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1. Assess Situation


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Greg’s priority is to assess the current state of your business and personal situation.

As a founding member of the Professional Business Coaches Alliance (PBCA) he has a number of assessment tools available:

  • Extended DISC Assessment: an online assessment tool to effect change, improve communication, and appreciate the uniqueness of your team.
  • Business Effectiveness Evaluation (BEE): is a self-assessment tool designed to allow you to create objective benchmarks to subjective business topics including marketing, sales, customer service, human resources, systems, profit margins, financial management, leadership, and personal/work life balance.
  • Fintel Financial Analysis and Benchmarking: is a powerful financial assessment and benchmarking tool that allows you to compare your business to other businesses in the same industry without revealing your own financial information.
  • Initial Questionnaire: an introspective tool designed to allow clients to communicate more detailed information about their situation, goals, and objectives to their coach.
  • Key Initiatives: created from reviewing the Initial Questionnaire, this document establishes specific development priorities for yourself and the business.

Adapt to Meet Your Needs

Greg Balanko-DicksonSome situations could warrant using additional assessment tools, approaches, and in-depth analyses. For example, a startup would have different needs than an established business in the area of marketing and sales.

Whereas a rapidly growing business might need additional attention paid to financial management.

That said, here are four more reasons why a thorough documented up front assessment is important:

  1. While it’s always worthwhile to listen to your intuition and gut feel, understanding as much of the overall situation as you can will help drive to a more complete solution.
  2. The process of reviewing and documenting the situation will often lead to important discoveries able to be acted on immediately.
  3. Establishing a clear baseline situation through an assessment enables you to show progress, and ideally it ties back to tangible value generated by the process.
  4. Just listing the problem does not necessarily lead to understanding causes unless subsequent analysis is done.

Enhance and Increase

Our coaching process is about enhancing and increasing the business owner’s abilities and behaviors to be an even better business person.

The process pays as much attention to the natural behaviors and opportunities for growth and development within the business owner(s) as it does to the business itself.

Plus Greg has the experience, training, and resources to develop customized and flexible coaching and consulting solutions to meet your specific needs.

Live Large!

Greg Balanko-Dickson