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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.
3
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.
4
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
5
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.
6
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
7
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.
9
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
10
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
11
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*
12
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
13
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
15
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
16
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
17
QUESTIONS?
18

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PRES ACE Coaching and CCS R06 06-27-16

  • 1.
  • 2. ACE Coaching Presentation to the Canadian Cancer Society July 5, 2016
  • 3. 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. 3
  • 4. 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. 4
  • 5. 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 5
  • 6. 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. 6
  • 7. 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 7
  • 8. 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
  • 9. 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. 9
  • 10. 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 10
  • 11. 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 11
  • 12. 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* 12
  • 13. 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 13
  • 14. 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
  • 15. 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 15
  • 16. 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 16
  • 17. 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 17