Coach Effect Service Overview

Coach Effect, Inc. 415-817-1700 www.coacheffect.com

Examples of Real Issues Our Clients Face

Behavioral styles that worked in the past have become barriers to future success

Providing tough news while still motivating the team

Not having a safe sounding board to talk with at work

Wanting to make space in their life to date, be in relationship, maybe even get

married, without losing their high-potential status at work

Navigating organizational politics

Over-committing themselves and their teams

Finding a balance between getting all the details (aka micro-managing) and not

getting enough of the details (aka abdicating)

Managing their time

Coach Effect, Inc. A premier leadership and organizational effectiveness firm dedicated

to making a sustainable positive impact every workplace we touch.

We do this through coaching, consulting, training, and public speaking.

Our best work is with small & medium sized organizations. Business

owners and senior-level managers are key clients. We are committed

to the belief that workplaces can be improved by refining managers’

skills, behaviors, and awareness. We are successful because we have

the courage & expertise to support our clients with tough issues and

offer practical solutions that can be put to use immediately.

Services We Offer to Solve These Issues

Coaching Executive Coaching

Career Coaching & Interview Preparation

Peer Group EQ Coaching

Consulting Assessments—Personality Profiles, 360s, Time Style

Organizational Design & Development

Human Resource Strategic Staffing & Development

Training and Development Get CLEAR! Coaching Skills for Managers

New Manager Coaching Series

No Bad Hires: A Great Approach to Staffing

Extraordinary Leadership: Inspire the Leader Within

Public Speaking Leadership/Management topics

Emotional Intelligence topic

Strategic Staffing topic

http://www.coacheffect.com/pages/coaching/3.aspx

http://www.coacheffect.com/pages/consulting/4.aspx

http://www.coacheffect.com/pages/training--development/10.aspx

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Executive Coaching

Executive coaching is conducted over six (6)

months with an opportunity to continue if appro-

priate. Our programs follow a four (4) phase

process:

1 - Goal Setting

2 - Coaching

3 - Acting

4 - Reflecting

Skill Building Program

Skill building supports leadership and manage-

ment development. Typically specific skills or

attributes are identified at the beginning of the

program as target areas

Hi-Po Promotable Leader Program

The High Potential (Hi-Po) program focuses on

strengthening the strengths of high potential

leaders in the organization and preparing them

to step into new roles more quickly than they

could on their own. It also helps those who re-

cently transitioned from one position to another

and need to quickly adapt to the new environ-

ment.

Leadership Legacy Program

Leadership legacy supports managers in moving

toward a leadership level that allows them to

create and begin to shape the legacy they

choose to leave in this world.

Career Coaching

Career coaching programs provide you or your

business with just what you need, when you

need it, in order to meet your career goals. Pick

the program that makes the most sense for you.

Resume Refinement Program

We work with you to refine your résumé so that

it gets noticed. Our tools and techniques have

successfully helped client's resumes move from

the circular file to the top of the pile!

On-the-Spot Interview Prep Program

Prepare for each interview. We can help you

polish your presentation and have an edge on

the other candidates.

Finding Career Direction Program

This 1-2-1 coaching and assessment program

assists you in identifying where your passion

intersects with your strengths and your ability to

make money.

Accountability Transition Group Program

Come together with other individuals in

transition (or wanting to be in transition)

in a supported, safe, and structured

environment.

Coaching Coaching is the most personalized form of professional development avail-

able. Coach Effect uses a simple, propriety framework to keep you focused

on identifying, creating, and taking action to achieve your goals. The frame-

work is structured enough to give you a process and loose enough that you

can craft exactly what is necessary for you to excel.

Our very best work is with managers from mid- to senior level. Titles can

range from manager and senior manager to director, VP, and SVP. Depending

on the size of the organization, we coach at the executive levels such as

EVP, C-level, and Executive Director.

We specialize in Executive Coaching, Career Coaching, and Peer group EQ

coaching for managers.


Executive Coaching Process 1 - Goal Setting

Establishing coaching expectations and

relationship building

The coachee and coach will establish

and agree upon measurable criteria for

success.

2 - Coaching

Awareness is created through powerful

questioning, listening, acknowledging,

challenging, and motivating.

They will focus on eliminating barriers to

success that the coachee is facing.

3 - Acting

The coachee will have an opportunity to

learn through practical experience.

We will work toward the established

goals in order to increase the skill and

competency level of the coachee.

4 - Reflecting

The coachee and coach will regularly

reflect on what is working well and what

needs to be improved upon in the

coaching process in order to maximize

the opportunity.

The coach, coachee, and appropriate

designated company sponsor will connect

every 6 – 8 weeks to ensure the pro-

gram objectives are being met.

Executive Coaching Executive coaching is conducted over six (6) months with an opportunity to

continue if appropriate. Our programs follow a four (4) phase process:

1 - Goal Setting

2 - Coaching

3 - Acting

4 - Reflecting

Skill Building supports leadership and management development.

The High Potential (Hi-Po) program focuses on strengthening the strengths of

high potential leaders in the organization and preparing them to step into

new roles more quickly than they could on their own.

Leadership legacy supports managers who are ready to create and shape

the legacy they choose to leave in this world.


Expectations You can expect the following from Coach

Effect’s executive coaches:

The coachee is provided a space that is safe

and confidential. The coach will listen and sup-

port. The coach will be a sounding board, ad-

vocate, and cheerleader. The coachee will al-

ways receive open and honest communication

from the coach. The coachee will be challenged

to challenge himself/herself. The coach will ex-

pect more of him/her.

Coach Effect expects the following from our

coachee clients:

The coachee is expected to have a desire to

improve. It is expected that he/she will con-

sider different viewpoints and ideas. It is ex-

pected that the coachee will always be open

and honest with their coach. The coachee will

be expected to let the coach know when some-

thing isn’t working for him.her. The coachee

can expect to get out of this as much as he/

she puts into it. Being an active learner is

expected to fully receive the benefit of

coaching.

Core Competency Program** Program Outline

Mo. 1—EQ Overview

Program Outline

Goal Setting & Assessment

Mo. 2—Emotional Self-Awareness

Understanding Self & Values

Building Confidence

Mo. 3—Self-Mastery

Developing Self-control & Resilience

Harnessing Motivations

Mo. 4—Courageous Communication

Masterful Listening Powerful Questioning

Mo. 5—Service Orientation

Relationship Building Collaborating

Mo. 6—Organizational Awareness

Increasing Political Savvy Developing Others

Peer Group EQ Coaching* Peer group EQ coaching program is conducted over six months with an op-

portunity to continue to an advanced level for an additional six months.

Groups of 6-8 participants, typically peer level managers, meet twice a month.

This uniquely constructed group coaching program:

Trains the participants on emotional intelligence

Facilitates discussion so peers learn from each other

Coaches the participants to increase their self-development

The objectives of the program are to:

Develop the level of emotional intelligence in each participant

Coach the participants to support achieving individual goals

Increase the collaboration and camaraderie between participants


Expectations You can expect the following from Coach

Effect’s executive coaches:

The participants are provided a space that is

safe and confidential. The coach will train, facili-

tate, listen, and support.

Coach Effect expects the following from our par-

ticipants:

The participants should have a desire to improve,

willingness to talk & share with others, and an

understanding that conversations are confidential.

This should be a priority in their calendar and

only missed under extreme circumstances.

*The EQ Coaching Program has been greatly influenced by the work of Daniel Goleman (Primal Leadership and

Working with Emotional Intelligence) and Robert K. Cooper and Ayman Sawaf (Executive EQ). It is nearly impossible

to avoid using the same or similar terms as these authors as all of the content revolves around

core EQ concepts. Every effort is made, throughout the program, to give credit to the

authors where appropriate. The content displayed is an example of the curricula and may

be subject to change based on the needs of the group.

**Core Competency is a prerequisite to participating in the Advanced Competency Program.

ROI of Peer Group EQ Coaching

5/% of managers’ success is directly attributed

to EQ. (Only 25% is attributed to IQ and techni-

cal knowledge.)

Hay/McBer Research: 15 global companies

EQ competence was a crucial difference between

average leaders & the best leaders. Top per-

formers had significantly more strength in multi-

ple EQ competencies. Close to 90% of their

success was attributable to EQ.

Change Management

The hardest thing to do is change, yet or-

ganizations are constantly changing.

We work with organizations who recognize

that with change comes challenge. We

move change management theory into prac-

tice so employees can quickly overcome the

perceived barriers to change. The outcome

is greater productivity and buy-in with less

tension and anxiety.

Assessments

Looking to get a pulse on the organization?

Do you have a specific question you want

answered by your employees or your cli-

ents? Interested in performance feedback?

Coach Effect works with clients to determine

which solution best fits their needs. We

have the in-house expertise to create cus-

tomized solutions as well as being certified

in a number of well-known tools.

Consulting Are you ready to ask people for feedback on your leadership

ability?

Is there an organizational project you want done, but just

don't have the bandwidth?

Are you through hiring haphazardly? Ready to use a strategic

recruiting process and leave the "fog the mirror" test behind?

Want to grow the business without growing out of the culture?

Coach Effect can assist on a variety of leadership and organiza-

tional projects.


Organizational Design & Develop-ment

Coach Effect works with clients on every-

thing from job analysis and succession

planning to articulating core values and vi-

sion/mission.

Our depth of organizational knowledge

makes our expertise invaluable on these

projects.

Human Resource Strategic Staffing and Development

Let there be “No Bad Hires”!

Do you find it difficult to find the “perfect”

person? Does the job criteria seem to shift

every time a candidate is presented?

We help organizations hire smarter, faster,

and better. This lowers recruitment costs,

increases employee retention and

enhances the organization’s image as

an employer of choice. Our

proven process works.

Get CLEAR! Coaching Skills for Managers

Give your managers and supervisors the skills

and tools they need to put their “coach” hat on

and have effective and productive conversations

with their employees. Coaching skills can help

managers break through barriers, engage em-

ployees, and bring out the best in their team.

Whether the conversation is career management

or performance management – arm your manag-

ers with the same techniques executive coaches

use.

New Manager Coaching Series

Support your new managers in acquiring key

people management skills that are essential for

their success and the success of their teams.

This class is taught in short modules over 3 - 4

months and uses real work instances to support

learning. We know time is precious.

Team Problem Solving

One of the most practical ways for organiza-

tions to save time and money is to create a

culture that seeks to continuously improve how

they work. Any company can use this framework

to establish problem solving principles in their

organization.

No Bad Hires: A Great Approach to Staffing

What are you telling your candidates today?

From pre-interview (job postings) to post-

interview (extending an offer) you send a mes-

sage to your candidate and everyone they come

in contact with about your organization.

No Bad Hires provides organizations with a

framework for staffing. The course goes beyond

teaching managers how to interview. No Bad

Hires covers the pre-interview, interview, and

post-interview process.


Stopping to take a look in the mirror is often

what is needed to help break through to the

next level. If you want to be or want to continue

to be an extraordinary leader of others, you

must be willing to look at what you are doing

to lead yourself.

This introspective hands-on workshop allows

participants to create their own professional

roadmap for self-leadership.

Training & Development Coach Effect has turned around what it means to “sit through” a training

and development program. The result – High participant satisfaction levels &

even higher levels of retention and utilization of the knowledge learned in

class.

Provide your organization with training and development solutions uniquely

designed to make an impact. Coach Effect delivers adult learning in an inter-

active style that combines key concepts with practical application. A balance

between establishing a concept and facilitating discussion around the group's

own experiences is used to ensure participants connect the concepts they

learn with their everyday work.


http://www.coacheffect.com/pages/training--development/10.aspx

Objectives

Understanding the tools managers can use to bring out the coach in themselves

and bring out the best in their employees;

Practicing the tools and techniques in the workshop to gain a comfort level with

using them; and

Learning and practicing how to turn difficult conversations, like performance issues,

into effective and constructive discussions.

Audience

This program is designed for managers at any level who directly supervise people. It works

well as a stand alone workshop, as a subset of a larger management training initiative, or

as training for support a mentoring program.

Our Approach

“Coaching Skills for Managers” is customized for each client into a one - two day workshop.

To increase the retention and use of the newly learned skills we follow-up the workshop with

three (3) seventy-five (75) minute group conference calls to provide coaching and assistance

as the managers begin to use their newly acquired skills.

Coach Effect delivers adult learning in an interactive style that combines key concepts with

practical application. A balance between establishing a concept and facilitating

discussion around the group’s own experiences is used to ensure participants connect

the concepts they learn with their everyday work.

Get CLEAR! Coaching Skills for Managers Give your managers and supervisors the skills and tools they

need to put their “coach” hat on and have effective and pro-

ductive conversations with their employees. Coaching skills can

help managers break through barriers, engage employees, and

bring out the best in their team.

Whether the conversation is career management or performance

management – arm your managers with the same techniques

executive coaches use.


Objectives

Learn skills that are essential to successful people management;

Put the concepts learned to use in between sessions and receive coaching and

feedback in a safe and encouraging environment; and

Take away one tool or concept from each module to add your managerial toolkit.

Audience

This program is designed for managers who are new to the responsibility of directly supervis-

ing people. It works well as a stand alone workshop or as a subset of a larger manage-

ment training initiative.

Our Approach

We know time is precious. “New Manager Coaching Series” is customized to offer between six - ten

modules typically over a period of three - four months. Each module is only seventy-five (75) minutes

so the training becomes part of a regular work day. This is similar to providing one - two days of

training only it is broken into smaller segments that make it easier for participants to practice and re-

tain the concepts.

Group size is held to five - eight participants in order to maintain a safe environment where partici-

pants feel at ease with each other and with their ability to try out the concepts and discuss their ac-

tions with the group. This smaller group size has the additional benefit of promoting camaraderie

amongst the managers.


practical application. A balance between establishing a concept and facilitating discussion

around the group’s own experiences is used to ensure participants connect


New Manager Coaching Series Support your new managers in acquiring key people manage-

ment skills that are essential for their success and the success

of their teams without sending them away for training.

Modules are customized to fit your business.

They include, but are not limited to: Managing Time and Pro-

ductivity, Creating High Performance Teams, Being an Adaptive

Leader, Delegating for Efficiency, Dealing with Different Personali-

ties, Tough Love: Giving Constructive Feedback.


Objectives

Understanding the brand marketing approach to recruitment;

Recognizing and establishing a holistic process (pre-, interview, and post-interview);

Practicing behavioral interviewing techniques; and

Identifying how to make these tools work effectively in your organization.

Audience

This program is designed for all managers and employees who are involved in any part of the

staffing process including: creating job descriptions, requisitions, recruiting, interviewing, hiring,

extending an offer, etc.

Our Approach

We work closely with the organization to ensure the course fits the company's size, industry, culture,

and current recruitment tools being used (if any).

“No Bad Hires” is customized into a one- or two-day workshop designed to sharpen the recruitment

process for the organization and the interviewing skills of individuals who are involved with recruiting.

Coach Effect offers follow-up consulting for companies wanting additional support on implementing the

process.

The book, No Bad Hires: Your Guide to Great Staffing, is provided to all participants. It is a great

resource and companion tool following the workshop.


practical application. A balance between establishing a concept and facilitating

discussion around the group’s own experiences is used to ensure

participants connect the concepts they learn with their everyday work.

No Bad Hires: A Great Approach to Staffing From pre-interview (job postings) to post-interview (extending an

offer) you are sending messages to your candidates that brand

your organization. What are you telling your candidates today?

The course goes beyond teaching managers how to interview. It

provides an entire recruitment process that focuses on branding,

is practical, and scales for any size company. An excellent resource!


Objectives

Understanding the role of the organized team in problem solving projects;

Learning the six steps to problem solving and how to apply each step; and

Identify which tools work best under different circumstances to support the process.

Audience

This program is designed for all employees at all levels. It is sometimes used in conjunction

with a problem solving, continuous improvement, or cost-savings initiative.

Our Approach

“Team Problem Solving” is customized into a two-three day workshop that brings the six steps

to problem solving to life for the participants. Examples used in the workshop are custom-

ized to ensure relevancy for the participants. Coach Effect offers follow-up consulting for

companies wanting additional support on creating a culture of continuous improvement.

To increase the retention and use of the newly learned skills we follow-up the workshop with

three (3) seventy-five (75) minute group conference calls to provide coaching and assistance

to the participants.



around the group’s own experiences is used to ensure participants connect the

concepts they learn with their everyday work.

Team Problem Solving One of the most practical ways for organizations to save time

and money is to create a culture that seeks to continuously im-

prove how they work. Any company can use this framework to

establish problem solving principles in their organization.

Based on six sigma principles, this course gives you the Fortune

100 concepts in a package that is just right for your company.

Employees receive the tools and understanding they need to

begin problem solving on any area of the business.


Objectives

Create space for self-reflection;

Determine how personal self-leadership connects to managing and leading others;

Uncover natural strengths and opportunities for refinement; and

Identify behaviors, actions, and shifts in thinking that will support success.

Audience

This program is designed for small groups of managers or leaders who are at similarly situ-

ated levels in the organization. It is sometimes used as a part of a larger overall manage-

ment or leadership development initiative.

Our Approach

“Extraordinary Leadership” is a hybrid of accountability group, facilitated learning, and book club. The

Leadership Guidebook is a journaling tool and the main handout for the course. Participants work

through each section at the same time. There is flexibility in delivery ranging from three - nine ses-

sions based on company need. This is similar to providing a two day workshop only it is broken into

smaller segments that make it easier for participants to practice and retain the concepts.

Group size is held to five - eight participants in order to maintain a safe environment where partici-

pants feel at ease with each other and with their ability to discuss insights openly. This smaller group

size has the additional benefit of promoting camaraderie amongst the managers.



around the group’s own experiences is used to ensure participants connect



Stopping to take a look in the mirror is often what is needed to help

break through to the next level. To be an extraordinary leader of oth-

ers, you must be willing to look at what you are doing to lead your-

self.

This introspective hands-on workshop allows participants to create

their own professional roadmap for self-leadership.


Public Speaking “Practical”, “Energetic”, “Informative”, and “Engaging” are just a

few of the words used to describe Coach Effect's presenters. We

work with corporations, associations, and not-for-profits to pro-

vide participants with delivery and content that is useful, memo-

rable, and enjoyable.

Types of public speaking engagements include:

Keynote presentations

Seminars/Workshops

Webinars/Tele-courses


Topic Samples

Leadership Development

Get CLEAR! Communicating for Power-

ful Results

Increase Your EQ: Increase Your Suc-

cess

Understanding the Ins & Outs of

Coaching

Career Development

How to Love Networking

Back in Control: Thrive with Change

Create Your Brand Identity: Interview

Well & Land a Job You’ll Love

Strategic Recruitment

No Bad Hires: How to Attract and Hire

Great Fits for Your Organization

How to Brand Market Open Positions &

Find the Best Candidates

Organizational Development

Employee Engagement on a Shoestring

Budget

Cultivating Courageous Communication

Aligning Corporate Goals to Everyday

Work

Sample Past Speaking Engagements Leadership Excellence Summit – US Naval

Academy & Academy Leadership

National Association of Bar Executives Chief

Staff Executive Retreat

Society of Cable and Telecommunications

Leadership Development Conference

Associated Builders and Contractors Presi-

dents Conference

Society of Human Resource Management—

IL & OK State Conferences, Northern Cali-

fornia Annual Conference

International Association of Lighting Design-

ers National Conference

American Physician Scientists Association

Annual Meeting

Corporate Relocation Council of Chicago

Monthly Meeting

http://www.coacheffect.com/pages/public-speaking/13.aspx

About Us Coach Effect is a leadership and organizational effectiveness boutique.

Our mission is to make a sustainable positive impact in every work-

place we touch by increasing employee engagement and supporting the

development of managers and leaders. We do this through coaching,

consulting, seminars, and workshops.

Coach Effect is comprised of independent business savvy executive

coaches and organizational development consultants. We match

coaches with managers based on individual needs. Our coaches have a

range of different functional backgrounds, professional experiences, and

geographic locations. Meet our team.


Glen Wagner Glen's passion is equipping leaders to

break through personal and organizational

challenges on their way to achieving peak

performance for themselves and the or-

ganizations they lead. He has worked with

leaders at all levels in a cross section of

organizational settings. More...

Diane Wilson Diane has focused more than 20 years on

issues related to the human side of work

with a specialty in helping executives man-

age change. She offers coaching and

counseling, management training, college

teaching as well as organizational consult-

ing. More...

Jennifer Mounce, SPHR Jennifer’s passion lies in making a positive and valuable impact

in organizations through coaching and leadership development

with individuals who manage or lead others. Jennifer uses her

expertise to partner with companies and increase their overall

effectiveness by coaching, training, and consulting with mid– and

senior level managers. More...

Ian Blei Ian has been helping businesses go from

the brink of bankruptcy to snowballing

success for over 30 years. Ian blends In-

dustrial Design/Engineering, Operations

and Management, with Philosophy, Psychol-

ogy, Coaching, Chaos Theory, and the

Natural Sciences to help companies save

millions & boost productivity. More...

Alex Michas, PhD Alex applies principles of organization de-

velopment and change to help clients dis-

cover and overcome complex individual,

team, and organizational obstacles. Keenly

aware of organizational challenges, he

bridges individual performance issues with

workplace concerns like organizational

systems and culture. More...

Troy Rackley, CMC Troy excels at helping other people

achieve their goals & dreams. He is a

Certified Master Coach with 20+ years in

operations management which includes 7

years in Australia. Troy has done extensive

work with the Lominger suite of leadership

development products and emotional intel-

ligence coaching. More...

Gail Sussman-Miller Gail increases cultural competence, ex-

pands employee engagement, reduces

turnover, strengthens emotional intelligence

and helps individuals apply their personal

power and leadership for the sake of the

greater good. She helps people live and

work from choice rather than obligation.

More...

http://www.coacheffect.com/pages/bios/86.aspx







Jennifer Mounce, SPHR President/Executive Coach

Jennifer Mounce, SPHR, is an expert in leadership development and organiza-

tional effectiveness. Jennifer’s passion lies in making a positive and valuable

impact in organizations through direct interaction with individuals who manage

or lead.

Jennifer has significant experience coaching mid- and senior level leaders, facili-

tating workshops, and consulting on employee engagement. Jennifer is sought-

out to work with leaders who are excellent technically, valued by their organiza-

tion, and want to refine their: communication skills, relationship building skills,

ability to navigate politics, or people management skills. Workshop facilitation

includes a variety of topics such as: coaching skills, courageous communication,

EI skill building, and interviewing for no bad hires. Jennifer's employee engage-

ment consulting work has found her creating unique hybrid approaches to client

challenges, implementing 360 feedback systems, designing strategic plans to

effectively utilize employee survey feedback, and conducting appreciative inquiry-

based assessments.

Jennifer’s work has provided lasting results in a wide range of organizations of

all sizes including: Destination Hotels & Resorts, Inova Health System, Baxter,

Yahoo!, Capgemini, Leo Burnett, Hu-Friedy Manufacturing, US Cellular, and OSI

Industries. Clients appreciate Jennifer's business savvy. She is uniquely quali-

fied with her prior corporate background and current consulting expertise in

leadership development to specialize in working with leaders.

Jennifer is a published author of Leadership Guidebook and No Bad Hires. She

is also a professional speaker that audiences describe as "energetic, engaging,

educational, and entertaining."

Giving back to the professional community is an important part of Jennifer’s life.

In Chicago, Jennifer actively participated in the Society of Human Resource Pro-

fessionals, a local SHRM chapter. She was on the board of directors for 7

years including being President of the chapter. Jennifer also served on the

workforce excellence committee of the Chicagoland Chamber of Commerce. In

San Francisco, Jennifer serves on the programs committee for the ASTD Golden

Gate chapter.

Jennifer graduated from the Coach University Coach Training Program. She

received her Bachelor’s in Communications from University of Illinois and Mas-

ter’s in HRIR from Loyola University Chicago. She is a certified Senior Profes-

sional in Human Resources.

Jennifer can be found on her road bike, at a spin class, or going for a hike

when not working. She and her husband, Jeff, take advantage of the beauty

and wonderful outdoor activities the Bay Area has to offer.
