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Case Study: Executive Coaching


A Vice President of a major financial institution requested the assistance of our coach to help him to better navigate his relatively new position in a new organization. This was a brand new position and department, and he was getting pushback about how he was building the programs. He also had a challenge in working for his boss who had strong differing opinions. As a seasoned and experienced leader and entrepreneur, his skill set and experience were also well suited to the next level in his career path, and thus his sights were set on promotion within the year.


Over the course of a year and a half, our coach worked with him to learn to communicate effectively to get buy in and build trust in his ideas with other leaders in an organization that was very ‘left brained’ and he is ‘right brained’. Even though his different way of thinking was exactly why he was brought into the organization in the first place, he had to learn how to effectively communicate and influence in order to affect the change that they wanted him to create.

The MSBC coach laid out a plan to work with this executive to:

  • Think strategically about specific ways to communicate effectively with different thinking preferences.
  • Focus his efforts on driving results and creating meaningful change in his organization.
  • Learn nuanced skills in building relationships and trust


He was promoted to the next level after coaching for a year and this was within two years of hire – reporting directly to the SR. VP / CEO. He is also now seeing successful launching and traction of many new programs – showing that the trust and buy-in has been created and is getting stronger.

Key to the success of this coaching engagement was:

  • He was always prepared with real issues to the table and then embraced working on them.
  • The trust between coach and coachee allowed for total openness and trust in conversations.
  • He excelled in setting goals and using his coach as accountability partner.
  • When something wasn’t working, he showed great tenacity and brought results of efforts back and asked for guidance.

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