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Launching
Advice and Coaching
( Case 1 / Case 2 )
Case
1
Client: Non-Profit Organization
Topic: Executive Coaching Situation
Our client was:
- A
rapidly growing non-profit organization
- Providing
services to entrepreneurs
- Aiming
to grow into a for-profit organization to provide increased knowledge and services
to their clients
Challenges
The challenges facing us were in:
-
Providing the organization with the necessary guidance in order to make their
growth and transition sound and profitable
- Ensuring
that the decisions to be made were based on a solid knowledge base
Actions
The actions we took to address the challenges were:
- Providing
coaching services during the development of an advisory board for the growth of
the organization
- Supplying
the head of the organization with valuable advice regarding decision making
- Helping
the client in making the needed contacts and embarking upon the appropriate networking
activities for the growth of the organization
- Advising
the client on appropriate planning practises for the transition,
such as business & financial planning and modelling
Results
Our actions resulted in:
-
The successful launching of the organization from a non-profit to a for-profit
group
- Effective
and appropriate business and financial models for the organization
Case
2
Client: Small Family Business
Topic: Leadership-related Advisory Services Situation
Our client was:
-
A small, family-owned and operated company in the manufacturing sector
- Not
receiving adequate returns from an investment of considerable time and capital
Challenges
The challenges facing us were in:
-
Addressing the presence of complex issues surrounding the family
and growth of the company
- Dealing
with the investment returns issue in a manner that would help the client grow,
and avoid similar future situations
- Achieving
direction within the company
- Dealing
with an unclear articulation of the needs of the company and its
personnel
- Dealing
with a unique family-oriented situation
Actions
The actions we took to address the challenges were:
-
Designed unique business plans to meet the particular needs of this client
- Provided
coaching services to the client to deliver the needed guidance
and direction
- Provided
counselling to help the client articulate their needs
- Assisted
the client in clarifying their thinking around investment planning, market potential,
strategic focus, and succession issues
- Assisted
the client in identifying the opportunities and threats to their
business
- Assisted
the client in developing a strategic plan for the business
Results
Our actions resulted in:
-
Clarified roles and the needs of the company, making plans and
business directions easier to understand
- The
identification of each team member's area of expertise and a leveraging of that
information to guide strategic planning
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