Advanced Behaviors Assessment - Case Study

Partners who had been in business for over 20 years decided the time had come to expand their company and position it for their eventual exit. They were experiencing problems with people in the wrong roles, an incomplete work force, and no central sales process.

They purchased DISC assessments for themselves and each employee, then hired Canyon Concepts to perform a group DISC debrief along with partnership coaching. Discovering how everyone preferred to naturally function and communicate enabled them to:

• Create an organizational chart with clear, updated roles better suited to each employee's talents and interests.
• Identify the position that needed to be created, the type of person suited for that position, and the effect it would have on workflow.
• Reassign tasks so that the lead salespeople could leave the office to generate more business and reinforce client relationships.

lifePATH-careerPath Assessment - Case Study

A sole proprietor was exhausted by her existing business, knowing that it did not fulfill her personally. She was not afraid to close it down and start something new; but, she wanted to take her next step with greater certainty so as not to make the same mistake.

She took the LPCP, along with the Motivators and KSA assessments, and asked Canyon Concepts to review the results with her. She felt comforted that her feelings about her current business were valid and were not for lack of trying. Her self-awareness resulted in:

• Feeling validated and certain that making a change was healthy, possible, and responsible.
• Developing clear, actionable plans both for closing down her old business and for starting her dream business.
• Partnering with someone who shared her vision and launching a business that has brought her professional success and personal happiness.

Motivators Assessment - Case Study

An entrepreneur found himself in a partnership that was not working. Used to successful ventures, it was difficult for him to take the final step of ending the partnership. He found himself vacillating about his course of action, which only compounded his frustration.

He took the Motivators assessment, along with the LPCP and KSA, and asked Canyon Concepts to review the results with him. A naturally logical person, he found measurable evidence about his innate methods to be very useful in determining his next steps, including:

• Creating an exit strategy, confidently ending his partnership, and selling the business.
• Taking time to reflect on past careers and events that brought out his greatest enthusiasms and talents.
• Resurrecting a small company he had started but shelved, finding there the opportunities, activities, and direction that renewed his entrepreneurial spirit.

Key Skills & Abilities Assessment - Case Study

A stay-at-home mom needed to return to the work force, but she was initially concerned about what she felt was a lack of professional experience. Her need for a career path eventually outpaced her fear, and she decided to begin exploring her possibilities.

She took the KSA, along with the LPCP and Motivators assessment, and asked Canyon Concepts to review the results with her. She found the process very revealing and realized how much she had underestimated her abilities and previous nonprofit experience. With renewed confidence she:

• Assembled interview-ready "S.A.S." (Situation, Action, and Success) stories, to illustrate her astute problem-solving, project management, and organizational skills.
• Reviewed her personal contact sphere and began communicating with friends, family, and former colleagues about her interest in returning to work and areas of interest to her.
• Quickly secured a management-level job with a nonprofit organization, where she was able to use the many strengths recognized in her career assessments.

Career Coaching Workbook - Case Study

An independent rep for a national company was feeling a little stagnant in her role. While she believed in the company and wanted to continue working for it, she was looking for some outside objectivity to bring a fresh perspective to how to best use her talents.

Using the LPCP, Motivators, and KSA assessments, she completed the seven steps outlined in the workbook. She confirmed for herself that she was indeed in an industry suited to her nature; however, she was not using her interests and abilities to their full advantage. This had led to her sense of stagnation, which, now identified, she corrected by:

• Completing the reframing exercise, which turned old assumptions into new opportunities.
• Mined her KSA report for abilities that could be demonstrated through "S.A.S." (Situation, Action, and Success) stories, which she used to reinvigorate sales interviews.
• Redirected her focus back onto her major Life and Career Satisfiers, which helped her realign why she was a rep and how she did her job with what was her desired outcome.

Assessment Debrief - Case Study

A 25+ year old company was looking to elevate its customer service, as well as its internal communications. They had a very loyal customer base and capable staff; since they were expanding, they wanted to learn how to better interact with new customers and employees.

They purchased DISC assessments for each employee, then hired Canyon Concepts to perform a group DISC debrief. Everyone's individual scores were shared, and various situations were discussed that revealed areas of success and stress. As a team, they realized:

• The styles and motivations of their co-workers and why not to take them personally.
• How to use their style and strengths to reinforce positive client relationships, share new services with clients, and increase sales revenues.
• The systems and processes that needed to be changed or created, so that communication and expectations were more clear.