Case Study - Senior Executive Coaching

Jul 14 2000
By: Doron York
Categories: Case Studies
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CS No. 000614 – Financial Services
Fortune 500 Financial Institution – New York, NY.

The Engagement

Coaching a SVP responsible for Client Services within the Investment Management Group

The Challenges

A fairly young talented executive with an excellent career track record recently was promoted to a highly demanding fast paced business environment and was facing the following:

  • Overworked and overwhelmed
  • High level of personal stress
  • Lack of balance between family and work (a mother of 3 young boys) that caused friction at home
  • Complete dissatisfaction in and at work
  • Facing a decision to end her brilliant career at a very early stage
The Predictable Future

With no change or drastic intervention the executive will:

  • Continue to struggle with the accountability
  • Face increasing stress levels
  • Reach a point of no return and quit
The Coaching Engagement Objectives and Committed Outcomes
  • To create a balance between home and work
  • To develop new Operating Habits that will cause freedom and ease in and at work
  • Develop a new personal management system that will dramatically reduce the stress level
  • To reinvent her career path towards fulfillment and satisfaction
The Results

After 12 months of High Impact Coaching and with a budget of $45K the client caused the following business results:

  • Business client retention increased by 32%
  • Client rating elevated to all time high
  • Moved to a 5 day work week with no more than 10 hours day
  • Stopped working on weekends and evenings
Other Personal Accomplishments
  • Was selected to be on the Chairman’s talent list
  • Received an Executive of the Year award
  • Was promoted twice in 24 months ( offered her boss’s boss job and accepted)
  • 48% increase in her personal compensation
What did the client say?

“I was very skeptical at first about taking on the coaching. I couldn’t see what the coach possibly offers me; after all I am Yale MBA graduate. Boy was I surprised. The bottom line is: The coaching saved my career and my marriage. I have learned how much I do not know and yes, how arrogant I can be. It worked way beyond my expectations. I have been and am currently recommending coaching as a form of professional development to all of my staff and my peers”

SVP- Client services
Investment Management Group

The R.O.C – (Return on Coaching)

Based on a conversation with the Global Human Resource Director, the return was more than 100 times the investment!

  • About The Company
    PAAR & Company is a global enterprise that specializes in the impossible. We are in the business of coaching corporate leaders in advancing forward those areas that are making an immediate, relevant and positive impact on their leadership presence and that are highly critical to the sustainability of their enterprise.