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Corporate Profile (Print-‐Friendly)Last Updated: January 2018
We believe in people and relationships.We believe that people have limitless potential to transform their organizations and communities. We champion and support their potential.
We believe in the power of relationships to solve business problems, generate new ideas, and accelerate results. Knowing how to build relationships in a complex work environment impacts everything our clients do and is the focus of most of our work.
We believe that our clients deserve a world-‐class coaching experience.Coaching is customized and personal, takes into account each client’s particular context, and supports clients over time as they make lasting changes in their lives. We focus on providing a rich experience for participants and enabling great results through our comprehensive approach and world-‐class team of coaches.
Every coaching program is custom-‐designed to support strategic goals within the company, and receives hands-‐on management with our client service team.
We believe coaching should be scalable, measurable, and affordable.We believe every person deserves the opportunity to be coached; and through the use of smart tools and systems, that this can be accomplished effectively and affordably.
Using our unique Coaching Management System, we ensure that all of our coaching programs have goals and deliverables that can be tracked against. We boast a 98% success rate in helping clients generate new insights and make progress on their goals.
Contents
What is Coaching? 6
Our Coaching Services 10
Program Delivery – Our Methodology 19
Our Results 27
Epiphany Corporate Profile & Coach Spotlights 34
What is Coaching?
Leaders will be exposed to many opportunities and challenges throughout their career.
Leadership Capacity• Setting a vision for the team• Motivating others to accomplish their goals,
particularly in difficult situations
Personal Effectiveness• Time management, maximizing productivity• Dealing with stress, preventing burnout
Developing Influence• Developing the ability to influence others,
whether “up”, “down”, or “across”
Career Planning• Identifying goals, sticking points• Putting in consistent effort to improve
Team Effectiveness• Managing & resolving conflict with others• Maintaining trust, positivity, accountability
Coaching is a series of powerful conversations that accelerate success.
When working with a professional coach, leaders are given a rare opportunity to talk about obstacles and sticking points that are affecting their life or impeding their professional growth. Coaches ask questions, share impartial observations, and provide tools to help clients reach their goals faster.
Coaching is a unique leadership development tool because clients must set goals and develop action plans in addition to discussing issues. Coaches also hold clients accountable to their goals throughout the process. This way, clients benefit from increased insight, and actually work towards achieving tangible results.
Leadership competencies are developed over time, and building them requires a unique long-‐term approach.
COACHING VS. TRAINING: • Training delivers standard content, whereas coaching is personal and customized to each client’s needs.
• Both coaching and training develop skills, but coaching provides on-‐going support as leaders experiment with and develop new knowledge and behavior over time.
• Training is typically done in short bursts while coaching continues across six to twelve months to “lock in” learning and habits.
COACHING VS. MENTORSHIP:• Mentorship often defaults to advice-‐giving instead of solution-‐finding.
• Mentors exist to give advice from a position of expertise. Coaches work within a process that lets clients ask questions, share observations, and provide tools to accelerate success.
• Unlike mentorship, coaching takes place with someone outside of the firm. This gives clients the freedom and safety to discuss sensitive issues (such as burnout) that they might not be comfortable discussing with a senior member of the firm.
Our Coaching Services
1:1 Coaching Programs
One-‐on-‐one leadership coaching represents over two-‐thirds of our overall coaching work.• In some cases, they are individual contracts and in many others, we manage coaching programs for sets of senior leaders who will create their own individual coaching goals and enjoy their own coaching sessions within the framework of a funded program sponsored by the company.
COACHING MANAGEMENT SYSTEM• Using our unique Coaching Management System, we ensure that all of our coaching programs have goals and deliverables that can be tracked against. • We boast a 98% success rate in helping clients generate new insights and make progress on their goals.
Leadership Development Programs
Blending workshops and 1:1 coaching accelerates the development of leadership skills across teams and organizations.• For companies looking to build leadership frameworks, we have designed a Leadership Development Series that teaches new skills through workshops and reinforces behaviors over time with coaching.• Workshops take place once per month, along with monthly coaching calls.
WORKSHOP TOPICS• Strengths-‐Based Leadership, Effective Communication, Conflict & Failure, Developing Your People, Accountability, Leading Change, Fostering Collaboration
Workshops
Workshops are a great way to spark conversation, create new perspectives, and develop new skills.• We have delivered an extremely wide range of customized workshops on various topics for clients around the world.• In post-‐workshop surveys, over 97% of participants said that the content was valuable to their professional lives.
POTENTIAL TOPICS• Coaching Skills Development, Wellness & Stress Management, Conflict Resolution, Career Planning, Retirement Planning, Personal Branding
Team Effectiveness Coaching
When a team is under pressure to deliver results, conflicts and disagreements can be the difference between success and failure.• In certain situations, a single coach can work with an entire team to increase cohesion and effectiveness. We start by gaining insight from the client and often send out a team survey to get a pulse on the real issues as a starting point. From there, we customize team coaching sessions to guide exploration of the team’s issues and facilitate healthy conflict.• Epiphany has specific training in Team Systems Coaching that help us bring fresh and effective approaches to coaching teams. Team coaching typically covers topics like: constructive interaction, positivity, alignment, trust, accountability or any other dimension of high performing teams.
WHO USES TEAM EFFECTIVENESS COACHING?• Executive teams, special projects teams, teams in crisis• Team effectiveness coaching also boosts the effectiveness of leadership retreats
RQ Relationship IntelligenceTM
Knowing how to build relationships in a complex work environment impacts everything our clients do and is the focus of most of our work with leaders.Openness, accessibility, authenticity, trust and transparency are becoming the new workplace norms, and we have been thinking a lot about what that means for our clients.
We have always coached clients with these things to improve workplace productivity, but now it seems more important than ever. In order to go deeper to support our clients through this major shift, we launched the RQ Relationship IntelligenceTM system several years ago. At the center of this program is our approach for developing great business relationships and collaboration skills.
RQ Relationship IntelligenceTM
RQ Relationship IntelligenceTM
Attribute Significance & Relevance
Conversation• Explores awareness, engagement, purpose and communication• Types of conversations and how to transform them • Leading with awareness, engagement and purpose
Safe Haven• Explores abstract thinking, non-‐attachment, purposefulness• Designing expectations and commitments• Creating structure and safety• Discovering and integrating needs and objectives
Generosity• Explores empathy, love and lateral thinking • Giving of yourself – your time, talent and support• Less self interest and more collective good• Adaptability and positivity
Candour• Explores critical thinking and emotional distance related to courage Honesty and courage• Having tough conversations and productive conflict• Cutting through politics; speed; naming the elephant
Transparency• Explores fallibility, authenticity and openness• Strength in vulnerability• Owning up to mistakes and not having all the answers• Showing your humanity
RQ Relationship IntelligenceTM
This proprietary system is available as part of all our coaching programs.Almost all leadership development objectives in organizations map back to the traits in the RQ model. Our system is easily integrated into our coaching methodology, and can help clients set and track development goals.
HOW IT WORKS:1. Clients complete the Diagnostic Tool as part of their onboarding process.2. During the first coaching session, our coach discusses the results with the client to identify
growth opportunities and set goals.3. Throughout the coaching program, clients are tracked against those goals.4. Improvement is measured when the program ends (self-‐report & manager feedback).
Program Delivery -‐Our Methodology
Flexible• We collaborate with our clients on all aspects of the program design, materials, communications and reporting.• Models or frameworks can be integrated and supported inside the coaching program• Clients can be added and removed from coaching programs as required.
Personalized• Each individual client sets their own 1-‐2 specific coaching goals to guide the coaching work• Clients are given a roster of coaches, and get to choose who they feel most comfortable working with.• Our Coaching Management System will manage each client’s program and track their progress.
Measurable• Epiphany conducts a mid-‐point and final evaluation of the program, and tracks metrics such as satisfaction, value,
impact and return on investment.• We provide regular reports on program performance.• We provide a host of program options to facilitate feedback between the participant and the manager and HR
throughout the program.
Our unique approach ensures your coaching program will be…
End-‐To-‐End Delivery
Program Design
We work with you to map your organization’s goals and priorities to a coaching solution. Coaching objectives can be unique to clients, or part of an overall development strategy.
Discovery Calls• We will meet with you and/or call you to understand your needs and vision.• Epiphany has a collaborative and flexible approach to program design that ensures we develop a solution that will achieve your goals and provided maximum value.
Coaching Request Form• We’ll provide you with a custom “CRF” for you to fill out and send back, detailing the basic information we need to launch a coaching participant.
• This form streamlines the onboarding process and ensures our online coach selection tool will be ready for your participants to log-‐in.
Launch & Onboarding
We offer our Electronic Coach Selection Tool providing a choice of coaches for all clients. Clients will be able to view brief bios of each coach, and select who they will fit best with.
Onboarding & Client Welcome• Program Launch Calls to explain the coaching program and answer any questions• Clients complete assessments (StrengthsFinder, DISC, MBTI, etc.)• Welcome Email & Communications (includes pre-‐work and “Getting Started” kits to explain the framework and expectations of the program)
• Electronic Coach Selection (each client will choose from at least four coaches)
Setting Goals• Specific coaching goals (1-‐2) are set by each client, guided by your frameworks.
Program Execution
After selecting their coaches, all clients will begin their respective coaching programs. Client goals and progress are tracked in our Coaching Management System.
Typical Program Timeline• Program Launch, coaching sessions begin• Unlimited “Laser Coaching” between sessions (we are your 24/7/365 partner) • Monthly Reporting (see next slide)• Midpoint Check-‐In with all clients• Pulse Surveys (if needed)• Final Survey• Reporting & Wrap-‐up
Reporting
At the conclusion of the program, we prepare a summary report with program success metrics and schedule a wrap-‐up meeting with you.
Ongoing Reporting• Monthly usage reports to provide information on client participation• Midpoint briefing to celebrate successes & address concerns• We are able to provide updates on progress as often as required
Final Survey & Program Report• All participants receive an end of program survey following their last session which measures the usefulness of the program, ROI, and more.
• The on-‐line survey that is emailed is auto-‐generated from our coaching tool.• Epiphany produces a summary report of results within 30 days.
We target 90% success in these areas:Satisfaction & value
New insight, knowledge, or learning
Exploring new strategies or tools
Making progress in area of development
Impact of coaching (self-‐report)
ROI
Account Management & Success Factors
Our Results
“Exceeded my expectations.”“Improved my ability to manage up and out.”“Refined my leadership approach.”“It impacted my whole team’s performance.”
-‐ 1:1 Coaching Recipients
Helena GilmanDirector, Marketing Excellence
“I’ve worked with agencies, consultants, and learning partners throughout Europe, Middle East and U.S., and you guys are simply the best!”
Cynthia Lee-‐MaiDirector, APJ Talent & Organization Performance
“It is a joy to work with a responsive and responsible team like yours. Your belief in delivering true value and authenticity helps our participants to create a difference in their leadership journey.”
General Results
Results tracked across 100+ large-‐scale programs with clients in 70 countries.
of clients gained new insight
workshop value rating (Europe/Asia)
workshop value rating (N.America)
of clients made progress on goals
would recommend Epiphany Coaches
We track success on business objectives, engagement, and behavioral change in all of our coaching programs.
Case Study: A Top 50 Managed CompanyWe were asked to develop a program that blended team effectiveness coaching and 1:1 coaching for key leaders within the organization:
CHALLENGE• Achieve financial plan• Increase innovation, accountability and teamwork with the leadership team
APPROACH• Created program framework and materials including Kick Off event• Engaged sponsor in various ways to guide and support the team• Created a blended coaching program of both individual and team coaching
RESULTS• Overachieved on financial plan within 10 months• Created a sustainable environment for collaboration• Increased knowledge and applied leadership skills for greater impact• Generated new programs and solutions for the business
Case Study: A Top Computer Technology CorporationWe were asked to develop a large-‐scale program to develop future marketing leaders:
CHALLENGE• Develop the leadership bench of high potential marketers – top 4% worldwide• Accelerate development including career planning, leadership skills, networking, personal branding and work/life balance
APPROACH• Created and managed program content – communications, tools, aids and reporting• Created and supported a community of 22 internal and external coaches• Individual telephone coaching to over 100 marketers worldwide over the year
RESULTS• 100% of participants recommended continuing the coaching program• 91% said their coach helped them explore options and solutions around leadership• 90% said their coach helped them enrich their growth and professional development• Satisfaction with Coaches: 4.7 out of 5• Effectiveness : 4.7 out of 5
Epiphany Corporate Profile & Coach Spotlights
We are a professional coaching firm with a strong track record of delivering coaching programs for leaders around the world.
• Years Active: Since 2001• Delivery Record: 100+ large-‐scale programs globally• Head Office: Greater Toronto Area, Canada• Company Size: 30 coaches, 4 staff• Specialties: Tech, High-‐Growth, Innovation
About Epiphany Coaches
High-‐Growth Organizations
We work with leaders in rapidly-‐growing companies, and help them develop new skills to handle increasingly complex roles. This maintains organizational momentum and drives business results.
Supporting Innovation
Having leaders and high-‐potentials work with a professional coach is one of the best ways to give them the skills and space they need to be reflective, strategic, and creative.
The rate of change in most industries has exploded in the last decade, and this is felt most strongly in the technology sector. We work with all sizes of tech firms, from startups to global corporations.
Technology Firms
Cheryl Breukelman
FOUNDER, PRINCIPAL, AND COACH
Cheryl is the principal of Epiphany Coaches Inc., and leadership coach with 25 years of business experience. Since 2001, she has coached over a thousand leaders and teams across a wide variety of industries including technology, accounting, law, education, health care and services.
Professional Highlights• Principal of global coaching company, Epiphany Coaches Inc.• 25+ years business experience• 10 years at Microsoft in strategic initiatives, marketing management, research and sales• Executive coach for 15 years• 1000+ senior leaders coached in over 40 countries including Microsoft, HP and LinkedIn• Forbes Coaches Council Member• Founder of Hamilton & Area Coaching Association• Distinguished Board Member, Women’s Centre of Hamilton• Past President of Business Executive Organization
Qualifications• BA (Hons) – University of Waterloo• Marketing Management at Schulich School of Business at York University• Certified Professional Coach, Certified Health Coach and trained Systems Coach• Bay Area Leadership Alumni
Mackenzie Rodger
ACCOUNT DIRECTOR
Mackenzie firmly believes coaching is the most effective means to sustainably accelerate business results through structured and targeted personal growth and awareness. Mackenzie brings a wealth of expertise in international business, team building, and strategy. Before joining Epiphany, Mackenzie was the International Sales Manager for the leading sustainable forestry investment company in Europe while nurturing his love of culture, people, and cuisine.
Mackenzie has a B.A. from Redeemer University, and continues his education, formally and informally in coaching, wellness, and psychology. Mackenzie has a healthy curiosity and passion for understanding the art of learning in order to drive results and champion people forward.
Professional Experience• (Past) Co-‐Founder -‐ TIG Global Distribution• (Past) International Sales Manager & Strategist -‐ ForestFinance
Qualifications• BA – Business & Psychology (Redeemer University College)• Co-‐Active Coaching Fundamentals
Rhoda Burwash
DIRECTOR OF OPERATIONS
Before joining Epiphany, Rhoda worked in the Organizational Development department for Canadian Blood Services supporting major development projects across the country and a team of facilitators. Her experience coordinating development projects, her tech savvy, her flair for designing and building internal systems to support great execution is put to great use at Epiphany.
Professional Roles• (Past) Service Associate – Canadian Blood Services• (Past) Attendance Management Assistant – Ottawa Hospital• (Past) Office Manager – Tourism Industry Association of Canada
Qualifications• Co-‐Active Coaching Fundamentals
Zachary Strong
DIRECTOR OF MARKETING & CONTENT DEVELOPMENT
Zachary was first introduced to Epiphany through the MARS Apprentice marketing program at McMaster University, where Epiphany has been a sponsor since 2005. Since then, Zachary has accumulated a wide variety of B2B marketing experience. At Epiphany, Zachary is responsible for all outgoing communications, and for working with our coaching team to develop workshop materials. When he’s not busy in the Epiphany office, Zachary can be found at McMaster University, conducting research on leadership development and marketing education. He is an active volunteer in his community, both with his Rotary club and as a youth leadership speaker.
Professional Highlights• Researcher – McMaster University (DeGroote School of Business)• Member -‐ Rotary International (Ancaster AM Club)• Associate Member – World Future Society• (Past) Digital Marketing Manager – Marketing CoPilot• (Past) Director of Business Development – Nix Sensor Ltd.• (Past) Inside Sales & Marketing – Ira McDonald Construction Ltd.
Qualifications• B.Eng.Mgt -‐ Engineering Physics & Management (McMaster)
Community Involvement
We have been a proud sponsor of Trees for the Future since 2009. At Epiphany, we champion people and development. We donate the planting of forests for community development in recognition of our clients’ commitment to growth and development of their own people every year. Trees for the Future has planted nearly 65 million trees in more than 12,000 villages in 23 countries around the world.
The MARS Apprentice program was formed in order to bridge the gap between industry and academia by introducing real life Marketing, Advertising, Retail, and Sales challenges into a learning environment. We have supported students in MARS Apprentice since 2005 by providing/volunteering our coaching services to participants and program chairs in the form of team coaching, master classes and workshops.
LiONʼS LAIR is an annual pitch competition in presented by Innovation Factory and the Hamilton Chamber of Commerce, which brings together the entrepreneurship and innovation community in Hamilton, Ontario. We are excited to support up-‐and-‐coming business leaders through the LiON’SLAIR competition by offering a coaching package to the winner of the competition in order to accelerate their success.
Our Global Coaching Team
30 coaches globally
North America, Africa, Europe, Asia, Australia
We have assembled a world-‐class team of 30 coaches across five continents, who have delivered measurable results for clients in 70 countries.
Coach Qualifications• All of our coaches maintain professional coaching certifications,
and many possess additional relevant designations.• Our coaches hold a variety of postsecondary degrees, including
several MA’s, MBA’s, and Ph.D’s.• Our coaches each have 10-‐25 years of corporate experience,
including senior leadership.• All of our coaches have 5-‐15 years of coaching experience.
Finding Client/Coach Fit• Each client gets to choose from a roster of at least four coaches.• We can provide coaching in 10 different languages.
A) Toronto, ON, Canada: Simon Geoghegan, Rachel Weinstein, Heather Clarke, Fernando Lopez, Katie Geoghegan, Janet Frood, Helene Bellerose, Cheryl Breukelman, Cheryl LipmanB) Regina, SK, Canada: Stacey Olson, Wendy Turner-‐Larsen
C) Quebec City, QC, Canada: Daniel RenaudD) San Francisco, CA, USA: Heidi KraftE) Seattle, WA, USA: Beth Marchand, Shannon Jones, Janet Williams Hepler, Lakshmi Gopalkrishnan
F) New York, NY, USA: Patricia Quiddington, Rob Schwartz
G) South Africa: Gavin Shaskolsky, Simon Bold
H) England, UK: Jane Anglin
I) Geneva, Switzerland: Christian Frei
ü 30 Coachesü 10 Languagesü 5 Continents
J) Hong Kong: Keiko Shinohara
K) Japan: Noriko Sato
L) Singapore: Danny Toh, Irina Miu
M) India: Sanjay Rishi, Apurva Sharma
N) Australia: Maggie Lawlor
O) Korea: Jung Won Kim
Lakshmi Gopalkrishnan
COACH SPOTLIGHT: UNITED STATES
SEATTLE
Lakshmi is a Seattle-‐based coach and an experienced business leader who is deeply inspired by the intersection of people and high-‐velocity environments.
Professional Highlights• 13 top-‐bracket years leading businesses and cross-‐functional (marketing, ops, publishing, design) teams at Microsoft. Extensive experience working with, managing, and coaching global teams.
• 10 years of solopreneur practice that includes two distinct lines of business: 1) marketing and operational transformation; 2) leadership and organizational development. The combination helps keep her business skills sharp and her coaching skills real.
• Ph.C from University of Washington; Masters from Georgetown University; Strategic Marketing Management from Stanford.
• Recognized for strategic thinking, high IQ-‐EQ, and breakthrough collaboration and results as a leader and manager.
Christian Frei
COACH SPOTLIGHT: EUROPE
ZURICH
Christian is a former executive with Microsoft Western Europe, where he was highly regarded for igniting ideas and energizing others. He earned numerous Microsoft performance awards over his 17 years with the company. Also a global speaker, Christian has presented at prestigious conferences and universities including the Haas Business School at University of California at Berkley; Carnegie Mellon Silicon Valley; the Lorange Institute in Switzerland; the DeGroote School of Business in Canada and the c2mtl Conference in Montreal.
Professional Highlights• Certified Executive Coach• Digital Industrial Revolution and Change Agent• Coach in French, German and English languages• Experienced business leader with 20+ years of industry experience routinely coaching, mentoring and developing leaders and teams
• Coached senior regional marketing leaders and C-‐level executives on leadership, career development and business transformation
Keiko Shinohara
COACH SPOTLIGHT: ASIA
HONG KONG
Keiko is an executive coach trained with Results Coaching Systems, one of the largest global coaching organizations. Keiko delivers corporate training to senior executives on enhancing leadership communication and promoting coaching culture. Currently she is an Adjunct Professor at Hamburger University of McDonald's Corporation, responsible for leadership training in Japan and the Greater China Region. Having studied and worked in Hong Kong, Japan, mainland China, Singapore, and Canada, Keiko is multicultural and multilingual, and delivers training and coaching in English, Japanese, Mandarin, and Cantonese.
Professional Highlights• Results Certified Coach – 8+ years as a professional coach • Certified Behavioral Consultant -‐ trained in DISC, Enneagram, and Workplace Big Five
• Certified in Collegial Coaching and Team Coaching• Recent clients include Microsoft, Twitter, HSBC, Sun Life Financial, SMBC, Hitachi Chemical, and Uniqlo
• Fluent in English, Japanese, Mandarin, and Cantonese
Simon Bold
COACH SPOTLIGHT: AFRICA
CAPE TOWNSimon is a strategic and fresh thinking executive and renewal coach. His 18 years of business, over 2500 coaching hours and his deep drive to partner with senior leaders has resulted in numerous examples of deep level shift. Simon helps business leaders to “find their way” into their own authentic and unique path integrating the demands of modern business success and leadership demands, with authentic personal purpose, energy renewal and impact. He has coached leaders and teams of all levels across industries including technology, retail, manufacturing, financial services, advertising, accounting, law, education, hospitality, mining, health care and renewable energy.
Professional Highlights• 20 years business experience as a leadership development specialist and organizational development practitioner
• Supervised an international coaching business for 8 years with over 40 coaches servicing high-‐potential, middle, senior and executive level leaders
• Consulted extensively with Microsoft for 13 years and coached at VP, CM and top of tier leaders for 8 years
• 22 years in learning & development field, 10 years in business as an executive coach
• Certified Integral Coach, Accredited Thinking Environment Coach, Life Alignment Body Spin Practitioner
Rachel Weinstein
COACH SPOTLIGHT: CANADA
TORONTO
Rachel has been coaching ambitious professionals since 2006. She has worked with clients around the world to help them solidify team relationships, get noticed, earn promotions, influence change and enhance their overall career satisfaction. Rachel has coached individuals at prominent organizations such as AmEx, CIBC, Deloitte, Google, Microsoft, RBC. At Microsoft alone, she has coached in 14 different programs over the past 5 years. Rachel holds an MBA (Schulich), HBA (Ivey), a Certificate in Adult Training and Development (U of T) and the advanced coaching qualification of Professional Certified Coach (ICF).
Professional Highlights• MBA (Specialty in Organizational Behaviour) -‐ Schulich School of Business (York University)
• HBA (Marketing focus) – Ivey School of Business (Western University)• Certificate in Adult Training and Development -‐ OISE (U of Toronto)• Contributor to the Globe and Mail’s “Nine to Five” advice column• Manager of Leadership Development (VP-‐EVP focus) for ScotiaBank• National Marketing Manager at BDO Dunwoody LLP
