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Introductory session establishing the coaching relationship. Mark posed pre-session questions to surface what Matt wanted from coaching, where he was professionally and personally, and what he'd been avoiding. Opened the themes of impact, influence, and Cayman delivery.

Clarity on current professional position and what success looks like
Exploring the link between delivery and perception
Identifying what Matt had been avoiding or blocking himself on
Beginnings of a pathway toward SEP (Senior Equity Partner)
Keep a meeting diary: pre-think SEP behaviours before each meeting or call
Score yourself after each meeting — what went well, what didn't, how did it feel?
Notice and reflect on meetings that went well vs poorly
Next session: 23 April 2026

Explored the 'lone wolf' feedback and how to address it structurally. The 'Zorro' framework was introduced — proactively bringing people on the journey before acting. Cayman was set as a live test bed, with delegated RAG-rated MI tracking as the mechanism.

'Lone wolf' perception — what it means and how to counter it structurally
The 'Zorro' consideration: who needs to know, contribute or challenge before you act?
Cayman as a live test bed for a new leadership approach
SEP vs FEP: differences in mindset, behaviour, targets and impact
Continue diary and scoring, adding the 'Zorro' check to pre-meeting prep
Cayman: convene kick-off, delegate RAG-rated MI deck to manager
Share Cayman MI deck quarterly with relevant SEPs
Commit to Cayman at partner meeting — frame as a shared journey
Start your own SEP vs FEP mindset list
LinkedIn recommendation request sent to Matt
Introduce recruiter relationships over next couple of months
Ask Matt to prepare draft CV + LinkedIn profile review
Next session: 11 May 2026

Deep dive into SEP-Matt's behavioural identity. Firm's AI and 5-year plan inertia reframed as an opportunity. Concrete Cayman stakeholder comms agreed. Mark shared a six-dimension SEP behavioural framework for Matt to build his own version from.

Other end of the telescope: what does the lone wolf who screwed up look like to you as a leader?
Cayman running — focus shifts to consistent stakeholder communication
Firm's strategic inertia = opportunity for visible, proactive leadership
SEP identity: showing up as someone who already owns part of the firm
The 'last 20%' — not finishing damages leadership credibility
Cayman: advertise weekly MI to sponsor; cascade to Kirsty downstream
Short, regular FYIs to Cayman stakeholders — demonstrably not a lone wolf
Continue meeting diary and post-mortem scoring
Develop your own SEP-Matt characteristics list
Draft concrete proposals for key firm business issues (AI, 5-year plan)
Provided 6-dimension SEP checklist: Presence, Influence, Visibility, Strategic Thinking, Leadership, Identity
To revisit: Matt pitch deck, deliberate visibility actions, MI dashboard beyond Cayman
Next session: 15 June 2026 (rescheduled from 12 June)

Mark's prep note flagged: scoring progress since Session 3, Cayman execution status, the 'last 20%' issue, and a deeper dive into SEP characteristics. Matt's own SEP characteristics list is the expected centrepiece.

Review of meeting scoring since Session 3 — progress and patterns
Cayman update — execution and stakeholder engagement progress
The 'last 20%' — is this still an issue and what's the path to resolving it?
SEP characteristics — Matt's own list
Reflect on scoring patterns since last session
Prepare Cayman update for Mark
Draft your SEP characteristics list
Next session: TBC

Your words. Grounded in evidence from the last three months — not aspiration.

1
I challenge without apology

I ask the question the room is avoiding. I don't soften a strong view to make the temperature comfortable. The partner strategy meeting on AI wasn't a small win — it was evidence that I can move a room when I back myself.

SEP-Matt does this every time, not occasionally.
2
I finish what I start

The last 20% is where credibility is won or lost. I own the follow-up. I write the summary. I don't hand off the narrative at the point it matters most. If I've led something, I land it — fully.

This is the single biggest gap to close. It's also entirely within my control.
3
I make my impact visible before it's asked for

I don't wait for the quarterly review to narrate progress. Weekly MI to my sponsor, short FYIs to stakeholders, a monthly one-pager. Not reporting — owning the story of what I'm building.

Whoever writes the summary owns the narrative.
4
I bring people on the journey before I arrive

Before I act, I ask: who needs to know, challenge or contribute? The Zorro check isn't a box to tick — it's how SEP-Matt thinks by default.

Lone wolf is the old pattern. Architect is the new one.
5
I run my area like a business

Cayman isn't a project I'm managing — it's a business I'm building. I think in firm-wide outcomes. I spot the strategic gap (AI, 5-year plan) and I move into it, not past it.

The opportunity is already in front of me. The question is whether I claim it.
6
I act as if I already own it

Not arrogance. Groundedness. SEP-Matt doesn't ask permission to lead — he leads, then invites others in. Clearer, calmer, earlier in the room.

Ask before every meeting: "What would SEP-Matt do here?"
The thread running through all six

You already have the evidence for every one of these. The job isn't to aspire to SEP-Matt — it's to recognise you're already there, and stop behaving like you aren't.

Running backlog drawn from all sessions. Tap to mark complete — state saves to Drive.

Draft CV for Mark to review
High
Optimise LinkedIn profile (Mark has offered to help)
High
Develop your own SEP-Matt characteristics list
High
Forge relationships with key recruiters in your field
Medium
Write LinkedIn recommendation for Mark
Medium
Historic compliance training issue — still to action
Medium
Matt pitch deck — personal positioning document
Medium
Draft concrete proposals on AI and firm 5-year plan — papers that force consideration
Medium
Monthly MI one-pager: pipeline, wins, team activity
Medium
MI dashboard — expand the principle beyond Cayman
Low
Before the Session
Complete the day before, or morning of
Review Mark's notes from the previous session
Score your meetings since last session — any patterns?
Apply the 'Zorro' check: who did you bring on the journey? Who got missed?
What's the headline Cayman update?
What's one thing you're proud of since last session?
What's one thing you're still avoiding or haven't finished — the 'last 20%'?
Are there open actions you haven't started — and why?
What one thing do you want to get out of today's session?
Think about SEP-Matt: which behaviours showed up this period? Which didn't?
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After the Session
Complete within 24 hours
Write up your own summary of the session — don't leave the narrative to Mark
List all actions agreed, with a deadline next to each
Score the session: what felt useful, what felt challenging?
Update your meeting diary with today's pre/post reflection
Send any committed follow-ups to Mark
Add open actions to your task system
Send any relevant Cayman stakeholder update triggered by today's discussion
Ask yourself: what would SEP-Matt do next?
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v1.0.0 · Coaching Journal · Excession Suite