Pelham Associates, Inc.
  Business Coaching, Consulting and Management Education
Contact us:
EMail:  PelhamA@aol.com
Tel: (914) 826-5509
Labor Category and Descriptions
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Faculty, Ph.D.: Teaching

Faculty, Masters: Teaching

Ph.D./Masters: Consulting

Project Leader/Director 

Facilitator 

Master Coach

Coach

Expert Witness Services 

Program Coordinator/Project Manager

Office Assistant

SIN(s) 874-1, 874-2, 874-4 GSA               
        Labor Category                              
Faculty, Ph.D.: Teaching/Consulting Services/Executive Coach/Expert Witness:
General Experience: This faculty member has at least 10 years of experience in one or more of the following: management consulting, management education, leadership education, strategy and strategy implementation, business planning, change management, finance and accounting or previous expert witness experience. 

This faculty member has at least 10 years of experience as a world-class professor teaching and designing executive education courses for both governmental and private sector organizations at first class universities such as Tuck School of Business, Columbia University School of Business, Stern School of Business at New York University or Duke University School of Business. 

Functional Responsibility: The faculty member applies broad management skills and specialized functional and technical expertise to deliver client solutions. He/she is qualified to perform tasks such as:
   •Working with the client’s executives to develop and design effective coaching programs
   •Working with the client’s executives to develop and design consulting services that meet the 
           client’s needs
   •Designing and delivering exceptional executive education programs
   •Designing and delivering executive education programs with a blend of hands-on practical 
           applications, theory and innovative thinking with social commitment  
   •Working with the client’s executives to facilitate organizational change and leadership programs 
           that realize business goals
   •Ensuring consistency of quality across multiple projects

Minimum Education: Ph.D. in business administration, management, public administration, organization change, organizational psychology, related discipline (or equivalent combination of education and experience) 


Faculty, Masters: Teaching/Consulting Services/Coach:
General Experience: This faculty member has a Masters Degree and at least 5 years of experience in one or more of the following: management consulting, management education, leadership education, strategy and strategy implementation, business planning, change management or finance and accounting.  
As a professor, this faculty member has at least 5 years of experience as a world-class professor teaching and designing executive education courses for both governmental and private sector organizations. 

Functional Responsibility: This faculty member applies broad management skills and specialized functional and technical expertise to deliver client solutions. Qualified to perform tasks such as:
   •Working with the client’s executives to develop and design effective coaching programs
   •Working with the client’s executives to develop and design consulting services that meet the 
                client’s needs
        - Designing and delivering exceptional executive education programs
        - Designing and delivering executive education programs with a blend of hands-on practical
                applications, theory and innovative thinking with social commitment  
   •Working with the client’s executives to facilitate organizational change and leadership programs
                that realize business goals
   •Ensuring consistency of quality across multiple projects

Minimum Education: Master’s in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of education and experience) 


Project Leader/Director:
General Experience: The project leader/director has at least 5 years of experience in managing and overseeing projects and/or course programs. This experience includes working with the clients and faculty and staff to ensure a seamless delivery of coaching services, consulting services and/or educational programs.  

Functional Responsibility: The Project Leader/Director has complete authority to call upon the resources of Pelham Associates to respond to any request within the scope of the contract. This factor ensures immediate responsiveness to the requirements of the project.

The Project Leader/Director will apply broad management skills and specialized functional and technical expertise to deliver client solutions. Qualified to perform tasks such as:

    •Working with client executives and Pelham Associates’ Team to provide a strong project team
            with specific strength and experience in all required areas
    •Working with the client’s executives and Pelham Associates’ Team to develop and design 
            coaching programs that deliver client solutions
    •Ensuring a match between participant and coach
    •Working with the client’s executives and Pelham Associates’ Team to develop and design 
            consulting services that deliver client solutions
    •Working with the client’s executives and Pelham Associates’ Team to plan and manage the 
            work of consulting project teams
    •Working with the client’s executives and Pelham Associates’ Team to plan and manage the 
            work of coaching teams
    •Working with the client’s executives and Pelham Associates’ Team to deliver exceptional 
            executive education programs 
    •Working with the client’s executives and Pelham Associates’ Team to design and deliver 
            Executive Education Programs with a blend of hands-on practical applications, theory 
            and innovative thinking with social commitment  
    •Working with the client’s executives and Pelham Associates’ Team to facilitate organizational 
            change and leadership programs that realize business goals
    •Ensuring consistency of quality across multiple projects

Minimum Education: Master’s in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of education and experience) 


Facilitator: Facilitation Services:
General Experience: The Facilitator partners with the organizational leaders to provide specific facilitation services. The Facilitator’s aim is to enable groups and organizations to work more effectively, to collaborate and achieve synergy. The Facilitator is a neutral party who advocates for fair, open, and inclusive procedures to accomplish the group's work. The Facilitator encourages full participation, promotes mutual understanding and cultivates shared responsibility, which lead to commitment and actions being made. We implement an action research and learning approach to accomplish this aim.

Functional Responsibility: The Facilitator is responsible for providing candid, constructive, and actionable feedback to the group and/or organization, and then assist the group and organization in learning new ways to lead and manage through addressing the groups and organization’s own behaviors and impact. The Facilitator creates a safe, accepting environment where individuals in the group can disclose their concerns, face difficult issues, examine different vantage points, draw conclusions and take action. The Facilitator maintains a balance between advocacy, inquiry, scrutiny and accountability. The Facilitator engages with people in customized ways that acknowledge and honor their individuality and their contributions to the overall group and organization. The Facilitator maximizes the benefits of diversity and empowers the individual to use their diversity to examine the organization’s objectives through diverse viewpoints. The Facilitator helps the individuals, the group and the organization to achieve agreed upon goals while also transferring the knowledge and skills needed to sustain ongoing development. 

The Facilitator is qualified to perform tasks such as:
Providing an overview of facilitation and group process
Identifying the participants’ goals and objectives for the group
Working on Action Plan with the group to achieve the goals 
Identifying with the group the strengths and developmental opportunities
Working with the organization and group to develop an Action Plan designed to meet the desired
              outcomes of the engagement 
Working with client and group on the optimal Action Plan
Working with the client and group on the Action Plan to achieve goals
Designing and deliver an evaluation (provided by Pelham Associates) for group and the participants 
             within the group 
Providing feedback on the process and deliverables - post facilitation Evaluation submitted to 
             group’s supervisor

Minimum Education: Master’s degree in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of education and experience) 


Master Coach:
General Experience: The Master Coach has at least 10 years of experience working as an executive coach. Specialties include one or more of the following: Communication skills development, conflict management and resolution, adult learning and leadership, assessment design, assessment administration, delivery and feedback for participants, executive coaching.  
The Master Coach has more experience and has additional technical expertise in one or more of the following business areas: management consulting, management education, leadership education, strategy and strategy implementation, business planning, change management or finance and accounting.

Functional Responsibility: The Master Coach provides candid, constructive, and actionable feedback to executives, and then assists the executive in learning new ways to lead and manage through addressing the executive’s own behavior and impact. The Master Coach creates a safe, accepting environment where individuals can disclose their concerns privately, face difficult issues, examine different vantage points, draw conclusions and take action. The Master Coach maintains a balance between advocacy, inquiry, scrutiny and accountability. The Master Coach engages with people in customized ways that acknowledge and honor their individuality. The Master Coach helps the individual achieve agreed upon goals while also transferring the knowledge and skills needed to sustain ongoing development. 

The Master Coach is qualified to perform tasks such as:
Providing an overview of coaching process
Identifying participants goals and objectives
Conducting, analyzing, and debriefing a 360° assessment 
Identifying with the client their strengths and developmental opportunities
Working with the client to develop an Action Plan designed to meet the desired outcomes of the 
          coaching engagement 
Working with client and client’s supervisor on the optimal Action Plan
Designing and delivering an evaluation (provided by Pelham Associates) for both the client and
          the coach 
Providing feedback on the process and deliverables - post Coaching Evaluation submitted to 
          participant’s supervisor

Minimum Education: Master’s degree in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of education and experience). 


Coach:
General Experience: The Coach has at least 5 years of experience working as an executive coach. Specialties include one or more of the following: Communication skills development, conflict management and resolution, adult learning and leadership, assessment design, assessment administration, delivery and feedback for participants, executive/manager coaching.

Functional Responsibility: The Coach provides candid, constructive, and actionable feedback to executives/managers, and then assists the executive/manager in learning new ways to lead and manage through addressing the executive/manager’s own behavior and impact. The Coach creates a safe, accepting environment where individuals can disclose their concerns privately, face difficult issues, examine different vantage points, draw conclusions and take action. The Coach maintains a balance between advocacy, inquiry, scrutiny and accountability. The Coach engages with people in customized ways that acknowledge and honor their individuality. The Coach helps the individual achieve agreed upon goals while also transferring the knowledge and skills needed to sustain ongoing development. 
The Coach is qualified to perform tasks such as:
    •Providing an overview of coaching process
    •Identifying participants goals and objectives
    •Conducting, analyzing, and debriefing a 360° assessment 
    •Identifying with the client their strengths and developmental opportunities
    •Working with the client to develop an Action Plan designed to meet the desired outcomes of the
             coaching engagement 
    •Working with client and client’s supervisor on the optimal Action Plan
    •Designing and delivering an evaluation (provided by Pelham Associates) for both the client and
             the coach 
    •Providing feedback on the process and deliverables - post Coaching Evaluation submitted to 
             participant’s supervisor

Minimum Education: Master’s degree in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of 
education and experience) 


Expert Witness Services: 
General Experience: This expert has prior experience as an expert witness with technical expertise and at least 10 years of experience in one or more of the following: management consulting, management education, leadership education, strategy and strategy implementation, business planning, change management or finance and accounting and previous expert witness experience.  

Functional Responsibility: The expert applies broad management skills and specialized functional and technical expertise to deliver client solutions. Qualified to perform tasks such as:
     •Working with the client’s executives and their attorneys to understand the requirements of
              the case
     •Working with the client’s executives and their attorneys to develop and design the optimal 
              strategy for the case
     •Ensure consistency of quality of the testimony

Minimum Education: Ph.D. in business administration, management, organization change, organizational psychology, public administration or related discipline (or equivalent combination of education and experience) 


Program Coordinator/Project Manager: Consulting Services/Instructor Led Training
General Experience: This position requires prior experience as a program coordinator for an executive/management education course.  

Functional Responsibility: The program coordinator/project manager has the administrative responsibility to provide the Consultants, Coaches, Faculty and the Director with a formal production time line. The program coordinator/project manager is responsible for maintaining the “Master Binder” containing all the materials and readings to be distributed to the participants. The program coordinator/project manager is required to notify faculty/coaches when materials are due, and keep a record of the faculty requirements for the classroom. The program coordinator/project manager is responsible for completing the first drafts of the evaluations and submitting the drafts to the Coaches, project leader or Director for refinement. The finalized evaluation versions are added to the Master Binder.  

The program coordinator/project manager:
      1.Coordinates with Project Leader/Director and client team to establish program content and schedule, including timing of materials, delivery of program and evaluations. During this session, the deliverables and expectations of the program are established.
      2.Coordinates with Project Leader/Director and faculty/coaches chosen to set up conference call for specific topic coverage and schedule.
      3.Coordinates with faculty/coaches to obtain pre-course materials and readings.  
      4.Coordinates with client team for list of participants and contact mail and e-mail addresses for participants.
      5.Coordinates mailings of pre-course materials to the participants prior to the program/project start. This includes responsibility to send materials in advance once any participants sign-up later then the initial list. Act as a liaison between the client, participants and faculty/coaches for questions regarding course materials, readings or schedule.  
      6.Coordinates travel arrangements, materials, and session details and needs for faculty directors, faculty, staff, facilitators, coaches and guest lecturers
      7.Is responsible for drafting the session evaluations and the overall program/project evaluations.  
      8.Has full responsibility to create, update and maintain the program/project “Master Binder”. The Master Binder contains all pre-course materials and readings as well as the faculty materials for distribution to participants including the handouts, readings, bibliography and evaluations for each session and for the program as a whole.
      9.Distributes, collects and tabulates the session evaluations and the overall course evaluations.  
     10.Distributes to the faculty and to the Director the evaluations for both the session and for the overall program.
     11.Coordinates with Director and faculty to set up conference call for review of the evaluations and suggested improvements for the next program. Evaluates feedback from program participants with faculty team and administrative staff to continually improve offerings and enhance program operations
     12.Coordinates with Director and client to discuss the program, the delivery and the overall client satisfaction with objectives established initially. During this session, next steps are discussed.

Minimum Education: Bachelor’s Degree preferably in Business Administration or related discipline (or equivalent combination of education and experience).


Office Assistant:
General Experience: The office assistant has at least two to five years of administrative experience.

Functional Responsibility: The office assistant provides administrative support to program coordinator, faculty, coaches, the director, and other staff in supervisory positions on client engagements. He/she performs tasks such as:
     •  Managing management correspondence
     •  Drafting correspondence
     •  Coordinating all aspects of on-site and off-site group meetings
     •  Maintaining a liaison with clients
     •  Creating or designing presentation formats using advanced graphics
     •  Analyzing evaluations and preparing complex reports
     •  Transcribing and dictation from tapes, voicemail, etc.

Minimum Education: High School Diploma.

1. Daily rate is based upon 7 hours (a one-hour lunch).  
For classroom education: an 8:30 a.m. – 4:30 p.m. course with 1-hour lunch, 7 hours of teaching.  
Labor Categories apply to:
SIN # 874-1 – Consulting Services: Executive/Management Coaching services;
                        Expert Witness Services

SIN # 874-2 – Facilitation Services

SIN # 874-4 – Instructor Led Training and Education Courses and Course  
                        Development
MANAGEMENT AND EXECUTIVE COACHING

FACILITATION SERVICES

MANAGEMENT CONSULTING

MANAGEMENT AND EXECUTIVE EDUCATION

     ​Business Acumen for High-Potential Managers

     Building the High Performance Organization
 ​
     Senior Leadership Development Program

     Managing Conflict

​     Empowerment Workshop

Finance and Accounting for the NonFinancial Manager


LABOR CATEGORY AND DESCRIPTIONS