A timely and limited event with ICF Coaching in Organizations and Lisa Ann Edwards, Founder and CEO of MyExcelia®
Prove Your Program is More Than a Nice-to-Have
How to pitch the perfect business case that secures budget from senior executives
Pitching the perfect business case for your internal coaching and development program starts with knowing how to influence executives using the business metrics they value.
In my years as head of global talent management for a Bill Gates-owned global media company and now as a coach for coaches, I've encountered countless strategies for influencing decision-makers. Many are very good, but they often overlook a key to winning budget dollars with impressive frequency.
This key is crafting a compelling business case.
As coaches, we often get uncomfortable putting a dollar amount on human potential. What we offer is transformational, not transactional. Because of this, we miss the opportunity to present our programs in the best light. For instance:
We don't position our programs to solve real business problems
We don't know how to communicate and sell the financial value of our impact
We don't know how to hold coaching clients accountable to the organization's goals
We don't have compelling data to showcase our wins
But here's the secret: you can sell transformation to executive leaders by speaking their language through a data-rich business case.
The benefits of this are apparent. Real numbers banish confusion, bring clarity to goals, and empower your confidence to grow your programs and secure the budgeting you need.
I know this because I've experienced the persuasive power of a business case in action. Remember my role at a Bill Gates-owned company mentioned above? At one point, I thought I'd lose my job when executives cut the budget for coaching and development programs because they couldn't see the value. But I was able to bring coaching and development programs back—including a sizable budget—after showing the value of a coaching program through a compelling business case.
Now I'm sharing effective techniques I use to help you get similar results.
Join us to learn this effective business-influence strategy.
Pitching the Perfect Business Case is a 4-hour interactive training for coaching program managers working within organizations, internal coaches, and leadership experts overseeing company programs. Join me on Friday, September 29, 2023, from 9am - 1pm PT / Noon - 4pm ET to unlock a proven strategy to renew or secure coaching and development program budgets by leveraging data you already have.
Spaces are limited. Reserve your seat now.
Secure or expand budget for this year and next. Join us Friday, September 29, from 9am - 1pm PT / Noon - 4pm ET for this exclusive 4-hour interactive workshop and training.
You will also:
Create the first draft of your compelling business case and receive real-time feedback from peers and experts
Uncover the business problems that your program solves using the real numbers executives value
Identify the sources of data within the organization that are MOST compelling to executives and decision-makers
Confidently describe the payoff of the budget you’re asking for from executives
Specific tactics that make budget requests appear “risk free” for executives to say yes
How to gain sponsorship for your pitch to influence decision-makers
Create a framework for pitching the impact of your program to executive leadership using 10 slides or less
Confidently communicate to leaders in the business and financial terms they need
Set yourself up to successfully secure revenue for your programs
Gain recognition in your company for your impact on company goals and growth
Grow your influence as a leader with a reputation for bringing solutions to tough talent challenges
Practice The (proven) Money Talk™ sales script in preparation for your presentation
…Plus much more!
Have questions?
Here are the most common questions about the workshop:
-
Even if you’ve never coached a single individual within your organization, I’m going to show you exactly where to find the data you don't even know you already have to influence executives.
-
Yes, it is confidential! And, you can ask your coaching client to repurpose their success story and data by making it anonymous. I’ll show you exactly what to say.
-
I understand. Nearly everyone I work with says exactly the same thing. I’m going to break everything down, step-by-tiny-step to make it super accessible and easy to apply. You’re going to walk away with concrete data points you can start to use right away!
-
That’s why we have four professional ROI Coaches who are going to be at your side, walking you through how to apply your learnings to your unique situation during breakouts within the workshop.
-
Yes, I know what you mean. It seems impossible, doesn't it? That’s exactly why I developed a conversation framework called The Money Talk™ to help you effortlessly convert soft client changes like improved communication or greater confidence into real financial values. We’ll practice using this framework during the workshop.
YOUR ROI COACH CO-FACILITATORS
KISHA WYNTER, CEO WYNTER RICH ENTERPRISES
Kisha Wynter, PCC, is a leadership consultant and ICF-certified executive coach with 20+ years of corporate experience developing and training leaders from 50+ countries globally.
Leveraging her knowledge from the Coaches Training Institute and her corporate Human Resources experience in talent development, organizational effectiveness, and DE&I, Kisha's work has impacted companies such as General Electric, Baker Hughes, Twilio, New York Metro Transportation Authority, Samsung, CVS Health, Adobe, EY, Kraft Heinz, and many more.
Kisha's Leadership Consulting firm helps companies develop inclusive cultures, empower women in leadership roles, and equip leaders so that their best talent thrives.
DEBORA MCLAUGHLIN, CEO THE RENEGADE LEADER
Debora McLaughlin, PCC, empowers leaders, teams, and organizations to lead change and drive innovation. Her proprietary Amplification Framework™ refined from over 20 years of coaching proficiency, combined with expertise in change leadership and behavioral change, produces predictable, measurable results. Debora is known for changing the thinking, behaviors, and actions causing organizational gridlock to open needed pathways to possibility.
In addition, her corporate career supporting Fortune 100 global companies with information technology solutions gives her a solid foundation to build a business case to show value, maximize the best use of limited resources, and deliver a return on investment.
A best-selling author, Debora shares her thought leadership through her soon-to-be published book, Change Ability: How to Lead Change with Confidence, Clarity, and Certainty. Debora is a sought-out contributor to publications such as Inc., Forbes, the Wall Street Journal, and other media.
DAVID MATTHEW PRIOR, PRESIDENT GETACOACH.COM
David brings 20+ years of organizational coaching experience as a Master Certified Coach (ICF MCC credential) and Team Certified Coach (ICF ACTC credential) based in the New York City Metropolitan area. His work in coaching executives and senior leadership teams spans internationally across varied industries, including financial services, insurance, communications, public relations, music, fashion, consumer goods, technology, consulting firms (big 4), mining, biotech, shipping, health care, and world agencies.
David's two decades of coaching, finance, ethics training, and theatre performance have created results for more than 100 organizations. He's also had the honor of structuring and teaching in the organizational coaching program at Columbia University, guiding and coaching more than 1,000 senior leaders in more than 30 countries and training 5,000+ executive coaches. His multilingual (English, Spanish, French) skillset benefits a global client roster seeking to navigate the nuances within various cultural landscapes.
RHONDA FEKETE, CAREER POINTE CONSULTING, LLC
Rhonda is a life-long learner with extensive experience in corporate leadership and coaching. Rhonda founded Career Pointe Consulting & Coaching to fill an identified gap in the coaching industry for leaders and executives who want to design their journey through the non-financial aspects of retirement.
In addition to clients served through Career Pointe Consulting, Rhonda serves clients through contract coaching with BetterManager.us, where she is an Executive Coach and group programs coach facilitator. She recently added the Adjunct Professor role at Franklin University, Columbus, Ohio, to her career accomplishments and the alma mater where she earned the Master of Business Administration.
Rhonda holds the following coaching credentials: ICF Professional Certified Coach (PCC), Retirement Coaches Association, Certified Professional Retirement Coach (CPRC), Certified Master Business Coach (CMBC), Worldwide Association of Business Coaches (WABC)
JEN BERTSCH, CEO LEADWELL ACADEMY
Jen Bertsch, founder of LeadWell Academy, has been a life and leadership coach for the past fifteen years and gets jazzed from helping clients get unbelievable results. She teaches a leader-as-coach approach that helps people lead with more ease and efficiency while creating inspiring workplace cultures that employees (actually) love to work in. Her mission is to make the world a better place, one happy leader at a time.
Jen works with senior and C-Suite leaders who want to empower their team better and make more of an impact in the lives of those they lead.
Jen’s client results include improved onboarding, better team accountability and greater employee retention. The impact of her client results yield an average 14x ROI for clients and their organizations. She’s known for a fun and engaging style while imparting ninja-like coaching skills.
I look forward to seeing you at the workshop!
Warmly, Lisa
WHAT INDUSTRY LEADERS HAVE SAID
“Bringing clarity to complexity is a gift in communications that is part natural talent and part diligent practice. I’ve watched a master at work, coach practitioner, Lisa Ann Edwards. She has tenaciously focused on building the approach, tools and processes for coaching to measure the return on investment from coaching interventions. Her results with organizations of various sizes and stages of maturity, from all over the globe, makes the idea simple, practical and relevant for any level and focus of coaching. I met LisaAnn through some collaborative work at the International Coach Federation helping all of us to understand how to bridge what is seen as “soft skills” into “hard metrics.” I followed her career and more importantly her thinking and application ever since and I am the beneficiary of her stellar thought leadership in this area of measuring effectiveness and the positive impact of coaching in organizations.”
– JANET HARVEY, FORMER ICF BOARD PRESIDENT
"The popularity of coaching is evident by the demand for coaching services in organizations and record levels of individuals seeking credentials in the emerging field of professional practice. Yet with rapid growth comes accountability! As an industry, coaching has been effective in defining and implementing standards of competence and ethical standards, yet evaluation methods that focus explicitly on demonstrating the efficacy and impact of coaching engagements remain rudimentary. As the Faculty Director of Columbia University’s Executive Coaching Program, we believe that business acumen is as important as core coaching competencies to operate effectively in the specialty area of executive coaching. Lisa Ann Edwards’ module on the ROI of Coaching is essential for equipping our professional coaches with both a methodology and the tools necessary to strategically embed assessment, measurement, and evaluation into high-impact coaching engagements."
— DR. TERRENCE MALTBIA, ASSOCIATE PROFESSOR, COLUMBIA UNIVERSITY
“Lisa is the industry expert at measuring the ROI of coaching. She is the first person we call when our clients need this work done. She’s a great teacher and makes measurement of ROI easy to understand. The Coaching with ROI approach is the next big development in our industry. By measuring our impact, we will promote legitimacy, accountability and professionalism within coaching.”
— DR. BRIAN UNDERHILL, CEO COACHSOURCE
“Lisa Edwards is the real deal on ROI. I have tapped her wealth of knowledge and experience in this area extensively as I have taught coaching at Columbia University. The participants have used her thinking in their own internal and external practices. Many features of Lisa’s thinking are actionable and one of her gifts is helping those of us who have less experience and analytical skills to use our own less sophisticated approaches for measuring our impact as coaches and as managers of coaching programs. She is simply a very competent teacher as well: introducing concepts and practices that can be understood analytically, but also intuitively and so not overwhelming for those of us with limited time and resources. You will gain from her programs…of any length.”
— JOHN P. SCHUSTER, COLUMBIA UNIVERSITY FACULTY