ACE Coaching Presentation to the Canadian Cancer Society

July 5, 2016

OUR OFFERING ACE Coaching is offering pro-bono executive coaching to the Canadian Cancer Society leadership team over a 3 month term to advance team and individual effectiveness and achieve determined goals.

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WHY CCS IS OUR IDEAL PARTNER ACE Coaching is interested in partnering with the Canadian Cancer Society (CCS) for the following reasons: §  We decided as a team that we wanted to support a healthcare not-for-profit

organization which speaks to all members of our team – not a person has been untouched by cancer. The vision of the CCS, creating a world where no Canadian fears cancer, supports the team’s priority.

§  The values of the CCS – caring, courage, integrity, progressive – match well with the values of coaching and our team. To be a successful coach, one must embody caring, courage and integrity, and the standards of the International Coach Federation include continuous quality improvement and a progressive culture.

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COACHING: WHAT IT IS AND IS NOT

IT IS IT IS NOT Partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential

§  Consulting §  Counseling §  Mentoring §  Teaching §  Training §  Psychotherapy

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DOCUMENTED BENEFITS OF COACHING §  Executive coaching has many documented benefits* for

both individuals and organizations, including: §  Executive satisfaction – the evidence suggests that the majority of

executives who participate in coaching are highly satisfied with their experience and find it valuable

§  Personal and organizational improvements, including: §  Enhanced executive learning – increased results in learning when combining

coaching with training §  Gains in corporate performance – improvements in productivity, quality,

organizational strength, customer service, executive retention and profitability; positive reductions in customer complaints and costs; increased business results

§  Enhanced relationships – improved working relationships with direct reports as well as immediate supervisors, peers and clients external to the organization; increased ability to build relationships

§  Increased leadership effectiveness – improvements in team performance, job satisfaction, organizational commitment and reduced levels of conflict

*Research Report from Lore Research Institute, The Case for Executive Coaching, Pamela S. Wise, Ph.D., Laurie S. Voss, Ph.D.

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JOINT COMMITMENT TO SUCCESS

ACE will work together jointly with the client to establish mutual commitment to success:

§  ACE will seek to understand your organization’s definition of success §  ACE will communicate our definition of success, which is quite simply 3

things: 1.  To support you in achieving your definition of success 2.  To do so by providing coaching services to leaders in your organization that will

facilitate our team experience and learning 3.  To have an opportunity to practice altruism and public service, which is a hallmark

of the coaching profession §  ACE will establish joint mechanisms for problem-solving

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WHO WE ARE

§  We are a team of coaches currently enrolled in the Graduate Certificate of Executive Coaching Program at Royal Roads University (RRU) in Victoria, BC

§  We use the triad of Acknowledgment, Clarification and Empowerment as our cornerstone to supporting clients to achieve their desired results

§  We listen deeply and inquire with our clients to: §  acknowledge their strengths and access their self-generating power §  clarify their path to success §  empower them to propel forward for action, achievement and

extraordinary results

§  In short, ACE makes client’s big goals feel attainable 8

ACE COACHING TEAM

DR PEGGY YAKIMOV is an Executive Medical Director in a large health authority.  She has held senior leadership positions in a variety of healthcare organizations in several countries.  She has served as a clinical associate professor in the Faculty of Medicine for many years.  Her skills include teaching, coaching, mentoring, leadership development, conflict resolution and creating effective approaches to the oversight and enhancement of clinical performance and quality of care.

JASON JONES is transformational business coach with a background in media, marketing and entertainment. He is the founder of The Coaching Hour, a business coaching company in Minneapolis, MN. The Coaching Hour provides individual coaching, personal mastery workshops and coaching skills training for growing organizations interested in increasing engagement and developing positive productive and inspiring workplaces.

KASEY CUMMINGS is a strategic learning and organizational development leader, executive coach and talent developer with over 20 years of leadership experience in human resources, information technology and entrepreneurship. She is the owner of Flow Coaching, and considers it the highest privilege to support clients in achieving flow in their personal and professional lives – a mental state of being fully immersed in a feeling of energized focus, full involvement and success in service of performing and learning.

SUNMBO DUROSOLA is an HR specialist by background, with over thirty years of experience in oil and retail industries – helping build organizational capabilities to drive strategic agendas. His specialty is in supporting leaders in being their best and in moving in the direction of their choices, and to grow stronger in the process. Qualifications: Masters in Industrial and Labor relations, Canadian HR and Change management designations.

CHERYL SORELL has 20 years of expertise and experience in leadership development, team building, conflict resolution, strategic planning and public speaking. Cheryl’s passion is to equip NFP International Leaders. Cheryl offers coaching that is solution-focused to empower leaders to “discover, clarify and align” with their own unique, intrinsic purposes and passions.

TIANA BRANCH is known for her honesty, humour, authenticity, and fulsome laugh. Tiana holds a leadership position within the federal government, and has extensive experience in program creation and management, policy development and leadership in areas including health care and international policing. She seeks a life of impact and supports her clients and friends to know themselves better and shine more brightly.

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OUR OFFERING – SUMMARY & TIMELINE ACE Coaching is offering the following pro bono services and deliverables to its partner organization:

WHAT WHEN WHO WHERE

DISCOVERY Deliverables: Discovery Meeting, Survey Instrument(s)

Week of Aug. 8 Entire ACE Coaching team & entire NFP Executive team if possible

At least 1-2 members of ACE Coaching will attend in person at NFP headquarters

COACHING Deliverables: Coaching Sessions, Goal Setting and Action Plan docs *Assumes 6 NFP executives

Weeks of Aug. 15 to Oct. 10 (9 Weeks)

6 ACE Coaching team members & 6 NFP Executive team members

Via video conferencing (e.g. Skype) or telephone or in-person for the Vancouver coach

VISION FORWARD Deliverables: Final Report and Presentation NOTE: RRU will solicit feedback from the NFP organization during the week of Oct. 24 (feedback is due by Nov. 1)

Week of Oct. 24 Entire ACE Coaching Team & NFP Executive Team if possible

At least 1-2 members of ACE Coaching will attend in person at NFP headquarters

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DISCOVERY SERVICES WHAT WHEN WHO WHERE

Outcomes: 1.  Make introductions and build relationships 2.  Establish a joint commitment to mutual success 3.  Explore business priorities, successes and challenges 4.  Understand the client’s perspective on coaching and its

potential benefits 5.  Identify key areas where coaching can support the organization 6.  Agree on the anticipated benefits of coaching for this specific

organization 7.  Define core objectives for the coaching engagement 8.  Discuss what the client would like to see as a result of the

coaching: •  What objectives are measureable? •  What data is available? (baselines)

9.  Discuss qualitative and quantitative metrics and mechanisms ACE will design to measure the impact of coaching on the organization

Deliverables: Discovery Meeting, Survey Instrument(s)

Week of Aug. 8 Entire ACE Coaching team & entire NFP Executive team

At least 1-2 members of ACE Coaching will attend in person at NFP headquarters

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COACHING SERVICES WHAT WHEN WHO WHERE

Outcomes*: Each leader will receive 1.  One 60 minute introductory coaching session 2.  Eight 30-45 minute coaching sessions ACE Coaching services therefore include a total of: •  5-7 total hours of coaching per leader •  30-42 total hours of coaching services for the organization Deliverables: Coaching Sessions, Goal Setting and Action Plan documents *Assumes 6 executives in your organization will be coached

Weeks of Aug. 15 to Oct. 10 (9 Weeks)

6 ACE Coaching team members & 6 Executive team members from your organization

Via Video Conferencing (e.g. Skype) or Telephone*

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VISION FORWARD SERVICES WHAT WHEN WHO WHERE

Outcomes: 1.  Present our final report to your organization:

•  Report will be shaped using the core objectives that were established for the coaching engagement

•  Quantitative and qualitative measures will be provided, detailing the impact of the coaching engagement on your organization

•  As confidentiality is the bedrock of coaching, all findings will be presented using non-identifying observations and themes (i.e. with no attribution to the source)

•  ACE will distill the key themes that have emerged from the coaching sessions and we will provide you with an overview of this prior to the final report and presentation

2.  Facilitate a forward-looking discussion which promotes ongoing reflection and growth, and which determines how your organization will apply its learning going forward

Deliverables: Final Report and Presentation

Week of Oct. 24 Entire ACE Coaching team and your Executive team

At least 1-2 members of ACE Coaching will attend in person at your headquarters

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MEASURING THE IMPACT OF COACHING ON YOUR ORGANIZATION §  ACE will take a collaborative approach to measuring the impact

of coaching prior to the engagement (week 1) and following the engagement (week 10)

§  Measuring the effectiveness of coaching is typically done across 4 levels: §  Level 1 – Reaction (self-reported satisfaction) §  Level 2 – Learning (self- and other-reported improvements) §  Level 3 – Business Impact §  Level 4 – Return on Investment

§  As the coaching engagement period will be short, we will be challenged to provide strong behavioural, business impact or ROI analyses 14

OUR CODE OF ETHICS ACE follows the ICF code of ethics and pledges to practice: §  with high ethical standards of professional conduct, including behavior,

communication, non-discrimination, truthfulness, maintenance of credentials, impartiality, research, conflict of interest, and privacy.

§  within a strict confidentiality agreement: with all client and sponsor information unless release is required by law; about how coaching information will be exchanged among coach, client and sponsor; and with a written agreement in advance about the use of client information and what circumstances may require its release.

  Full Code of Ethics available at §  http://coachfederation.org/about/ethics.aspx?ItemNumber=854

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OUR COMMITMENT TO CONFIDENTIALITY   ACE is committed to:

§  Keeping all information obtained during the coaching sessions strictly confidential, as part of the ICF code of ethics that we pledge to practice

§  Providing feedback to your organization in the form of non-identifying themes – i.e. only presenting material that will not in any way reveal or suggest the identity of an employee or representative of the organization

§  Getting your approval for materials to be presented back to our RRU faculty and cohort, who are also all following the ICF code of ethics

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JOINT MECHANISMS FOR PROBLEM-SOLVING   §  ACE will work with the client to establish an agreed-upon

and preferred approach for communication §  ACE will work with the client to establish a joint sponsor

steering team as a platform for problem-solving §  A conflict identification and resolution process will be established to

ensure that concerns can be raised and addressed proactively §  A clear contract will be established, delineating:

§  The value and benefits that you should expect from the engagement §  The expectations of the contract, including definition of clear roles,

responsibilities and accountabilities within our team and yours §  The behavior and commitment expected from coaches and coachees §  Clear exit strategy – individual  parties may withdraw at anytime without

prejudice

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QUESTIONS?

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