Consultants occasionally coach their clients and coaches occasionally consult to their clients. It happens. However, not all consultants can coach good enough and not all coahes can consult good enough. It is important to keep this in mind and not become unnecessarily ambitious. —RLN

About Coaching & Consulting

 Our Self-Design Process 

Please examine our Self-Design Process. Use it to customize your own skills development regimen.  If you desire a one day seminar, select any four modules from the catalogue.  If you prefer a two day event, select any eight modules.  For a three day event, select any twelve.  You can build your seminars as a one, two, or three day program.  You can also schedule a program as a series of one day seminars over a specific duration of your own choosing.  Our seminar modules are so information-packed that you may even choose to build an entire one day seminar around any specific topic or track.  Our Program is flexible and evolutionary.  We designed it to accommodate your schedule and interest.

  1. Why Bother with Coaching?

  2. Core Competencies of Successful Coaches & Consultants

  3. Critical Success Factor Models for Effective Coaching & Consulting

  4. Critical Success Models for Effective Innovation & Change

  5. Fundamentals of High-Impact Coaching & Consulting

  6. Fundamentals of High-Impact Leadership

  7. Common Organization Performance Models

  8. The Organization-Human Systems Continuum

  9. Important Descriptions in Coaching

  10. Important Coaching and Consulting Skills

  11. The Motivation Design Process

  12. The Activities of Coaching & Consulting

  13. The Core Competencies of Successful People

  14. The Value of Resonance

  15. The Value of Preparation in Coaching

  16. The Art of Initiation in Coaching

  17. Purposive or Purposeful Coaching?

Coaching and Leadership 

1.  Group Coaching/Leadership

Adult Learning Modes

Instruction Methods-Lectures, Handouts, videos

Demonstrations, Samples, Slides, Discussion, Participation, Survey,

Sharing Experience

Teaching Materials-Tools, Resources

Group Dynamics/Leadership

Leader Listening

Esteem Building

Build Team Support

Types of Communication & Listening Skills

Responding Skills

Communicating with Leaders and Followers

Communicating with the Sensitive, Confused, Defensive

Intercultural Communications

Building Morale

Resolving Difficult Situations

Program Management

Philosophy of Operation

Expressive/Creative Program, Scope – Physical, Mental, Social, Emotional, Team, Spiritual, Educational

Program Planning – Client-Centered

Organization – Scheduling

Program Implementation – Coaching

Evaluation Techniques

Modes of Planning

Equipment & Supplies

Professional Development & Consulting

Certification

Professional Attitude Toward Clients

Professional Associations

Business Expectations

Professional Standards – Ethics

Professional Affiliations

Professionalism

Consultant’s Role, Goals, Knowledge

Consultant’s Education

Interpersonal Relationships

Staff Team Approach – Working Together

Coordination of Services – Staff, Teams, Volunteers

Peer Relationships – Staff, Teams, Individuals

Organization Relationships – Various Age Needs and Attitudes

Empowerment/Managing Relationships/Personality Evaluation

Staff/Client Relationships

Consultant Relationships

Organization Relationships

Organization Structures at Different Levels of Coaching

Conflict Resolution

Dealing with Difficult People

Assertiveness Training

Motivation of Clients, Teams, Organizations, Staff, Volunteers

Professional Improvement

Motivational Techniques

Regulations

State & Local Coaching Regulations & Standards – OSHA, ADA & Professional Standards

Survey Process

Plan of Coaching

Corrections

Legislative Updating

Coaching Specialty Standards

Coaching Confidentiality Rules & Regulations

Coaching Health Regulations

Mental Health Regulations

Medical Health Regulations

Financial Management

Reimbursement

Budget Writing

Record keeping

Expense control 

Establishing Non-Profit Status

Fund Raising

Establishing Budgets

Donation Management

Over the years, I have heard people call for ever more efficiency here and there, and especially in the workplace. Efficiency has a pleasant ring to it that conveys a certain kind of wisdom. It is good to do things right. Unfortunately, this is not good enough. We do better by ensuring that we do the right thing first. Doing things right for the wrong thing creates a number of complex problems that require solving downstream. Effectiveness targets doing the right thing. I like to the right thing first. — Ray Newkirk

Coaching Effectiveness

  1. Mastering the Contextual Competencies of the Coaching & Consulting Model

  2. Mastering the Skills Required to Develop a Project Orientation with Every Team Member

  3. Mastering the Skills Required to Maintain a Project Orientation with Every Team Member

  4. Mastering the Contextual Skills Required to Develop a Program Orientation for Multiple Project Teams

  5. Mastering the Contextual Skills Required to Develop a Program Orientation for Multiple Project Managers

  6. Mastering the Contextual Skills Required to Develop a Program Orientation for Every Team Member

  7. Ensuring that the Program Orientation Refers to the Management Guidance Concerning the Contextual Skills Required to Develop and Maintain a Program Orientation for Multiple Project Teams and Project Managers

  8. Assisting the Client with Developing the Contextual Skills Required to Plan the Information Systems Portfolio of an Enterprise

  9. Assisting the Client with Developing the Contextual Skills Required to Plan the Information Systems Portfolio of Component Organizations of an Enterprise

  10. Assisting the Client with Developing the Contextual Skills Required to Develop the Information Systems Portfolio of an Enterprise

  11. Assisting the Client with Developing the Contextual Skills Required to Develop the Information Systems Portfolio of Component Organizations of an Enterprise

  12. Assisting the Client with Developing the Contextual Skills Required to Maintain the Information Systems Portfolio of An Enterprise

  13. Assisting the Client with Developing the Contextual Skills Required to Maintain the Information Systems Portfolio of Component Organizations of an Enterprise

  14. Assisting the Client with Developing the Contextual Skills Required to Renew the Information Systems Portfolio of an Enterprise

  15. Assisting the Client with Developing the Contextual Skills Required to Renew the Information Systems Portfolio of Component Organizations of an Enterprise

  16. Ensuring that Management Guidance refers to the Contextual Skills Required to Plan, Develop, Maintain, and Renew the Information Systems Portfolio of an Enterprise and Component Organizations

  17. Assisting the Client with Mastering the Deep Contextual Skills Required to Implement Project Management as a Segment of the Enterprise Business Strategies

  18. Assisting the Client tn Mastering the Deep Contextual Skills Required to Implement Project Management as a Segment of the Enterprise Technical Strategies

  19. Assisting the Client with Mastering the Deep Contextual Skills Required to Implement Program Management as a Segment of the Enterprise Business Strategies

  20. Assisting the Client with Mastering the Deep Contextual Skills Required to Implement Program Management as a Segment of the Enterprise Technical Strategies

  21. Assist the Client with Mastering the Deep Contextual Skills Required to Implement Portfolio Management as a Segment of the Enterprise Business Strategies

  22. Assist the Client with Mastering the Deep Contextual Skills Required to Implement Portfolio Management as a Segment of the Enterprise Technical Strategies

  23. Implementing Project, Program, and Portfolio Management as a Segment of the Enterprise Business and Technical Strategies

  24. Assisting the Client with Mastering the Contextual Skills to Design the Static Organization Structure

  25. Assisting the Client with Mastering the Contextual Skills to Design the Static Organization Processes

  26. Assisting the Client with Mastering the Contextual Skills to Design the Static Organization Transformations

  27. Assisting the Client with Mastering the Contextual Skills to Develop the Static Organization Structure

  28. Assisting the Client with Mastering the Contextual Skills to Develop the Static Organization Processes

  29. Assisting the Client with Mastering the Contextual Skills to Develop the Static Organization Transformations

  30. Assisting the Client with Mastering the Contextual Skills to Maintain the Static Organization Structure

  31. Assisting the Client with Mastering the Contextual Skills to Maintain the Static Organization Processes

  32. Assisting the Client with Mastering the Contextual Skills to Maintain the Static Organization Transformations

  33. Ensuring that Essential Permanent Organization Refers to Management Guidance Concerning the Contextual Skills Required to Design, Develop, and Maintain the Static Organization Structure, Processes, and Transformations

  34. Assisting the Client with Mastering the Contextual Skills Required to Manage the Process Fee-Based Transactions

  35. Assisting the Client with Mastering the Contextual Skills Required to Manage the Transformation of the Transactions that Occur Between the Enterprise and the Internal Customer Base Enabled by Information Systems

  36. Assisting the Client with Mastering the Contextual Skills Required to Manage the Transformation of the Transactions that Occur between the Enterprise and the External Customer Base Enabled by Information Systems

  37. Assisting the Client with Mastering the Contextual Skills Required to Manage the Transformation of the Transactions that Occur between the Enterprise and the Internal Customer Base Supported by Information Systems

  38. Assisting the Client with Mastering the Contextual Skills Required to Manage the Transformation of the Transactions that Occur between the Enterprise and the External Customer Base Supported by Information Systems

  39. Assisting the Client with Mastering the Contextual Skills Required to Deliver Effective Systems tn Support of the Enterprise Mission

  40. Assisting the Client with Mastering the Contextual Skills Required to Deliver Effective Products for the Enterprise in Support of the Enterprise Mission

  41. Assisting the Client with Mastering the Contextual Skills Required to Deliver Effect Technologies for the Enterprise in Support of the Enterprise Mission

  42. Assisting the Client with Mastering the Contextual Skills Required to Maintain Effective Systems in Support of the Enterprise Mission

  43. Assisting the Client with Mastering the Contextual Skills Required to Maintain Effective Products for the Enterprise in Support of the Enterprise Mission

  44. Assisting the Client with Mastering the Contextual Skills Required to Maintain Effect Technologies for the Enterprise in Support of the Enterprise Mission

  45. Assisting the Client with Mastering the Contextual Skills Required to Manage the Information Systems Development Teams at the Project Levels

  46. Assisting the Client with Mastering the Contextual Skills Required to Manage the Information Systems Development Teams at the Organization Levels

  47. Assisting the Client with Mastering the Contextual Skills Required to Ensure the Health of all Information Technology Projects

  48. Assisting the Client with Mastering the Contextual Skills Required to Ensure the Security of all Information Technology Projects

  49. Assisting the Client with Mastering the Contextual Skills Required tp Ensure the Safety of All Information Technology Projects

  50. Assisting the Client with Mastering the Contextual Skills Required to Ensure the Environment of All Information Technology Projects

  51. Assisting the Client with Mastering the Contextual Skills Required to Ensure the Health of All Information Technology Programs

  52. Assisting the Client with Mastering the Contextual Skills Required to Ensure the Security of all Information Technology Programs

  53. Assist The Client In Mastering The Contextual Skills Required Ensure The Safety Of All Information Technology Programs

  54. Assist The Client In Mastering The Contextual Skills Required Ensure The Environment Of All Information Technology Programs

  55. Assisting the Client with Mastering the Contextual Skills Required to Support the Financial Functions of the Enterprise

  56. Assisting the Client with Mastering the Contextual Skills Required to Support the Financial Functions of Information Technology Organizations

  57. Assist The Client In Mastering The Contextual Skills Required To Ensure That The Legal Environment Is Effective

  58. Assisting the Client with Mastering the Contextual Skills Required to Ensure that the Legal Environment Possesses the Capacity to Guide All Aspects of the Project Management Environment

  59. Assisting the Client with Mastering the Contextual Skills Required to Ensure that the Legal Environment Possesses the Capacity to Guide All Aspects of the Project Management Environment for a Specific Project

  60. Assisting the Client with Mastering the Contextual Skills Required to Ensure that the Legal Environment Possesses the Capacity to Protect All Aspects of the Project Management Environment

  61. Assisting the Client with Mastering the Contextual Skills Required to Ensure that the Legal Environment Possesses the Capacity to Protect All Aspects of the Project Management Environment for a Specific Project

  62. Assisting the Client with Obtaining the Management Guidance Concerning the Contextual Skills Required to Ensure that the Legal Environment Is Effective

  63. Assisting the ITIL Client with Obtaining the Capacity to Guide Project Teams through a Specific ITIL Project

  64. Enhancing the Feedback and Adjustment Processes of Coaching Effectiveness

Working with Clients and Teams 

The Coaching Landscape:

  1. Introduction to Coaching.

  2. Coaching is Communicating

  3. Building Your Framework Success.

  4. Paving Your Road to Success

  5. Putting Your Stake in the Ground

  6. Critical Success Factor Models for Effective Innovation & Change

  7. Returning to the Basics

  8. Moving Beyond the Basics

  9. The Beliefs & Values Continuum

  10. Using Coaching to Enhance Your Mentoring Program

Coaching Programs

All of our Coaching & Consulting programs are designed for the client. Dr. Newkirk does not believe in giving advice, rather he maintains that sharing and developing insights deliver more potent results that facilitate client problem-solving success.  Advice can be wrong. Dr. Newkirk likes to remind people that: “The problem with advice is that the client might take it. The client does better in life when he or she solves their own problems.” Problem-Solving is the hallmark of the Ulthule™ approach to Coaching & Consulting success. At the team and individual levels, Dr. Newkirk & the Systems Management Institute assists clients with:

  • Rapid Problem-Solving

  • Learning to Listen

  • Mastering Collaboration Skills

  • Building Soft Skills

  • Improving Decision Making

  • Identifying Core Values

  • Reducing Complexity

  • Mastering Strategic Management

  • Building Workplace Relationships

  • Attaining Management Effectiveness

  • Attaining Leadership Effectiveness

  • Leading Innovative & Creative Organizations

  • Accelerating Career Development

  • Designing Constructive Self-Renewal

  • Guiding  Career Transitions & Transformations

Coaching Program Types – Theory & Practice

  • Supportive

  • Maintenance

  • Empowerment

  • In-House or External

  • Social

  • Religious

  • Creative – Journaling, Writing

  • Retreats

  • Educational – Adult Learning, Special Events

  • Special Needs Clients

  • Client Planned

  • One-on-One – In-Office

  • Reality Awareness

  • Self-Help

  • Team Oriented – Intergenerational, groups within the organization

  • Computer Based

  • Lesson Planning

  • Field Studies/Policies & Procedures

Coaching Writing Skills

  1. Documentation Chart Auditing

  2. Jobs Descriptions

  3. Policies and procedures manuals

  4. Incident Records/Reports

  5. Letters of Request – Direct Mail

  6. Grant Writing

  7. Public relations

  8. E-Mail and Internet Etiquette

  9. Forms Development

Hidden Skills of Coaching & Consulting Success

Understanding Your Client

Coach Difficult Clients

Fundamentals of High-Impact Leadership

Clarifying Client Expectations

Mastering the Art of Persuasion

Use Influence to Coach Others

Make  Powerful Decisions

If you wish to become a potent coach, master these seven skills. Then if you care, you can become a great coach. Why not care?

Different approaches to coaching obviously exist, depending on the defined goals of the coaching relationship with the client. I like to establish a coaching contract to clear the air and determine whether I can assist the client in delivering on the contract. —RLN