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© 2014 Integrated Focus

Coaching Plans and Assessments 


Coaching Plans  

  • Choose a coaching meeting that works for you

  • Email Valerie to set up a free 30 minute meeting to discuss your coaching goals  

  • Discuss Assessment and your motivation to change on scale of 1 to 10. What is not working? 

Laser Coaching Plan

  • 30 minute coaching session by phone or webex

  • Focus on "one" challenge

  • Ideal for those who want "just in time" coaching

Leadership Coaching Plan

  • Essential for those promoted to "manager" or leader whose company does not have leadership development 

  • Coaching Plan and Assessment cement the coaching on key client goals

  • Accountability and performance improvement based on achieving goals 

Executive and Leadership Development Plan

  • Essential for those promoted to "manager" or leader whose company supports coaching as part of leadership and career development

  • Coaching Plan and Assessments align with company culture and client goals

  • Accountability and performance improvement based on achieving client goals 


Importance of Assessments and 360

  • Determine appropriate assessment tools for the client 

  • See examples of Assessments below

  • Assessments and 360s provide insights into "strengths" and developmental areas for the coaching

Coaching Plan is Client's Goals

  • Design a customized Coaching Plan using SMART goals (Specific, Measurable, Attainable/Actionable, Realistic, and Timely)

  • Each client needs a Coaching Plan to help focus their coaching on goals that will improve their performance

  • Each client's goals are specific to them and what they need to succeed - that is benefit of coaching. 

Assessments & Tools

Myers-Briggs Type Indicator (MBTI)

The most widely used personality assessment in the world. With a proven record of reliability spanning more than 50 years, it offers a foundation for understanding individual differences and applying that understanding to the ways people think, communicate, and interact. Versatile and dependable, the MBTI sets the stage for lifelong learning and development. The MBTI assessment is used to develop individuals, teams and organizations to meet today’s challenges in such areas as communication, team building, leadership, and career management.


HoganLead Reports and 360

The HoganLead Reports are composed of different reports all working together to identify strengths and developmental needs of a manager or executive. This includes a three report inventory assessment and a two-hour debrief on the results. 

  • HPI/Leadership Potential Report provides insight about a person’s day-to-day performance, response style and characteristics that will facilitate goal achievement

  • HDS/Leadership Challenge Report provides insight about performance during stressful conditions and characteristics that might impede goal attainment

  • MVPI/Leadership Values Report provides insight about work-related motivators and drivers, and also indicates the values that motivate

  • 360 is based on the HoganLead Reports and enhances leadership development.


DISC Profile 

This assessment increases a person’s understanding of their communication style. The ability to interact effectively with different types of people can make you more successful. Effective interaction starts with an understanding of your communication style and how people see you "behave". DISC is a well known assessment tool used by many companies and individuals to improve their communication in sales, as managers, as leaders, and in various situations.


Emotional Quotient (EQ) and DISC

EQ focuses on five areas of Emotional Intelligence and ties in the behaviors and communicaton style from DISC. Interpersonal intelligence is the ability to understand others and includes social skills and empathy. Intrapersonal intelligence is the ability to understand oneself and includes self-awareness, self-regulation, and personal motivation. EQ provides the opportunity to truly understand emotional intelligence, identify ways to take action to accelerate EQ development, and to leverage new knowledge to make better decisions on the job. Emotional Quotient and DISC combined. Sample reports are available.


Mind Garden 360 (MLQ) for Transformational Leadership

The MLQ measures a broad range of leadership types from passive leaders, to leaders who give contingent rewards to followers, to leaders who transform their followers into becoming leaders themselves. The MLQ identifies the characteristics of a transformational leader and helps individuals discover how they measure up in their own eyes and in the eyes of those with whom they work. Success can be measured through a retesting program to track changes in leadership style.


360 Lominger Voices

Voices® 360° Feedback Interpretation provides leaders with the best insight into leadership skills.  This 360 assessment is rich in detail and provides insight into a wide range of leadership situations. The companion book, FYI, is used by Valerie to enhance coaching and work in specific developmental areas. Voices® is a research-based and experience-tested solution for delivering 360º feedback.


Winslow Behavioral Profile - Hiring Assessment

The Winslow Profile measures the personality, behavior, and attitudes of your employees. It provides feedback on the employee's behavior compared to the behavioral requirements for their specific position. It is also a validated and comprehensive personality assessment instrument that measures the 24 personality characteristics related to career success and personal contentment. The assessment takes less than one hour to complete and a report will be created that presents objective information on your personality, behavior, and attitudes. With this information you can capitalize on your personality assets, modify your personality, and control your behavior. The results will help you achieve success in your career and contentment in your personal lifestyle.

Thomas Kilmann Conflict Instrument - for Teams and Individuals

Become more aware of your own conflict style and recognize the conflict styles of others. Learn how to assess conflict situations and learn how to use different conflict modes to your advantage. There are two aspects of handling conflict which are a person’s assertiveness and cooperativeness in various situations.


The Leadership Practices Inventory (LPI) for Leadership Development: the best-selling and most trusted leadership tool of its generation. This celebrated instrument approaches leadership as a measurable, learnable, and teachable set of behaviors. The 360-degree tool helps individuals and organizations measure their leadership competencies, while guiding them through the process of applying Kouzes and Posner's acclaimed Five Practices of Exemplary Leadership model to real-life organizational challenges.


GROW Model: a successful coaching model created by Sir John Whitmore in the 1980's for problem solving and goal setting. Managers and staff can work either collectively or individually to focus on business improvement or professional development. The GROW process takes you through your: Goals, Reality, Obstacles/Options, and Way Forward.