Gazelles International Coaches Handbook v1.2 March Gazelles International, Inc. All rights reserved.

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3 Table of Contents I. Welcome..3 II. Introduction....4 III. Getting Started a. Mentoring Program b. Leveraging Your Affiliation c. Logos and Service Marks d. Social Media Community IV. About Gazelles International a. Advisory Team b. Services Team V. Dues and Intellectual Property Fees VI. GICoaches.com VII. Certification/Recertification VIII. Events and Programs a. Summits b. Webinars c. Partner Program IX. Four Decisions Workshops X. Resources XI. Glossary

4 Welcome Dear Gazelles International Coach, Welcome to our Coaching Association, it is great to have you onboard. As you begin your tenure in Gazelles International, we not only wish you a warm welcome, but would also like to provide you with some initial guidance on how to get a Fast Start in Gazelles International. The purpose of this Coaches Handbook is to provide a brief guide to key information and activities in Gazelles International; consider it an important reference tool. You will discover that participation in these three primary areas will help you to get oriented and grasp our tools and resources: 1) Master the use and navigation of GICoaches.com and Gazelles.com 2) Participate in the Fast Start 90 Mentor program with a senior Certified Coach 3) Attend the next Coaches Summit to meet and build relationships with your peer coaches, as well as learn first-hand the resources, content and tools that will contribute to your success. We desire to effectively execute on our Brand Promise Tools, Education, Mentoring, and Community. As we grow together, you will periodically hear us focus on the importance of our Core Values let s review them briefly. Our first objective is to bring awareness to the tools, education, community, and mentoring resources at your disposal. The next objective is for you to use them to grow your business and serve your client base as it grows. Once you have successfully taken these steps, we expect that you will be ready to give back to the organization and its members in one of many ways: use your skills and talents to serve your fellow coaches; mentor a new coach into the success you are experiencing; embrace leading or contributing to a Gazelles International project; among many other potential opportunities, based on your passion and the needs within our community. Once again, congratulations on joining Gazelles International and welcome to the team! Sincerely, and on behalf of the entire Gazelles International team and member coaches, Keith Cupp, President keith@gazelles.com 4

5 What is Gazelles International? Welcome to Gazelles International, we are a worldwide premiere coaching association composed of independent executive business Coaches who assist mid-market growth companies with the development of the Gazelles One-Page Strategic Plan and implementation of the Four Decisions, based on the book Mastering the Rockefeller Habits by Gazelles founder Verne Harnish. Gazelles International s Coaches currently serve clients on six continents. Founded in 2001 by Verne Harnish, author of Mastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Growing Firm, Gazelles International has successfully grown under the leadership of Ron Huntington, coach emeritus (past president), and Keith Cupp, current president and head coach of Gazelles International. VERNE HARNISH Founder & CEO Gazelles, Inc. Today, Gazelles International continues to expand as it fulfills its promise to offer the tools, education, community and mentoring to some of the top business Coaches in the world. Who are Gazelles International Coaches? Gazelles International Coaches are many of the most experienced and effective executive coaches in the world. These independent executive coaching and management consulting individuals and firms support growing companies and business units across the globe. Gazelles International Coaches, as part of this worldwide premiere association, have access to the best education through various trainings, webinars and conferences; strong, relevant business partnerships and best practices; as well as the exceptional Gazelles International community of top business coaches. Gazelles International Coaches assist their clients with the implementation of the Four Decisions (based on Mastering the Rockefeller Habits), refinement of the One-Page Strategic Plan, annual and quarterly business planning, executive coaching for performance, and other services based on the Coach s additional expertise. Our coaches are selected for their experience, professionalism, and ability to effectively coach their clients using these and other Gazelles-related products and services. Additionally, Gazelles International Coaches have the opportunity to seek certification in the use of Gazelles products and services. 5

6 Getting Started Fast Start 90 Mentor Program Our Fast Start 90 Mentor program pairs a new Gazelles International member coach with a seasoned, successful coach to help you get oriented quickly; find the content, resources and tools you need; and to develop a close colleague (mentor) with whom you can ask questions to reduce your learning curve and accelerate your success in Gazelles International. Once you join Gazelles International, we will select a mentor for you and connect the two of you via to get things started. Our mentors have agreed to assist you by spending time on the phone a couple of times a month to provide guidance, answer questions, and generally help you get what you need to succeed. As a rule of thumb (guideline), we ask that your time with your mentor be about one hour twice each month on the phone (unless you are close enough to meet in person); in some cases your mentor may be willing to invest additional time with you, and that will be for the two of you to work out over time. You will find that our mentors are successful coaches, in high demand and thus busy, but very willing to help you along your path to success. Their mentorship is voluntary and therefore respecting their time and commitments are key for a great relationship. After the first 90 days, the formal mentoring relationship comes to a close, yet often the friendship and collaboration will continue. And of course, attending to the Coaches Summit is a great way to get to know your mentor even more closely. Leveraging Your Affiliation Gazelles International Coaches Logo* The Gazelles International logo is available for coaches to use in their own marketing and promotional materials for their personal coaching business or themselves, as long as it relates to Gazelles International and their use of the Gazelles International content with clients (e.g. business cards, signature, website). Coaches may request the logo kit from Jean Carpenter at jean@gazelles.com. The logo kit includes guidelines and specifications for logo use, appropriate color versions, sizing, and display options. Coaches shouldn t alter the logo in any way. The kit also includes various file versions of the logo. 6

7 Certified Coach Logo* The Four Decisions Certified Coach logo is available for certified coaches to use in their own marketing and promotional materials for their personal coaching business or themselves, as long as it relates to Gazelles International and their use of the Gazelles International content with clients (e.g. business cards, signature, website). Only coaches who have successfully completed all the steps toward certification and been approved by Gazelles International for certification may use this logo and the qualifier of certified coach. Certified coaches may request the logo kit from Jean Carpenter at The logo kit includes guidelines and specifications for logo use, appropriate color versions, sizing, and display options. Coaches shouldn t alter the logo in any way. The kit also includes various file versions of the logo. *Please refer to your Gazelles International contract for the service mark addendum governing the use of these logos. Social Media Community Gazelles International works to make the best use of new and relevant media technologies for the good of the organization and its members. While our social media strategy and usage is dynamic, we do have a presence on sites that are of benefit to you. LinkedIn We have a group on LinkedIn for Gazelles International coaches. This group is open to coaches interested in Gazelles International as well as our member coaches. We also have a special group for Gazelles International certified coaches only. The Gazelles International groups on LinkedIn is a great way for you to engage with other coaches in the organization, ask questions, get answers, share best practices, etc. Our coaches often share resources via the discussion board and seek advice from their peers. You can also display the Gazelles International group on your LinkedIn profile. Twitter We also have a Twitter that we use to share the links to recent blog posts on the site by Certified Coaches. Blog Certified Coaches are encouraged to author posts for the Coaches Blog at GICoaches.com/blog. The Coaches Blog features posts in the areas of the Four Decisions People, Strategy, Execution, and Cash. If you have questions about these applications, or suggestions on how to better use them or other new technologies, please contact jennifer@gazelles.com. 7

8 About Us Gazelles International Advisory Team Welcome to Gazelles International. We are your advisory team. We re thrilled to have you onboard as part of our world-class association. Daniel Marcos Mexico/Latin America Inflection Mark Green New York Metro Area Performance Dynamics Group Ted Bonel West Australia Fast100 Growth Coaching Keith Cupp Portland, Oregon KeithCupp.com Ron Huntington Seattle, Washington Executive Mentors & Trainers Les Rubenovitch Toronto, Canada Winning Edge Consultants Sandy Kolberg Phoenix, Arizona StrateGems View full profiles on GICoaches.com in the Locate A Coach section. Gazelles International Services Team Welcome to Gazelles International. As your staff, we are here to answer your questions and help you. Jean handles most of our coach inquiries, but you may interact with Maureen and Jennifer from time-totime as well. We look forward to serving you! Jean Carpenter Coaches Services jean@gazelles.com Keith Cupp President keith@gazelles.com Maureen Chan-Hefflin Marketing Services maureen@gazelles.com Leslee Gibbs Administrative Assistant leslee@gazelles.com Jennifer Cupp Communications jennifer@gazelles.com Cindy Kraft Operations Coordinator cindy@gicoaches.com View full profiles on GICoaches.com in the About Us section. 8

9 Dues and Recertification/IP Fees Dues and Recertification/Intellectual Property (IP) fees are paid quarterly and are deducted from the credit card number on file within the first two weeks of each quarter (January, April, July and October). It is the coach s responsibility to notify Gazelles International if his/her credit card information changes. A sales receipt will be sent to coaches after dues have been run. The quarterly coaching associate s dues cover attendance at two summits per year worldwide. Recertification/IP fees cover recertification training once per year at the summit and an unlimited oneyear license to use the Intellectual Property (IP). The Intellectual Property (IP) material for the Four Decisions and the Four Decisions for the Social Sector are to be carefully controlled by Gazelles International coaches. The slides are NOT to be reproduced and/or given to non-affiliated colleagues, clients or workshop attendees. All Intellectual Property (IP) will be personally signed for by the coach taking possession of the material. And, if a coach leaves Gazelles International, they will return all IP content including, but not limited to, Facilitator s Guide, CDs of PowerPoint files, Workshop Tools, Workshop Tools for the Social Sector, and Growth Tools. 9

10 GICoaches.com Our main website is GICoaches.com. It has various levels of access for the public, member coaches, and certified coaches. Coaches will receive login information once they join Gazelles International. The public level of the site includes general information about Gazelles International, our Core Values and Purpose, our virtual press room, and many other features. It also includes a listing of the profiles and locations of all our coaches. The coaches levels of the site include features such as best practices information, calendars, webinar information, updates, our resource library, and a system for tracking certification progress. In addition to the coaches level of the site, there is an exclusive section for certified coaches. This section includes a resource library of additional materials as well as a direct link to author a post on our blog. Certified coaches may write posts for this blog, at GICoaches.com/blog. Log in to GICoaches.com Today to get Started! When you click on Manage My Profile at the top of the page once logged in, you can update your public profile, which displays under your MSA and country in the Locate A Coach section. You can also track your progress toward certification by checking off the required items as you complete them in Manage My Profile. Coaches may choose one MSA to list themselves under on the site. Additional MSA listings are available to purchase. Your full profile with photos, client testimonials, links to your business, and contact information will be available online upon certification. 10

11 Certification Certification/Recertification Once you join Gazelles International, you have the option to pursue certification in the Four Decisions (Gazelles International Intellectual Property) content. Certification involves a series of steps outlined on GICoaches.com. The website includes a tracking system, whereby you can check off steps as you complete them via the Manage My Profile link on the coaches side of the site. The first steps toward certification involve reviewing the Four Decisions certification webinars and then attending Intellectual Property training at a Gazelles International Coaches Summit. Additionally, coaches must work through these steps to recertify every year. This ensures that our coaches remain some of the best and brightest (or as we like to say, the sharpest) in the world. Benefits and Value of Certification Certification: Intellectual Property Training, Certification Credential, 90-Day Mentor Annual license to utilize Gazelles International Four Decisions TM Assessment Tool Gazelles International Brand Support at Coaching Associate No No Basic Professional Profile CERTIFIED Coaching Associate Full Professional Profile (w/ active links + endorsements) Searchable professional profiles on GICoaches.com No Access to Monthly Coaches Education Webinar Discounts on workshops and materials One Attendee Registration at 1) Semi-annual Coaches Recertification 2) Semi-annual Coaches Summit 3) Semi-annual Sales & Growth Summits Annual subscription to GICoaches.com resources, information, and on-demand webinars Authoring privileges on Gazelles Coaches BLOG and social media groups Rights to reprint/reuse (with attribution) Verne Harnish s articles and content Access to workshop materials and authorization to conduct public workshops No (basic content) No No No (premium content) Participate in partnerships programs (e.g. OMG) No 11

12 Events and Programs Summits Gazelles, Inc. in conjunction with FORTUNE holds two summits (in North America) per year in the fall and the spring, the Growth Summit and the Leadership Summit, respectively. Gazelles International hosts Coaches Summits and semi-annual Product Training during the same week. Attendance at two of the Gazelles-sponsored summits in North America and the Coaches Summits are at no charge to Gazelles International Coaches (included in the quarterly coaching associates dues). To register for these events, go to GICoaches.com and click on Events. Coaches are responsible for booking their own air and hotel reservations. A block of rooms at the hotel where the summit is held is usually available at a discounted rate on a first-come/first-serve basis (see Summits on the GICoaches.com website for group rate code). Attire for the summits is typically business casual. Additionally, Gazelles, Inc. and Gazelles International will hold summits in other locations around the world that may be available to Gazelles International coaches to attend. A small fee may apply for the international summits. We encourage coaches to attend International Summits on a periodic basis to enhance our global coaching community. Monthly Coaches Webinars Webinars are held monthly on the third Monday of the month at 8:00 pm EST (except for the months in which summits are held). The webinars may include a featured thought leader (past webinars included Liz Wiseman, Pat Lencioni, Bob Bloom, etc.), presentations by senior coaches, or a current topic of interest to coaches. An with the webinar agenda and the login information will be sent a few days prior to the webinar or go to GICoaches.com for the link. The webinar is recorded. For those who could not attend, a link to view the webinar will be sent out a few days after the webinar and will also be posted on GICoaches.com. Partner Program One opportunity we have for coaches is to develop business relationships with selective thought leaders that Verne brings to Gazelles International coaches and clients. You can meet and hear from these thought leaders personally at the summits. The strategy is to provide our coaches with the ability to have access to additional content and revenue sources, via a business relationship with a key partner. All partner content is selected to complement and help take clients deeper in the areas of People, Strategy, Execution and Cash (the Four Decisions ). For the most current information, check out GICoaches.com and our featured partner section and article on the coaches side of the site. Bob Bloom, Inside Advantage and The New Experts Kevin Daum, Roar! Brad Smart, Topgrading Rocky LaGrone, My Professional Development Dave Kurlan, Objective Management Group Randy Mayeaux,15-Minute Business Books 12

13 Four Decisions TM Workshops Four Decisions Mastering the Rockefeller Habits Workshops Gazelles International is the catalyst by which our certified coaches can apply and be selected to host a local Four Decisions Mastering the Rockefeller Habits Executive Workshop in their metro area (MSA). Our workshops typically are in a one-day or two-day format, utilize the Gazelles International Four Decisions Intellectual Property content and tools, and Gazelles International provides the marketing project management and guidance for workshop planning and execution. Host coaches must be certified prior to submitting a request to host a workshop in their MSA. And, there are no guarantees that a workshop will be granted to a request (we do not wish to flood the market with workshops). We want to maintain a reasonable number to serve market needs, but not too many. The goal is to build a fair and equitable rotation process for certified coaches to host workshops in common metro areas. What are the 3 purposes of a workshop? 1) Serve the local growth company market through teaching and implementation of the Four Decisions Mastering the Rockefeller Habits content. 2) Provide host coaches business development opportunities as they grow their local presence in their metro area. 3) Build the Gazelles (International) brand in the local market and come to be known as the premiere resource for helping middle market growth companies thrive. Gazelles International has developed an effective suite of marketing materials, activities and workshop planning/execution resources for host coaches that can be used worldwide. We are committed to the success of these workshops, and we welcome your feedback and recommendations. 13

14 Resources You have access to a host of resources as part of Gazelles International. The following items help explain how you can access and start using these resources to grow your knowledge, business and expertise. Book Orders Mastering the Rockefeller Habits books and other materials can be purchased at a discount through Gazelles, Inc. To access the discount, login on GICoaches.com and go to the Resource Library. In the right hand column click on Gazelles Products and this will take you directly to the discounted products page. If you have further questions about book orders, contact Mitzi Giltner at mgiltner@gazelles.com. Growth Tools The Growth Tools is a collection of public documents available on Gazelles.com and includes the One-Page Strategic Plan, Rockefeller Habits Checklist, and more. You may download and print as needed. Workshop Tools The Workshop Tools is a collection of worksheets that is a companion workbook to the Four Decisions Intellectual Property (IP). It is available for use by certified coaches and for limited use by coaches working toward certification. There is a sample of the Workshop Tools is available to all coaches on the GICoaches.com website in the Resource Library in the Growth Tools category. Workshop Tools for the Social Sector The Workshop Tools for the Social Sector is a collection of worksheets that is a companion workbook to the Social Sector Intellectual Property (IP). It is available for a small fee to Gazelles International coaches. A sample of the Workshop Tools for the Social Sector is available to all coaches on the GICoaches.com website in the Resource Library in the Growth Tools category. Intellectual Property Training/Product Training Intellectual Property (IP) product training is usually offered following the semi-annual summits to coaches who wish to become certified. Training, for a fee, includes access and unlimited, one-year use of the IP by new coaches for the first year of their affiliation with Gazelles International. Coaches can pursue recertification annually. 14

15 Gazelles International Glossary Four Decisions Formerly the Rockefeller Habits; includes the areas of People, Strategy, Execution, and Cash. Gazelles International Coaching Association Official name of Gazelles International. Gazelles International Coaching Association Agreement Agreement form for each coach as part of affiliation with Gazelles International; given during application process just prior to induction into Gazelles or as part of certification process. Gazelles International Four Decisions Certification Program The formal process by which coaches seek certification and become a certified coach. Only coaches who have successfully completed the certification process may refer to themselves as Certified Coaches and certified in the Four Decisions (Gazelles International) content. Growth Tools The Growth Tools is a collection of public documents available on Gazelles.com and includes the One-Page Strategic Plan, Rockefeller Habits Checklist, and more. You may download and print as needed. Workshop Tools The Workshop Tools is a collection of worksheets that is a companion workbook to the Four Decisions Intellectual Property (IP). It is available for use by certified coaches and for limited use by coaches working toward certification. There is a sample of the Workshop Tools is available to all coaches on the GICoaches.com website in the Resource Library in the Growth Tools category. Workshop Tools for the Social Sector The Workshop Tools is a collection of worksheets that is a companion workbook to the Four Decisions Intellectual Property (IP). It is available for use by certified coaches and for limited use by coaches working toward certification. There is a sample of the Workshop Tools is available to all coaches on the GICoaches.com website in the Resource Library in the Growth Tools category. Intellectual Product Training/Product Training The Workshop Tools for the Social Sector is a collection of worksheets that is a companion workbook to the Social Sector Intellectual Property (IP). It is available for a small fee to Gazelles International coaches. A sample of the Workshop Tools for the Social Sector is available to all coaches on the GICoaches.com website in the Resource Library in the Growth Tools category. Mastering the Rockefeller Habits Four Decisions Executive Workshop Workshops on implementing the Rockefeller Habits and Four Decisions tools, led by certified coaches in select MSAs. 15

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