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HDA OVERVIEW
HDA Case Studies

Coaching – Financial Services

Business Context/Background

The company was a Financial Services institution just recovering from a major recession and downsizing and therefore had to maximise the performance of all remaining staff and ensure that they were well placed to bounce back when the markets improved.

Summary of Coaching Content

The client had been with the company for a number of years and had successfully settled into a senior analyst role. A recent 360 appraisal had however raised a number of issues primarily around the client’s communication skills and style. It was felt that this could be addressed in a 1-1 coaching programme. After the initial ‘chemistry meeting’ however, the coach suggested that the issue was not just about the client’s communication style. There were also challenges around impact on some key stakeholders and nurturing certain internal relationships. These were addressed at the first main coaching session and an action plan agreed which put the client firmly in the driving seat to proactively manage some identified relationships particularly with internal customers. Specific coaching was also provided on building additional communication skills using real life and real time business opportunities.

Business Outcomes / Individual’s Outcomes

The client’s performance improved after the first coaching session and continued throughout the programme – evidenced by positive feedback from key stakeholders and the client’s boss.

The company demonstrated support for the client by making provision for two new recruits to be found for his team – not a trivial gesture during the tricky times experienced. The client himself said he had more confidence (as a direct result of the coaching programme) and was able to engage with some of the more tricky internal customers at a higher and more productive level.

 

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