Advising

As a trusted advisor you are invested in your client’s success.  By fostering a long-term, collaborative relationship with the client you can offer your experience, insights and observations to help them succeed with their goals.

 

As an advisor or consultant to a team, an individual, or within the wider organization, you are responsible for listening to what the client wants, providing reflection and challenge where necessary, then creating an environment that makes what they want achievable.

 

Partnering

Setting up an engagement for success by creating shared responsibility as the client moves towards their goals. Fostering a collaborative relationship by making agreements with leaders, teams and individuals.

 

  • Align on Goals – A common area of frustration and failure is when there are no goals agreed upon for the work to be undertaken.  Consider, what is the purpose of the engagement? What will success look like and how will you know? Establishing clear goals builds focus and trust, allowing you to work collaboratively with others in support of those goals.
 
  • Create the Environment for Success – Partner with the client and relevant stakeholders to create clear agreements about the nature of the relationship, including roles, processes, plans and reporting. Establishes agreements for the overall engagement. Organizations are complex systems. Any work should be carried out with appropriate inspection and adaptation points that allow the partners to adapt the work.
 

Competency Level Definitions: 

Competency levels for Partnering will be included in a future update of the Coaching Wheel. 

 

Giving Advice

As a trusted advisor sometimes what the client needs is for you to give advice.  Your knowledge and experience is valuable to the client because the client may not be aware of what they don’t know. 

 

  • Storytelling – Based on your own experience and that of others you humbly share stories of the people, the places and the conditions that led to new awarenesses and benefits.  You do this in service to the client to inspire new thinking, to challenge inertia, and to unlock their potential.
 
  • Knowledge Sharing – Referring to industry case studies, research and established bodies of knowledge.
 

Competency Level Definitions: 

Competency levels for Partnering will be included in a future update of the Coaching Wheel.