Enrollment

The following segments compose the VIP Coaching Charter. Please review each section and "agree" to move forward when prompted.

In today’s fast-paced, high-stakes business environment, hiring the right coach can provide enormous benefit to you and your business. Here’s what you can expect:

• a sounding board so you can explore alternatives
• an increase in motivation
• a higher degree of accountability
• a greater focus, greater clarity
• a clearer sense of direction
• to identify and enhance personal strengths
• to identify and eliminate/minimize weaknesses
• an increased effectiveness and confidence
• a higher level of organization and structure
• bottom-line no-nonsense feedback

The Total Success Experience

Since your business is NOT your identity, we’ll approach your situation as a measured whole lifetime focus, not just your business. We’ll improve your performance in five core areas of your life plan: your health; your personal effectiveness; your relationships; your business; and your personal finances, in addition to the specific professional improvements we agree to address. You’ll become a more effective creator, gifted boss and transformative leader to others, and sustainable business growth builder, with our unique coaching process. My goal is to dramatically and rapidly improve each important area of your personal and professional life, helping you “pull it all together” and achieve the “Total Success Experience”.

Assessment

Assessments are the coach’s x-ray machine to see what’s going on.

Our first step is to validate your performance relevant strengths and soft spots. We’ll utilize a world-class assessment instrument (TAIS) as the basis of your performance development program. For additional fees, other assessments may be administered to gauge where the GAPS in performance are, as well as complexity levels that inhibit progress.

We’ll be setting up a shared information storage system after the TAIS evaluation, to keep your assignments and work we do together organized online. You’ll be given instructions and access to our online workspace.  Most of our work together is done by ongoing structured telephone sessions, web conferencing and email directives.  Routine coaching calls and web meeting formats are the most suitable modes of interaction to meet the deliverables and capabilities our coaching relationship will bring. You’ll find our sessions convenient, dynamic, and relevant. Face to face, and staff development are extra projects with extra fees.

You will give the coaching process the due importance, sense of urgency, mutual effort, and resources to flourish. Coaching isn’t problem-solving, it is a way of life to be interdependent on another team-mate. This stance in life leads to a better quality collaboration to materialize your interests together as a permanent norm. The longer you stay with it, the more powerful, valuable, rewarding, and inspiring your coaching relationship becomes for you.

On making coaching a priority, let’s make sure we’re crystal clear right out the gate. I’ll make you a priority, and I expect you to do the same. Coaching is not “among things” you do, it is central to things you do. This way, you’ll get a better return for what you put into it.  You agree to make your coaching a main event in your life; a source from which you put everything else together.

We’ll establish a regular call time, and I expect you to call on time without exception. It reflects that you are dependable, a great investment, and self-reliant. You need to be someone the world can count on – who shows up, follows through, and show’s respect if you’re going to have open doors ahead, despite any circumstances, easy or difficult. So please call on the hour we decide, not too early either, as another coaching call may be wrapping up before yours. If a receptionist picks up, please announce to her that you have a scheduled coaching call. You’ll be provided a special conference number for our sessions; do not use this conference system outside of our scheduled call times.

When we have a call scheduled, my expectation of you is that you will call. If something really vital comes up, you CAN change the appt., but I want 24 hours notice. This way, you don’t create emergencies. If you skip a session without 24-hour notice, it’s your responsibility unless incapacitated. You’re allowed one un-notified (unexcused) miss every six months, any additional will count as a paid completed session unless it can be rescheduled by the coach within two days, at his convenience.

If you wish to reschedule a session, it is always encouraged to reschedule within two business days. If the coach needs to reschedule a session, it is his intention to do the same, or simply move that session to the next call, and plan a makeup, to be handled accordingly, depending on the predetermined coaching plan and pay schedule. If we both find that the routine appointment time isn't working, then we’ll change it to a time that will work.

There are to be no interruptions during our call. Total immersion is essential. I do not take emergency calls in the middle of our work session, nor will you. And I expect you to do the same. So unless it’s really burning, don’t plan on being accessible to anyone; this is sacred time together. Do not do a coaching session on a cell phone, unless we’ve agreed under special circumstances. Technology problems and out of range challenges can block the value of a great session. If you have to session by cell, please be in a routine location where the reception is consistently favorable, and you’re not to be driving. If we find it to be disruptive, we’ll attempt to pick a better time to connect by land line.

We'll begin our work together  in a predetermined series of time-bound coaching sessions, paid in full with a considerable package discount {PIF-Paid in Full), or in equal monthly installments  (MFA- Monthly Fee Arrangement).  Paying for full a package of sessions is a nice option because once you pay, you tend to pay better attention to your coaching and put more into it, for better ROI. Our routine call time-frequency at fixed intervals is structured by the coaching plan you select.

Payment Parameters

About Paid in Full Arrangements

Packages paid in full can extend up to 6 month time periods of coaching, then we renew billing for the next period, and pro-rate  any excused sessions you missed if you didn't make them up, or give a 30 day limit to make them up before your renewal. If the sessions/total time paid is used up before six months, we renew another series of sessions. You can convert to an MFA at that time if it appeals to you.

About Monthly Financing Arrangements

You can pay your coaching with a fixed monthly fee if it is more convenient for you. When you complete the expected number of monthly sessions in your plan within a 30 day billing period,   the next installment is billed right then or as a default on the 30th day from the previous month's  billing date automatically. You will not be invoiced. However we will send a pdf receipt if requested once billed.  It is your responsibility to complete and use the time expected or number of sessions in your plan, and make up excused absences. You're allowed one excused absence or reschedule per month unless the coach himself requests another reschedule.

In the unlikely event the coach (not the client) reschedules and delivers fewer sessions within the

30 day period than the expected number, we "bank" the session(s). (This does not apply for bi­ weekly coaching plans, discounted fee arrangements or unexcused misses).  We can add a session the following month or put it towards a longer session. You may also use your session(s) banked toward others in your organization who may want help.   We do not pro-rate the next bill or delay billing to make up banked sessions. The monthly fee will continue as the same fixed amount each month as we continue.  And if we elect to do more session time than your monthly installment covers in a 30 day period, we'll pro-rate it additionally to you if you have no sessions banked to cover it.

Commitment and Consistency Policy

Taking interest is not the same as being committed to the process.  Program cancelations are not optional. There are none. Your Company/Employer is responsible for the total fees affiliated with the time-frame agreed, even if you decide to not participate for whatever reason. Discontinuation requests or change requests to your coaching plan are considered on a case per case basis.

We want you to take your coaching as seriously as we do, as it cultivates the level of self-reliance you come to enjoy in being more successful. Every coaching session is guaranteed in so far that if you’re not satisfied with a session, it’s on us. If you decide to cop out, opt out early, for ANY reason, there are no refunds or pauses in payment schedules. You either “use it or lose it” like a gym membership. Missing sessions is not our financial responsibility. We want serious people taking action in this program, not “tire-kickers” or “let’s see if this works” type of commitment.  And we want this to be the best investment for both you and your Company, to have you operating at the top of your game.

There are no “breaks” or “pauses” in session series. We want you to gain momentum because it pays off later on. Taking a 30-60 day hiatus is not allowed because it’s not likely you’ll pick back up your coaching, and subsequently will suffer losses of potential for change and momentum long term.  You will be no less busy later than you are now. If for extreme conditions you must take a break, again, it is your responsibility to complete your coaching, as payment continues.

Being overwhelmed and unable to get to your assignments and priorities due to a state of flux, groundlessness, unpredictable conditions, and difficult circumstances is why you have a coach in the first place to keep your rudder in the water, not a reason to cop out. One of the main reasons you hire a coach is to be self-reliant, and “create” desired outcomes despite your circumstances.

If you step up and engage like this, you’ll be given the best coaching there is.  Certainly everyone would be better off having a coach in his or her corner, but if he or she are not willing to do the work, it’s not productive. Fee cuts or hiatuses due to a lack of commitment yielding poor results will not be granted because it is not the coach’s financial responsibility for the player’s lack of effort, it’s your responsibility to get results.

The coach cannot play the game and win for you. In the professional sports world, the athlete is the performer. The coach critiques gives input and direction motivates and inspires, but the athlete performs. The results you get are your responsibility. You will complete assignments, clarify misunderstandings, give no excuses or cop-outs, take responsibility, create effective plans, and establish means for measurements. This way, the victories you share in each coaching session have you looking forward to impressing your coach; you can’t wait to tell him how you did. Normal activity levels don’t impress; your best work amazes your coach.

Quickies

“Quickies” are small help requests via email, outside our routine session times either replied by sudden email, webcam conferencing, or phone. Ongoing email support will be available and is the preferred mode of communication, however call support on an immediate need is available to you. Timing can be critical, so if an issue or opportunity surfaces that is time sensitive to get input on it, please expect immediate attention to it within 24 hours, and it may require a call be scheduled to devote 100% attention to the item(s). No quickies will be scheduled on a Saturday or Sunday, so if you prompt an email for a quickie over a weekend, it’ll be retrieved on Monday. This is included, not extra, unless it becomes excessive. This will be up to your coach to assess and address this with you if it occurs.

Refund and Withdrawal Notification

Please turn in assignments by 8pm the evening before our call, to be prepared. A consistent and intensive session structure will help us measure progress and relevant shifts in lieu of getting to your goals and objectives. We’ll examine your wins, concerns, and new ideas at the onset of each call, then finesse assignments, then get to the “meat” – a pre-determined lesson plan structure the coach will introduce. Our relationship is of "equal business stature" (EBS). That's how I see it, and that's how I INSIST you see it. Be direct with me in our conversations; don't hedge, don't equivocate, don't make qualifications.  You are not a victim. You are not the coach’s project to be fixed because something is wrong with you. The coach is not the hero who has all the answers, and you don’t. This is not a patriarchal relationship; this is a collaboration of thinking together like wingmen.  You allow the coach to share in the definition of your real needs. You already have answers in you; you just need to draw them forth and use then, using humble inquiry from your coach. No one becomes a black belt overnight! The success of the process is predicated upon your long-term consistency and commitment. Twenty-four months is recommended, not required. Any discontinuation is mutually decided at the end of a six-month performance period. Your team will also be invited into our sessions from time to time. We’ll be using our conference center to conduct group coaching calls when warranted. Your support staff will also be invited to your online workspace to coordinate with projects, assignments, tasks, and briefings to boost performance and follow our lead. Our work together is totally confidential. Unless I receive your permission otherwise, it’s nobody’s business but ours! Our sessions are recorded, compressed and emailed to you upon your request, to review key input and practice. We do not archive these recordings, so do not ask for one more than 30 days prior.

There are no “breaks” or “pauses” in session series. We want you to gain momentum because it pays off later on. Taking a 30-60 day hiatus isn’t allowed because it’s not likely you’ll pick back up your coaching, and subsequently will suffer losses of potential for change and momentum long term. You will be no less busy later than you are now. If for extreme conditions you must take a break, again, it is your responsibility to complete your coaching, and your employers financial responsibility to pay the bill. Any lost sessions will not be recoverable for make-up after six months from the start date of your coaching series or the beginning of a new pay period. it is your financial responsibility to complete your coaching. Being overwhelmed and unable to get to your assignments and priorities due to a state of flux, groundlessness, unpredictable conditions, difficult circumstances is why you have a coach in the first place to keep your rudder in the water, not a reason to cop out. One of the main reasons you hire a coach is to be self-reliant, and “create” desired outcomes despite your circumstances.

If you step up and engage like this, you’ll be given the best coaching there is. Certainly everyone would be better off having a coach in their corner, but if they are not willing to do the work, it’s not productive. Fee cuts or hiatus’s due to a lack of commitment yielding poor results will not be granted because it is not the coach’s financial responsibility for the player’s lack of effort, it’s your responsibility to get results. The coach cannot play the game and win for you. In the professional sports world, the athlete is the performer. The coach critiques, gives input and direction, motivates and inspires, but the athlete performs. The results you get are your responsibility. You will complete assignments, clarify misunderstandings, give no excuses or cop-outs, take responsibility, create effective plans, and establish means for measurements. This way, the victories you share in each coaching session have you looking forward to impressing your coach; you can’t wait to tell him how you did. Normal activity levels don’t impress, your best work amazes your coach.

Mode of Interaction

We’ll work together in a respectful and productive manner, as a powerful collaboration, like wingmen or climbing partners. Our communications will be direct and constructive, without sarcasm or negative attitudes. You’ll find coaching makes you as honest as you can be about yourself and what’s going on. During our dialogs and skillful discussions, we’ll be open and honest with each other. We’ll resolve differences by listening, remaining calm and non-defensive, and being as clear as possible. You will not make excuses, play the blame or victim game, be a quitter, use cop-outs or any other type of immature, fear- based rackets. If we disagree, we’ll discuss it calmly with the intention of getting back on track and on the same page moving forward. You’re expected to communicate any unease or disagreements in a timely, explorative and honest manner. If you do not understand why a tool or suggestion is being inserted, please ask why and help yourself understand the coach’s foresight.

Making the most of your coaching isn’t about being full of answers or reasons, it’s about being open, having all the questions, surrendering to the process of guidance and direction, and creating results. You will not make attempts to invalidate concepts and reject new ideas claiming “my business is different” or “my clients are different” or “I’m a special case” or “that isn’t relevant or fitting my needs”. You will apply the information you’re given, carry your own weight, and help yourself by getting out of your own way. That’s where the real magic can exist for you ---is figuring out how to apply and implement. The difference between average income and financial independence is ----IMPLEMENTATION.

The coach is not to become your client. This is important because the coach’s value is in his objectivity and unbiased point of reference. The coach is not to be prompted for referrals into other coaching clients for alliances or solicitation of services. The coach may be used as a qualification reference to anyone predicting a coaching client’s performance, such as a prospective customer, prospective alliance, or employer.

Strategic Distance

The value of coaching is in the distance between your coach, you, and your situation. The coaching relationship is not quid pro quo---a friendship that is based on mutual interests and equal exchange.  The coach asserts his distance to keep objective; adhering to a teacher-student collaboration that is professionally based. The client is to respect the value of this proximity by understanding the coach’s policy to refrain from all “personal” invitations to evolve friendship and bond, such as client social events, parties, birthdays, weddings, dinners, and leisure-centric encounters or non-business environments. Many professions favor the bonding brought on by such experiences, but the coaching relationship is valuable by virtue of distance and isolation from the client.

We'll work to scale four key aspects interdependently at once as our foundation for high-level performance: Your Personal Performance (Self), Your Business Performance (Growth), Your Team and Customer Relationships (People), and your Quality of Life (Life). We'll organize our work by 8 Essential Leadership Capacities (VIP Coach 8 Modules) in the ensemble as a Roadmap to mastery. The sequence of these will be determined by you and your coach, looking at your long range plans and short-term needs.

Our job is to line up your business to create what you love in life, and love what you are doing. Getting there is a gradual shaping process with definable starts and completion points. You'll notice many shifts in your habits, your thinking, and your quality of life.

The Main Deliverables are:

• A psychological scouting report with specific performance development targets(one target per month for the six-month term)
• A comprehensive inspirational and motivational 3-year vision map with itemized obstacles, strategies, and implementation plans
• Short-term objectives
• A toolkit of strategies, concepts and tools to increase productivity and quality of life
• A set of structured business game plans, tools, and systems to improve personal and professional performance, confidence, restore balance and freedom
• Removal of all non-essentials that do not matter
• A focus on money making activity
• A greater amount of free time to recharge
• A sense of meaning and purpose that informs daily actions
• A business that you can scale and sell that serves your life, not a job that you own or owns you; prisoner of your own machine.

I have great confidence in my ability and capacity to move you faster and farther than you’ve ever done by yourself.  I have a track record of consistent success, and I am very clear about my priorities. I love what I do and am totally dedicated to your complete success. Working together is a “can’t miss” opportunity for us both.