Momentum Toolkit

The CVA Tool – Core Values Audit Tool

Answers the question of “Who Am I?”

Your Core Values are the expression of Who you are. A sense of values is the single most important element in human personality. If you want to know what really makes up the nature and texture of a person’s soul, look at their values. As a matter of fact, Joe Batten said, “Our value is the sum of our values.” The actual value we bring to life, relationships, leadership, business and society is determined by the Core Values that we hold and carry throughout life. All of this is true regarding a person or business, and the health of that person or business. A person or business’s Core Values are the expression of who they are and who they are becoming. They are the single most important element in our personality, and make up the nature and texture of our soul. The true value we bring to life is the sum of the value of our values. This is a tool for detailed analysis of core values, and is for personal, organizational, and business use.

The ELFL Tool – Essential Life Factors Locator Tool

Answers the question of “How Am I?”

Unlike many other Coaches, our approach is unique in its holistic sense. People are often both complex and complicated. We are where we are today, not just because of one thing, but the combination and cross-pollination of many factors. These many different factors we call, “Essential Life Factors” – ELFs. Therefore, our approach is designed to work with people, groups, businesses and organizations through the ELFL Tool – the Essential Life Factor Locator Tool. The key here is it is a “guided self-assessment, i.e., we are not medical doctors or psychologists or therapists… but simply taking the information people report about themselves in terms of their self-evaluation, and then giving them a tool to work through in order to gauge their personal and holistic health. This coaching tool helps to evaluate and move forward in all areas… it’s holistic!

ELFs (Essential Life Factors) Include…

• Physical Health
• Relational Health
• Mental Health
• Financial Health
• Emotional Health
• “L.I.F.E.F.I.T.” Health
• Spiritual Health
• Educational (Personal Growth) Health

The WLB Tool – Work-Life Balance Tool

Answers the question of, “Am I Living a Balanced Life?”

A life out of balance is much like a car lacking alignment or computer with a virus: often it continues to function, but is a time bomb waiting to go off. This tool helps us to self-assess and determine if we are balanced, healthy, and holistically fit.

The “LIB” Tool – Leading In Business Coaching Tools

This is a tool around the core of building a business.

The difference between a lack of Clarity and having Clarity is as great as the difference between a light bulb and a laser beam. One can throw out some light; the other can cut through steel. So many of us have so many great ideas and plans and hopes and dreams… but leaders drill down from the general to the specific; from the dream-able to the do-able; from what we want to have to what we can’t live fully without. This tool is designed to assist in the process of nurturing that Clarity in our leadership and business.

The LIB Tool follows a fairly simple progression, and is actually 4 separate tools. However, as simple as it is, surprisingly, many business leaders have not yet gone through a process that looks like this:

• Clarify Your “WHY” – Your Mission
• Clarify Your “WHAT” & Your “WHERE” – Your Core Business Vision (Your Quality & Branding, Target Demographic, and Geographical Location)
• Clarify Your “HOW” & Your “WHEN” – Your Strategy and Your Time Specific Goals
• The “GAAC Tool” – The “Growing As a Coach” Tool to Coach Your Team Towards Results

Various Business Planning Tools – All about the How To’s

Working through specific strategies and plans for achieving stated business objectives.

Public Speaking Tools

Many have a passion for public speaking, but lack finesse, either around the Preparation Component, the Planning Component, or the Presentation Component. One of the best ways to grow your business is public speaking. These tools will help you key in on these areas and learn to speak with passion, clarity, and effectiveness.

Tools for Developing Seminars

One of the best ways to grow your business is offering seminars, workshops, and learning sessions. Many have a passion for this, but lack finesse, either around the Preparation Component, the Planning Component, or the Presentation Component. This tool will help you key in on these areas and develop seminars with passion, clarity, and effectiveness.

The “LFL” – “Leadership Factor Locator” Tool

The effectiveness of your organization and strength of the organization from a leadership perspective, based on one-on-one evaluations of your leaders and team members. Incorporates “Leading To Your Strengths”… A leadership coaching and leadership development tool, taking anyone’s core L.I.F.E.F.I.T. (personality, gifts, talents, passions, education, life experience, etc.) and guiding towards more effective leadership. A detailed locator of each team member and leader in the group.

Other workshops offered include:

• Getting Where You Need to Go
• Soft Skills, People Skills
• Leadership 101, Leadership 201, Leadership 301
• The Effective Manager
• SAARS – Self-Awareness, Self-Actualization, and Self-Realization Series
• The 9-Step Journey Towards Personal Wholeness and Healing
• Partnering with Difficult People
• Conflict Resolution 101

1. Needs Analysis: (Group and Individual)   –   Based on interviews with key leaders in organizations and random selection of employees. Core values based, vision based, strategy based, results and outcomes oriented.
2. Organizational Profile:   –   Based on info the organization provides, combined with actual market performance.
3. Intuitive Client Centered Proposal:   –   What do the key leaders want to get out of this? Set up parameters and context in terms of mutual expectations.
4. Coaching:
   • Workshops:  Selected in partnership with the organization’s leaders, based on mutually agreed to organizational needs.
   • The “LIB” Tool:  “Leading In Business”
   • The “GAAC” Tool:  “Growing As A Coach”
   • The “LFL” Tool:  “Leadership Factor Locator”
   • The “ELFL” Tool:  “Essential Life Factors Locator”
   • One-On-One Coaching Sessions:
5. Leadership Development Report:
6. Meet with Direct Reports and Leaders:  –   Primarily around 2-way feedback
7. More Coaching As Needed:   –   Based on mutually agreed to parameters
8. Written Review to the Organization:
9. Follow-Up Schedule:   –   Schedule set for bi-annual follow-up