Executive Coaching Process


Although executive coaches have different styles and structure their engagements differently, it is possible to take a general look at the guidelines of executive coaching. Coaching can last from several months to years. However, there are several concrete steps that coaches take to work effectively with their clients.

A Needs Assessment


First, the coach engages in a needs assessment. This is a series of conversations and assessments with both the client and the coach. It is undertaken to understand why the organization is seeking coaching and what they need from the position.

The coach then makes a contract with the organization, in which each party sets mutual expectations. The organization sets general goals for the engagement, while the coach sets expectations for how they and the client will work together. Limits on who will receive what information must be established ahead of time. Confidentiality is vital for clients to be able to open up to the coach.

Executive coaching process

Assessment and data gathering is a process to generate information about the client and set a baseline against which progress can be measured.


Coaches have different preferences about what tools to use, but most conduct an in-depth interview to gather information about the client’s history, including life outside of work.

Feedback is then provided to the client about the results of the assessment, and the next steps are goal setting and action planning, in which concrete goals are determined and a plan is outlined for accomplishing them.

Coaching takes place during the implementation of this co-created action plan. This plan can be very specific or very general, and usually involves a process of self-discovery and self-insight. The client and coach meet regularly during this phase to discuss how the plan is working in the day-to-day.

An evaluation usually takes place toward the end of the engagement, during which the coach and client assess progress and report on the achievement of predetermined goals to organizational stakeholders.

Finally, the coach and client terminate the engagement, and the client transitions to life without the coach. There is a final meeting, or set of meetings, in which the client comes up with post-coaching goals.

Immediate impact. Sustainable change. Measurable results. Our targeted, holistic approach works because we have the knowledge and experience that other coaches do not to help our clients develop the skills and style that benefits not only the organization, but the individual as well.

Ready to Take the Next Step?

Call us today at 562.375.0451 or email info@ahwipsych.com for more information or set up a consultation appointment to see if AHWI Psychology Group is the right fit for you, your organization, and your goals.

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