Professional Development Case Study May 2020
Disclaimer: The names and identifying details have been changed to protect the confidentiality of the Client and the Sponsor. The details of this case study are authentic.
Client Name: Confidential
Primary NAIC: 541611 – Administrative Management & General Mngmt Consulting Services
The Sponsor is an education institute in South East United States. The Sponsor reached out to Rolande Sumner for professional development coaching services for the Client. The Client had difficulty transitioning from Corporate America, where they were in upper-level management, to being a first-year educator. The sponsor wanted the Client to be more active in additional school duties, develop better time management, and improve performance. In addition, the Sponsor understood the Client wanted to advance to a director role of one of the institution’s largest and most successful groups. However, the Sponsor did not feel the Client was prepared for that responsibility. During the 6-week coaching agreement, the Client participated consistently in additional school duties and dramatically improved performance and time management. As a result, the Sponsor felt the Client demonstrated a great deal of improvement and advanced the Client to the director of the desired group.
The Client’s performance in the workplace was poor, specifically in time management and instructor planning and delivery. The Client did not participate in additional duties pivotal to the educational institute’s smooth operation. The Sponsor noted that the Client would attend meetings late or not, stating that they forgot about the meeting or couldn’t find the event on the calendar. Often instructional plans were not completed or uploaded, preventing supervisors and students from accessing the materials promptly. Last, the Client did not find time to attend to additional duties, which often left the team feeling abandoned.
1. Learn about areas of weakness.
As mentioned in the Summary and Problem sections, per the Sponsor, the Client did not participate in additional school duties and had poor time management and overall performance. Per the Client, there were difficulties transitioning from Corporate America to Education.
In Corporate America, the Client was in upper management, where a support team was provided. The support team handled calendar management and other administrative duties, allowing the Client to focus on his/her zone of genius. On the homefront, the Client’s spouse dealt with all family matters, including the children.
In education, the Client is responsible for managing his/her calendar and other administrative tasks and operating in his/her zone of genius. Since in education, the Client now handles all family matters, including the children, as the spouse has returned to traveling in his/her corporate position. The Client had little time to process his/her new routine and responsibilities. As a result, the Client often felt and behaved rushed and overwhelmed.
2. Creat AIM SMART Goals.
One can focus more clearly in the workplace when one’s home is at peace. AIM SMART Goals were co-created with the Client’s permission to focus on family matters first. Goals were created to dramatically reduce overwhelm, improve time management, and improve physical and mental energy. The immediate result was the Client’s home became more peaceful. The Client was more focused in the workplace and able to meet professional expectations.
With the homefront in order, the Client was eager to establish AIM SMART Goals for the workplace. The Clients direct supervisor noticed an immediate improvement in time management, as well as the use of workplace resources. The Client also began participating in additional duties consistently. Last, the Client exceeded the goals and started working on different items contributing to the desired future role.
3. Create a path for success.
After goals were created, a path for success was developed. The Client took each of the goals and developed a plan of action to complete each. Each week the Client would report on the status of the path. Coaching around mental and emotional blocks was provided, then the course was pursued as is or adjusted.
4. Provide coaching every step of the way.
The Client was given intensive coaching every step of the way. Each session was used to discuss matters important to the Client. Rolande Sumner, the coach, asked empowering questions to assist in deeper thinking and solution development at a higher level. The Client was also allowed to email questions and concerns between sessions for further support. Coaching aided the Client in making significant adjustments to the actions for more dramatic and long-lasting improvement.
5. Celebrates victories.
Celebrating victories positively reinforces good behavior and performance and motivates the Client to continue on his/her journey to success. Hailing came from the coach’s campaigning and co-creating reward opportunities in the Client’s personal life.
6. Co-create a commitment plan.
Rolande Sumner, the coach, and the Client co-created a Commitment Plan provided to the Sponsor. The Commitment Plan proves to the Sponsor that the Client accepts responsibility for their continued growth and success. It also provides a plan of action for the Client to stay on track.
The Sponsor was pleased with the Clients progress and offered them the additional duty they requested during their initial onboarding period. Today the Client is thriving and sharing their professional development skills with their subordinates.