RESOURCES
Coaching resources
These tools are written for senior leaders, founders and the newly promoted. Use them on your own, or bring them to a coaching conversation. Each one is built on the ICF standards I coach by, and each leaves the decisions with you.
SELF-ASSESSMENT AND GUIDE · PDF
The Wheel of Life
See where your attention goes now, and decide where it goes next. Two blank wheels to fill in, with a short guide to completing them.
WHAT IS INSIDE
- Blank templates with 8 and 10 segments. You name the areas
- A 9-step user guide, from naming the segments to repeating the assessment
- Questions to ask yourself once the shape is on the page
Who it is for. Senior leaders, founders and newly promoted managers.
WORKSHEET AND GUIDE · PDF
Values clarification
Name the 5 values you actually live by, and see how closely your working week matches them.
WHAT IS INSIDE
- A list of 42 values, with room for your own
- A one-page worksheet: rank, describe and score 5 values
- An 8-step user guide
Who it is for. Senior leaders, founders and newly promoted managers.
LOG AND GUIDE · PDF
Energy audit
Find out which parts of your week give you energy and which take it, and decide what to change.
WHAT IS INSIDE
- A daily log for 5 working days
- A weekly summary with up to 3 changes
- An 8-step user guide
Who it is for. Founders, senior leaders and newly promoted managers.
MAP AND GUIDE · PDF
The competing commitments map
Find out why a change you want keeps stalling, and test the assumptions that hold it in place, in one sitting or two .
WHAT IS INSIDE
- A 4-column map with a worry box
- A worked example: a founder who still steps into the larger deals
- A test plan and an 8-step user guide
Who it is for. Founders, senior leaders and newly promoted managers.
PLAN AND GUIDE · PDF
New-role transition plan
Decide what to learn, who to meet, what to deliver early and what to stop doing in your first 3 months.
WHAT IS INSIDE
- A stakeholder list
- A 90-day plan across 5 areas
- An 8-step user guide with a weekly review
Who it is for. Newly promoted managers, external hires and founders.
MODEL AND GUIDE · PDF
The Johari window
See what you know about yourself, what others see, and what you can learn by asking.
WHAT IS INSIDE
- A 4-pane window to fill in
- A worksheet for 3 to 5 feedback conversations
- An 8-step user guide with questions to ask
Who it is for. Senior leaders, newly promoted managers and founders.
ACTION SHEET AND GUIDE · PDF
Circles of control, influence and concern
Sort what is on your mind, then give every item an action and a date, in about 20 minutes.
WHAT IS INSIDE
- An action sheet: one action and a date for ever item
- An example from a founder's slow quarter
- The circles and a 7-step user guide
Who it is for. Senior leaders, founders and newly promoted managers.
Looking for sales material? See our sales resources.
Something you would like to think through?
A tool used on your own is one way in. A conversation is quicker, and usually settles in 20-30 minutes whether coaching is right for you now.