Portfolio
Nancy John
Leadership Enablement & Learning Strategist
20+ years, across enterprise and entrepreneurial environments, turning capability into performance.
From national program strategy to one-on-one leadership coaching, I design and deliver end-to-end learning solutions that build real skills, drive measurable outcomes, and stick long after the training ends.
About
I build learning that actually changes what people do.
For over 20 years, I've designed and delivered learning that connects to real performance — in large corporate environments where scale is everything, and in one-on-one coaching where one well-timed conversation can shift everything.
At Edward Jones, I became the first Performance Coach in Canada. A role I built from scratch. Working alongside field leaders, SMEs, and regional teams, I designed enablement programs, closed capability gaps, and connected performance data to the specific development moves that drove results. That work earned recognition at a North American Leadership and Partners Meeting, where the General Partner called it out by name:
"This is down to you. Your contribution has been meaningful and significant." — General Partner, Edward Jones, North American Leadership and Partners Meeting
Not because I ran more training, but because it landed.
Through Seed Leadership, my own practice, I work with pre-executive leaders — Directors, Senior Directors, Principals — at the point in their careers where their expertise alone stops being enough. Clients across Canada, the US, the UK, India, and China have used this work to build influence, navigate more complex stakeholder environments, and make moves they'd been putting off for years.
I'm both a strategist and a practitioner. I can design the architecture and step in to deliver it. That combination of thinking at a systems level while staying close to the work is where I tend to have the most impact.
Work Samples
Selected Projects
Creating Clients Through Quality Contacts
A national virtual session built to help early-career Financial Advisors develop client-building habits and reach ramp milestones. Designed in partnership with field leaders and U.S. counterparts.
- Introduced the 5x5x5 prospecting technique, adapted from proven U.S. practices — strategic innovation, not reinvention
- Participants practiced the technique immediately in a live 30-minute call session, then debriefed together
- Small-group breakouts, live Q&A, and poll interactions kept learning active and sticky
- Delivered nationally with two facilitators per session; regional field leaders drove follow-through
80% adoption across Canada; regions independently built it into their ongoing advisor enablement.
Contact Tracking Tool Enablement
A staged initiative designed to help field leaders use CRM data to coach early-career advisors toward profitability. Built in response to a consistent downward trend in new FA growth.
- Stage 1: Small-group virtual CRM onboarding sessions for field leaders across Canada
- Stage 2: Just-in-time online resources for the most frequent questions. Built to scale without requiring live sessions
- Stage 3: Enhanced FA onboarding to reflect the new support structures and processes
- Scaled impact by building field leadership capacity, not just adding more training
Leaders gained direct access to national and regional business development data; contributed to Canada achieving its annual growth target.
Leadership Accelerator 90
A 90-day one-on-one leadership program for pre-executive leaders — Directors, Senior Directors, Principals — built to strengthen persuasive communication, cross-level followership, and candor. Built from the ground up; started as a live build-as-you-deliver program and evolved into a structured journey.
- Behavioural assessments (DISC & EQ) anchor the program and shape the individual coaching arc
- Structured coaching cycles, micro-learning modules, practice exercises, and progress checks
- The Influence Accelerator Model — the proprietary framework at the core of this work — was developed through this process
- Clients span Canada, the US, the UK, India, and China
Average 15% improvement in core leadership competencies within 90 days. One client achieved their 12-month goal in 90 days; their team doubled shortly after. Another was promoted to lead two larger teams.
Conflict as Catalyst
A 60-minute virtual session for leaders at 0–3 years of people management experience. Built to help them reframe conflict and respond with confidence, candor, and care. Developed from scratch around a proprietary framework.
- S4: The 4 Conflict Anchors — a proprietary framework providing leaders a structure to navigate everyday conflict
- Scenarios drawn directly from participant insights gathered before each session
- Small-group breakouts (20+ min), live polls, and Q&A keep engagement active throughout
- Closes with one concrete action each participant commits to applying within the week
4.6/5 average satisfaction rating across sessions of 70+ participants spanning various organizations. Part of an ongoing facilitation roster — regularly invited back.
The Influence Diagnostic
An AI-augmented leadership assessment built on the Influence Accelerator Model. Transformed from a simple lead-generation quiz into a sophisticated diagnostic experience for organizational buyers (CHROs, senior L&D leaders) and the leaders they invest in. Scenario-based questions calibrated against data from real-life coaching engagements.
- Layer 1: Personalized Results Engine — a Claude-powered scoring system that generates individualized insights across result tiers and gap profiles, not generic buckets
- Layer 2: Nora, an AI coaching persona — an ICF-aligned thinking partner that guides leaders through a structured five-stage coaching conversation, governed by explicit guardrails to preserve trust and methodology
- Built as a single HTML artifact using Claude; hosted on Systeme.io with email platform integration
- Every AI decision made intentionally, demonstrating end-to-end AI fluency in an L&D context, from strategy and system prompt architecture through technical build
In active development. A real tool, built on real client data, designed for a real organizational audience — with AI serving the methodology, not replacing it.
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The work, in their words.
"This is down to you. Your contribution has been meaningful and significant."General Partner · Edward Jones
I came to Nancy with two areas of focus: confidence as a leader & building strong relationships with my peers. During the course of the programme I was able to make strides in both areas. I learned what I want & what I need to be successful in my role… I was able to get buy-in to make team structure changes that will better serve my team, our business, & my own career. Nancy's approach to building up one's "sphere of influence" helped me create lasting bonds with my peers — improving cross-functional planning, communication, & collaboration. I'm grateful to have started my journey into leadership with Nancy alongside me.
I'm so grateful to have had an opportunity to work with Nancy when I was at an important crossroad in life. I was juggling many professional and personal options, and was in dire need for more clarity and effective decision making… Nancy is super personable and our initial conversation just clicked… I learned to develop new perspectives when approaching ambiguous problems and started to discover a pattern of how I make decisions myself. Awareness is the first step to understanding what needs to be changed for the better. This marks the beginning for an accelerated journey of my continuous personal growth thanks to her coaching.
Working with Nancy has opened my perspective on key aspects of leadership — the difference between feedback and coaching, seizing the momentum of the moment, and how to navigate intensely candid conversations. I've leveraged her recommended strategies in conversations with my direct reports, manager, and even skip-level leadership. Because of her guidance, I have undoubtedly noticed growth and gained comfort with these specific elements of a strong leader. The advice I would give to anyone considering working with Nancy is: do not hesitate.
Nancy doesn't talk in corporate phrases and provide canned responses, but rather employs an individualized, thoughtful approach to helping each one of her clients… feel comfortable to speak candidly on where they want to grow. I have gained more from Nancy's program than any other I've participated in over my career, bar none.
I am so much more confident since working with Nancy. Working with Nancy is about questions and the language you use… In terms of my attitude, in terms of my language, I have come to better understand how I can improve, and I am improving because the feedback I've been getting has shown that. What you achieve is not just for yourself — those around you will be impacted by the benefits you've got from being in the Seed Leadership program.
Nancy provides a thoughtful balance of challenging your assumptions and support while demonstrating a considerate understanding of your personal goals. I have been able to put Nancy's advice into practice, while continuing to grow and evolve in my career. I highly recommend Nancy and her services especially as a woman in business, looking to make the next move in my career.
Nancy John is an excellent coach, with great listening skills, a lot of empathy, and an excellent approach to coaching for results. The coaching sessions are optimized to deliver results tied to your personal goals… I was able to put a plan in action quickly after our first few conversations and started getting results soon after. I recommend Nancy's sessions to early managers looking to strengthen their inner leader, or to more experienced leaders looking for a reboot.
Nancy has helped me greatly improve my emotional intelligence, allowing me to communicate and influence at a much higher level. My interactions are much more results-oriented and efficient — which has raised my confidence level so I gain trust and communicate much more persuasively.
If you have a genuine desire to make a difference in your enterprise and be a change agent, Seed Leadership is for you. Whether you are an extrovert or introvert, Nancy has a natural way of making you feel comfortable discussing complex, difficult scenarios.
Over these 90 days, I learned to take advantage of my strengths and work on the opportunities identified. There was significant improvement in my communication and decision-making. This program boosted my confidence, allowing me to take on greater responsibilities.
The sessions were focused on my specific goals and needs, and included action items. We addressed situations that were specific to me, worked through real scenarios, and I was able to take the approaches we talked about and put them into practice. I feel more confident as a result of working with Nancy.
I feel a lot more confident and a lot more supported… I've become more aware of feedback I would normally react differently to. There are times I'd think I did something wrong, but really it's just a different point of view. I'm feeling very good about where I've come since starting this program.
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