Vertical Journey
Team Coaching
Organizational Development
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Section 1: Contact & Team Scope
Your Full Name
Email Address
Phone Number (GSM)
1. Your Role in Relation to the Team
How many people are in the team you’d like to work with?
3–5
6–10
11+
1. What level of leadership does this team operate at?
Executive / Top Leadership
Department / Cross-functional
Operational or Delivery
Other:
2. Describe your organization/team context in one sentence.
Section 2: Purpose & Challenges
3. What is the main challenge this team is currently facing?
4. What internal shifts would you love to see within the team?
What outcomes or impact would make this coaching engagement successful?
Have any team development or coaching efforts been done before?
Yes
No
Not sure
If yes, please briefly describe:
Section 3: Readiness & Design
2. What timeframe are you considering for this journey?
1–2 months (short-term sprint)
3–6 months (deep development arc)
6–12 months (transformation over time)
Not yet defined
3. Would you like to include a team assessment or diagnostic?
Yes – keen to map our culture/system
No – prefer to begin with dialogue
Not sure – open to advice
Are there any known tensions, power dynamics, or external pressures influencing the team?
5. Any additional context that would help shape your proposal?
Section 4: Next Steps
How would you prefer to meet to discuss your tailored proposal?
Online video meeting
Onsite (if location allows)
Phone call
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