Crucial Conversations--Get Unstuck

Executive Coaching

Executives have described this experience like a ‘360 on steriods,’ dramatically accelerating an understanding of strengths, challenges, and insights for growth. The process outlined below is the format we use most often, yet given the context and special circumstances, we work flexibly with the executive to attain his or her objectives.

Tab Navigation Richard J. Lee Standing

The Richard J. Lee Consulting Executive Coaching Process


Initial Meeting with the Executive

  •  • Agree on scope / process

  •  • Identify interviewees

  •  • Discuss key areas of concern

  •  • Review & refine format for survey & interview format


  • Interview Format (30-60 minutes per interviewee)
  •  • Explain purpose / agenda

  •  • Top 3-5 strengths and challenges

  •  • Complete quantitative survey


  • For each topic, ask for 'start, stop, continue' feedback:
  •      - Vision, Goals & Alignment

  •      - Communication, Trust & Relationships

  •      - Collaboration & Influence

  •      - Performance Management & Work Environment only)

  •      - To be more empowering?  (Staff only) 

  •      - To be more empowerable?  (Manager only)


  • For each topic, ask for overall feedback and recommendations:
  •      - Business and/or Technical Feedback

  •      - Growth opportunities and requirements


  • Review Meeting with the Executive (Typically a full day)
  •  • Review feedback from interviews (survey and verbal)

  •  • Identify themes in each area

  •  • Discuss improvements real-time through coaching

  •  • Distill feedback to one page

  •  • Develop action plan for leverage, improvement, and next steps


  • Follow-up Meetings
  •  • Two follow-up sessions (1-2 hours/session).

  •  • Optional:  Actively work with exec on-site, coaching real-time?

  •  • Optional:  Executive with his / her direct reports? With his/her manager?

  •  • Optional:  Coaching with particularly important/stressed relationships?

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