Communication Outline for Coaching Sessions

Your business drivers

  • Explain the current business issues that create a need to change, and discuss the benefits and business reasons for the change
  • Explain how these external and internal issues impact employees
  • Talk about your customers’ needs or expectations that support a need for change
  • Discuss how your competitor’s activity is creating a need for change

Your business performance

  • Present the operational performance measures and trends to demonstrate the business problem or opportunity (and illustrate with charts and graphs)
  • Show the corresponding financial performance and trends to demonstrate how this business condition affects the organization’s financial performance (and illustrate with charts and graphs)
  • Compare performance with benchmarks or against performance goals (show contrast between where the business is today versus where the business needs to be)

Your objectives for the change

  • Share the specific objectives that must be achieved with this change.
  • Describe the conditions of a successful change (numerical goals that would indicate if the change was a success)

Your scope of the change

  • Share who is impacted by this change and what organizations are not impacted.
  • Describe which processes will undergo the most change and which processes will remain unchanged.

The impact to your organization

  • Share the potential consequences to your business if no change is made. Discuss the business-as-usual scenario.
  • Talk about the different options the organization has to respond to the change, and the associated risk of each of those options.

    Details of your change

    • Describe what will change in your business.
    • If elements of the change (the solution) are known, begin to present the high-level vision for the organization.
    • If elements of the change are not yet known, discuss when more information will be available and set expectations.