Energy Audit (to combat burnout)

Energy Audit (to combat burnout)

Use This Board Energy Audit   The Energy Audit (or Enjoyment Audit) can be useful in coaching and for self-assessing your productivity and happiness with your work. This is a great tool for insuring against burnout. An Energy Audit can be useful in discovering the...
Path to a desired state

Path to a desired state

Use This Board Path to desired state   This tool can be useful in coaching and consulting. In coaching, the future or desired state is where the client wants to be at some given point in time.  The current state represents where the client is now. The Gap area are...
Possession and Desire Matrix

Possession and Desire Matrix

Use This Board Desire and Possession Matrix This is a useful matrix for gaining self-awareness and generating inputs to the goal-setting process. When we can clearly see what we want (or want more of), along with what we have and don’t have, patterns emerge. Then we...
Consulting Sales Pipeline

Consulting Sales Pipeline

Use This Board A simple CRM to track leads, opportunities, speaking gigs and referral sources. This board was provided by founding user Jerry Vieira from The QMP Group. Jerry is one of the few management consultants never wanting for work. It is because he works this...
Team Coaching Engagement Process

Team Coaching Engagement Process

Use This Board Communicate your unique process to new clients and as a Project Tracking tool during team coaching and consulting...