Leadership Coaching Report

The Advanced Leader Report is intended for seasoned executives. It analyzes the leader in-depth along multiple dimensions. Its tone is mature, respectful and direct. It is designed to cause the leader to stop and take notice of the observations being made.

The Coaching Report is written at an 8th grade reading level in a mature, respectful tone. It Is keyed page-for-page to the Advanced Leader Report. It is not intended to function as a standalone assessment.

The Coaching Report always explains to the coach why a particular series of observations or questions is being offered. This prepares the coach to answer unexpected questions that may arise. It can also help guide the session along profitable avenues that may arise in the course of the coaching process.

  • The report begins with an examination of the "I Opt" technology as it applies to leadership. Questions and observations in this section are designed to solidify the accuracy and validity of the "I Opt" technology by testing it through discussion.
  • The specific distribution of the leader's leadership styles are shown graphically and compared with an "average person." The graphics and observations/questions are intended to act as a contrast within which to consider the leader's approach.
  • The leader's primary and secondary styles are reviewed and examined through questions focused on their likely consequence.
  • The themes that arise from the leader's style are examined. The questions test whether these are optimal in terms of the specific responsibilities of the team or department being lead.
  • The Leadership Pattern is explained, quantified and graphically depicted. This section shows how the leader's various individual leadership styles (held at varying strength levels) can be combined into a single overall strategic profile image.
  • A image of the strategic profile that can be easily made into a transparency is provided. A "Snowflake" that outlines the behavioral tendencies of each style and quadrant is provided. The coach can use these as a "hands on" tool to examine the full range of leader's strategic preferences.
  • The coaching report then focuses on the application of the leader's strategic profile in terms of the group for which the leader is responsible. Questions and observations help the leader to assess the effectiveness of their elected posture in their specific and immediate context.
  • The individual strengths and vulnerabilities of the leader's particular style are examined in detail. The coach can elect to ask questions on those items that appear most relevant to the leader in his/her immediate situation.
  • The leader's style effects on specific individuals in the team/department/group as well as on the group as a whole are examined and assessed.
  • Followership considerations are introduced. The leader is challenged to assess the effects of his/her elected style on the goals and performance of the larger group of which they are a part.
  • The Coaching Report concludes with a section offering a method of extending the coaching process into the future. This Optional section focuses on planning and monitoring initiatives designed to improve leadership performance on an ongoing basis.
  • The thrust of the Coaching Report is to provide both development and performance. On the development side it helps the leader see his/her leadership style in general terms. This gives the leader tools to assess how they might apply in future career situations. In performance terms, the combination of reports relates the leader's style to the particular individuals and groups for which they are now responsible. Thus the reports provide both long and short-term benefits for the people involved.

The Coaching Report is designed to be used in conjunction with the Advanced Leader Report. It is designed to allow a person without professional training to function effectively as a coach. It offers a step-by-step guide that is tied into the specific strengths and vulnerabilities of a particular leader. This combination offers a high level of personalization within a firm but nonthreatening structure.

Using the combination of reports firms and institutions can make effective use of existing staff within a coaching or mentoring program. The Advanced Leader Report provides a framework that centers on the specific attributes of the particular leader being counseled. The Coaching Report provides definitive guidance to the coach on how to go about helping the leader objectively assess their leadership style in terms of the particular people for whom they are responsible. This strategy focuses the program on producing near-term, performance oriented results.

While the Coaching Report was designed to be used by a third party, field experience has shown that it is also effective as a self-assessment aid. Many firms have reported that they enjoyed success by distributing the Coaching Report along with the Advanced Leader Report directly to the leader. At minimum, the Coaching Report causes the leader to re-review to the Advanced Leader Report's observations. This alone increases the odds of at least some improvement in leadership practice.

The Coaching Report is structured around a series of questions that are designed to cause the leader to critically examine and refine his/her leadership style. By asking rather than telling, the report helps the coach assume a nonjudgmental and supportive stance.

The Advanced Leader Report provides the basis for the Coaching Report questions. That report uses "I Opt" to identify the likely leadership effects of a particular information processing style. Since these are structural (i.e., imbedded in the way information is used) they are likely to be recognized by the leader as a component of their strategy.

The Coaching Report questions ask the leader to examine these predispositions in terms of their effects on the particular team/department/group of people being lead. This strategy helps the leader translate their leadership behavior into the effects it may be having on the performance of their group(s).

You may also be interested in our Advanced Leader Report

The Report also identifies the strengths that the person brings. Like vulnerabilities, these lie in different places. Finally, it offers some suggestions on the person might better align their style with the change situation that is being confronted.

The "I Opt" Change Management Report is designed to be compatible with all Change Management Programs and paradigms. It does this by focusing on the information processing fundamentals that are common to any and all change situations.

The "I Opt" Advanced Leader Report uses the "I Opt" 24-question survey as its input document. This is the same survey as used for all other "I Opt" reports. Since they are based on the same technology, these reports will not conflict and can be used in combination.

For example, the Advanced Leader Report can be coupled with the Change Management Report to help a firm gear its leaders to an upcoming change. Or, it might be used with the Sales Report for senior Sales/Marketing executives. Because all of the reports draw on a common basis, there is no risk that they will conflict or confuse.

The Advanced Leader Report is written at an 8th grade reading level in a mature, respectful tone. It neither "speaks down" nor unnecessarily elaborates. It adopts a "matter of fact" posture so that it can be used without being concerned about whether it is appropriate to the audience. The report:

  • Contains an index that summarizes the content of the various sections.
  • Explains the "I Opt" paradigm in simple terms and outlines the person's general position within it.
  • Describes the person's primary and secondary leadership styles and outlines what they mean in terms of leadership behaviors and preferences.
  • Defines the longer-term themes that the leader is likely to establish. These themes capture primary and secondary leadership styles as well as any peripheral tendencies that might regularly appear in the leadership repertoire.
  • The entire leadership profile (all of the various influences interacting simultaneously) are outlined and their likely consequences are assessed. The likely effect on a group being lead is outlined.
  • The specific strengths and vulnerabilities inherent in the leadership style are outlined. Where appropriate, strategies that the leader might want to consider are specified.
  • The likely effect of the leadership style on both the individual and the group are described. Recommendations for the leader to consider are offered.
  • Followership tendencies that are inherent in the leadership style are outlined. This section frames the leader as a part of a larger whole. It focuses on how the leader might position him/herself to best further these broader goals.
  • The report concludes with a section showing how the analysis fits into other leadership initiatives the person might be involved with. It also summarizes the leader's responsibility and the potential benefits to both the leader and to the people being lead.

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