FI

RSTCOACHING
SESSI
ON
TEMPLATE
Pl
anni
ngYourFir
stCoachi
ngSes
sion
wi
thaNewCl i
ent
Congr
atul
ati
ons
!You’
veenr
oll
edanewcl
i
enti
ntoy
ourcoachi
ngbus
ines
s.
Whatnow?

Yourfirs
tcoachingsessi
onisl
ik
emeeti
ngs omeoneforthefir
stt
ime:
youwantt
o
makeagr eati
mpr ess
ion.Andtodot
hat,i
t’scr
ucial
thatyoupr
epar
eanddesi
gn
yoursessi
onst
ructur
et omakethemostoutofit
.

Thebes twayt ostartyourpr epar

ationsist ore-establi
sht hegoal sandthe
outcomest hatyouwi ll
helpt hecli
entachi eve.Onewayt odot hisisshar
ingan
i
ntakef or
m orcoachi ngformt hatthenewcl i
entcanfil l
inands endbackt oyou
beforethefirstsessi
on. I
nt hi
squestionnai
re, t
heywi llhaveques tionspert
aini
ngto
whatt heywantt oachi eve,wheretheyar einlif
erightnow, i
sitwhatt heyhad
envis
ionedfiv eyearsago, andsoon, thatwi l
lgivey ouclarit
yt odes i
gnacoaching
planthatfitsyourcli
ent s’needsanddes i
res.

Youalsoneedt osetupthemethodofdeli
veryf
orthecoachi
ng. Y
oucanopt
f
oronl i
neclas
sesorprovi
dei
n-pers
ons es
sionswi
thsomeform ofonl
i
nesuppor
t.
What everbethemethodofdel
iver
y,y
ouneedt oclear
lyaudi
bleandvis
ibl
eto
yourcli
ent.

BUI
LDI
NG ARAPPORT
Whensit
ti
ngf ort
hefir
sts
es s
ion,
keepthedi s
cussi
ongener
alforthefirstmi
nutes
.
Est
abl
i
shs omecommongr oundswit
hy ourcl
ient.
Makeyourcl
ientrel
atetoyou,
andbeas sur
edthaty
ouwillbehel
pingthem reacht
hei
rgoals.

Fort
his
,youcan:

Shar
esomeofy
ouri
ni
ti
als
tor
ies

T
ell
them whyy
oudeci
dedt
obecomeacoach

Speakabouts
omeofy
ours
ucces
sful
coachi
ngexper
iences

Shar
ethechangesy
ouhav
eseeni
nyouraf
terembar
kingont
he
coachi
ngj
ourne

As
kthecl
i
entt
oshar
esomeoft
hei
rsucces
sst
ori
es

As
kthecl
i
entwhatt
hei
rthought
swer
ewhencomi
ngf
ort
hes
ess
ion

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ercoach
 SETTI
NG RUL
ES
Thegr oundruleswil
lkeepy oubot hengagedinthecoachingsessi
ons.Often
cli
entsfeelalagorhitapl ateauwher etheydonotseeanydr as
ticchangesin
thei
rli
fe.Theymi ghtf
eel l
essincl
inedtofol
lowtheses
sions
,ormaybes omeot her
engagement sar ecausingahi ndrance.
Thegroundrul
eswill
helpy oubothnot
was t
eeachot her’
sti
me.

Her
ear
esomeex
ampl
esofr
ulesandexpect
ati
onss
ett
ing:

Keepingallelectr
onicgadgetsonsil
ent
.Theleastamountofdist
ract
ion
shouldbepr esentwhent hecoachi
ngisgoingon.Thi
swil
lkeepyouboth
focused—yourclientwi
llt
alkbett
er,
andy oucanbemor eattent
iveand
l
istencaref
ull
y.

Discussconfidentiali
tyandwhatthecli
entexpectsf
rom you.
Youwil
lbe
coll
ectingthepersonal dat
aofyourcl
ient
,andy ouneedtoas s
uret
hem
thattheiri
nformationissaf
e.Unl
essy
oudos o,theywil
lnotbecomplet
ely
honestwi t
hy ou.

Highl
ighttheimport
anceofpropercommunicati
on.Thecli
entshouldbe
dedicatedtobeingontimeforeachsess
ion.I
f,
foranyreason,thecl
ient
orthecoachi sunabl
etoattendorhostt
hes es
sion,
communi cati
ngt he
samebef orehandwil
lberequi
red.

Thecl
ienti
spayi
ngforas er
vice,
andy ouwil
lbedel
i
v er
ingt
hes
ame.
Youneedtogetthecl
ienttocontri
but
et ot
herul
estoo.

Setthesegr
oundrul
esinyourcoachingagreementwi
thever
ynewclientand
gothroughthes
einyourfir
stcoachingsess
iontosett
heri
ghtexpect
ationsf
rom
theget-go.

KEEPYOURTOOL
SINORDER
Nothingbr eakstheflowofas ucces s
fuls
es si
onlikefumbl i
ngf ory ourwri
ti
ngpador
l
ookingf ortheprojectorr
emot e.Beforethes es
sionsbegi n,keepal l
yourtool
sli
ke
handout s,questi
onnaires
,brochures,ses
s i
onplanner s,yournot epadandpen, any
gadget slik
eprojector
sands l
i
desr eadyandoper ational.Yourclientcanlook
thr
ought hemat er
ialwhil
ey oureadt hepas tassessmentandhi ghli
ghtareasthat
needmor eclari
tywithrespecttotheiranswer s
.

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ercoach
 SETTI
NG HOMEWORK
Acoachhel pst hecli
entorcoacheet oachiev et
heirgoal s
.Thisisnotlimit
edt ojust
aski
ngques tionsanddi s
cus si
ngt hegoals
.Asacoach, y ouneedt ohelpy ourcl
ient
developtheirinst
inct
sandaddr essis
suesinamannert heys eefit.Youcanhel p
them onl
ywheny ouk nowt hear easwheret heyl
ack .
Aftert hefirstsessi
on, youcan
setthem assignmentsli
keas kingthei
remploy eestodes cri
bet heclientormai nt
ain
ajournalti
l
lthenexts essi
on. Youcanalsos etups omepr obl emsthes olut
ionto
whichtheclienthastopr ovide.

Ex
ampl
e:
Yourcli
entisanempl oyeelook i
ngt oincreasethei
rconfidenceands oci
als
kil
ls
.
Aft
ertheiniti
alsessi
on,youcanas kthem t othi
nkofawayt osolv
eaconflict
betweent hei
rco-wor k
ers.Thegoal ofthishomewor kwillbetoas ses
showmuch
ti
met heywilli
nvestint
hewel l-bei
ngofot hersands ti
l
lbeont hei
rownprogress.
Thi
sconflictsolvingcapabili
tywill
pos it
ivelya ecttheirconfidenceandmak ethem
approachablet oothers
, t
herebyimpr ovingtheirs
ocial s
kill
s.

Fi
rstCoachi
ngSes
sionSt
ruct
ure
I
fyouar
ehol
dinga30or90-mi
nut
eses
sion,
itcoul
dbebr
okendownasf
oll
ows
:

Fi
rst15minut
es:conductsomebreathi
ngexerci
sestogetyoubothi
ntot
hezone
andtakeinthesurr
ounding.
Ini
ti
alawkwardnesscanbeeli
minat
ed,andyoubot
h
wil
lbecomeaccus t
omedt otheother’
spr
esence.

15to30mi nut
es:est
abli
shingtherul
esandt al
ki
ngabouteachother.
Youbreakthe
i
cewithsomer el
atablestori
esandsteertheconver
sat
ioni
nthedir
ecti
onofthe
coachee.Makethem tal
k, andyoucanlis
tenwithcomepromptsl
i
kewhattheyfelt
whensomet hi
ngnegat i
vehappened, andsoon.

30to45mi nutes
:discus
st hegoalsofthecli
ent.
As kquest
ionsli
kewhydi dthey
thi
nkcoachingwil
lhelp,howaret heyplanni
ngtoachievetheirgoal
s ,
will
they
mak esomelif
est
ylechangesasr equir
ed.Thesegoals,al
ongwi t
har ea rmation
ofthegoalssetbytheclient
,wil
lhelpyouestabl
ishagener al
direct
ionforthe
nextsess
ion.

Last15minut
es:asyouroundupt
heses
sion,youhandouthomewor
kandaskthe
cl
ienthowtheyfel
tint
heclass
.Al
way
sas cer
taint
heirwel
l
-bei
ngandcomf
ortl
evel
withyouandthesessi
ons.

Di
vedeeperwi
thourcoachi
ngs
ess
iont
empl
ate.

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erv
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ercoach
Ti
psT
oPr
epar
eBef
oreCoachi
ngSes
sions
Planni
ngforyourfir
stcoachi
ngsessi
on-orev enyours econd,thi
rdandf
ourth!-is
notonlyaboutdesi
gningthecoachi
ngplanands es
sions t
ruct
ure.I
t’
sal
socrucial
thatyouarepreparedmental
lyandener
geticall
ybefor eenter
inganews es
sion.
Afteral
l
,thefirs
tpersonyouhavetocoachisy ou.

Her
ear
esomepr
e-coachi
ngpr
epar
ati
onsy
oucanf
oll
ow:

01 Medi
tat
ion
Asacoach, youneedt obei nt her i
ghtframeofmi ndbef ore,dur i
ng,andaf ter
eachcoachi ngs es
sion-andmedi t
ati
oncanbeapower ful t
ool todot hat.Youcan
practi
ces omechant sormant ras,orli
stent oamedi tati
ont racky ouenj oy.I
f
meditati
onisnotpar tofy ourrout i
ney et,youcant ryotheract ivi
tiesthatcangive
youas i
mi l
are ectofcal mingdownandget ti
nggrounded. Maybey ouus ecooking
orwalki
ngt oconnectwi thy ourselfands lowdown. Anyact i
vitythatwi l
lhelpyou
r
emov et heanxietyfrom y ourps ycheandbr ingclari
tycanbey ourmedi tati
ve
str
ategy.Focusonr elaxingandl ivi
ngint hemoment .Ify
oucannothav etheclari
ty,
yourcli
entswill
notfeel safei ny ourpresence. Andthemor epres entandgr ounded
youareiny ourcoachi ngs ession, t
hebet terresul
tsyoucancr eatef oryourcli
ents
.

02 Br
eat
hwor
k
Oneoft hecor erequir
ementsforanyf orm ofmedi t
ationistofocusony our
breathing.Havi ngenoughoxy geni nyourl
ungsands yst
em will
hel py ourbrain
tostayf ocused. Asacoach, youhav etobeat tentivetowhaty ourclientissaying
andwhatt heyar enotopenlyaccept i
ng.Whiley ouar etaskedt oas kthehar d
questions,youneedt obecal m enoughtonotmak etheclientfeelintimidated.
Donningaj ovialyetprof
essi
onal pers
onali
tywillbepos s
ibl
ewheny ouar ecalm
andhav ethes trengthtosupportthegoal sofyourclient.Breathingex erci
sesli
ke
i
nhalingt i
ll
y ourchestswell
supandexhal i
ngs l
owl ywhi l
ecountingcane ect i
vely
bri
ngy outot hepr es
entasy oucounteachbr eat h.

03 HaveCl
ari
ty
Thecor eobjecti
vesofthefirsttwopointsaret obri
ngy outoas t
ageofcal mness
andal ert
ness.Whil
eplanningthecoachings essi
ons,youneedt ohav eclari
ty
abouty ourmethodology.Howdoy ouwisht odeli
verthesessi
ons,andwhats houl
d
bet hekeytakeawayf r
om eachs essi
onares omeoft hebas i
csthaty ouneedt o
focusupon.Hav ethequestionscaref
ull
ycraftedanddet erminetheflowy ouwant
totake.Havingaclearideaaboutt hesession,youwillbeconduct i
ngwi l
lhel
py ou
stayfocusedandexudeconfidencet hatwi l
lmak ethecli
entfeelrel
ax edand
positi
veaboutjoini
ngyourcoachi ngsessi
ons .

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erv
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ercoach
I
nordertohavecl
ari
ty,
fol
lowapl
anner.Keepachar taboutwhatthesess
ionswil
l
ent
ail
.Youcanaddnotesaboutwhatyout hi
nkshouldbethefocusoft
hes es
sion
andhowt hecl
i
entcanreacht
heirgoal
se ectiv
ely.

04 Bui
l
dConfidence
Hypey ours
elfabouty ourownmet hodol ogy. Asacoach, y
ouneedt ostay
energi
zedandal ert
.Whi l
ey ouarenotr equiredt oj umpar oundandr adi
atet he
athl
eti
cener gyy ousurelypossess,wheny ouar econfident ,youexudepos iti
ve
energythatwi l
lkeept hecli
entfocusedony ourwor ds,
andt hei mpacty ouare
l
ookingforwillbegreat er
.Haveconfidencei ny ours ki
ll
s.Readupy ourmat er
ial
s
i
frequir
ed,soy oudonotf umbletoomuch. Practicet hepos eands tancethat
youwillk
eepwhi leinteracti
ngwi t
hy ourcli
ent .Havi ngaconfidentandopenbody
l
anguagef urtherplacesy ourcl
ientinar elaxedpl acet hatwill
helpbuild
camarader i
e.

05 Pl
anEachSes
sionWi
thPr
eci
si
on
Oncey ouhav edev el
opedy ourpersonal i
ty,y
ouhav etodev elopadoabl esess
ion.
Thiscanbeachi evedoncey our eadt hecli
entques t
ionnair
es ubmi s
s i
onsandfocus
ont heques ti
onsthatwi llbepar tofthes essi
on.Youneedt os etthepace, andthat
wil
lbedet er
minedbyt heamountofconfidencey ougener ateiny ourcli
ent.
Be
preparedt obeabi tvulnerabl
eands har esomeofy ourfail
urestos uccessst
ori
es
andy ourjourney.Mak ey ourcl
ientfeel confidentintheirchoi
cet ooptf orcoaching
undery ourguidance. Youcanhav eapl annerpr
intedtos harewitht hecli
ent
thatwillkeepy oubot hont hes amepage( nopunintended)t hr
oughev er
ysessi
on.

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Ques
tionsT
oAs
kInYourFi
rstCoachi
ngSes
sion
Welcomet hem andkeepacopyofthei
ri
ni
ti
al i
ntak
efor
m quest
ionnai
reopento
ensur
ediscussi
on.Thefol
l
owi
ngquesti
onswi
llhel
py ous
etthedir
ecti
onforthe
coachi
ngs ess
ion.Youcanmodi
fyt
hequesti
onsasperthetypeofcoachingyou
areo er
ing:

1
.Howar
eyouf
eel
i
ngt
oday?
2.Hav
eyouhones
tlyfil
l
edupt
hepr
e-s
ess
ionques
tionnai
re?
3.Howcomf
ort
abl
ewer
eyouwi
tht
heques
tions
?
4.Whi
chquesti
onsmadey outhi
nkt
hel
onges
t?(
her
eyoucanas
kwhyr
elat
ed
tot
hos
es peci
ficques
tions)
5.Si
ncey
ouar
eher
e,howwoul
dyouwantmet
ohel
p?
6.Ar
eyouhappywi
thwher
eyoucur
rent
lyar
e?
7
.Isi
twhaty
ouenvi
si
oned5or1
0year
sago?
8.Whatmadey
ounotachi
evet
hos
edr
eams
?
9
.Doy
our
egr
etwher
eyouar
ecur
rent
ly?
1
0.Hows
tabl
edoy
ouf
eel
yourfinanci
alcondi
ti
onsar
e?
1
1.Cany
oudefiney
ourmos
tsucces
sful
moment-per
sonal
l
yandpr
ofes
sional
l
y?
1
2.I
fyouhadt
orat
ey ours
elfonas
cal
efr
om 0t
o10f
ort
hef
oll
owi
ng,how
woul
dyour
ateyoursel
ffor
:

a.Empat
hy e.Res
olvi
ngconfli
cts
b.Emot
ional
int
ell
i
gence f
.Addr
ess
ingi
ssueswi
thcl
ari
ty
c.Adapt
abi
l
ityt
oci
rcums
tances g.Knowi
ngf
utur
egoal
s
d.Bei
ngaccount
abl
e

1
3.Whatmot
ivat
esy
out
hemos
t?
1
4.Whatdemot
ivat
esy
out
hemos
t?
1
5.Howwel
lar
eyouabl
etocommuni
cat
ewi
thot
her
s?
1
6.Whatmadey
ouchoos
ethepr
ofes
siony
ouar
ecur
rent
lypur
sui
ng?
1
7.Whatpl
ansf
ort
hef
utur
edoy
ouhav
e?
1
8.Whatchangesar
eyouwi
l
li
ngt
omak
e?
1
9.Whatothergoal
sdoy out
hinky
oucanachi
eveoncey
ous
ucces
sful
l
ycompl
ete
t
hecoachingses
sions
?
20.Whatf
orm ofgui
dancear
eyouexpect
ingf
rom me?

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