Welcome to your Group Coaching Program under The SHIELD System®. Thank you for taking the first step toward reclaiming your power and resilience in the workplace.  
This 1-hour strategy session is designed to provide you with the clarity, tools, and strategies you need to tackle your most pressing workplace challenges with
confidence and resilience. Together, we’ll create a personalized action plan to help you navigate toxicity, -prepare for this important session and so please fill in as much detail as you can so that I can add as much value to you as possible.

Instructions:  Please provide detailed responses to each section below.  When answering these sections, I want to encourage, reinforce and ask you as follows:

  • Depth: Be as detailed as possible, especially in describing challenges and incidents, as this will enable me to provide to you tailored, actionable advice.
  • Honesty: This session is designed to be a safe space to explore their true feelings, frustrations, and goals so be honest with yourself so that I can help you best.
  • Timeliness: Please complete this document and submit it to me at least 48 hours before the session to give me time to review, pull together resources, and prepare

    Client Information

    Goals for the Session

    Main Issue or Challenge:

    Desired Achievements:

    Short-Term/Long-Term Career Goals:

    Toxicity Assessment

    Workplace Atmosphere Description

    Sources of Toxicity

    Specific Toxic Incidents

    Use of SHIELD System

    Previous Experience with The SHIELD System®

    Personal Strengths & Areas of Growth

    Roadblocks or Resistance

    Desired Outcomes and Follow-Up

    Success Definition for your Battle Plan session

    Success Definition for your Battle Plan session

    Thank you for trusting me with your journey toward a healthier, more empowered work life. Remember, SHIELDs Up!™ Every step you take to set boundaries, protect your peace, and strengthen your resilience is a victory—let’s build your shields together and transform your workplace experience.

    The SHIELD System® and SHIELD for Success® are registered trademarks of ERCD Enterprises, LLC. All rights reserved.

    All content, frameworks, scripts, templates, training materials, and proprietary methodologies are protected under applicable intellectual property laws and may not be reproduced, distributed, or taught without written permission.