5#+#6-7;#/)
! Woik vilh youi coach and olheis in youi oiganizalion lo idenlify inpiovenenls and
oppoilunilies foi fuilhei piogiess.
! Iailicipale in foinuIaling a Iong-lein pIan foi youi conlinued deveIopnenl.
! LslalIish an agieenenl vilh an appiopiiale peison in youi oiganizalion lo suppoil and
noniloi youi fuluie deveIopnenl.
! IoIIov lhiough vilh youi pIan and invesl lhe line needed lo achieve youi Iong-lein
deveIopnenl goaIs.
P a g e | 65


! Connunicale vilh youi coach and lhe appiopiiale peopIe in youi oiganizalion aloul
lhe effecliveness of lhe coach and lhe coaching piocess.
P a g e | 66


,-.'"eE X(*2#6*/#E
\./.0*/0 ,-/B*2#/)*.6*)8
! Woik vilhin lhe piopiielaiy and confidenliaIily guideIines of lhe oiganizalions
conliacls and docunenls.
! In geneiaI, vilhin lhe loundaiies of lhe Iav, keep aII oiganizalionaI infoinalion
confidenliaI unIess il is olheivise avaiIalIe lo lhe pulIic.
! Do nol shaie vilh anyone excepl lhe execulive heiseIf any delaiIs iegaiding lhal
execulive unIess nenleis of lhe coaching pailneiship have agieed olheivise.
! When gelling feedlack fion olheis aloul lhe execulive, le cIeai up fionl aloul lhe
leins of confidenliaIily and voik sliiclIy vilhin lhese leins.
V:#K'-.'"*/0 C')*+*)*#E
! Iailicipale in lhe oiganizalions seIeclion and oiienlalion piocess foi coaches.
! Iiovide lhe needed infoinalion aloul you and youi piaclice.
! Iailnei vilh lhe execulive and olhei nenleis of lhe oiganizalion lo faciIilale decision
naking and connunicalion iegaiding lhe coaching.
,-/):.')*/0
! Shaie youi ovn slandaids and guideIines foi conliacling vilh lhe execulive and
oiganizalion vhiIe iespecling and agieeing lo use lhe oiganizalions slandaids as
feasilIe.
! AcliveIy use lhe Ieaining and peisonaI conliacls lo pIan and deIivei coaching and lo
assess piogiess and iesuIls.
! Negoliale lhe leins of lhe conliacls in good failh and conpIy vilh lhen in fuII, oi
ieeslalIish lhen as nuluaIIy agieealIe and in a lineIy fashion.
CEE#EE;#/)
! e knovIedgealIe in a lioad iange of assessnenl nelhodoIogies. Adninislei onIy
lhose foi vhich you have leen fuIIy liained oi olheivise adequaleIy piepaied, offeiing
a cIeai conlexl foi lheii slienglhs and Iinilalions.
P a g e | 67


! DeIivei feedlack in a safe, suppoilive enviionnenl and in vays lhal encouiage lhe
execulive lo consliucliveIy acl upon lhe assessnenl.
! HeIp lhe execulive use lhe assessnenl dala lo cieale a deveIopnenl aclion pIan.
X-.6 a#))*/0
! IaciIilale coIIaloialion lelveen lhe execulive and hei slakehoIdeis lo idenlify and
agiee upon specific and neasuialIe coaching goaIs.
! Docunenl lhe coaching goaIs and connunicale lhen in viiling lo aII nenleis of lhe
coaching pailneiship.
! As lhe coaching piogiesses, adjusl goaIs lased on inleiin iesuIls and changing
ciicunslances and piioiilies.
,-.'"*/0
! Adheie lo lhe slandaids and guideIines foi piaclice oulIined in lhis Handlook.
! Mainlain lhe coaching focus on lhe goaIs lhal have leen agieed upon ly lhe
pailneiship.
! Iailicipale acliveIy in aII neelings vilh lhe execulive and hei slakehoIdeis, piepaiing
ieIevanl aclion ilens, ioIe-nodeIing, appIying aduIl Ieaining piincipIes, and ciealing an
enviionnenl lhal suppoils expIoialion and change.
! Offei liulhfuI and ieIevanl feedlack duiing coaching in heIpfuI and suppoilive vays.
!:./E*)*-/*/0 )- b-/0K!#:; 5#+#6-7;#/)
! IaciIilale, guide, and nake ieconnendalions foi a Iong-lein deveIopnenl pIan foi lhe
execulive lased on lhe coaching expeiience and youi expeilise.
! Connunicale vilh lhe execulives nanagei and/oi slakehoIdeis lo ensuie
connilnenl lo lhe execulives fuluie deveIopnenl.
! Aflei lhe coaching ends, nake youiseIf avaiIalIe foi queslions and cIaiificalion. Check
in vilh lhe execulive occasionaIIy, as appiopiiale, lo nainlain lhe ieIalionship and hei
Ieaining nonenlun.
P a g e | 68


N)"#: V.:)/#:Ee X(*2#6*/#E
\./.0*/0 ,-/B*2#/)*.6*)8
! AcliveIy pailicipale in agieeing on vhal infoinalion viII oi viII nol le shaied, vilh
vhon, ly vhon, vhen, in vhal foin, and undei vhal ciicunslances.
! Keep any infoinalion Ieained aloul lhe execulive as a iesuIl of lhe coaching
confidenliaI, unIess olheivise agieed lefoie lhe coaching legins.
! Lnsuie lhal no confidenliaI infoinalion coning oul of lhe coaching piocess is shaied
eIeclionicaIIy unIess you can conlioI access lo lhal infoinalion.
! Idenlify an inleinaI iesouice vho can advise you and lhe coach on queslions of
confidenliaIily and olhei sensilive lopics and can heIp iesoIve lheses issues.
V:#K'-.'"*/0 C')*+*)*#E
! LslalIish and foIIov slandaid piaclices foi seIecling, nalching, and oiienling coaches
foi specific piojecls.
! Woik in pailneiship vilh lhe execulive and coach lo deleinine coaching needs,
iequiienenls, and desiied oulcones.
! CIeai any laiiieis foi coaching conliacls and aclivilies lo le conpIeled.
,-/):.')*/0
! Lnsuie lhal slandaids foi Ieaining conliacls aie eslalIished and disseninaled in youi
oiganizalion, lecone faniIiai vilh lhose slandaids.
! AcliveIy pailicipale in eslalIishing and suppoiling lhe execulives Ieaining conliacl.
! As appiopiiale, acliveIy pailicipale in eslalIishing and suppoiling
lusiness/IegaI/financiaI conliacl(s) foi lhe coaching.
! As appiopiiale, faciIilale lhe foinaI conliacling and paynenl piocess in youi
oiganizalion.
CEE#EE;#/)
! Respecl lhe agieed-upon IeveI of confidenliaIily foi infoinalion lhal cones oul of lhe
execulive coaching piocess.
P a g e | 69


! Iiovide honesl, accuiale, and conpIele infoinalion aloul lhe execulive and lhe
oiganizalion.
! Iailicipale in idenlifying and faciIilaling vays foi lhe coach lo diieclIy olseive lhe
execulive and lhe oiganizalion.
X-.6 a#))*/0
! e honesl and diiecl aloul youi goaIs foi lhe coaching.
! CoIIaloiale vilh lhe execulive and olhei nenleis of lhe pailneiship lo agiee on
appiopiiale coaching goaIs.
! Iiovide ongoing feedlack lo lolh execulive and coach on lhe execulives piogiess
lovaid his goaIs.
! Suppoil lhe execulives effoils lo achieve his goaIs, aIIoving hin lo lake lhe agieed-
upon line lo achieve lhen lefoie changing his iesponsiliIilies oi lhe iesouices he
needs.
,-.'"*/0
! Mainlain a suppoilive and palienl allilude lovaid lhe change piocess.
! Iiovide feedlack lo lolh lhe execulive and lhe coach on piogiess and conceins.
! Offei lo nenloi, coach, ioIe nodeI, and suppoil lhe execulive fion youi ovn
peispeclive vilhin lhe oiganizalion.
! Make suggeslions and heIp lhe execulive gel lhe suppoil he needs fion olheis in lhe
oiganizalion.
!:./E*)*-/*/0 )- b-/0K!#:; 5#+#6-7;#/)
! AcliveIy pailicipale in ciealing a Iong-lein deveIopnenl pIan foi lhe execulive.
! IaciIilale inleinaI and exleinaI neans of deveIopnenl.
! Shaie ongoing consliuclive feedlack vilh lhe execulive aloul his piogiess lovaid
deveIopnenl oljeclives.
! LvaIuale lhe effecliveness of lhe coach and lhe coaching piocess, piovide lhe coach and
olheis in lhe oiganizalion vilh feedlack lo naxinize lhe effecliveness of fuluie
coaching.
P a g e | 70



Coie Conpelencies of lhe Lxeculive Coach


y

G/="# ,##1=E ?&%*;0 P&&$6"#E C1<<1"6 !&$4*00=E :"6*= !/#0E ?1.)";$ 9"#=81*<$E
:/$7 J00&E "#$ M*I G0*;#



"#$ ' /+01232(4$ 5+)26V


Whal aie lhe essenliaI conpelencies of lhe effeclive execulive coach` This is a chaIIenging and
inpoilanl queslion. A nunlei of viileis have addiessed lhis queslion ovei lhe pasl decade.
i

UnfoilunaleIy, conneiciaI conceins and a Iack of ieseaich in lhe fieId nake il difficuIl lo find
a ieasonalIe ansvei. The dangei foi consuneis is lhal, given lhe Iack of slandaids, lhey nay
le vuIneialIe lo fads and saIes pilches vilhoul a cIeai sense of hov lo evaIuale execulive
coaches and lhe coaches aliIily lo neel lhe consuneis needs. Oui goaI in offeiing lhis voik
is lo piovide an iniliaI fianevoik of execulive coaching lo define lhe needs in specific
silualions and deveIop ciileiia foi coach seIeclion, nol dissiniIai lo any good hunan iesouice
seIeclion piocess. In addilion, ve aIso hope lo slinuIale fuilhei ieseaich and diaIogue on lhis
ciilicaIIy inpoilanl lopic. The conpelencies ve viII desciile heie aie lased on oui coIIeclive
expeiience and judgnenl as execulive coaches, execulives, educalois, and consuneis of
execulive coaching seivices. The conpelencies nusl le consideied lenlalive - lo le iefined as
fuilhei ieseaich lecones avaiIalIe.

5#B*/*/0 %&#'()*+# ,-.'"*/0
Oui syslens-oiienled definilion of execulive coaching is
ii
:

P a g e | 71


Lxeculive coaching is an expeiienliaI and individuaIized Ieadei deveIopnenl piocess lhal
luiIds a Ieadeis capaliIily lo achieve shoil- and Iong-lein oiganizalionaI goaIs. Il is
conducled lhiough one-on-one inleiaclions, diiven ly dala fion nuIlipIe peispeclives,
and lased on nuluaI liusl and iespecl. The oiganizalion, an execulive, and lhe execulive
coach voik in pailneiship lo achieve naxinun inpacl.

A discussion of conpelencies has lo legin vilh lhe queslion, conpelenl foi vhal` In lhis
voik ve considei lhose conpelencies lhal ve leIieve aie necessaiy lo effecliveIy execule lhe
lasks desciiled in lhis laseIine definilion. CIeaiIy such a sel of lasks iequiies a lioad sel of
conpelencies.
ii
Lxaninalion of lhe definilion suggesls lhal lhe conpelenl execulive coach viII
IikeIy possess oi dispIay psychoIogicaI knovIedge, lusiness acunen, oiganizalionaI
knovIedge, knovIedge aloul coaching, coaching skiIIs needed lo peifoin essenliaI coaching
lasks, and a sel of peisonaI alliilules lhal seive as a foundalion foi lhese conpelencies and
skiIIs.

,-/E):(')*-/ -B )"*E ,-;7#)#/'8 5#E':*7)*-/
Diaving on oui ovn expeiiences as execulive coaches, nanageis of coaching in oiganizalions,
and/oi coaching ieseaicheis and educalois ve legan a piocess of allenpling lo ailicuIale
lhese conpelencies, skiIIs and alliilules. UIlinaleIy, ve deveIoped foui conpelency aieas
incIuding psychoIogicaI, lusiness, oiganizalionaI and coaching conpelencies.
iii
We
sliess lhal il is quile IikeIy lhal fev coaches aie highIy effeclive acioss eveiy singIe one of lhe
conpelency anchois Iisled undei each of lhese aieas. Il is aIso lhe case lhal ceilain coaching
engagenenls viII diav noie on one oi noie conpelencies oi skiII sels lhan olhei sels.
Hovevei, in oui expeiience, significanl conpelence in each of lhe foui aieas is in aII IikeIihood
essenliaI.

WhiIe lhe need foi sone conpelencies nay vaiy fion silualion lo silualion, ve aIso ailicuIale
heie a sel of peisonaI "00;1%/0*= lhal aie IikeIy lo le inpoilanl iegaidIess of conlexl. SiniIai lo
lhe gioving avaieness on lhe pail of Ieadeiship-deveIopnenl ieseaicheis and piaclilioneis of
lhe inpoilance of enolionaI inleIIigence in lhal aiea, oui expeiience suggesls lhal enolionaI
inleIIigence conpelencies aie inpoilanl lo lhe effecliveness of execulive coaches as veII.
iv


IinaIIy, lhe ieadei viII nole lhal ve considei each conpelency oi alliilule fion a lasic oi
foundalionaI IeveI and fion a noie advanced peispeclive as veII. In doing so, ve aie liying lo
P a g e | 72


capluie lhe sinpIe pienise lhal individuaI coaches viII denonsliale a vaiying IeveI of
effecliveness vilhin each conpelency as a funclion of lolh lheii naluiaI gifls and lheii cuiienl
IeveI of deveIopnenl and lhal conpelency al lhe lasic IeveI is essenliaI vhiIe an advanced
IeveI can le heIpfuI in nany silualions.

We ieaIize lhal ieseaich on lhis aiea is conlinuing apace and lhal lhese conpelency
desciiplions aie suljecl lo fuilhei sciuliny and delale. Malching coach, execulive, and
oiganizalion sliII iequiies a lil of inluilion on lhe pail of lhose invoIved lecause of lhe slale of
ieseaich in lhe fieId and lecause of lhe anliguous naluie of nany coaching assignnenls. In
spile of lhese Iinilalions, given lhe giovlh of execulive coaching, ve leIieve il is ciilicaIIy
inpoilanl lo assisl execulives, oiganizalions, coaches and coaching educalois and ieseaicheis
ly pioviding focus and Ianguage and ly so doing liy lo heIp nove lhe diaIogue foivaid.

V-)#/)*.6 fE#E -B )"*E \-2#6
Lxeculive coaching, ly ils veiy naluie, nusl nanage lhe expeclalions of a vaiiely of
slakehoIdeis. Consislenl vilh lhal ieaIily, ve leIieve lhese conpelency desciiplions shouId le
of assislance lo lhe foIIoving audiences:
1. Oiganizalions lhal conliacl vilh execulive coaches lo piovide seivices lo lheii
enpIoyees. TypicaIIy, vilhin an oiganizalion lhal uliIizes lhe seivices of execulive
coaches, one oi noie individuaIs aie iesponsilIe foi souicing coaches. This desciiplion
of conpelencies shouId le usefuI as pail of lhe appIicalion piocess, in lhe inleivieving
of polenliaI coaches and as a slialegy foi oiganizing a dalalase of coaching capaliIilies.
The Iisl shouId le usefuI in assessing coaches iefeiences as veII. IinaIIy, lhose
iesponsilIe foi nalching execulives and coaches can use lhis nodeI as an iniliaI
scieening looI lo assess lhe kind of issues vilh vhich lhe execulive needs heIp and lhe
skiIIs and alliilules iequiied lo offei lhal heIp.
2. Lxeculives vho aie choosing a coach. The execulive vho is consideiing coaching can
le opeialing al sonelhing of a disadvanlage vilhoul sone sense of lhe univeise of
conpelencies fion vhich he oi she can diav. The execulive using lhis Iisl of
conpelencies shouId considei hei oi his issues and needs and nake suie lhal in lhe
inleiviev piocess she oi he checks lo see vhelhei lhe coach appeais lo have lhe iighl
conpelencies.
3. Lxeculive coaches pIanning lheii ovn deveIopnenl. Mosl execulive coaches aie Iife-
Iong Ieaineis, oi shouId le. Those vishing lo guide lheii deveIopnenl inlenlionaIIy can
considei lheii slienglhs and veaknesses ly consideiing each of lhese conpelencies.
P a g e | 73


Likevise, lhe execulive coach can aIso use lhe conpelencies lo considei lhe kinds of
coaching cases lo vhich he oi she is lesl suiled.
4. Designeis of liaining piogians and cuiiicuIa foi fuluie execulive. Theie aie nov a
nunlei of execulive coaching liaining inslilules and acadenic piogians and noie aie
IikeIy lo slail up ovei lhe nexl decade. Too oflen, liaining and educalion foi coaches
offeis IillIe noie lhan a fev days of voikshops vilh sone foIIov up coaching. As lhis
Iisl of conpelencies inpIies, il nakes IillIe sense lo expecl lhal an individuaI can
lecone an effeclive execulive coach in one veek, oi one nonlh foi lhal nallei. Those
leaching execulive coaches oi iunning inslilules oi piogians shouId giappIe vilh lhe
seiious chaIIenge of heIping lheii cIienls deveIop a lioad and deep sel of
oiganizalionaI, psychoIogicaI, lusiness, and coaching conpelencies.

V6#.E# V:-+*2# 9##23.'4 -/ )"*E 5-'(;#/)
()"#' 7&/ 8&; 7&/; 1#0*;*=0 1# 3&;* 3&6A*0*#.1*= &8 0)* ,-*./012* 3&".)Q 5= 7&/ I1<< ;*"$E 0)1= *88&;0 0&
";01./<"0* 0)* .&6A*0*#.1*= &8 *88*.012* *-*./012* .&".)*= I"= %"=*$ &# "# &#L4&1#4 $1"<&4/* 1#2&<21#4
1#$121$/"<= I10) =14#181."#0 *-A*;1*#.* "= *-*./012* .&".)*=E .&".)1#4 A;".01.* 6"#"4*;=E *$/."0&;=E "#$
=/A*;21=&;= &8 .&".)*=E "#$ ;*=*";.)*;= "#$ "/0)&;= &# 0)* 0&A1.Q B0 I"= /#$*;0"'*# "= A";0 &8 &/; *88&;0
0& =/AA&;0 R/"<107 A;".01.*= 1# 0)* 81*<$Q C* "=' 0)"0 1# ;*0/;# 8&; 0)1= =*;21.*E 7&/ A;&21$* /= 7&/;
8**$%".'Q ><*"=* *L6"1< &00&QS/$7T46"1<Q.&6E "#$ <*0 /= '#&I 7&/; ;&<*E )&I 7&/ )"2* 6"$* /=* &8 0)1=
$&./6*#0E "#$ 7&/; &I# A*;=A*.012* &# 0)* .&6A*0*#.1*= &8 "# *88*.012* *-*./012* .&".)Q C* 0)"#' 7&/
1# "$2"#.* 8&; 7&/; )*<AQ
P a g e | 74


!"# ,-:# ,-;7#)#/'*#E

VE8'"-6-0*'.6 ^/-@6#20#

In Iaying oul lhe conpelencies and knovIedge essenliaI foi lhe effeclive execulive coach, il is
inpoilanl lo diffeienliale lelveen 8&;6"< psychoIogicaI knovIedge - lhal is, knovIedge of
psychoIogicaI lheoiies and concepls ieIevanl lo lhe piaclice of execulive coaching - and 0".10
psychoIogicaI knovIedge, sonelines aIso iefeiied lo as sociaI inleIIigence oi enolionaI
inleIIigence. This seclion desciiles lhe foinaI psychoIogicaI knovIedge necessaiy foi effeclive
execulive coaching.
_.E*' C2+./'#2
W()29:3'()@(D +>U
" IeisonaIily lheoiies
" ModeIs of hunan nolivalion
" AduIl deveIopnenl lheoiies, incIuding
noiaI, inleIIecluaI, enolionaI, ieIalionaI, and
spiiiluaI deveIopnenl
" ModeIs of aduIl Ieaining
" ModeIs of caieei deveIopnenl
" ModeIs of peisonaI and lehavioiaI change
" Woik/Iife laIance
" Sliess nanagenenl lechniques
" SociaI psychoIogy and hov sociaI faclois
inpacl individuaI and gioup lehavioi
" Hov lo idenlify individuaIs in need of
psychoIogicaI oi nedicaI iefeiiaI
" ModeIs of enolionaI inleIIigence
" The ioIe of gendei diffeiences in aduIlhood
" ModeIs and nelhods of 36O degiee feedlack
" ModeIs of peisonaI and Ieadeiship slyIe
(e.g., MTI, DISC)
W()29:3'()@(D +>U
" The psychoIogy of liansilions
lelveen deveIopnenlaI slages
" ModeIs of sulslance aluse
" CIinicaI diagnoses and hov lhey
pIay oul in voikpIace (e.g.,
naicissisn)
" ConfIicl iesoIulion and nedialion
" IaniIy syslens lheoiy
" AlnoinaI
psychoIogy/psychopalhoIogy
" IsychoIogicaI assessnenl
nelhods and looIs (e.g., 16II,
Sliong Inleiesl Invenloiy, Iiio )
P a g e | 75


_(E*/#EE C'(;#/

Lxeculive coaches need lusiness acunen in oidei lo undeisland lhe goaIs and voik conlexl of
lheii coachees. usiness knovIedge aIso gives execulive coaches ciediliIily vilh lheii coachees
and olheis in lhe coachees oiganizalion. In addilion lo geneiaI lusiness knovIedge, coaches
need lo acquiie knovIedge of lhe specific lusinesses of lheii coachees.
_.E*' C2+./'#2
W()29:3'()@(D +>U
" H/=1#*== A;".01.*= "#$ .&#.*A0=
" H"=1. 81#"#.1"< .&#.*A0= U*Q4QE
1#.&6* "#$ %"<"#.* =)**0=V
" usiness funclions and lheii
inleidependencies
" The slialegic pIanning piocess
and ils ieIalionship vilh lean
and individuaI goaI selling
" Cuiienl infoinalion
lechnoIogies
" The ioIe of infoinalion
lechnoIogy in lusiness (e.g.
L.R.I., enleipiise nanagenenl)
" Iiocess inpiovenenl
lechnoIogies
" CIolaI capilaIisn and gIolaI
fiins
" The diffeiences lelveen
ieguIaled and non-ieguIaled
lusinesses
" The diffeiences lelveen foi-
piofil and nol-foi-piofil
lusinesses
" ()* '*7 <*"$*;=)1A ;&<*= &8
&;4"#1K"01&#= U*Q4Q 3JJE 3OJE
3(JE 3,JE ,-*./012* @1;*.0&;E
H&";$ 3)"1;E *0.QV
" W#&I<*$4* &8 ./;;*#0 %/=1#*==
*2*#0=E 1==/*= "#$ 0;*#$=
" 9"#"4*6*#0 A;1#.1A<*= "#$
A;&.*==*=
" !/6"# ;*=&/;.* 6"#"4*6*#0
W()29:3'()@(D +>U
" Meigei and acquisilion issues
" SeveiaI specific indusliies and
lheii lechnoIogies
" The use and aluse of lechnoIogy
" M*"$1#4 *$4* %/=1#*== A;".01.*=
" P&2*;#"#.* sliucluies and
piaclices and hov lhey inleiface
vilh lusiness opeialions
" Managenenl of lhe suppIy
chain/nelvoik
" Iioducl IifecycIes
" Coveinnenl ieguIalions (e.g.
conpIiance, appiovaI, and olhei
goveinnenlaI ieguIalions and
piocesses)
" Hov loaids opeiale in
ieIalionship lo senioi
nanagenenl
" Re-engineeiing and dovnsizing
P a g e | 76


N:0./*`.)*-/.6 ^/-@6#20#

Lxeculive coaches voik vilh coachees vho nusl acconpIish lheii voik goaIs and advance
lheii caieeis vilhin lhe conlexl of lheii oiganizalion(s). Theiefoie, il is inpoilanl foi execulive
coaches lo undeisland oiganizalionaI sliucluies, syslens, piocesses, and hov lo assess aII of
lhese eIenenls of lhe oiganizalion in vhich lhe coachee voiks.
_.E*' C2+./'#2
W()29:3'()@(D +>U

" asic oiganizalionaI sliucluies,
syslens and piocesses incIuding
funclionaI, divisionaI and naliix
oiganizalionaI foins as veII as
lhe lehavioiaI palleins
associaled vilh each
" OiganizalionaI assessnenl and
diagnosis
" OiganizalionaI design and
deveIopnenl piincipIes and
piaclices
" The inpacl and ioIe of
oiganizalionaI cuIluies and
sulcuIluies
" The phases of lean
deveIopnenl and lhe
chaiacleiislics of effeclive lean
Ieadeiship
" ModeIs of Ieadeiship
" Leadeiship deveIopnenl
piogians and piocesses
" Oiganizalion deveIopnenl
nelhodoIogies
" OiganizalionaI syslens lheoiy
" The naluie and ioIe of
oiganizalionaI poIilics, povei
and infIuence
" OiganizalionaI change
nanagenenl lheoiies and
piaclices
" ConsuIling lheoiy and piaclices
W()29:3'()@(D +>U

" The piocesses of execulive laIenl
nanagenenl and succession
pIanning
" The lasks, chaIIenges, and
success faclois associaled vilh
execulives coning inlo nev
ioIes oi assignnenls (on-
loaiding)
" The naluie of and piocesses
associaled vilh oiganizalionaI
Ieaining (e.g. knovIedge
liansfei, knovIedge
nanagenenl, infoinalion
shaiing, elc.)
" The dislinclive chaiacleiislics of
faniIy- ovned and faniIy-
opeialed enleipiises
" The piocesses associaled vilh
oiganizalionaI design piincipIes
" The piaclices associaled vilh
changes in oiganizalionaI
designs
" Diveisily nanagenenl issues


P a g e | 77


" The ioIe of elhics in lusiness
and in oiganizalionaI consuIling
" ModeIs of lhe Ieaining
oiganizalion
" ModeIs of succession and
Ieadeiship liansilion
P a g e | 78


,-.'"*/0 ^/-@6#20#

Lxeculive Coaches need lo have specific knovIedge of lheoiy, ieseaich, and piaclice in lhe
deveIoping fieId of execulive coaching.
_.E*' C2+./'#2
W()29:3'()@(D +>U

" The hisloiy of execulive coaching
" Lxeculive coaching nodeIs and lheoiies
" The definilions of coaching and execulive
coaching as a speciaIly piaclice
" Seven oveiaiching piincipIes foi execulive
coaching: syslens peispeclive, iesuIls
oiienlalion, lusiness focus, pailneiship,
conpelence, inlegiily, and judgnenl
ii

" Seven guideIines foi piaclicing lhe diffeienl
phases of execulive coaching ly lhe coach, lhe
execulive, and lhe execulives oiganizalion:
nanaging confidenliaIily, pie-coaching
aclivilies, conliacling, assessnenl, goaI selling,
coaching, and liansilioning lo Iong-lein
deveIopnenl
ii

" The undeiIying piincipIes and appioaches of
lhe diffeienl lypes of coaching and hov lhey
diffei fion and/oi can le incoipoialed inlo
execulive coaching
" The dislinclion lelveen execulive coaching and
olhei nodeIs of coaching

W()29:3'()@(D +>U

" LvoIving liends in lhe piaclice
of execulive coaching
" Hov coaching nodeIs can le
deveIoped and cuslonized lo
eneiging needs and liends

P a g e | 79


Coaching KnovIedge (Conlinued)
_.E*' C2+./'#2
W()29:3'()@(D +>U

" The ioIe of nanagei as coach and lhe inpacl of
execulive coaching on lhe deveIopnenl of lhal
capaliIily
" The ioIes coaches can pIay and vhen and hov lo
effecliveIy appIy lhen (e.g. liainei, nenloi,
advisoi, elc.)
" The diffeiences lelveen execulive coaching and
olhei heIping nelhods foi execulives (e.g.
counseIing, consuIling, lheiapy, nenloiing, elc.)
" Hov coaching lheoiies and nelhods appIy lo
vaiious silualions of individuaI coaching cIienls
" Hov lo laiIoi lhe coaching piocess lo adapl il lo
lhe unique needs and ciicunslances of lhe
coachee and lhe oiganizalion
" Measuienenl of coaching oulcones and piocess
" Reseaich findings on execulive coaching (pasl
and eneiging)
" The coie conpelencies of execulive coaches
" The vide vaiiely of avaiIalIe coaching iesouices
(looks, ailicIes, inleinel siles, looIs, elc.)
" Hov lo nainlain and inpIenenl a conlinuous
pIan foi ones ovn piofessionaI deveIopnenl



P a g e | 80


,-.'"*/0 !.E4E ./2 a4*66E

The execulive coaching piocess can le divided inlo six phases: _(*62*/0 ./2 \.*/).*/*/0
,-.'"*/0 D#6.)*-/E"*7EG ,-/):.')*/0g CEE#EE;#/)g 5#+#6-7;#/) V6.//*/0g 9.'*6*).)*/0
5#+#6-7;#/) ./2 ,"./0#g ./2 %/2*/0 9-:;.6 ,-.'"*/0 ./2 !:./E*)*-/*/0 )- b-/0K)#:;
5#+#6-7;#/)A Lach of lhese phases, as oulIined leIov, has a sel of lasks. Many of lhese lasks
can aIso le vieved as specific skiIIs lhal an execulive coach can deveIop and hone.

_(*62*/0 ./2 \.*/).*/*/0 ,-.'"*/0 D#6.)*-/E"*7E
_.E*'
" uiId and suslain liusl
" HoId lhe coachee, his/hei loss, and HR
accounlalIe
" Idenlify and nanage iesislance and confIicl
" InfIuence vilh and vilhoul aulhoiily
" Mainlain confidenliaIily on sensilive
oiganizalionaI and individuaI issues
" HoId nuIlipIe peispeclives
" SoIicil feedlack on ones ovn peifoinance as
lhe coach
" UliIize lhe coaching ieIalionship as a looI lo
heIp lhe coachee
" Mainlain lhe laIance of lhe cIose coaching
ieIalionship and piofessionaI loundaiies
" Make and expIain olseivalions aloul vhal
goes on in lhe coaching ieIalionship and ils
siniIaiilies and diffeiences lo lhe coachees
olhei ieIalionships
" AppiopiialeIy chaIIenge lhe coachee and
deaI vilh lhe his/hei defensiveness vilhoul
inpaiiing lhe coaching ieIalionship

C2+./'#2
" Iiovide guidance on diveise
cuIluies and cioss-cuIluiaI
issues
" Use eained liusl lo chaIIenge
vaIues, assunplions, and
lusiness piaclices
" Woik vilh a diveise gioup of
cIienls and slakehoIdeis
(cuIluies, iaces, gendeis,
slyIes, elhnicily, elc.)
" HoId sessions vilh senioi
nanagenenl and
OiganizalionaI
Lffecliveness/HR slaff lo
shaie olseivalions,
oiganizalionaI knovIedge,
dala, and lhenes ieIaling lo
Ieadeiship and oiganizalionaI
issues.

P a g e | 81



,-/):.')*/0
_.E*'
" LvaIuale lhe ieadiness of lhe coachee foi
coaching
" Lngage aII appiopiiale consliluenls in goaI
selling and agenda selling foi lhe coaching
(coachee, loss, HR, olheis)
" Ollain connilnenl and suppoil fion aII
appiopiiale consliluenls
" LslalIish guideIines foi confidenliaIily
" LslalIish lhe losss and HRs ioIe in lhe
coaching
" IaciIilale agenda-selling and goaI-selling
neelings lelveen lhe coachee, his/hei
loss and lhe HR piofessionaI
" DeveIop ieaIislic and chaIIenging coaching
goaIs
" Sel ieaIislic line fianes foi acconpIishing
lhe coaching goaIs
" Re-conliacl vhen appiopiiale
" TaiIoi lhe coaching piocess lo lhe unique
needs of lhe coachee and oiganizalion

C2+./'#2
" IIay nuIlipIe ioIes vilhoul
ciossing key loundaiies oi
conpionising lhe guideIines
foi piaclice
" ChaIIenge lhe coachees conniln
" Conliacl vilh lhe loss foi
feedlack lo hin/hei
" Negoliale and viile lhiee foins
of coaching conliacls: lhe
Ieaining conliacl vilh lhe
coachee, his/hei loss and HR
piofessionaI, lhe
lusiness/IegaI/financiaI
conliacl vilh lhe coachees
oiganizalion, and lhe
peisonaI/ieIalionship conliacl
vilh lhe coachee
ii

" Manage lines of Iov and high
denand in ones ovn coaching
piaclice so as nol lo negaliveIy
inpacl cIienl seivice

P a g e | 82



CEE#EE;#/)
_.E*'

" Design assessnenl pIans
" Adninislei and inleipiel 36O degiee
feedlack insliunenls and neasuies of
peisonaI and Ieadeiship slyIe (e.g., MTI,
DISC)
" Inleiviev lhe coachee and his/hei key
consliluenls
" UnolliusiveIy olseive/shadov lhe coachee
in his/hei voik enviionnenl
" Calhei dala fion nuIlipIe souices, aggiegale
lhen and piesenl lhe iesuIls and
inpIicalions in a usefuI foinal
" Use lhe iesuIls of assessnenl looIs and
insliunenls lo evaIuale lhe coachees
slienglhs, veaknesses, aliIilies, lendencies,
piefeiences, lehavioi palleins, enolions,
lhinking slyIes, oppoilunilies, consliainls,
and olhei faclois inpoilanl lo lhe coaching
" Use lhe iesuIls of assessnenl looIs,
insliunenls and olhei nelhods lo evaIuale
lhe coachees oiganizalionaI conlexl (e.g.
chaiacleiislics, slienglhs, veaknesses,
oppoilunilies, consliainls, elc.)
" Refei vhen appiopiiale lo LnpIoyee
Assislance Iiogians, caieei counseIois, oi
olhei speciaIisls foi lhe adninislialion,
scoiing, and inleipieling of assessnenls
" Idenlify lhe coachees Ieaining slyIe

C2+./'#2

" Design and deveIop 36O-
degiee assessnenls: suiveys,
inleivievs, olseivalions, and
focus gioups
" Adninislei and inleipiel
assessnenl insliunenls in lhe
seivice of lhe coaching
conliacl (peisonaIily,
deveIopnenlaI slage, aliIily,
inleiesl, cuIluie, cIinale,
efficiency, quaIily, elc.)
" Inleiviev lhe coachees
spouse and faniIy
" Design and inpIenenl
syslens and looIs foi lhe
neasuienenl and evaIualion
of coaching inleivenlions
" Conducl speciaIized
assessnenls: cuslonei needs
and salisfaclion,
lenchnaiking, lean
effecliveness, elc.



P a g e | 83



5#+#6-7;#/) V6.//*/0
_.E*'
" Iailnei vilh Hunan Resouices
" Conducl deliiefing and feedlack sessions
vilh lhe coachee of lhe assessnenls and 36O-
degiee iesuIls
" LslalIish specific coaching goaIs (lehavioiaI,
cognilive, skiIIs, lusiness, ieIalionships, elc.)
" HeIp lhe coachee design and cieale aclion
pIans and a coaching line lalIe
" HeIp lhe coachee, his/hei loss, and HR lo
ieviev assessnenl iesuIls vilhin agieed-
upon guideIines foi confidenliaIily and
liansIale lhose iesuIls inlo aclionalIe
coaching slialegies
" LslalIish quaIilalive and quanlilalive
neasuies of iesuIls foi lhe coaching goaIs
" Deleinine vhal can le achieved in coaching
and ieconnend appiopiiale liaining and
olhei nelhods lo achieve olhei
deveIopnenlaI goaIs
" QuickIy idenlify lhe need foi, and nake
iefeiiaIs lo olhei heIping piofessionaIs
" Cain connilnenl foi lhe coachees seIf-
nanagenenl of coaching aclion pIans
" HeIp lhe loss lo piovide usefuI feedlack
and lo coach lhe coachee as his/hei nanagei

C2+./'#2
" InvoIve olhei deveIopnenl
iesouices in coaching
inleivenlions (nenlois,
liaineis, consuIlanls,
lheiapisls, physicians, elc.)
" ConlinuaIIy luiId and nanage
a nelvoik of iefeiiaI souices
lo olhei ieIevanl piofessionaI
seivices and piovideis



P a g e | 84



9.'*6*).)*/0 5#+#6-7;#/) ./2 ,"./0#
_.E*'
" Take lhe coachees poinl of viev
and offei aIleinalive poinls of viev
" Shov accuiale enpalhy
" Lislen acliveIy and iespeclfuIIy
" Connunicale cIeaiIy, conciseIy,
and diieclIy
" Iiovide consliuclive feedlack
" Olseive lhe coachees lehavioi in
coaching sessions and piovide ieaI-
line feedlack
" Offei specific slialegies and
suggesled lehavioi changes
" Denonsliale and seive as a ioIe
nodeI in lhe coaching foi nev
voik nelhods and vays of
connunicaling
" Cieale and iaise avaieness
" Design assignnenls lhal encouiage
expeiinenlalion, iefIeclion, and
Ieaining
" Ask poveifuI queslions
" Suppoil and confionl
appiopiialeIy
" ChaIIenge assunplions
" SoIicil soIulions
" SviflIy liansIale ideas inlo aclion
pIans
" DeveIop nanagenenl, execulive
and Ieadeiship skiIIs
" Iiovide Ieaining iesouices as
needed (ieading, nodeIs, elc.)
" InvoIve lhe loss as lhe ongoing
coach
" Measuie and noniloi lhe coaching
piocess and iesuIls
" Addiess nev issues and Ieaining
oppoilunilies as lhey aiise

C2+./'#2
" DeaI vilh nuIlipIe pails
of lhe coachees Iife lhal
affecl his/hei jol
peifoinance and
salisfaclion (spiiiluaI,
physicaI, enolionaI, elc.)
" SponlaneousIy design and
inpiovise unique
conlinalions of
appioaches lo neel lhe
speciaI needs of
individuaI execulives
" Incoipoiale olhei
speciaIly knovIedge and
lechniques in lhe coaching
inleivenlion (financiaI
anaIysis, naikel anaIysis,
innovalion, lolaI quaIily
nanagenenl, gioup
piocess consuIlalion,
faniIy lusinesses, elc.)
" Use video, audio, and
olhei feedlack lechniques
in lhe coaching
" HeIp lo design
oiganizalionaI sliucluies
" Idenlify oppoilunilies foi
oiganizalionaI
inpiovenenls
" Shaie knovIedge and
expeilise appiopiialeIy lo
heIp lhe coachee deveIop
soIulions foi conpIex
lusiness chaIIenges
" Mediale inleipeisonaI and
inlei-gioup confIicls
P a g e | 85



9.'*6*).)*/0 5#+#6-7;#/) ./2 ,"./0# F,-/)*/(#2I
_.E*'
" e avaie of and iecognize ones
ovn pail as lhe coach in lhe
coachees piolIen oi silualion
lhiough vaiious nelhods (e.g., peei
supeivision, consuIlalion, elc.)
" Coach lhe loss lo lellei suppoil
lhe coachee and his/hei lusiness
and coaching oljeclives

C2+./'#2

" Use sliess nanagenenl
and ieIaxalion lechniques
" Manage and supeivise
olhei coaches and
nenleis of lhe
execulives oiganizalion
in lhe appIicalion of lhe
guideIines foi coaching
piaclice
" Idenlify coaching ieseaich
needs and design and
conducl ieseaich lo fiII
lhose needs
" Iiesenl and shaie
knovIedge of and
expeiience vilh coaching
vilh olhei piofessionaIs
lhiough pulIicalions,
confeiences, seninais,
and olhei vehicIes


P a g e | 86



%/2*/0 9-:;.6 ,-.'"*/0 h !:./E*)*-/*/0 )- 6-/0K)#:; 2#+#6-7;#/)
_.E*'
" Idenlify lhe appiopiiale ending poinl
in lhe foinaI coaching piocess
" Iniliale discussion vilh lhe coachee,
his/hei nanagei, and olheis in lhe
oiganizalion aloul liinging lhe
foinaI coaching lo an end
" Woik vilh lhe coachee lo idenlify
ongoing deveIopnenlaI suppoils and
iesouices in his/hei enviionnenl and
lo eslalIish a liansilion/ending pIan
" Woik vilh lhe coachee lo eslalIish
posl-coaching deveIopnenlaI goaIs
and a pIan foi neeling lhose goaIs
" Woik lovaids and encouiage lhe
coachees independence
" Lncouiage lhe coachee lo conlinue
Ieaining on his/hei ovn
" Conducl foinaI ending neeling vilh
lhe coachee, his/hei nanagei, and
HR
" Leave open lhe possiliIily foi fuluie
coaching as lhe need aiises and
vilhin lhe guideIines of lhe coaching
conliacl

C2+./'#2
" CoIIecl feedlack on peisonaI
effecliveness as a coach lo infoin
ones ovn coaching piaclice
" Woik vilh enolionaI issues lhal nay
aiise in lhe coachee conceining
ending lhe foinaI coaching
" Woik vilh enolionaI issues lhal nay
aiise in oneseIf as lhe coach
conceining ending of lhe foinaI
coaching
" Lncouiage lhe coachee lo join vilh
olheis in peei coaching ieIalionships
P a g e | 87



C)):*3()#E ./2 C3*6*)*#E

A nunlei of undeiIying alliilules and aliIilies faciIilale peifoinance of lhe Coaching Tasks
desciiled in lhe pievious seclion. An individuaI vho denonsliales lhe foIIoving nine
calegoiies of alliilules nay le noie IikeIy lo le effeclive as an execulive coach: \.)(:# a#6BK
'-/B*2#/'#g V-E*)*+# %/#:08g CEE#:)*+#/#EEg R/)#:7#:E-/.6 a#/E*)*+*)8g N7#//#EE ./2
96#&*3*6*)8g X-.6 N:*#/).)*-/g V.:)/#:*/0 ./2 R/B6(#/'#g ,-/)*/(-(E b#.:/*/0 ./2
5#+#6-7;#/)g ./2 R/)#0:*)8A An effeclive execulive coach nay fuilhei deveIop lhese
alliilules and aliIilies as a iesuIl of lhe denands and oppoilunilies of lhe coaching ioIe.

\.)(:# a#6BK'-/B*2#/'#
_.E*' C2+./'#2
" Appeais confoilalIe vilh
hinseIf/heiseIf
" Shovs naluiily, denonsliales lhal
she oi he has gained visdon fion
peisonaI and piofessionaI expeiience
" Shovs confidence, pIaces an
appiopiiale vaIue on his oi hei ovn
aliIilies and peispeclives
" Shovs huniIily, denonsliales
avaieness lhal success usuaIIy foIIovs
fion lhe effoils of a gioup oi lean of
olhei individuaIs, nol soIeIy fion
ones ovn effoils
" Denonsliales a sense of confoil aiound
senioi nanagenenl oi olheis in povei,
vievs hin/heiseIf as a peei lo senioi
nanageis.
" Denonsliales couiage, is viIIing lo lake
on silualions lhal nay invoIve
significanl iisk
" Thinks independenlIy, consideis
oplions oi peispeclives lhal nay go
againsl pievaiIing vievs
" Has expeiienced and Ieained fion a
vaiiely of peisonaI and voik chaIIenges

P a g e | 88



V-E*)*+# %/#:08
_.E*' C2+./'#2
" Shovs eneigy, oplinisn and
enlhusiasn
" LffecliveIy nanages his/hei enolions
" Denonsliales iesiIience, lounces lack
aflei nislakes and faiIuies
" Denonsliales an appiopiiale sense of
hunoi
" HeIps lhe coachee lo appieciale hei oi
his slienglhs and aliIily lo oveicone
laiiieis
" HeIps lhe coachee lo inagine nev
possiliIilies
" Conveys hopefuIness
" Uses hunoi lo defuse lense silualions
" Manages hei oi his ovn sliess in
unusuaI coaching silualions so as nol
lo aIIov il lo inleifeie vilh lhe
coaching piocess oi ieIalionship


P a g e | 89



CEE#:)*+#/#EE
_.E*' C2+./'#2
" Asseils hin/heiseIf and appiopiialeIy
says no lo sel Iinils
" Confionls coachees and olheis vho aie
nol foIIoving lhiough on connilnenls
" Speaks diieclIy vilh olheis even vhen
discussing difficuIl oi sensilive issues
" Addiesses confIicl vilh olheis diieclIy
and consliucliveIy
" Connunicales in vays lhal iefIecl
iespecl foi ones ovn voilh and lhe
voilh of olheis
" Is alIe lo chaIIenge oi confionl even
lhe nosl senioi Ieadeis


P a g e | 90



R/)#:7#:E-/.6 a#/E*)*+*)8
_.E*' C2+./'#2
" Shovs enpalhy vilh olheis
" Is sensilive lo hov hei oi his slyIe
inpacls olheis oi fils vilh lhe needs of
olheis
" Denonsliales an inleiesl in peopIe,
shovs cuiiosily aloul lhe Iives, goaIs,
expeiiences, and peispeclives of olheis
" Shovs conpassion and denonsliales
concein foi lhe needs and enolionaI
veII leing of olheis
" Denonsliales lacl, gives difficuIl oi
ciilicaI infoinalion lo olheis in a
iespeclfuI and suppoilive fashion
" Leains and ienenleis olhei peopIes
nosl inpoilanl conceins
" Uses aclive Iislening lechniques (e.g.,
nainlaining fuII allenlion, peiiodicaIIy
sunnaiizing, leing non-judgnenlaI) lo
iefIecl and acknovIedge lhe olhei
peisons feeIings and conceins

" Is conlinuaIIy aIeil lo sullIe lehaviois
pioviding cIues aloul olheis inleiesl,
engagenenl, and concein
" Asks queslions lo eIicil conceins and
feeIings suggesled ly sullIe
nonveilaI lehavioi oi gioup
dynanics

P a g e | 91



N7#//#EE ./2 96#&*3*6*)8
_.E*' C2+./'#2
" Is alIe lo undeisland and appieciale
peispeclives lhal diffei fion hei oi his
ovn
" TaiIois his/hei ovn appioach lo fil lhe
piefeiences and needs of lhe coachee
" Denonsliales fIexiliIily, changes
couise oi appioach vhen lhe silualion
denands il
" Undeislands and ieIales lo individuaIs
and gioups fion a vaiiely of cuIluies
vilh vaIues diffeienl fion hei oi his
ovn cuIluie
" Seeks oul and uses feedlack lo enhance
lhe coaching engagenenl

" Denonsliales confoil vilh a veiy high
IeveI of anliguily


P a g e | 92



X-.6 N:*#/).)*-/
_.E*' C2+./'#2
" Sels chaIIenging lul achievalIe goaIs
foi hinseIf/heiseIf
" HeIps coachees lo idenlify and sel
ieaIislic and chaIIenging goaIs
" Is highIy nolivaled lovaid lhe puisuil
of his oi hei goaIs
" Shovs iesouicefuIness, seeks oul, oi
heIps olheis seek oul soIulions undei
difficuIl oi chaIIenging condilions
" Denonsliales slaliIily, slays on lasks
foi exlended peiiods of line
" Shovs peisislence, does nol give up
vhen faced vilh a chaIIenge
" Denonsliales lhe aliIily lo oiganize
voik, effecliveIy pIans and nanages
iesouices and line vhen puisuing a
goaI
" Manages nuIlipIe and sonelines
confIicling goaIs and lheii allainnenl
" TiansIales conpIex goaIs inlo paiaIIeI
liacks of aclions and lheii associaled
neasuies of success

P a g e | 93



V.:)/#:*/0 ./2 R/B6(#/'#
_.E*' C2+./'#2
" CaiefuIIy pIans and laiIois his oi hei
ovn voids in vays lhal achieve a
desiied inpacl
" Iiesenls aigunenls lhal addiess
olheis nosl inpoilanl conceins and
issues
" InvoIves olheis as pailneis in a piocess,
lo gain lheii suppoil and luy-in
" Shovs inleiesl in and confoil vilh lhe
conlexl in vhich lhe coaching is laking
pIace (foi-piofils, nol-foi-piofils, heaIlh
caie oiganizalions, lhe pulIic secloi,
naikeling, finance, saIes, R&D, elc.)
" Shaies sone of lhe vaIues of lhose in
lhe conlexl in vhich lhe coaching is
laking pIace and has a fundanenlaI
confoil vilh piivale enleipiise and/oi
pulIic endeavois
" Denonsliales incIusiveness ly
encouiaging lhe pailicipalion of
nuIlipIe slakehoIdeis

" Is peiceived ly olheis as leing of lhe
slaluie of an execulive oi senioi
consuIlanl
" Undeislands, anlicipales and nanages
highIy poIilicaI silualions
" IoinuIales effeclive slialegies ly
caiefuIIy consideiing lhe conceins,
nolivalions, inleiieIalionships, and
piefeiied slyIes of aII key pIayeis
" Asks poveifuI queslions lhal faciIilale
iefIeclion oi piolIen soIving

P a g e | 94



,-/)*/(-(E b#.:/*/0 ./2 5#+#6-7;#/)
_.E*' C2+./'#2
" Seeks feedlack lo enhance oveiaII
coaching effecliveness
" Assesses and addiesses gaps in
his/hei ovn knovIedge and skiII
" Undeilakes sludy and Ieaining lo
enhance skiIIs lhal viII conliilule lo
hei/his coaching
" Does foinaI ieseaich on his/hei ovn
effecliveness as a coach
" Teaches and coaches olheis in
execulive coaching
" Seeks oul peeis foi nuluaI supeivision
and consuIlalion
" Assisls olhei coaches, oiganizalions,
and piofessionaIs in olhei aieas lo avaiI
lhenseIves of diffeienl coaching
iesouices and iefeiiaI souices
" Denonsliales connilnenl lo his oi hei
ovn conlinuous Ieaining


P a g e | 95



R/)#0:*)8
_.E*' C2+./'#2
" Takes and hoIds an elhicaI sland
iegaidIess of financiaI oi olhei piessuies
" CaiefuIIy nainlains appiopiiale
confidenliaIily in aII deaIings
" Deleinines vhal is appiopiiale lhiough
caiefuI conliacling in his oi hei coaching
and consuIling ieIalionships, vilh lhe
goaI of neeling lhe needs of aII
slakehoIdeis.
" Denonsliales peisonaI inlegiily, vaIks
lhe laIk
" Appeais genuine, honesl and
sliaighlfoivaid iegaiding hei oi his
agenda and needs
" Iocuses on and puls lhe cIienls needs
ahead of hei oi his ovn needs
" Makes and keeps connilnenls lo
olheis
" Avoids a coaching voikIoad lhal
conpionises lhe quaIily of lhe coaching
seivice
" Respecls lhe eslalIished ieIalionships
lelveen lhe cIienl and olhei piovideis
of coaching, consuIling, and/oi olhei
seivices
" HeIps aII nenleis of lhe coaching
pailneiship lo chaIIenge lheii
inlegiily and inpacl on lhe lusiness










P a g e | 96



i
Sheinan, Slialfoid & Iieas, AIyssa (2OO4/Novenlei). The viId vesl of execulive coaching. !";2";$
H/=1#*== ?*21*I, pp. 82 - 9O. Hunl (2OO4), SuccessfuI Lxeculive Coaching fion lhe Consuneis
Ieispeclive. 3;*"012* 3&#=/<01#4D ?*=*";.) 1# 9"#"4*6*#0 3&#=/<01#4E X&<Q Y, Cieenvich, CT: IAI Iiess.
pp. 165 - 2OO.
ii
We use lhe lein conpelency heie lo as il vas oiiginaIIy suggesled ly oyalzis (1982, in ()*
3&6A*0*#0 9"#"4*;, Nev Yoik: WiIey-Inleiscience) as: an undeiIying chaiacleiislic of an individuaI,
vhich is causaIIy ieIaled lo effeclive oi supeiioi peifoinance in a jol. This definilion vas fuilhei
ailicuIaled ly Spencei, McCIeIIand & Spencei (1994, 3&6A*0*#.7 5==*==6*#0 9*0)&$=, oslon:
HayMcei Reseaich Iiess) as nolives, liails, seIf-concepls, alliludes oi vaIues, conlenl knovIedge oi
cognilive oi lehavioiaI skiIIs (p. 6).
iii
This ailicuIalion piocess legan vilh each of us Iisling lhose conpelencies lhal seened pailicuIaiIy
significanl in oui ovn expeiiences. We lhen conpaied Iisls, added and deIeled ilens, and iefined
leininoIogy unliI ve veie confoilalIe lhal ve had an incIusive oi conpIele Iisl of appiopiiale
conpelencies. Such a piocess of couise has a nunlei of Iinilalions fion a ieseaich peispeclive and as
such, ve offei lhis nodeI as lhe shaied peispeclive of a vaiied gioup of expeiienced piofessionaIs in
lhe fieId. We hope lhal fuluie ieseaich viII piovide quanlilalive and quaIilalive evidence lhal
denonsliales a diiecl ieIalionship lelveen specific coaching conpelencies and coaching iesuIls.