Andrea Nicholas Coachsulting

BACKGROUND

Please describe your company and position.

I am the CEO of Uruk Project Management

Describe what your company does in a single sentence.

We are helping transform how organizations manage projects and programs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Learn from an experienced executives
• A coach that can challenge me when needed
• Potentially gain access to others in the Andrea's network

SOLUTION

How did you find Andrea Nicholas Coachsulting?

• She was a mentor in accelerator

Why did you select Andrea Nicholas Coachsulting over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Good value for cost
• She understands our industry

Describe the scope of work in detail. Please include a summary of key deliverables.

I meet with Andera every two weeks. In the meetings, we typically discuss the challenges and opportunities we face and gain Andrea's feedback. Andrea is also helping with formulating personas, understanding our values, and handling some of the challenges, among other things.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Connecting me with an expert for a potential TEDx talk
• Connecting me with a financial advisor for a valuation
• Challenged me to pursue actions that I thought I was not ready for them yet
• Helped us refine our company values as they align with my personal values
• Helped us work on understanding the personas that are applicable to our work

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our engagements were limited to meetings - never a problem

What was your primary form of communication with Andrea Nicholas Coachsulting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Andrea's depth of expertise in project management, business, and at the executive level. Her patience to listen to me when I was frustrated and helped me move from a frustrating mindset to developing a plan of action

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

Nothing that I could think of at this time

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Memory Gardens

Describe what your company does in a single sentence.

Multi-generational memories preservation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Product market fit
• Investor materials
• Executive coaching

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Newchip

Why did you select Andrea Nicholas Coachsulting over others?

Value

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Andrea has been an invaluable advisor to Memory Gardens, providing comprehensive guidance and expertise in various facets of our business. Her involvement can be summarized as follows: 

• Investor Outreach Materials: Andrea played a pivotal role in refining our investor outreach strategy. She meticulously advised on the creation and enhancement of crucial materials, including:
• Pitch Deck: Andrea's insights ensured that our pitch deck was compelling and resonated with potential investors by highlighting our unique value proposition. 
• One-Pager: Andrea's guidance distilled our business's essence into a concise one-pager that effectively communicated our vision and mission. 
• Data Room: Andrea's expertise was instrumental in organizing and presenting our data room in a comprehensive and investor-friendly manner. 
• Financial Planning & Forecasting: Andrea provided a second set of eyes on our financial planning and forecasting. Her keen financial acumen and experience ensured our projections were realistic, achievable, and aligned with our business goals. 
• Business Strategy Consultation: Andrea was always available to address various business-related queries that arose. 

Her guidance ranged from: 

• Network Expansion: Andrea introduced us to key individuals, significantly expanding our network. These introductions have been instrumental in fostering collaborations and attracting potential investors. 
• Product Market Fit: Andrea's feedback was crucial in validating our product's market fit, ensuring we were on the right track in addressing market needs. 
• Hiring Advice: Andrea's experience in team building and organizational growth gave us invaluable insights into hiring the right talent for our business. 

Key Deliverables: 

• A refined and compelling pitch deck tailored for investor outreach. 
• A concise and compelling one-pager that encapsulates Memory Gardens' vision. 
• A well-organized data room that presents our business data in an investor-friendly manner. 
• Comprehensive feedback and suggestions on our financial planning and forecasting. 
• Strategic introductions to expand our network, leading to potential collaborations and investor opportunities. 
• Expert advice on product market fit, hiring, and other business-related queries.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Andrea's involvement with Memory Gardens has led to tangible and measurable outcomes that have significantly impacted our business's progress and success. Here are the key results: 

• Improvement of Business Material: Quality Enhancement: With Andrea's guidance, our investor outreach materials, including the pitch deck and one-pager, were transformed. They became more compelling, clear, and aligned with what potential investors look for. 
• Consistency and Branding: Our materials reflect a consistent brand message, ensuring we present a unified and professional image to potential stakeholders. 
• Risk Reduction in Financial Planning: Optimized Financial Models: Andrea's review of our financial models led to identifying and rectifying potential pitfalls. This optimization reduced financial risks and ensured our projections were realistic and achievable. 
• Informed Decision Making: With a more robust financial model, our team was better equipped to make informed decisions, ensuring the company's financial health and sustainability. 
• Faster Time to Market: Streamlined Processes: Andrea's insights into product-market fit and business strategy allowed us to streamline our go-to-market processes. This resulted in a faster rollout of our products and services, capturing market share more efficiently. 
• Targeted Outreach: With improved business materials and a clear value proposition, our outreach to potential investors and collaborators became more targeted and effective, reducing the time spent on fruitless endeavors. 
• Enhanced Outreach: Expanded Network: Andrea's introductions played a pivotal role in expanding our network, leading to potential collaborations and investor opportunities. This expanded network has opened doors to resources and partnerships previously out of reach. 
• Increased Engagement: With refined outreach materials and a clear business strategy, we experienced increased engagement from potential investors and collaborators. This has led to more meaningful conversations and potential partnerships.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Andrea's project management skills were exemplary throughout her advisory role with Memory Gardens. Here's a detailed description of her approach and responsiveness:

• Timely Deliverables: Andrea consistently delivered on her commitments on time. Whether it was feedback on our pitch deck, insights into our financial models, or strategic advice on business matters, we could always count on her to provide timely and actionable insights. Her punctuality ensured that our projects stayed on track and met crucial deadlines. 
• Open Communication Channels: One of Andrea's standout qualities was her accessibility. She made herself available through various communication channels, including email, text, or virtual meetings. This open line of communication ensured that we could reach out to her with any queries or concerns without hesitation. 
• Responsive to Our Needs: Andrea was not just prompt in her responses but also highly attuned to our needs. Whenever we reached out with questions or sought guidance, she was quick to understand our concerns and provide relevant and practical solutions. Her ability to grasp the nuances of our business challenges and respond effectively made our collaboration smooth and productive. 
• Flexible Virtual Engagements: Andrea's willingness and adeptness at arranging virtual meetings were invaluable in today's digital age. Whether we needed a quick catch-up or a detailed discussion, she was always ready to hop on a virtual call, ensuring that distance or time zones never hindered our collaboration.

What was your primary form of communication with Andrea Nicholas Coachsulting?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most prominently about Andrea's advisory services was the unparalleled level of trustworthiness she brought to the table. In the often complex and fast-paced business world, having a trusted advisor is invaluable, and Andrea epitomized this role in every sense. 

• Genuine Commitment: Andrea's dedication to our success was evident in every interaction. She was clearly not just providing a service but was genuinely invested in Memory Gardens' growth and prosperity. 
• Consistent Reliability: Time and again, they proved themselves to be a reliable resource. Whether it was delivering on commitments, offering timely advice, or being available for discussions, she consistently met and often exceeded our expectations. 
• Depth of Expertise: Andrea's vast knowledge and experience were evident in the quality of advice she provided. Her insights were not just based on theoretical knowledge but were rooted in real-world experience, making them all the more valuable. 
• Transparent Communication: Andrea's communication was always clear and transparent. She was forthright about potential challenges, ensuring we had a realistic view of situations. This honesty fostered a deeper level of trust and respect. 
• Personalized Approach: Every business is unique, and Andrea's ability to tailor her advice to our specific needs and challenges was awe-inspiring. She took the time to understand our company, goals, and challenges, ensuring that her guidance was always relevant and impactful.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

None

BACKGROUND

Please describe your company and position.

I am an executive at Federated Hermes

Describe what your company does in a single sentence.

Global investment management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Evaluate career plan ideas for next 5-10 years

SOLUTION

How did you find Andrea Nicholas Coachsulting?

• Linked In

Why did you select Andrea Nicholas Coachsulting over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Company values aligned
• Other

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Andrea tested and shared key values, strengths as a basis for reaching decisions about my career plans for the next 5-10 years and into retirement. She referred me to two skilled individuals on execution and discovery, and to a few unique affinity groups that would drive the same.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

She helped to brainstorm and consider ideas that I would not have thought of directly, shared unique insights on those ideas from her own experiences, then outlined a path and referred others in her network to move forward.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

She consulted on what the objectives were to be achieved, directed resources and networked other skilled personnel to support the project, all on time. Only delays were my own self caused ones.

What was your primary form of communication with Andrea Nicholas Coachsulting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Andrea’s highest quality of character, benevolent desire to coach, personable spirit, and unique high-level experiences to share provided significant value to me!

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

Drilling into action plan at 15 minute or 30 minute marks or so during hour long consultation sessions might help to mark progress.

BACKGROUND

Please describe your company and position.

I am the Director of a financial services company

Describe what your company does in a single sentence.

I work in institutional sale for asset management.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Develop a forward path for career progression

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Online Search

Why did you select Andrea Nicholas Coachsulting over others?

• High ratings
• Great culture fit
• Incredibly professional, versatile and highly competent. Andrea has deep domain expertise.

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

I collaborated with Andrea to develop a plan for pivoting my career within my industry. She worked with me on streamlining my brand messaging, upgrading my career storytelling and identifying next set of opportunities. In this process, we also honed in on key personal strengths to bolster resume and also improved upon potential areas of weakness. Through my partnership with Andrea, I was able to secure a new role but also gain deeper insights into the roots of my success.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Achieved initial objective of securing new role but also developed far superior interpersonal and executive presence skills.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, anytime Andrea received a question she provided extensive resources and updates.

What was your primary form of communication with Andrea Nicholas Coachsulting?

Virtual Meeting

What did you find most impressive or unique about this company?

Andrea is the key asset! She has tremendous executive presence and is a real role model. You can tell she has a passion for developing professionals and helping them find their calling. She has a gift and a passion for what she does. This is rare.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

Would be great to see Andrea write/author short blog posts reflecting on any trends she is spotting. She is always ahead of the curve.

BACKGROUND

Please describe your company and position.

I am the Chief Information Officer of a healthcare company

Describe what your company does in a single sentence.

My company is a national mail order pharmacy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Build my personal brand.
• Create a program that would elevate me from senior manager to c-suite.
• Develop a sustainable model to keep me at the executive level once achieved.

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Referral

Why did you select Andrea Nicholas Coachsulting over others?

• High ratings
• Referred to me
• Company values aligned

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Personal brand development included an executive-level resume, an updated LinkedIn profile, and a series of articles to be written and published in national publications. Public speaking coaching and presentation review. Interview preparation and company research. Program development for the first 100 days in the new job that included peer engagement with my executive peers.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The goal was to elevate from senior director to chief information officer in the shortest time possible.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The program was tailored to my objectives, progress was tracked bi-weekly and my deliverables were submitted for review (especially for published articles).

What was your primary form of communication with Andrea Nicholas Coachsulting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Andrea's knowledge and her ability to understand the steps needed to achieve the goal. She also had an ongoing program after I was hired at the level I was trying to achieve. This ensured me that I had help sustaining the new position and performing at the executive level.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

She did a great job, my objective was achieved and has been sustained for 9 years in three companies.

BACKGROUND

Please describe your company and position.

I am the Vice-President of Marwen and Son, LLC

Describe what your company does in a single sentence.

Quick service restaurant franchisee

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• To provide expert guidance and actionable strategies to enhance my prospects of securing a position on a corporate board.

SOLUTION

How did you find Andrea Nicholas Coachsulting?

• Referral
• Other

Why did you select Andrea Nicholas Coachsulting over others?

• Close to my geographic location
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work: 

• Research and Identify for For-Profit Corporate Boards that met my qualifications. 
• Assist with board profile and board resume 
• Help with fit and compatibility 
• Use your networks to introduce me to potential corporate boards for interviews 
• Assist with interview prep

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Outcomes: 

• Board assessment - completed 
• Board profile - completed 
• Board resume - in progress 
• Companies of interest - in progress

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Each consulting session begins with an expectation of objectives for that meeting. 
• We communicate via email between sessions and deadlines have been met. 
• When questions or concerns arise, they are addressed immediately via email.

What was your primary form of communication with Andrea Nicholas Coachsulting?

Virtual Meeting

What did you find most impressive or unique about this company?

That Andrea has taken the time to get to understand my needs and expectations. She is a great listener and can distill information in a digestible matter. She is responsive, attentive and very professional.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

Not at this time.

BACKGROUND

Please describe your company and position.

I am the CISO of the company. 

Describe what your company does in a single sentence.

Provides technology solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Assist me in my future career development.
• Assist me in achieving a more balanced approach between life and work.

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Referral

Why did you select Andrea Nicholas Coachsulting over others?

• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Provide ongoing, monthly assistance in both career development and improving work/life balance. Key deliverables include: 

• Periodic quantified measurements of key work/life balance pillars 
• Ad hoc, as needed input on topical issues including independent board service and F100 executive position 
• Sessions largely comprised of dialectic coaching and conversation 
• Introductions and contact to key industry peers as appropriate

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• The tools at my disposal to quantify my work/life balance 
• Coping tools for work challenges (includes journaling, conversation frameworks) 
• Overall mindset/optimism I feel about my go-forward prospects

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always responsive, and consistently both realistic but optimistic at the same time. A great culture fit.

What was your primary form of communication with Andrea Nicholas Coachsulting?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

Andrea coaches by asking questions and letting the client guide the conversation, rather than coming in with her preconceived ideas and recommendations.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

I am very happy with our engagement and look forward to continuing it.

BACKGROUND

Please describe your company and position.

I am the Owner / Lead Consultant of aequanimitas, llc

Describe what your company does in a single sentence.

Provides medical, safety, analytics, and clinical development advisory services for the pharmaceutical, biotechnology, and health tecnology sectors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?
Preparation for Board Seats and CEO Positions

SOLUTION

How did you find Andrea Nicholas Coachsulting?

LinkedIn

Why did you select Andrea Nicholas Coachsulting over others?

• High ratings
• Great culture fit

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Completion of 360 assessments, personality assessments, and other self-discovery exercises to establish baseline.
• Identify gaps in knowledge necessary to move into Board or CEO positions and develop plans to supplement knowledge.
• Redesign Resume, LinkeIn page, and Board Profile to be more effective.
• CEO and Board Seat interview training.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Work continues, but initial steps have been invaluable.  Assessments have highlighted areas for improvement and confirmed areas of strenth and weakness.  Support with Resume, LinkedIn presence, and Board Profile has successfully transitioned these materials from an academic focus to a coporate focus.  Tremendous insights and time savings.  Beginning to discuss strategies for filling gaps and preparing for forthcoming interviews.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Work is not yet compleate, but cadence has been manageable given my busy work and travel schedule. Andrea has been accommodating to schedule changes.

What was your primary form of communication with Andrea Nicholas Coachsulting?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Andrea is insightful, compassionate, and well-connected. Listens to my needs and develops a plan to meet them.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

I have no recommendations at this time.

BACKGROUND

Please describe your company and position.

I am the Commercial VP of an energy company. 

Describe what your company does in a single sentence.

Energy Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Personal Branding
• Career Coaching

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Linkedin

Why did you select Andrea Nicholas Coachsulting over others?

Close to my geographic location

How many teammates from Andrea Nicholas Coachsulting were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I engaged Andrea to hone my professional influence in preparation for senior executive positions

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Updated Social Media Profiles 
• Updated Resume and Personal Branding Statements 
• Exposure to Networking opportunities 
• Guidance on professional painpoints

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They have a strong adherence to quality standards and milestones set.

What was your primary form of communication with Andrea Nicholas Coachsulting?

Virtual Meeting

What did you find most impressive or unique about this company?

The access to subscription services and likeminded individuals.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

No areas identified at this time

BACKGROUND

Please describe your company and position.

 I am the Sr. Director Engineering of a manufacturing company 

Describe what your company does in a single sentence.

Semiconductor Manufacturing Assembly and Test Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Andrea Nicholas Coachsulting to accomplish?

• Highlight key value points of experience in my resume
• Improve linked-in profile
• Provide work situation guidance

SOLUTION

How did you find Andrea Nicholas Coachsulting?

Direct contact

Why did you select Andrea Nicholas Coachsulting over others?

Great culture fit

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Understand corporate background and key goals and help to position accordingly 
2. Created an individual strategy to highlight key value points for target goals. 
3. Create framework for resume, Bio and Cover letter summaries. 
4. Update online branding 

Key deliverables:

1. Help to generate a new resume in a very short period of time. 
2. Defined a strategy to help highlight skills in social media- Linked-in 
3. Created Bio and Cover letter options for industry use. 
4. Created comprehensive career plan that matches values.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I was provided the coaching and materials to generate the tools needed to meet my long-term personal/career objectives.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team delivered their tasks on time and they exceeded all our expectations.

What was your primary form of communication with Andrea Nicholas Coachsulting?

In-Person Meeting

What did you find most impressive or unique about this company?

The level of experience to navigate through challenging situations and strategies to focus on individual focus and growth.

Are there any areas for improvement or something Andrea Nicholas Coachsulting could have done differently?

No, there was nothing they needed to improve on.