I. Initial Meeting
· Build a relationship for coaching
· Gain understanding of the need for coaching
· Answer questions and concerns
II. Gathering Additional Information (if necessary, at additional cost)
· Interviews and/or Observation
· Assessment Instruments (i.e. Multi-level Feedback)
· Performance Reviews
III. Agreement on Coaching Program *
· Draft proposal and overview program
· Review by client
· Mutual agreement on program purpose and outcomes
· Agreement on structure of the coaching (i.e. # of Mtgs, Calls, Duration)
· Agreement on cost
· Signed contract
IV. Detailed Initial Coaching Plan
· Readings
· Self-observations
· Practices
V. First Coaching Session
· Presentation of Initial Coaching Plan to client
· Continue to build relationship for coaching
· Answer questions and concerns
VI. Between Coaching Sessions
· Client works on coaching assignments (i.e. readings, self-obs. and practices)
· Updates to coach (phone or e-mail)
VII. Other Coaching Sessions
· Exploring the learnings with the client
· Providing new distinctions and insights for the client
· Refining current self-observations and/or practices
· Providing new reading, self-observations and/or practices
· Addressing breakdowns the client may have experienced since the last session
VIII. End of the Coaching Program
· Assessment by coach and client that purpose and outcomes are met
· Competence by the client (long-term, self-correcting and self-generating)
· Coach no longer needed – Client can do ‘it’ alone!
* Typically, management/leadership coaching programs require a commitment of at least 4 months and up to 12 months, depending on the topic of work. Generally, there are 2 sessions per month (60-90 minutes each), with assignments between sessions. On average, most programs run 9-12 months.
