Needs Analysis/Action Planning package




All coaching begins with this four-step Needs Analysis/Action Planning package:

  1. You send me a 1-2 page informal narrative outlining your situation, goals, and challenges, plus your resume or c.v. if you wish, plus some additional materials I will suggest. I will thoroughly review these prior to Step #2.
  2. We have a 90-minute conversation via telephone or Skype (audio only) during which we discuss the issues you raise in your narrative. The focus of the conversation will be on revealing the exact nature and proper context of the challenges you face (including productivity and time management challenges), and designing solutions for them.
  3. I follow up within 72 hours with a highly detailed Preliminary Action Plan that summarizes the major points we discussed and provides detailed solutions.
  4. You have 72 hours to offer comments or questions on the Preliminary Action Plan. I will address those and send you the Final Action Plan. At that point you are free to work on the steps in the Action Plan, or sign up for more coaching.

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