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Great News!

Summit Advisors' President recently returned from Buenos Aires, Argentina; Lima, Peru; Johannesburg, South Africa; and Kingston, Jamaica where he was consulting with companies on strategic planning. He also conducted various three-day management workshops for companies on Executive Leadership and Improving Managerial Skills. He will be returning to Argentina and San Paulo, Brazil in a few months.

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Management Consulting  *  On-site Leadership & Management Training  *  Executive Coaching  *

"How I Want To Be Coached"


Name:                                               Location:                                         


In a word, the one thing I need from a coach is: (Explain)


These are the types of communication with my manager that help me the most (i.e., having opportunities to sit and talk together, getting directions in writing, being asked for my input and ideas, etc.):  Feel free to add your own items to the list.


I try to be easy to get along with, but like most people, I have a few "hot buttons."  Very briefly, here are some of mine:


When you coach me, you can realistically expect me to:


In turn, I expect my coach to:


The following personal/professional goals are important to me:


I have the following personal/professional strengths to help me achieve my goals:


I could use improvement in the following personal/professional areas to further help me achieve my goals: _______________________________________________________________

Coaches ( and teammates) can support my work performance as well as my progress toward personal/professional goals in the following ways:                                                                                                                                                                                                                                                                                                                                                      

Lastly, I think you ought to know that:



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Strategic Planning

It’s that time of year to begin reviewing your strategic plan. If you have not yet developed a strategic plan, now is the time to commit.

Below are five questions to consider, developed by Peter Drucker, as an effective way to begin strategic planning.

What is your mission? Why does your organization exist in the first place? What are you trying to accomplish for your customers?

Who are your customers? Describe the organization you wish to satisfy with your actions.

What does your customer value? What is it that you do especially well that you are uniquely suited to provide to your customers? How can you exceed the standards set by your competition?

What results are you trying to accomplish? How do you measure success?

What is your plan? How do you go about satisfying your customers and getting the results that are most important?

Summit Advisors can help facilitate your strategic planning process.

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