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Executive Coaching

Insights Discovery Profile & Debrief

Executive Coaching

Reach your goals, overcome your challenges, grow as a leader. This is a thought-provoking and creative process designed to maximize your personal and professional potential. This premium coaching engagement is designed by you—get the clarity you need, define your next best step, move forward with confidence. 

2, 60-minute sessions/month; 6 months

 

Have Questions? Send me an email to get things started.

Ready to give it a try? Sign up here for a FREE first session.

Insights Discovery Profile & Debrief

Insights Discovery is a simple and accessible four color model that helps us understand ourselves and others. Every person has all four color energies within them; it is the combination of these energies which creates a unique personality. Our color energies refer to a set of characteristics that are our most preferred or natural way to be. The color energy preferences are measured by an easy to complete online evaluation.

 

This session is designed to deliver your Insights Discovery Profile and walk you through how to read and appreciate its contents for you.

  • Insights Discovery Profile Foundation and Management Chapters
  • OptUp Insights Video Collection
  • 1, 45 minute coaching session

Ready to Go? Purchase your Profile & Debrief here.

Coaching & LifePlan Options

Executive Coaching

My Next Best Step

First 90 Days

Managing Conflict At Work

Owning My Voice

Becoming A Leader Others Can Follow

Life Plan

Executive Coaching

Reach your goals, overcome your challenges, grow as a leader. This is a thought-provoking and creative process designed to maximize your personal and professional potential. This premium coaching engagement is designed by you—get the clarity you need, define your next best step, move forward with confidence. 

2, 60-minute sessions/month; 6 months

 

Ready to Go? Have Questions? Send me an email to get things started.

My Next Best Step

Are you happy at work, or are you part of the 40 percent of the global workforce looking to quit in the next 3-6 months? This coaching pathway is designed to reflect on your current experience and determine whether it’s time for a job change—or a change in perspective.

6 sessions

Tools Typically Include: 

  • Ultimate Awareness Matrix
  • Vocation Journey Map 
  • Capability Inventory 
  • Ultimate Contribution
  • Thinking Wavelength
  • Drivers & Comfort Zone

Ready to Go? Have Questions? Send me an email to get things started.

First 90 Days

Research suggests that an employee’s first 90 days will in large part determine his or her performance, longevity, and contribution to the company, according to HBS Career Coach Mark Spielman. 

6 sessions

Tools Typically Include:

  • Personality Assessment
  • My Typical Traps Assessment
  • SWOT Action Matrix
  • 8 Ways To Create Value
  • My Top Early Win

Ready to Go? Have Questions? Send me an email to get things started.

Managing Conflict At Work

We value collaborative cultures and measure ourselves by our ability to get along with others. And conflict happens at work. Many of us have been trained to avoid rather than deal with the issue head-on when it comes to managing conflict in the workplace. Develop skills to resolve conflict and not avoid it. 

6 sessions

Tools Typically Include:

  • Conflict Type
  • Conflict Cause
  • 3-Step Strategy for Conflict Resolution

Ready to Go? Have Questions? Send me an email to get things started.

Owning My Voice

Designed especially for women, this coaching series is designed to help you confidently recognize and use your authentic voice. Identify the barriers to using your voice and develop strategies for owning your space. 

6 sessions

Tools Typically Include:

  • The 5 Me’s
  • Personality Assessment
  • My Platform

Ready to Go? Have Questions? Send me an email to get things started.

Becoming A Leader Others Can Follow

As Warren Buffett says: “A leader is someone who can get things done through other people”. Leaders are people who are easy to follow, people who will multiply your capability and influence. This program is designed to both review the “basic needs of followers” identified by Barna and assess your ability to meet them. What do you need to develop in order to be a leader others can follow? 

6 sessions

Tools Typically Include:

  • Insights Discovery Profile 
  • Capability Inventory
  • 4 Considerations of Leadership

Ready to Go? Have Questions? Send me an email to get things started.

Life Plan

Two days to fuel your next two decades. This one-on-one, personal and customized process is designed to help you get clarity and name your purpose. Evaluate your goals and life dreams and design a life that aligns with your values and makes the ultimate contribution for which you hope. 

Trained by the Paterson Center and using the best tools from various life design resources, Kelly will guide you through a process that not only answers your questions today but also gives you a framework to support future decision-making and ongoing discernment. 

Give yourself the gift of dedicated time and complete immersion in this dynamic process. Offered in person only. 

2 days in Atlanta, Georgia

Travel costs responsibility of participant

 

Ready to Go? Have Questions? Send me an email to get things started.

Insights & Workshops Options

Insights Discovery is a leading global employee engagement system that offers a memorable common language for individuals and teams to explore their current challenges and address common issues. Insights Discovery also offers tools and resources to address issues that have arisen from the rise of virtual working. 

Insights Discovery is recognized as a tool for raising self-awareness. Self-awareness enables us to build resilience within ourselves, and to be understanding and supportive of others, despite differences in thinking, attitudes and behaviors. Self-awareness is the key to on-going personal and team development. 

Insights Workshops are designed to work with teams and groups to introduce them to Insights Discovery and can be hosted either virtually or in-person. Each team receives a team wheel based on the Insights profiles of each team member, which helps others see individual strengths and value each person’s unique contribution to the team.

Workshops can be designed for teams as small as 4 and as large as 250!

Learn More From Insights Discovery

https://www.insights.com/us/products/insights-discovery/

Insights Profile & Debrief

Insights 8 Types Workshop

Team Effectiveness Workshop

Leadership Effectiveness Workshop

Effective Selling/Fundraising

Insights Discovery Coaching Package

Insights Full Circle (360) Coaching Package

Insights Profile & Debrief

Insights Discovery is a simple and accessible four color model that helps us understand ourselves and others. Every person has all four color energies within them; it is the combination of these energies which creates a unique personality. Our color energies refer to a set of characteristics that are our most preferred or natural way to be. The color energy preferences are measured by an easy to complete online evaluation.

 

This session is designed to deliver your Insights Discovery Profile and walk you through how to read and appreciate its contents for you.

  • Insights Discovery Profile Foundation and Management Chapters
  • OptUp Insights Video Collection
  • 1, 45 minute coaching session

Ready to Go? Have Questions? Send me an email to get things started.

Insights 8 Types Workshop

This workshop is designed to move forward to practice adapting and connecting with others. This workshop reviews the Insights Discovery colors and then builds upon it to facilitate deeper discovery on preferences and nuances in our behaviors. This workshop is a great “next step” after the Introduction workshop to keep the learning alive, address questions that arose from the Introduction workshop and increase connection and awareness between team members. 

 

Learn More From Insights Discovery

https://www.insights.com/us/solutions/employee-engagement/

 

Ready to Go? Have Questions? Send me an email to get things started.

Team Effectiveness Workshop

Enables you to identify the most pressing and important issues for your team’s development. Discovering Team Effectiveness identifies problems and opportunities, prevents failure and dramatically increases your team’s chances of success.

 

This interactive workshop helps teams make a breakthrough by moving beyond an issue it’s struggling with, whether it’s a change of leader, high workloads or simply a lack of ideas.

 

Learn More from Insights Discovery

 https://www.insights.com/us/solutions/teamwork/

 

Ready to Go? Have Questions? Send me an email to get things started.

Leadership Effectiveness Workshop

Explore your leaders’ preferences in a practical and accessible way. Discovering Leadership Effectiveness helps your organization develop leaders who inspire the people around them to excel even in challenging times.

 

This interactive workshop creates a strong and balanced leadership team

that produces results whatever the business climate. Leaders will have practical resources to help them improve their relationships with key stakeholders.

 

Learn More from Insights Discovery

https://www.insights.com/us/solutions/leadership-development/

 

Ready to Go? Have Questions? Send me an email to get things started.

Effective Selling/Fundraising

Provides sales and fundraising professionals with a unique insight into themselves and their customers and how it impacts their sales success.

 

This interactive workshop integrates the learning with the entire sales process, helping sales and fundraising professionals to surpass customer expectations and exceed their sales targets.

 

Learn more from Insights Discovery

https://www.insights.com/us/products/insights-sales-effectiveness/

 

Ready to Go? Have Questions? Send me an email to get things started.

Insights Discovery Coaching Package

This coaching series is designed to help you develop an understanding of self-awareness to further a growth mindset. Learn how to adapt and connect to work harmoniously and collaboratively with colleagues with learning from your Insights profile. Explore tools to leverage your personal strengths, weaknesses, and value to the team.

  • Insights Discovery Profile Foundation and Management Chapters
  • OptUp Insights Video Collection 
  • 3, 45 minute coaching sessions

Ready to Go? Have Questions? Send me an email to get things started.

Insights Full Circle (360) Coaching Package

Discovery Full Circle gives you 360° feedback, bringing personal feedback to life in an engaging and positive way. It inspires you to take instant action to improve relationships with key stakeholders.

 

First, you complete the Insights Discovery online questionnaire. Then, a feedback group of your peers, managers and/or customers are invited to complete a ten question assessment, with the option to add comments. Feedback can be named or anonymous. 

 

This positive and reinforcing framework enables you to explore strengths and development areas, and to consider the impact these might have on relationships. The wealth of feedback given by the group allows you to consider your personal impact and create an action plan for development. 

 

The Insights Discovery Full Circle Profile is accompanied by an Insights Learning Guide, which provides a wealth of hints, tips, ideas and exercises, to help you properly engage with the rich content it contains. It can be used in both one-to-one coaching and group workshops, which is ideal for teams looking to improve their productivity and communication.

  • Insights Discovery 360 Profile
  • 3, 45 minute coaching sessions
  • OptUp Insights Video Collection

Ready to Go? Have Questions? Send me an email to get things started.

StratOp & Board Consulting Options

Strategic Planning

Board Consulting

Strategic Planning

Align your people and resources around what matters, bring focus to your operations, and release you to go after the highest-impact opportunities.Most strategic planning processes move as quickly as possible from perceived problem to assumed solution, missing key insights that give unity and competitive advantage. Moves from the big picture vision to practical action steps. 

 

As your guide I will help you install an accessible suite of management tools powered by The Paterson Center that equips your team and ensures your vision becomes a reality. You can explore more of how we do that at PatersonCenter.com/MyStratOp.

 

Trained by The Paterson Center, I used tools proven to help for-profit companies, not-for-profits and churches, professional sports teams, and government agencies. If your team needs clarity, alignment, momentum and growth, then let’s get started. 

 

  • 3-Day Immersive Planning Process
  • Actionable strategic operating plan delivered
  • Includes virtual training and tools for implementation and plan renewal
  • Optional executive coaching for leader(s)

Ready to Go? Have Questions? Send me an email to get things started.

Board Consulting

Every leader wants to love the work of the organization you serve. As you dream about the conversations you’ll have and the impact you’ll make, you think, What’s not to love? But if there’s one thing college or seminary didn’t prepare you for, it’s this: your board. Some organizations call them elder boards, others call them a board of trustees, but regardless of their title, they’re all “here to help.” So why can working with your board feel like moving mountains? 

 

Maybe your board is filled with people who aren’t helping move the mission forward. Or maybe they don’t know how to help move the mission forward. So every meeting feels like time wasted on operational grunt work instead of time invested in stewarding the potential of your mission. You feel stuck, exhausted, and powerless. But it doesn’t have to be that way! 

 

Optimize the potential of your board. Together we can identify the challenges and obstacles that are preventing growth and design a solution that supports boards that are both healthy and effective.

 

Ready to Go? Have Questions? Send me an email to get things started.