Strategic Partnership, Not Generic Coaching Sessions

Elite Coaching is not:

• Generic advice that could apply to anyone
• Coaching questions that make you "find your own answers"
• Predetermined curriculum you work through regardless of your challenges
• Limited support only during scheduled sessions

Elite Coaching is:

PERSONALIZED STRATEGY FOR YOUR EXACT SITUATION

We start by deeply understanding:

• Your specific stakeholder landscape
• The political dynamics at play
• Your relationship history and patterns
• What you have already tried (and why it did not work)
• Your goals and what success looks like

Every session focuses on YOUR challenges ... not a predetermined agenda.

REAL-TIME GUIDANCE WHEN YOU NEED IT

Difficult stakeholder situations do not wait for your next scheduled session.

Elite Coaching includes:

• Unlimited email/messaging access between sessions
• Real-time input before high-stakes meetings
• Strategic guidance when situations escalate
• Quick tactical advice when you are unsure how to proceed

You are never navigating alone.

CONFIDENTIAL SOUNDING BOARD

At the executive level, there is often no one safe to confide in:

• HR is not neutral
• Peers are competitors
• Your boss might be part of the problem
• Board members judge everything you say

Elite Coaching provides:

• Complete confidentiality (nothing discussed leaves our sessions)
• No judgment, just strategic thinking
• Perspective from someone with no organizational agenda
• Safe space to process, strategize, and decide

PATTERN RECOGNITION FROM 25 YEARS C-SUITE EXPERIENCE

I have navigated:

• Difficult board members at AIG
• Executive team politics at Citigroup
• Cross-functional resistance at AXA Equitable
• Global stakeholder dynamics across three Fortune 500 companies

When you describe your situation, I see patterns you do not.

I know:

• What is likely happening beneath the surface
• Which approaches will backfire (because I have seen them fail)
• What actually works when stakes are highest
• How this typically unfolds (so we can get ahead of it)

This pattern recognition is what you are paying for

... not just coaching questions.

ACCOUNTABILITY WITH FLEXIBILITY

Elite Coaching includes:

• Bi-weekly 1:1 sessions (or weekly, depending on package)
• Strategic homework between sessions (when appropriate)
• Accountability without rigidity (we adjust based on what is happening)
• Progress tracking on relationship transformation goals

But unlike group programs, everything is tailored to ...

your pace ... your challenges ... your priorities.

From Discovery Call to Transformation

THE ELITE COACHING PROCESS:

STEP 1: DISCOVERY CALL (30-45 Minutes, Complimentary)

This is not a sales call. It is a strategic conversation.

We will discuss:

• Your specific relationship challenges
• The stakeholder dynamics you are navigating
• What you have already tried
• What success would look like
• Whether Elite Coaching is the right approach

You will walk away with:

• Clarity on your challenges (even if you do not enroll)
• Initial strategic insights
• Honest assessment of whether we are the right fit
• Package recommendation (if appropriate)

After the call:

• If we are aligned, you choose your package
• If not, I will recommend The Vault or The Academy
• Either way, you are further along than when we started

STEP 2: COMPREHENSIVE ASSESSMENT (Week 1)

Before our first coaching session, you complete:

• High-Stakes Relationship Audit
• Leadership Potential Assessment
• Approachability Assessment
• Additional assessments (depending on package)

This gives us baseline data and identifies your specific relationship intelligence profile.

STEP 3: KICKOFF SESSION (Week 2)

90-minute deep dive:

• Review assessment results
• Map your stakeholder landscape
• Identify immediate priorities
• Create customized development plan
• Set goals and success metrics
• Establish communication preferences (email, messaging, urgency protocol)

STEP 4: ONGOING COACHING SESSIONS

Bi-weekly or weekly (depending on package):

• 60-90 minute sessions
• Focus on current challenges (not predetermined agenda)
• Strategic preparation for upcoming high-stakes situations
• Debrief from recent stakeholder interactions
• Adjust approach based on what is working
• Build relationship intelligence skills progressively

Between sessions:

• Email/messaging access for real-time guidance
• Strategic input before important meetings
• Quick tactical advice when situations escalate
• Accountability and encouragement

STEP 5: STAKEHOLDER INTERVIEWS (6-month and 12-month packages)

Mid-way through program:

• I interview 6-15 of your key stakeholders (depending on package)
• Gather confidential feedback on how they experience you
• Identify blind spots you cannot see yourself
• Provide strategic insights you cannot get any other way

This is optional but powerful:

• Stakeholders appreciate being asked
• You get unfiltered perspective (mediated through me)
• We address patterns you did not know existed

STEP 6: PROGRESS REVIEWS (All packages)

At strategic milestones:

• Retake relationship intelligence assessments
• Measure transformation across all 5 dimensions
• Celebrate progress
• Adjust development plan
• Set new goals for next phase

STEP 7: TRANSITION & ONGOING SUPPORT

As program concludes:

• Create 90-day self-directed plan
• Establish ongoing relationship intelligence practices
• Provide post-program email support (30-90 days depending on package)
• Option to extend or transition to lower-touch support

TESTIMONIAL 1

"Joan helped me navigate a nearly impossible board dynamic. She saw patterns I couldn't see and gave me strategies that literally saved my career. Five months later, I was promoted to Regional President. The ROI on Elite Coaching? Immeasurable."

(VP turned Regional President, Financial Services)

TESTIMONIAL 2

"I was the executive people avoided. Joan didn't just teach me relationship skills, she helped me see what I was doing that pushed people away. Now people actually want to work with me. My 360 feedback is unrecognizable from 6 months ago."

(General Counsel, Insurance)

TESTIMONIAL 3

"Joan has a gift for reading political dynamics. She'd tell me what would happen in meetings before they happened, and she was always right. That insight was worth more than any coaching I've ever received. She's not a coach. She's a strategic partner."

(CFO, Technology)

TESTIMONIAL 4

"The unlimited access between sessions is what makes Elite Coaching work. When I was preparing for a difficult board presentation, I could text Joan for strategic input. That real-time support is what you need at this level, not just bi-weekly sessions."

(CRO, Financial Services)

TESTIMONIAL 5

"Joan helped me see my blind spots through stakeholder interviews. Hearing how my executive team actually experienced me, mediated through someone I trusted,  changed everything. I couldn't have gotten that feedback any other way."

(CDO, Retail)

TESTIMONIAL 6

"I've worked with several executive coaches. Joan is different. She's been in my situation. She knows what it's like to navigate difficult, toxic people, unreasonable board members, and organizational politics at the highest level. She's not guessing, she's speaking from lived experience."

(CEO, Insurance)