Through COACHING, ASSESSMENTS and SPEAKING ENGAGEMENTS, I help professionals excel.
Using tools that encourage self-reflection and bold action, I inspire clients to identify business aspirations that excite them and create strategies to help them reach their goals.
Most frequently, organizations connect me with leaders who are looking to increase their effectiveness. Some professionals approach me directly, looking to be more confident and purposeful in their career progression. In addition, I jump at the chance to work with entrepreneurs looking to start or scale a business!
(1/8) The Intake Session: Client shares preferences and expectations, I gather key information about their background, current circumstances and values. We co-design a specific, measurable and meaningful coaching objective.
(2/8) Use of Assessment Tools (Optional) To contribute to client insights and focus more tightly on coaching goals, Strengths Assessments and 360-Degree Assessments may be administered.
(3/8) Sponsor Meeting (Optional) To align client and organizational goals, looping in the Coaching Sponsor can be beneficial. (To preserve confidentiality, meetings always include both client and Sponsor.)
(4/8) Ongoing Coaching: Using the many “tools in my toolkit”, I elicit strategies and solutions from the client that move them toward their desired outcome. (Pacing and duration of sessions is customized.)
(5/8) Homework: A combination of self-awareness-building inquiries and “learning by doing” challenges are issued to the client.
(6/8) Pivot (as needed). Sometimes things totally change, and it may warrant a shift of direction or focus. Where there’s a will, there’s a creative solution to apply coaching to emerging circumstances.
(7/8) Contribution of Knowledge and Resources: I’m always learning! I share up-to-date knowledge and resources with my client throughout the engagement.
(8/8) Evaluation: We reflect on the client’s progress, and the effectiveness of the coaching. We create new priorities and next steps for beyond coaching.
It’s really difficult to see ourselves from the outside. Assessment tools are used to supplement the perspective of the client, and can be an excellent method of identifying key focus areas for coaching.
It’s difficult to get a true read on your own impact. A 360-Degree Review highlights both your “blind spots” and your unique contributions. It can be an eye-opener!
The process involves surveying a handful of people in your immediate work environment – peers, direct reports, managers – and then comparing the feedback to the perception you have of yourself.
The Leadership Circle Profile™ and EQ360 online assessment tools, in which I am certified, helps leaders understand the relationship between how they habitually think, and how they behave, and, more importantly, how all this impacts their current level of leadership effectiveness.
Alternatively, a Subjective 360 can be conducted, in which I personally interview people with whom one interacts in the workplace and amalgamate the information into a report. It’s appropriate for a smaller group of stakeholders (4-6 interviews).
What one considers “ordinary” about themselves is actually “extraordinary”. A Strengths Assessment will underscore unique abilities and provide valuable insights to be used in coaching conversations.
I’m partial to the Clifton Strengthsfinder Assessment online personality test. It’s too easy to see what’s not working! In contrast, this tool can reframe thinking and inspire more constructive action.
The EQi 2.0 Emotional Intelligence Workplace assessment is highly researched and the world’s most widely used international emotional intelligence assessment. It helps leaders gain knowledge of and improve their emotional intelligence skills to become more effective and successful. It’s a snapshot in time of the extent to which one is connected to their emotions, and the implication across various dimensions of EI. Emotional Intelligence skills can be learned and improved.
I enjoy sharing insights and experiences, although I prefer speaking with groups to speaking at them. Contributing to a panel, facilitating discussions, informal workshops and interviews are most my style.
“Rachel was able to somehow provide a room full of women [in the finance industry] with an experience that felt one on one. She has a deep understanding of people and elegantly simple methods. She makes you feel like you’re talking to a trusted advisor….”
– Lindsay Walton, CFA, PRM, Director of National Programming and Engagement
Women in Capital Markets