Agreement Contract - word doc.
A simple form listing all the Agreements. This helps the client get really clear about what is expected of them and what they can expect.
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Client Profile Information
Alway good to have all the information on your client, in case you need to contact them or track them down or whatever. |
Coaching Welcome Letter
Introduce yourself to your client. Even though you will be "Designing the Alliance" with them later, this helps to establish your side of it more quickly. It also let's them know up front what coaching is. |
Primary Focus Intake Questionaire
This does not replace the Intake/discovery/exploration session, but rather helps stir up the client's thinking and how they look at themselves and their lives. You can use this information later to check up on their feeling of progress, or as a resource for other coaching. |
Release Authorization
This gives you permission to log hours and use their name for credentialing purposes. Their personal information will not be given out, but you need to provide this info to CTI or the ICF in order to get your letters. |
Excel Spreadsheet for logging coaching hours.
Don't worry, the names and info are all fake to show you how it works. Simply replace with your own data and play around with it. Change what you like and make it your own. |
Guideline of Intake Questions
Remember, the Intake session is really about "Designing the Alliance" and "Creating the Relationship". Everything that you do (values mining, fear exploration, Future Self, Saboteur) is all about setting the groundwork of your coaching relationship. Use this as a guideline, but feel free to "Dance in the Moment". |
Client Completion Form.
When it's time to let a client go, how do you do it while still holding them powerfully? This questionnaire helps them explore their coaching experience as well as what's next. And it gives you a great platform to celebrate your client. |
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