One coaching framework that can be useful in this process is the 5-D Framework. Take the time to get a 360 degree view of your client’s world, and the significance of what they’re hoping to achieve through your work together. Once the coaching engagement is underway, you’ll want to really flesh out your client’s goal to ensure mutual understanding. If you are logging client hours toward your ICF credential, remember to disclose this as part of your confidentiality agreement.įor more information on how to create a coaching agreement template for your practice, check out our guide: How To Create A Coaching Contract.
Affirm the client’s goals for life coaching.
It sets the stage for the entire relationship between coach and client! Develop healthy habits to help reach my ideal weightĢ) Coaching Agreement Creating the coaching agreement is “the ability to understand what is required in the specific coaching interaction and to come to agreement with the prospective and new client about the coaching process and relationship.” - ICF Code of EthicsĪ coaching agreement is more than a legal document.Cultivate a greater sense of self trust and confidence.Evaluate my next steps professionally and secure a new position.Should the client choose to retain your services, your next step is to clarify and affirm those goals for inclusion in the coaching agreement.Īn initial goal for coaching might sound like: A short description of what they are seeking support withĭuring the Discovery Session, you’ll explore the prospective client’s goals for coaching.You can also invite the prospect to complete a simple form online, via email, or through another method. Many online scheduling systems include the ability to collect information when a client books an initial discovery session. When a prospective client contacts you, you’ll want a process in place to gather some basic demographic information. We encourage you to make it your own, adding in elements that are unique to your practice! Elements of A Coaching Plan TemplateĪ good coaching plan includes the following components: In this article, we walk you through the process of developing a simple coaching plan template. This, in turn, helps to clarify expectations and exponentially increases your impact as a coach. It ensures you’re both on the same page, and provides a reference point from which to monitor and track progress.īy taking the time to lay out a clear strategy at the start of each new coaching relationship, you are co-creating a roadmap for both you and your client to refer to over time. So when it comes to catalyzing lasting change, how do you reliably move each of your clients from Point A to Point B? It starts with having a plan!Ī coaching plan lets your client know what to expect from the process. And as a coach, it’s your role to facilitate that process. People hire a coach in order to make a change to their status quo.