Case Studies

An investment in coaching, first and foremost, is about results. Having the confidential sounding board of a coach translates to increased levels of creativity and clarity. And ultimately, the value of coaching is found in the achieved and accomplished, bottom-line results — the results that matter to YOU.

Below are some brief case studies outlining the results clients have focused on and accomplished through our work together. Individual coaching assignments are often more multi-focused than the cases listed below. However, to keep topics simple and clear, the case studies below outline a single or primary focus.

CASE #1 – Job Search/Career Change

Challenge

Client had recently been laid off from a job with which he had been frustrated. After having been a school administrator for many years, he was now applying for similar jobs and having no success. In his first meeting with Trish he realized that his uncertainty and lack of enthusiasm were possibly playing a part in his lack of success. He hired Trish to help him define what he really wanted and take the steps to accomplish this goal.

Solution

In a short amount of coaching time, this client realized that he was working toward two conflicting goals. One goal was to obtain a position that would leverage his years of experience and provide him with a high-level salary; another goal was to do something altogether new — that would challenge and engage him. Working with Trish he realized that, if financially feasible, he wanted to step into a new challenge around a long-time passion. He wanted to start a consulting business.

Results

With new clarity, energy, and focus, this client was able to create a plan for his business and put this plan into action. Today he reports enjoying the challenge and success of his thriving consulting practice. His business is continuing to grow and he is too.

CASE #2 – Stress Management

Challenge

Client feeling stressed about current work situation. Client reported not sleeping well and uncertainty regarding career direction. The stress of organizational changes and a difficult boss propelled client to hire Trish to sort out his next career/job change.

Solution

Through a combination of coaching and a personal pattern assessment, this client was able to gain new perspective on his work patterns and motivators so that he could better understand where he was adding to his anxiety. From increased awareness and understanding, he could then view the situation with greater clarity and better see what he needed from his boss, the situation, and his career.

Results

Client’s stress level diminished.  Today he is more pro-active in managing his communications with his boss.  From his new vantage point of clarity, he engages more with the work, and feels clear and confident about his career plan.

CASE #3 – Drive/Push Management Pattern

Challenge

A Marketing Director of a Fortune 100 company had been finding it more and more difficult to relax. He was frustrated by what he perceived as a lack of real recognition from his boss, and felt that he was on a treadmill of success that was defined by a continual increase in goal numbers. Compounding the situation, his management team was complaining about his “over-the-top” tactics in his communications with them. This director’s frustration and “drive/push” management style were not only affecting the attitude and motivation of his team but were in the way of his ability to lead his organization successfully.

Solution

Trish Pratt partnered with this Director to:

  • Understand the effect that his personal “drive/push” patterns have on his management strategies, so that he could shift into more effective and collaborative strategies.
  • Clarify his behavioral and leadership style so that he could understand the strengths of his style and better utilize these strengths in a way that provided him with a greater sense of balance and success.
  • Understand the behavioral style of his team so that he could manage each team member in a way that better matched their needs and so increase the level of communication and effectiveness in his organization.
  • Identify areas of inconsistent boundaries so that he could proactively establish work and life boundaries that supported the needs of his priorities and demanding schedule.

Results

  • Director reports feeling less stressed and more successful in leading his organization. He communicates in a more supportive, less reactive style that is more consistent and effective in leading his management team.
  • Along with a more positive attitude and sense of connection with his team, the director reports having an increased ability to step back from his work without trading off the success of his organization
  • Director’s management team reports a more productive, and supportive work environment, along with a greater sense of contribution and appreciation.
  • Overall results included increased productivity, expanded creativity leading to new solutions and achievement of highest level of marketing success.

CASE #4 – CEO Pressure Pattern

Challenge

CEO of a non-profit was frustrated with the resistance and lack of connection he perceived from the company’s Board of Directors. He was increasingly becoming more anxious. For him there was little sign of progress in efforts to accomplish the museum’s goals regarding increased attendance and financial stability. His strategies for building his relationships with board members and advancing new programs were going nowhere.

This CEO signed on for coaching with Trish Pratt to determine what strategies if any, might turn his relationship with the BOD around so that an agreed-upon plan could be put into action. He was concerned that he may need to move onto another job. However, with many aspects of the work a perfect fit for him, he was committed to staying open and looking objectively at the situation.

Solution

Trish Pratt provided coaching support to this executive to:

  • Clarify and define priorities, goals and expectations regarding staff, BOD, and long and short-term plans.
  • Increase awareness and understanding regarding impact of personal “system” patterns on his communication style, approach, and perspective. (Results Accelerator™)
  • Clarify behavioral and leadership style to increase understanding of behavioral strengths, preferred environment and strategies for greater effectiveness. (DiSC)
  • Understand impact of perceptions and expectations regarding board-members so that he could view and develop these relationships with more open and respectful communication.

New strategies for increased effectiveness

Results

  • CEO now reports conversations with board member and staff members have become more open and productive. He views his relationships with BOD members as cooperative and continuing to grow in that direction.
  • Client reports no longer feeling that he is “working uphill” and has implemented new strategies to move forward in achieving the company’s goals, including increased revenue.
  • With increased awareness regarding his “pressure/overwork” pattern that can sometimes shutdown his communication, client is continuing to react less and respond more – leading his organization from more connecting and effective patterns.

“DiSC” is a registered trademark of John Wiley & Sons, Inc. “Results Accelerator” is a trademark of ThoughtAction LLC.