Cases Template
What’s illustrative about this to others?
| Name | Date | No. of Sessions | Dvlpt Goals | Underneath Goals | Result | Aha? | Satisfying Aspects for me | Quotes | Dvlpt Type | Instruments | Referral | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020/1 | 12 | N/A | YES | |||||||||
| 2022 | 11 | Get known by leadership to be “selected” for next role Networking doesn’t come easy and is a huge chore How to connect without a specific reason | Feels like begging Leaders only invested in me in the context of work. | Experimented with networking in a way that felt genuine. Positive experience, and decided to broaden to all areas of her life. | ”It’s about the context, it’s never just a person” Considers herself an outsider unless there’s a specific context ”Realization that I wasn’t truly seeing people as people” | Client appreciated that I “made me look inside” and experienced a big opening with her aha moment. I could see her growth happening. She was almost delighted to learn this about herself, and eager to try out new behaviors. She was challenging. For example, “Can we reframe this?” she said no. The work was complex in that I had to work thru her motivation -- to be a morally good person vs. actually feeling curious. | ”It was an effort [to be curious] but a genuine one” ”I know it will take effort...not even changing, more opening up” | NETWORKING: Positioning for next role | N/A | YES | Saw networking as begging for something, or wasting someone’s time because if she wasn’t bringing value, defined as relevant information, then she didn’t have the ‘right.’ IN other words, the “right” to interact with someone required the appropriate context. She realized she was focusing too much on herself, usually as an outsider, and not seeing the others as people. She didn’t realize that she brought value to every interaction simply because of who she was. And she became more curious about other people. | |
| 2021 | 11 | Delivering value through team members. Giving critical feedback Prioritizing | Never good enough (genius but not living up to potential) Focusing on weaknesses Default posture is “fighting stance” | Able to ask questions for understanding and let go of defensiveness Use feelings as a signal without shutting down | Dvlpt areas are around overusing strengths, not weaknesses Learned in working with team that looking for growth opp’s doesn’t have to feel like looking for flaws | Client worked hard, and vulnerable. More interested in the truth than defending It was clear with Self became object, and with this perspective, she was able to make different choices She was so excited with the process of discovery It impacted her life, incl relationships with those around her (team, special needs daughter) It was heart-warming to see her sitting inside her best self, and then use feelings as information, rather than causing her to “wobble” She was fun. Her life had very serious aspects, yet she was able to take herself lightly and expressed great joy at her discoveries about the way she operated | Coaching allowed me to be open to new things, and really to have the ability to hear others, and to see new opp's for myself, and not imit myself with my own…I was so convinced that I always knew the best for myself. Feel more confident now. | ? |
| YES | Her purpose statement was to “protect her beliefs” and so she was armed to do battle whenever a tripwire was crossed. Behind her defensiveness was a belief that she wasn’t doing everything she could, and that she wasn’t good at protecting her boundaries. She learned to be easier on herself. Coaching allowed me to be open to new things, and really to have the ability to hear others, and to see new opp's for myself, and not imit myself with my own…I was so convinced that I always knew the bst for myself. | |
| 2020 | 8 | Direct to level of offputting In “Tell” mode too much Better listener, and with empathy | Need (pressure) to be the smartest person in the room Pushed into problem solving young; now overuses | Became a trusted advisor to his clients (and his wife!) Felt more relaxed and comfortable with C-suite clients Offered MD role in Ireland, turned it down. Made MD in June 2022 in U.S. | Doesn’t have to be the smartest person in the room, and in fact, when not feeling pressure to be that person, understanding of problems much more nuanced and relationships stronger Connected his problem solving strength with Dad’s loss of job, and realized that an overused strength can become a weakness. Didn’t realize he was always in “problem solving” mode with his wife. Made a big difference in their communication and relationship. | Came to coaching because messed up a client relationship. He was thinking he lacked empathy, so discovering together what was underneath his behavior, and seeing his joy at trying out new behaviors was so gratifying. He did his work, was not defensive, and was such an enthusiastic learner. This was an example of coaching the whole person, and the impacts to his life and relationships were real and observable. I felt privileged to be on the journey with him, and that I was witnessing something sacred. | "I've been giving them me, and I need to give them them." Until people get to know me, they don't see my heart! Step back and not put myself so much in the room | ? | N/A | YES | ||
| 2023 | 8 | Follow- through and accountability of direct reports Related, need directs to filter amount of info coming to him Focusing on important vs. urgent | How to get to flow state (systemic) Operational cadence that’s right for the business | #5 session: VALUE OF COACHING Taking on less Monkeys Prioritizing based on impact vs. trying to expand his bandwidth Rethinking role of COO as Project Mgr to orchestration, accountability, and removing barriers | Monkeys! He thought it was using “hedges” in his expectations language, but core issue was him taking the monkeys onto his back He takes all the responsibility for staff development vs. making it a partnership Overusing strength of his own accountability and ownership stance | He’s super smart, up on all the latest mgt ideas, so I felt challenged to be “on my game” He was able to share his thought (and therefore development) process His humor and sense of proportion helped me to create space He expressed his appreciation of his growth through the coaching It felt like a mutual and very natural exploration with a very smart partner, and not like I had to be the teacher with the answers | ”I was a little skeptical at first since I had read all the latest and greatest mgt advice, but this coaching really worked!” | Holding others accountable Not “over owning” If others don’t have the resources to get it done, it’s still up to them to come back with what they need to be successful | N/A | YES | ||
| 2022 | 10 | ? | N/A | YES |