Gsi consultation program agreement template leadership roundtable v3

YOUR LOGO YOUR ABN

CONSULTATION PROGRAM AGREEMENT PREPARED FOR:

PREPARED BY:

DATE:

PROPOSAL NUMBER:

PROGRAM AGREEMENT

1

TABLE OF CONTENTS Executive Summary ................................................................................................. 2 Objective ..................................................................................................................... 2 Goals ........................................................................................................................... 2 Program Components .............................................................................................. 3 Meta Dynamics™ Profile Tool ......................................................................................... 3 Disruptive Leadership Training Program .......................................................................... 3 Mentoring Sessions ....................................................................................................... 3 Quarterly Training Sessions ........................................................................................... 4 Access to your Disruptive Leadership Consultant ............................................................. 4 Program Overview ................................................................................................... 5 Program Participants ..................................................................................................... 5 Program Details ............................................................................................................ 5 Program Value.............................................................................................................. 6 Activity Schedule ..................................................................................................... 7 Contact Details......................................................................................................... 8

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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EXECUTIVE SUMMARY OBJECTIVE The Business Owner has identified the requirement to… (e.g. build competency in the Leadership and Management to create and maintain a sustainable culture that disrupts and innovates their industry) To support this, this Mentoring Initiative will focus on... (e.g. developing confidence and competence in the Meta Dynamics™ Critical

Alignment Model – with a focus on strategic thinking, convergent and divergent approaches to innovation, and attracting and retaining talent) The program proposed in this document… (is built on the principles of Disruptive Leadership from the Global Success Institute, and Meta Dynamics™ from Sharon Pearson and The Coaching Institute, and blends the theory and knowledge of those methodologies with the practical and contextual application in our coaching and mentoring) The commencement date for this is…

GOALS • • • • • • • •

Establish benchmarked standards for…

Identify strengths and stretches for…

Develop…

Implement…

Provide one-on-one mentoring to…

Educate participants in…

Provide resources and tools for…

Provide training in…

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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PROGRAM COMPONENTS META DYNAMICS™ PROFILE TOOL Complete diagnostic analysis of each members of the team in terms of their capability to see the bigger picture, provide structural support and planning, implement effectively and bring their team with them.

Once fully assessed, each member in the program will be provided with feedback and a Meta Dynamics™ ‘Blueprint’ of where their strengths and stretches are, and how to proceed to improve their performance and results.

DELIVERY FORMAT

70 question Meta Dynamics™ Profiling Tool 1 Assessment Session per client

PURPOSE

Identifying key strengths and stretches for a more targeted and contextually appropriate mentoring initiative

DISRUPTIVE LEADERSHIP TRAINING PROGRAM Disruptive Leadership is the program for creating the leaders of tomorrow. This is not a model for management. It’s a model for shaking up the status quo and building incredible culture where results and passionate people can thrive.

DELIVERY FORMAT

Online modulised program, delivered as 1 module per month

PURPOSE

Connect participants with a range of methodologies and thinking frameworks from the world’s best leaders that blend with our mentoring and support

MENTORING SESSIONS The mentoring sessions are designed to provide information, ideas, brainstorming and insights for the client to determine the most appropriate path forward. The outcome is to ensure that the identified strengths are maximised and the identified stretches are developed within each participant.

DELIVERY FORMAT

1 session per fortnight, per client, with strategically chosen

PURPOSE

Achieve agreed mentoring outcomes – leadership and management skills to scale business outcomes, and recruitment and performance management of team

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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QUARTERLY TRAINING SESSIONS Quarterly training sessions are conducted for all participants to access the principles of: • • • •

Disruptive Leadership Communication effectiveness Project planning skills Personal effectiveness

DELIVERY FORMAT

1 session per 90 days for all participants

PURPOSE

Provide structured methodologies for leadership and business effectiveness

ACCESS TO YOUR DISRUPTIVE LEADERSHIP CONSULTANT Participants will have access to your Consultant, to tap into their expertise outside of scheduled sessions.

DELIVERY FORMAT

Ad hoc contact, on specifically designated client email or phone, as required, with a 24 hour turnaround for reply/return phone call.

PURPOSE

Connect with our experience and knowledge, to access advanced strategies and methodologies.

LENGTH OF SERVICE

This access becomes available after 90 days of mentoring, training, and implementation – this is to ensure the foundations of success are in place, before focusing on how to implement this.

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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PROGRAM OVERVIEW PROGRAM PARTICIPANTS •

Key Contact Name and Position

•

Other Members of the Leadership Team of the Business

•

Other senior leaders, or Key Performers, as agreed upon prior to commencing the Mentoring Initative

PROGRAM DETAILS

Meta Dynamics™ Profile Tool

Value per year

Leader in Me

Leadership Effectiveness

$2,497

Included

Included

$5,000

Included

Included

$10,000

Included

Included

The Assessment is conducted at the beginning of the proposed mentoring initiative, and held over three consecutive days with all participants Disruptive Leadership Program All modules of this program are provided from the beginning of this initiative, and then the participants are given a structure for blending training, learning, and experience Individual Mentoring Half hour mentoring and accountability sessions held each fortnight. Session a mixture of training, questions and commitments designed to embed the key learning Quarterly Training Sessions

$6,997

Included

$5,997

Included

Half day workshops are held each quarter including a mixture of content, challenging activities and exercises to embed the key leadership learning Access to Consultant Clients are able to contact the Consultant at reasonable times during the Program to seek ad hoc support when unexpected challenges or opportunities appear

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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PROGRAM VALUE Leader in Me

Leadership Effectiveness

Overall Value of the Program (per year)

Included

Included

Overall Value of the Program (per month)

Included

Included

Monthly Retainer Investment

Included

Included

Services will be invoiced one month in advance. Invoices for services rendered will be submitted on the 1st of each month, due within __________________________ days.

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Business Name Business Address Business Email

PROGRAM AGREEMENT

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ACTIVITY SCHEDULE The following Activity Schedule is indicative of time commitments and allocated activity timings. Exact dates and times to be discussed and agreed.

MONTH 1

MONTH 2

MONTH 3

MONTH 4

MONTH 5

MONTH 6

MONTH 7

1

1

1

1

1

1

1

2

3

4

2

MD ASSESSMENTS

3

4

2

3

4

MENTORING

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2

3

4

2

3

TRAINING SESSIONS

4

2

3

4

2

3

ACCESS TO CONSULTANT

Business Name Business Address Business Email

4

PROGRAM AGREEMENT

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CONTACT DETAILS Consultant Name Position Business Mobile Email

Client Name Position Business Mobile Email

Accounts Receivable Contact Name (if applicable, for invoice enquiries) Position Business Mobile Email

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PROGRAM AGREEMENT

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YOUR LOGO & BUSINESS CONTACT DETAILS

CALL TO ACTION (OPTIONAL)

Copyright © 2016 The Coaching Institute Consultation Program Agreement Template Version 1 | 22 September 2016 Page 9 of 10

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