Executive and Business Coaching: Case Studies

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Coaching Case Studies

30 Day Leadership Plan

By Michael Beale

Michael's client was an identified fast track manager in a global telecommunications company whose career had got stuck. He had a production and technical background and had been offered a position as a commercial manager in a highly political division.

His research indicated that most newly appointed managers in this division failed.

Read More: 30 Day Leadership Plan

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Re-Engineering a Business Plan

By Edmund Hill

Edmund's client was the CEO's of a £30K turnover farming business who wanted to grow his turnover to £5M. The CEO had obtained the first round of funding to diversify the business into food processing.

His challenge was that he was not meeting his business plan targets as the costs had not been worked through properly. He could not achieve his targets with the available funding.

Read More: Re-Engineering a Business Plan 

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NHS Coaching Programme 

By Jo Geraghty

Jo’s client was the CEO of an NHS trust that wanted to use coaching as part of a culture change programme to improve both the culture of the organisation and achieve their targets.

In particular he was interested in there being tangible improvements to:
  • The budget deficit (ie create a surplus)
  • Patient waiting times
  • More efficient processes
  • Closer to the community
  • Genuinely more fulfilled and motivated staff

Read More: NHS Coaching Programme

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Motivation and Revenue Increase

By Jon Baker

Jon's client provides services to the owners of small and medium businesses across the Northern Home Counties.    

Company sales had dropped and were running at about £40,000pa, morale had declined and the owner was unsure of what to do next. She had started to lose interest in the future of the company and was doing the parts of the job she didn’t enjoy, which was compounding the problem. 

Read More: Motivation and Revenue Increase

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IT Reseller Business Strategy 

By Jo Geraghty

Jo’s client was the CEO of a £300m UK IT reseller. The company had grown from employing 300 to 1000 people in the last three years by aggressive acquisition and growth. The CEO client felt that their were opportunities to increase revenue and profitability though:
  • Increasing their market share with top customers
  • Increase the sales of added value services
  • Cutting out duplication

Read More: IT Reseller Business Strategy 

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Management Structure

By Jon Baker

Jon's client provides services to a number of national and international companies; and had grown their turnover to about £4.5M pa although this growth rate had declined.

This growth had created problems of management structure. The majority of work was being monitored and controlled by the owner; this became increasingly difficult to do resulting in stress, poor management of debtors, very little marketing and an organisation that was overly reliant upon one person.

Moving more supervision to other members of the team created its own problems, as managing through other people often does and the business was struggling with the levels of work and planning of the workload.

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Talent Management EMEA

By Michael Beale

Michael's client was part of the talent management part of the HR function of the EMEA division of a £550M annual revenue international software company.

They had implemented a number of coaching initiatives over the years but had never had the success and recognition that they wanted.

The client wanted to implement a cost effective coaching programme so that she could demonstrate and prove the benefits of a coaching programme to themselves before they developed further programmes for their internal clients.

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Improving Professional Development

By David Butler

David’s client is a rapidly growing innovative IT hardware company, turnover circa £500K, that currently spends significant sums of money with outside training agencies. Despite it's reputation for training excellence the business faces significant staff turnover which in turn leads to additional recruitment costs.

Now due to the growing competitive pressures the business aims to trim its training budgets whilst maintaining an effective continual professional development programme with an additional target of reducing staff turnover.

Read More: Improving Professional Development - David Butler

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Increasing Sales in National Heritage

By Peter Barnett

Peter's client is the owner of a speciality flooring company with a turnover of circa £250,000 pa. They have carved out a niche by taking photographs of existing historic floors and producing copy printed floor mats to protect the existing floor.

They needed to rapidly increase sales and revenue.

Read More: Increasing Sales in National Heritage - Peter Barnett

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Improving Staff Retention in a Start Up Hedge Fund 

By Jo Geraghty

The client was CEO of a start up hedge fund. The fund had rapidly achieved a turnover of £40m pa, however in the previous 12 months there had been a staff turnover of 32%, and revenues were on track to be down 20%, which was putting the survival of the fund at risk.

In addition the CEO had been making a significant investment with head-hunters, which didn't appear to show any signs of giving a return.

Read More: Improving Staff Retention in a Start Up Hedge Fund - Jo Geraghty

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Turning Conflict into Cooperation

By Julian Scheeve

An Organisational Development manager of an UK based global broadcasting organisation sought coaching support for a senior manager who needed help in managing a technical team.

The senior manager had been recently recruited to improve a range of internal technical services. The culture of the organisation was more aggressive and confrontational than she had been used to.

Her direct-reports were directly challenging some of her decisions and had complained that she wasn’t creative enough, was defensive when they made positive suggestions as to how the department could be run, and interfered with their ways of working.

Her boss was getting dragged into some of the issues and was frustrated that she didn’t appear to be leading and managing her team effectively.  

Read More: Changing Conflict into Cooperation - Julian Shreeve

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Team Building

By Michael Beale

A small but successful systems integrator, turnover circa £5m had recently employed a youngish general manager, 26 to run the day to day business for the managing director / owner. His direct reports were significantly older, 35-55 and considered themselves to be more experienced.


After nine months sales and revenues were slightly below budget, -5% and not showing any real indication of rising and his team weren’t responding to the challenge with enthusiasm. While there were grumblings nobody had left.

Read More: Team Building - Michael Beale

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Director Career Coaching

By Michael Beale

A senior director of a major ICT company was considering a career change. He had a very good reputation, was making his number and had a good relationship with his boss. He had worked for his boss for twelve  years in a variety of countries and regions. However he was not happy with work life balance and while he could see a career path, was not  inspired by what he saw

Read More: Director Career Coaching - Michael Beale

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Presentation Fears

By Michael Beale

The principal of a successful £0.5M turnover consultancy and coaching business had a number of senior lawyer clients. She had to present to groups of senior law partners on an ongoing basis and while her presentations led to successful business she was begining to feel intimidated and anxious several days before the presentations.

She enjoyed working wih senior lawyers and wanted to further devolop the business, however this fear of presenting was beginning to interfere with both her career and her general state of mind.

Read More: Presentation Fears - Michael Beale

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New Business Development

By David Regler

CEO of startup new media company with offices in US & India. Needed to secure C-level meetings with strategic marquee accounts in the US. He had identified the companies but did not know how to reach the senior executives.

Read More New Business Development - David Regler

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Business Development 

By Peter Barnett

A Director of a maintenance company, turnover £25m was experiencing a 10-15% decline in sales and was struggling to generate any new enquiries. The business had spent money on a photo shoot and new brochures and had tried a number a mailing campaigns with very little success. At this stage the company had no budget for lead development

Read More: Business Development - Peter Barnett

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