For Coaches and Clients

Kickstarter Pack for a Successful Experience at

CoachingGoWhere.com

By: Coaching Go Where

The Kick Starter Pack
For Coaches and Clients
CoachingGoWhere.com

WHAT IS THE KICKSTARTER PACK?

It can be difficult at times to know what materials you

need for your coaching sessions. That is why we created
this Kick Starter pack for both you Coaches and Clients!
Content below includes:
- Handy activity sheets
- Multiple data forms

- Key tip information pages

- Quick checklist
You can choose to use the provided materials in this
pack, or you can use the materials as a basic framework
to create your own forms and sheets.
 NOTE: one copy required for client,
one copy for coach. This is kept as
evidence that the sessions have
been carried out.
Coaching Contract Form
COACHING CONTRACT

This is an agreement between ___________________________________ (Coach Full Name)

and ________________________________________ (Client’s Full Name).

COACHING PERIOD

Commencement of the first session begins _____________________ (dd/mm/yy) and will continue
until _____________________ (dd/mm/yy), consisting of ______ sessions.

Each session lasts _______ minutes.

Session Date Time Session Date Time

1 6

2 7

3 8

4 9

5 10

These dates are preliminary dates. See terms and conditions on postponement and no show below.

FEES
Fee for ____ sessions: ____ SGD

SERVICES RENDERED

The services to be provided by the coach to the client are face-to-face sessions, as agreed jointly with
the client. Coaching will focus on the client’s key objectives, which will be identified in Session #1 and
frequently revisited throughout the process. The coaching might also focus on auxiliary aspects that
impact the desired outcome. The success of the coaching is highly dependent on the client taking the
lead in objectives, desired outcomes, actions and follow-through of projects/results.

Throughout the working relationship, the coach will engage in direct and personal conversations. The
client understands that successful coaching requires a co-active collaborative approach between

client and coach. In the coaching relationship, the coach plays the role of a facilitator of change, but it
is the client's responsibility to enact or bring about the change. The client is encouraged to be honest
and open in order for the coaching to be effective, and at any point in time, allow the coach to call upon
this agreement to make the relationship work. If the client believes the coaching is not working as
desired, the client will communicate and take action to return the power to the coaching relationship.

I do not engage in therapy with my coaching clients. In entering the coaching relationship, and signing
the agreement, you are agreeing that if any mental health difficulties arise during the course of the
coaching relationship, you will notify me immediately so that I can discuss with you an appropriate
referral.

POSTPONEMENT

After the coaching session has been fixed, request for postponement must be made 48 hours before
the session via email and SMS/call. Likewise, should the coach require a session postponement, the
client will be given a 48 hour email and SMS/call notification.

Postponement of sessions should extend no longer than 3 months from the agreed date. In respect to
travel, phone or SKYPE calls can be arranged.

LATENESS / OVERRUNING OF SESSIONS

Time interruptions within the session will still count toward the designated session period. This is to
upkeep time discipline.

“NO SHOW”

Defined as “absent at the prearranged session without prior notification to the coach”. A “no show” at
any time for the coaching session is liable for the full session fees payable to the coach. This is an
acknowledgement of the session costs and losses incurred by the coach.

REFUNDS

No refund will be made after each session is complete. The client is expected to commit the time and
focus needed to ensure a productive session. No refund requests will be entertained should the client
fail to achieve his/her project targets and goals. This is to acknowledge that there are many external
factors outside of the context of coaching, and the power of the coach, that could influence the outcome
of the client’s success.

PRIVACY
The client is encouraged to be willing and open, and to understand that experiencing discomfort is a
natural part of the reflection / examination process. However, the client can, at any point in the
coaching sessions, declare his/her preference not to discuss a specific issue, by simply stating that
they would rather not discuss this issue. The coach agrees to respect this boundary and will not
attempt to forward the conversation further along those lines.

CONFIDENTIALITY
The coach will practice professional ethics and code of conduct as depicted by the International Coach
Federation (www.coachfederation.org) A copy of the ethical guidelines is available on the website.

All information about the coach / client relationship will remain strictly confidential except in very rare
circumstances where decreed by law.

If the client wishes for the coach to speak to an external party, then the client needs to give the coach a
written permission (original letter or email) to do so. Otherwise, all client information is confidential.

All recordings of coaching will be used for the sole purpose of learning for the client. It will not be used
for any marketing purposes. Should the coach require a recording for submission to the ICF for
certification renewal, the coach will alert the client and will proceed only with permission.

TERMINATION

The coach and client agree to provide each other with two weeks’ notice if it is desired to terminate this
coaching agreement and arrangement. Otherwise, the coaching will continue for the duration of the
contracted period.

The coach reserves the right to seek legal recourse should participant default on the terms and
conditions in this form.

I have read and agreed to the above Terms and Conditions

Client Signature: Date:

Client Name:

Coach Signature: Date:

Coach Name:
 TESTIMONIAL FORM
I'd like to thank you again for engaging my services.

As someone who's experienced my coaching, it would be invaluable for me if you could provide me a testimonial
of your experience! Your testimonial would be a great resource to reach out to others who could reap the
benefits of coaching, and it will help me continue to improve my commitment to service excellence.

Please note that by filling this in, you allow me to use your testimonial for my marketing.

Name: _____________________________________

Title/Designation: ______________________________________

Company (optional): _______________________________________________

Here are prompts to help you structure your testimonial.

- How did you first hear of my services / get in touch with me?

- What made you decide to use my services?

- Have you used the services of other coaches before? If yes, what did you feel were some of the differences
between what you have experienced before compared to the results and experiences that you had with my
services?

- Were there any significant and strategic advice that I provided that you felt was value-added service? Please
provide specific examples if applicable.

- Throughout the entire process, from the first meeting with me to the completion of the paperwork, what were
some of the more memorable examples/events that you observed were reflective of my capability, experience,
expertise, professionalism and trustworthiness?

- What kind of results have you been able to get using my services, and would you recommend my services?

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

_______________________________________________________________________________________

Thank you!
 FEEDBACK FORM
Thank you for your feedback on your coaching engagement! Please answer all questions.

1. How much did you enjoy the sessions? Hardly 1 2 3 4 5 Very much

2. Which session / activity / topic did you enjoy the most?

3. Please rate the following statements:

The topics were relevant to my work: Disagree 1 2 3 4 5 Agree

I feel I can apply the content in my work: Disagree 1 2 3 4 5 Agree

4. What do you find the most useful about this coaching engagement?

What do you find the least useful about this Leadership program?

5. What is your confidence level now after this coaching engagement?

Underline the ‘before’ score, Circle the ‘after’ score

Not confident 1 2 3 4 5 6 7 8 9 10 V. Confident

6. List down 3 improvements you feel / observed in yourself out of this coaching engagement (e.g. habits, behaviours,
approach, traits)

1.
2.
3.

7. List down 3 things you would change / do differently moving forward from this coaching engagement (e.g. habits,
behaviours, approach, traits)

1.
2.
3.

8. How likely are you to recommend coaching to a friend / family member / colleague / your workplace?

Very unlikely 1 2 3 4 5 6 7 8 9 10 Immediately!

 POST ENGAGEMENT REPORT
Period of coaching engagement: ___________________________

Number of sessions completed: ___________________________

Program Overview:

Key topics/areas addressed:

Program outcomes/results:
Recommended next steps for the client:

Suggested areas for future coaching:

Additional remarks:
Checklist For
Coaches and Clients
CoachingGoWhere.com

Avoiding Disputes
No one wants to get into a dispute. It is long, tiring, and diverts your current focus
onto something negative. Therefore, here is a small checklist to minimise the chances
of you having to or having to deal with a disputed coaching service.

For Coaches
 Print out the Coaching Contract Form and get your client to sign it after every
session
 Pitched your coaching service on a level that you are confident you can deliver
 Provide as much information about your coaching service prior to the client’s
purchase, especially when they ask a question about your service
 Double check with the Client that they know what your service entails
 Make sure you can provide the service that the client expects from you

For Clients
 Print out the Coaching Contract Form and get your coach to sign it after every
session
 Ask the coach any questions in areas that you are unsure about in their
coaching service before you purchase (e.g. method of communication: face-
to-face, Skype etc.)
 Ask about what happens if you can’t make a session (e.g. because of sickness)
 Ask for the coach’s credentials, certifications, and qualifications prior to
buying their service
 Shortlist, shortlist, shortlist!
“THE FIELD IS STILL IN IT’S
INFANCY. DON’T BUY INTO THE
MYTH THAT IT’S TOO LATE TO
GET STARTED OR THAT YOU ARE
DOOMED TO STRUGGLE. THERE
WILL ALWAYS BE A STRONG
DEMAND FOR TALENTED
COACHES – ALWAYS.”
- LESHINSKY
“WHAT I LEARNED ABOUT
SELLING COACHING IS THAT
NOBODY ACTUALLY WANTS TO
BUY COACHING. PEOPLE ARE
BUYING EXPERT SOLUTIONS.”
- LESHINSKY
SELLING YOUR
SERVICES AT CGW
Coaching Go Where aims
to increase your exposure
and sales. We understand
that it can be quite hard
getting your name out
there, especially as the
number of coaches are
increasing at a brisk rate!
However, whilst we are
there to help you get
noticed by more clients
around the whole of Asia,
there are some things that
you also need to do to be
recognised as an expert,
trusty and hireable coach!
Ask these questions to
yourself:
 Do I have First-
Rate Training and
Credentials?
 What is my current
mindset like? Do I
have a business-
building mindset
or am I still in
training mode?
 How committed
am I to not only
giving the best
possible coaching
service to my
clients, but also to
evaluate my self
and my own
performances?
Best Practice
Tips for Coaches
CoachingGoWhere.com

Effective Communication with Your Client Prior

to Your Service
Communication with your client is extremely important.
You need to make sure that any question they ask, you
provide a clear and precise answer tailored to their
question and needs. Good communication will benefit
both parties. You will get a better understanding about
their expectations from your service, and they will get a
deeper understanding of what you offer. This lowers the
chance of them disputing and any misunderstandings
that may occur. Listen to them and come from a place of
understanding!

Coaching Approaches, Methods, and

Techniques
In each of your coaching services think about the
coaching approaches, methods and techniques that
you will employ. These may differ between the
coaching services you deliver. Think about whether
these are client-focused and how effective they are in
producing the best possible outcomes for your client.
You may notice that you need a new
approach/method/technique to better suit a specific
situation/service or client (e.g. especially in custom
orders). Don’t stop evaluating your framework! Reflect
and be self-aware, this allows for new ideas to grow,
resulting in new outcomes for you and your client.

Client Centeredness and Effectiveness of Your

Coaching Service
This can be broken down into four categories: the
relationship you have with the client, how you assess,
the support you provide, and the overall result. Reflect
on how well you establish certain boundaries and build
trust between you and the client, whether or not you
skilfully help your client gain more of a conscious self-
awareness and personal insight, how well you come
from a place of understanding and how well you ‘hear
out’ your client, and finally, whether or not you help your
client set powerful and effective goals that have only the
best possible impact on their overall outcome
Intake Session Checklist for Coaches Client Name: ___________________ Date: _____________
The Intake Session helps the coach develop a better understanding of the client's needs, their way of working and helps the client understand what coaching is,

what to expect and the role of the coach and client. It also clarifies admin, billing and deals with any questions your client may have.

What Details  Notes

1. WELCOME CLIENT - Take control of session and explain how the session will go today

What are the Client's aims from
Coaching?
2. ADMIN – Review key points
Ask "What do you want to achieve from Coaching?"
 Do you have any specific Goals or issues to resolve/meet?
 How will you know when you have achieved those goals?
 Allow them to complete the Wheel of Life sheet
 Why did they seek coaching now? This 'treasure' is key for their motivation

Client Information Sheet Complete for key details and contact information (if not already)
Complete Coaching Contract Form

Admin/Logistics Review key points from Agreement:

 Missed and late appointments  Fees

 How appointments set up  Who calls who, etc.

 Discuss any upcoming vacations/trips (yours and theirs)

Set up next appointments If not already, set next 2-3 appointments

3. COACHING PROCESS - Reassure client of what will happen/what they can expect during coaching

What Coaching Is/Isn't  Coaching is a relationship between your coach and you
 You are the expert in your life. Coaching helps you connect with
yourself, your wisdom and to help take action to create the life you
really want
 Coaching is 100% Confidential & Non-Judgemental
 Coaching is NOT advice/counselling/therapy
Your Coaching Philosophy  Share your coaching philosophy here if you haven't already

What Coaching involves  How sessions will go/session structure

- what they should expect…
Role of Coach
- What Client can expect from you
Role of Client
- What you expect from Client
How do they want to be Coached?
 That their goals and focus may change
 That Ups & Downs are normal in coaching - as is reaching a
plateau. The down cycle is where we do most growth...
 Gain permission to:
 Interrupt them  Get tough with them
 Challenge them/Ask difficult questions
 Repeat back what they have just said
 Give them forms/exercises/inquiries during/between sessions
 Client decides what to cover, how/when to end coaching
 Set your boundaries here. E.g. returning email and phone calls
within one working day
 I will help you set, clarify and maintain focus on your goals
 I will hold you accountable - for what you say you're going to do
 I will help you establish your own solutions & strategies
 I will encourage, support & believe in you even when you may not!
 I will challenge you and help you recognize where you may be
holding yourself back. Together we raise your self-awareness
 To be honest and open (and to tell me when you can't be)
 Willing to adopt a more positive outlook on self and life
 Ready to be fully accountable for your life/decisions/actions
 YOU are responsible for YOUR results. Success is directly
related to your commitment and the effort you make
 Ask: “What can you tell me about your learning style?”

Any questions?  Ask whether there any outstanding questions about the Coaching
process
4. TODAY'S COACHING - Be sure client leaves feeling they have been coached, and have at least one action

At least ONE action  You may want to set the Client tasks to be done during outside-
session hours. Whether they do it or not is of course up to them
Feedback/Learning  Fill in contract form information
 Ask, "What is your Biggest Win from the session today?"
 Your Wheel of Life!

YOUR NAME: __________________________________

TODAY'S DATE: ____________________

EXAMPLE
5
2

8
9

8 4

6 7

COMPLETE THE WHEEL:

1. Review the 8 Wheel Categories - think briefly what a satisfying life might look like for you in each area.

2. Next, draw a line across each segment that represents your satisfaction score for each area.

 Imagine the centre of the wheel is 0 and the outer edge is 10

 Choose a value between 1 (very dissatisfied) and 10 (fully satisfied)
 Now draw a line and write the score alongside (see example above)

IMPORTANT: Use the FIRST number (score) that pops into your head, not the number you think it should be!
The Wheel of Life – Instructions for the Coach

Notes:
 Balance is personal and unique to each individual - what may be satisfying or balanced for some may be stressful or
boring for others.
 This exercise raises a client's awareness and allows the client to plan a life that is more satisfying and closer to their
definition of balance. It also helps clarify priorities for goal-setting.
 Balance must be assessed over time. A regular check-in (eg. with this exercise) can highlight useful patterns and help your clients
learn even more about themselves. You can do this with them, or recommend they do it for themselves.
 Another option is for your client to ask someone who knows them well to complete the scores for them (sometimes it's
helpful to see an outside perception of your life 'balance'). Important: This must be someone they trust and whose opinion
they value - and remember that others may have hidden agendas.

Detailed Instructions:
1. Ask your client to review the 8 categories on their Wheel of Life. The categories should together create a view of a
balanced life for them. If necessary they can split category segments to add in something that is missing, or re-label an
area to make it more meaningful for them. Examples of changes are:
1. Family and Friends: Split "Family and Friends" into separate categories.
2. Significant Other: Changing the category name to "Dating", "Relationship" or "Life Partner".
3. Career: Changing the category name to "Motherhood", "Work", "Business" or "Volunteering".
4. Finances: Changing the category name to "Money", "Financial Security" or "Financial Wellbeing".
5. Health: The category name could be split or changed to "Emotional", "Physical", "Fitness", "Spiritual" or "Wellbeing".
6. Home Environment: The category could split or change to "Work Environment" for career or business clients.
7. Fun & Leisure: The category name could change to "Recreation"
8. Personal Growth: The category name could change to "Learning", "Self-Development" or "Spiritual"
9. Other categories to add could include "Security", "Service", "Leadership", "Achievement" or "Community".
2. Ask your client to think about what success or satisfaction would feel like for each area.
3. Now ask them to rank their level of satisfaction with each area of their life by drawing a line across each segment. Ask
them to place a value between 1 (very dissatisfied) and 10 (fully satisfied) against each area to show how satisfied they
are currently with each category in their life.
4. The new perimeter of the circle represents their Wheel of Life.
5. Now, looking at the wheel here are some great questions to ask your client to take the exercise deeper:
1. Are there any surprises for you?
2. How do you feel about your life as you look at your Wheel?
3. How do you currently spend time in these areas? How would you like to spend time in these areas?
4. What would make that a score of 10?
5. What would a score of 10 look like?
6. Which of these categories would you most like to improve?
7. How could you make space for these changes in your life?
8. What help and support might you need from others to make changes and be more satisfied with your life?
9. What change should you make first? And what change do you want to make first?
10. If there was one key action you could take that would begin to bring everything into balance, what would it be?
6. Taking action - the final step. To wrap-up the exercise you can ask your client to identify one action for each area, and
then pick 1-3 actions to get started. You could also ask them to choose the 3 areas they most want to work on and
identify an action for each. TIP: If your client is extremely busy or stressed try asking, "What is the smallest step you
could take to get started?"
 Coaching
Wrap-up Questions

Get your client to fill this sheet out at the end of your coaching service!
Client Name: ____________________________ Date: __________________

1. What specifically have I achieved during the coaching period?

(review your goals, achievements and successes)
1.
2.
3.
2. How am I different / What am I doing differently as a direct result of coaching?
(think broadly)
1.
2.
3.
3. What are my top 3 goals and dreams in life right now?
(personal AND work)
1.
2.
3.
4. What are my top 5 priorities in life as I now understand them?

1.
2.
3.
4.
5.
5. What limiting beliefs have I let go of? (eg. about myself/life/others) I NO LONGER BELIEVE:

1.
2.
3.
6. What positive new beliefs do I have? (eg. about myself/life/others) I NOW BELIEVE:

1.
2.
3.
 6. What specifically have I learned about myself? (that I perhaps haven't mentioned yet)

1.
2.
3.
7. What have I learned during this coaching or program that I will carry forwards in life?

1.
2.
3.
8. What has been the best bit of the coaching for me?

1.
2.
3.
9. What are the best things about my life?

1.
2.
3.
10. What ONE piece of advice would I give myself to take forwards?

What else would I like to note down that would be useful to me going forwards?





Client Signature: ___________________ Coach Signature: ___________________

“COACHING IS UNLOCKING A
PERSON’S POTENTIAL TO
MAXIMISE THEIR OWN
PERFORMANCE. IT IS HELPING
THEM TO LEARN RATHER THAN
TEACHING THEM.”
- TIMOTHY GALLWEY
“ALL COACHES HAVE ONE
THING IN COMMON, IT’S THAT
THEY ARE RUTHLESSLY RESULTS-
ORIENTATED.”
- FAST COMPANY MAG
BUYING COACHING
SERVICES AT CGW
Coaching Go Where aims
to provide you with a
service that allows you to
find your perfect coach
match. We hope that
through our service, you
are a million steps closer to
grabbing a hold of that
fulfilling life you’ve always
envisioned. More and
more people are realising
this, and thus, demands for
a coach has skyrocketed.
However, whilst this is our
aim, you must work
together with your chosen
coach. Coaching is a
powerful tool if you utilise
it in an effective way.
Coaching is different from
‘teaching’. Coaching
involves and inherits the
belief that the client has
the answers to their own
problems that they
harbour inside of them.
Coaches are very result-
orientated and are focused
on helping their client
unlock and unleash their
own full potential.
To make the most of your
coaching experience, you
need to be able to
effectively communicate
and ask and answer the
coach in an honest and
open manner. Utilising a
coach correctly can change
your life forever.
Best Practice
Tips for Clients
CoachingGoWhere.com

Educate Yourself on What Coaching Is/Is Not

While coaching has been proven to be highly effective,
you must do your research before purchasing a
coaching service. Make sure you know what coaching
really is. It is not some magical remedy! Research what
each coaching category entails and the areas it covers.
Be sure that you know exactly what type of coaching you
are looking for so that you can have a list of
expectations of what you want to achieve by the end of
the sessions. This not only lessens the amount of
misunderstandings that may occur, but also allows you
to ask the coach more effective and in-depth questions
about their coaching service and how it benefits you.
This will also make the shortlisting process a lot easier!

Shortlist Your Coaches

Shortlisting is an incredibly important process. You
want to look through the coaches that deliver a service
in the area that you want coaching on, and then make
a list of all the coach service that interest you. Read
the service information and the coaches’ profiles very
carefully and critique each one. Communicate and talk
to each coach about their coaching service and
evaluate whether you’d want them as your coach and
whether you like their programme. Do you like their
approach and personality? Do you feel as though their
background and skill sets are of value to you? Do their
qualifications or areas of expertise sound beneficial to
you? Evaluate each coach on these sorts of basis
before purchasing their coaching service!

Communicate and Be Open

Coaching works both ways. You cannot expect your
coach to do all the work and cast a spell on your life to
suddenly make it better! If a question pops up in your
head, ask them! If you want advice in an area within
their expertise, ask them! Also, be honest with them.
You need to also be prepared to do any at home tasks
that they set you too. Get as much fulfilling advice and
information as you can from your coach, nothing will
change if you don’t work with them! Similarly, go into
each session with an open mind. Hear your coach out
and be open to what they are telling you.
Client Info Sheet & Contact Details

Note: All personal information is held securely in accordance with the appropriate legislation, confidential and treated appropriately.

Client Information

Mr/Mrs/Miss/Ms/Other _________________ Last name _________________________

Name you like to be called ______________________________________________________________
Address ______________________________________________________________________
___________________________________________________________________________________

Telephone Numbers/Contact Details

Home ___________________________ Work ______________________________
Cellphone ___________________________ Skype Id ___________________________
Email/s ______________________________________________________________________
Best Contact Method/s (usual) __________________________________________________________
Best Contact Method/s (short notice e.g. can’t make session) __________________________________

Employment Information
Occupation ______________________________________________________________________
Employer Name ____________________________________________________________________

Personal Information
Date of Birth ___________________________ Marital Status _________________________
Significant Other's Name _____________________________________________________________

Significant Dates (eg. Wedding anniversary) ______________________________________________

__________________________________________________________________________________
No. of Children _____________________
Name(s) and Age(s) of Child(ren) _____________________________________________________
__________________________________________________________________________________
 Life Satisfaction Scorecard for Client
Hand this into your Coach on the day of your first session (optional, but
recommended)

Date: ______________________

Name: _______________________________________
Insert blank line
1. If you were to give a SCORE out of 10 for how SATISFIED you are with your life overall?
_____ / 10
2. If you were to give a SCORE out of 10 for how HAPPY you are in your current CAREER?
_____ / 10
3. If you were to give a SCORE out of 10 for how overwhelmed, BUSY or cluttered you currently feel?
_____ / 10

4. I like myself:
0 10 (please put an X on the line to
correspond with how much you
like yourself on a scale of 0 to 10)

5. What are your FAVOURITE things in your life at the moment? (like best)
_________________________________________________________________________________
6. What could be IMPROVED in your life at the moment? (like least)
_________________________________________________________________________________

7. I am looking: (please tick all that apply)

 For More Meaning/Purpose in Life
 For More Fulfilment/Happiness in Life
 For More Ease/Simplicity or Balance in Life
 For More Freedom and/or Inner Peace in Life
 To Change or Move Forwards in my Career
 To Achieve my Goals Faster/More Easily
 To Learn to Trust Myself More/Be My Authentic Self
 Other (If there was something you haven’t mentioned yet, what would it be?) _________________________________
9. What do you want, in more detail, by the end of these coaching sessions?
_________________________________________________________________________________
________________________________________________________________________________
Intake Session Checklist for Clients Client Name: ___________________ Date: _____________
The Intake Session helps the coach develop a better understanding of the client's needs, their way of working and helps the client understand what coaching is,

what to expect and the role of the coach and client. It also clarifies admin, billing and deals with any questions your client may have.

What Details  Notes

1. WELCOME CLIENT - Take control of session and explain how the session will go today

What are the Client's aims from
Coaching?
2. ADMIN – Review key points
What do you want to achieve from Coaching?
 Do you have any specific Goals or issues to resolve/meet?
 How will you know when you have achieved those goals?
 Completed Wheel of Life handed over by Coach
 Why did they seek coaching now? This 'treasure' is key for their motivation

Client Information Sheet Complete for key details and contact information (if not already)
Completed Life Satisfaction Scorecard
Complete Coaching Contract Form

Admin/Logistics Review key points from Agreement:

 Missed and late appointments  Fees

 How appointments set up  Who calls who, etc.

 Discuss any upcoming vacations/trips (yours and theirs)

Set up next appointments If not already, set next 2-3 appointments

3. COACHING PROCESS - Your understanding of coaching and the coaching sessions

What Coaching Is/Isn't You understand that:

 Coaching is a relationship between your coach and you
 You are the expert in your life. Coaching helps you connect with
yourself, your wisdom and to help take action to create the life you
really want
 Coaching is 100% Confidential & Non-Judgemental
 Coaching is NOT advice/counselling/therapy
What Coaching involves  How sessions will go/session structure
- what you should expect  That your goals and focus may change
 That Ups & Downs are normal in coaching - as is reaching a
plateau. The down cycle is where we do most growth...
 You, as the client, decides what to cover, how/when to end
coaching
Role of Coach  Set your boundaries to them. E.g. returning email and phone calls
within one working day
- What you can expect from the coach  Your coach is helping to clarify and maintain focus on your goals
 Your coach is holding you accountable - for what you say you're
going to do
 Your coach is helping to establish your own solutions &
strategies
 Your coach is encouraging, supporting & believing in you even when
you may not!
 Your coach is challenging you and helping you recognize where
you may be holding yourself back. Together you and your coach
raise your self-awareness
Role of Client  To be honest and open (and to tell them when you can't be)
 Willing to adopt a more positive outlook on self and life
- What your coach expects from you  Ready to be fully accountable for your life/decisions/actions
 YOU are responsible for YOUR results. Success is directly
related to your commitment and the effort you make
How do you want to be Coached?  Tell them about your learning style, and how you learn most
effectively
Any questions?  Ask any questions that may be on your mind!

4. TODAY'S COACHING - Be sure client leaves feeling they have been coached, and have at least one action

Feedback/Learning  Fill in contract form

 Ask yourself “What is my Biggest Win from the session today?"