Business Coaching

TAB Coaching Process Overview

1. Structure

Monthly private coaching sessions (60-90 minutes)
First year: Focus on Business Builder’s Blueprint
Subsequent years: Review commitments, KPIs, financials, and strategic plan

2. Key Components

Business Builder’s Blueprint: Strategic planning tool and process 90-Day Goals: Quarterly goal-setting and review Board Topics: Preparation for board meetings DISC Assessment: Behavioral style analysis Business Diagnostic: Prioritize and review key business areas KPIs and Financial Review: Monthly metric tracking

3. Typical Coaching Session Agenda

Rapport Building and Bonding
Upfront agreement on session focus
Review previous commitments
Review 90-day goal progress
Blueprint exercise or strategic plan review
Identify next board meeting topic
Assign homework
Recap commitments and takeaways

4. Annual Cycle

Year-End Sequence (November-January):

Reflect on past year
Plan for upcoming year
– Set annual “Champagne Moment” goal

– Quarterly board reviews of strategic plans

5. Coach's Role

Guide members through Blueprint process
Ask insightful questions for self-discovery
Hold members accountable
Provide outside perspective
Focus on member’s personal vision and well-being

6. Key Principles

Meet members at their readiness level and pace
Balance structure with flexibility
Focus on implementation between sessions
Emphasize self-discovery over providing answers
Build trusted advisor relationship

This process provides a structured approach to strategic planning while remaining flexible to address members’ immediate needs and help them achieve both business and personal goals.