There are a number of questions to consider as you're setting up your coaching practice when it comes to taking notes.
1) When should I take notes?
2) How should I take notes?
3) What sort of information should I keep?
4) Should I discuss taking notes with my clients?
5) How long should I keep notes?
Many coaches skip note taking altogether, but skipping note taking is not something we would recommend
How the Workforce Learns in 2016 (Expanded deck with polls and case study) - ...David Blake
According research by ATD, only 38% of learning and development (L&D) professionals think they’re ready to meet the needs of tomorrow’s learners. So to help L&D teams better engage employees, Degreed recently surveyed 500+ people to understand the learning culture, values and habits of today’s hyper-kinetic, hyper-connected workers.
In this presentation we'll cover:
-How people really build their skills and fuel their careers in 2016
-What employees think is most missing from the workplace learning environment
-How innovative L&D leaders are adapting to meet the needs of tomorrow's workforce
Краткий обзор видов рекомендательных систем (персонализированные/неперсонализированные, холодный старт, коллаборативная фильтрация тип) и способов их применения в B2C сервисах для улучшения бизнес-показателей: снижения стоимости привлечения пользователя, улучшения удержания и повышения маржинальности.
We'd like to take a break on presentation techniques and share with our viewers a slideshow featuring leadership lessons from former South African President Nelson Mandela.
Transcript Below:
1.) “A good leader can engage in a debate frankly and thoroughly, knowing that at the end he and the other side must be closer, and thus emerge stronger. You don't have that idea when you are arrogant, superficial, and uninformed.”
“I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear.”
2.) “It is better to lead from behind and to put others in front, especially when you celebrate victory when nice things occur. You take the front line when there is danger. Then people will appreciate your leadership.”
“Resentment is like drinking poison and then hoping it will kill your enemies.”
3.) “Long speeches, the shaking of fists, the banging of tables and strongly worded resolutions out of touch with the objective conditions do not bring about mass action and can do a great deal of harm to the organization and the struggle we serve.”
“Do not judge me by my successes, judge me by how many times I fell down and got back up again.”
4.) “Real leaders must be ready to sacrifice all for the freedom of their people.”
"Action without vision is only passing time, vision without action is merely day dreaming, but vision with action can change the world."
5.) “What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead.”
“Courageous people do not fear forgiving, for the sake of peace.”
We hope you enjoyed our latest SlideShare presentation!
A brochure-style presentation to introduce the big picture vision for R7 Partners, a venture capital firm that finds, funds, and builds early-stage startups with ambitious innovation.
Rumelt describes strategizing as identifying pivotal issues within your market and your industry and making a plan focused on forceful, results-oriented action. He reminds readers that strategy has little to do with ambitious goals, vision, leadership, innovation or determination. For many business leaders, strategy means promulgating meaningless slogans that tout impressive but unrealistic goals. A sound business strategy presents a specific action plan to overcome a defined challenge. Rumelt says good strategy involves multiple analyses and the painstaking development of thoughtful, expertly implemented policies that surmount obstacles and move the firm profitably ahead.
How the Workforce Learns in 2016 (Expanded deck with polls and case study) - ...David Blake
According research by ATD, only 38% of learning and development (L&D) professionals think they’re ready to meet the needs of tomorrow’s learners. So to help L&D teams better engage employees, Degreed recently surveyed 500+ people to understand the learning culture, values and habits of today’s hyper-kinetic, hyper-connected workers.
In this presentation we'll cover:
-How people really build their skills and fuel their careers in 2016
-What employees think is most missing from the workplace learning environment
-How innovative L&D leaders are adapting to meet the needs of tomorrow's workforce
Краткий обзор видов рекомендательных систем (персонализированные/неперсонализированные, холодный старт, коллаборативная фильтрация тип) и способов их применения в B2C сервисах для улучшения бизнес-показателей: снижения стоимости привлечения пользователя, улучшения удержания и повышения маржинальности.
We'd like to take a break on presentation techniques and share with our viewers a slideshow featuring leadership lessons from former South African President Nelson Mandela.
Transcript Below:
1.) “A good leader can engage in a debate frankly and thoroughly, knowing that at the end he and the other side must be closer, and thus emerge stronger. You don't have that idea when you are arrogant, superficial, and uninformed.”
“I learned that courage was not the absence of fear, but the triumph over it. The brave man is not he who does not feel afraid, but he who conquers that fear.”
2.) “It is better to lead from behind and to put others in front, especially when you celebrate victory when nice things occur. You take the front line when there is danger. Then people will appreciate your leadership.”
“Resentment is like drinking poison and then hoping it will kill your enemies.”
3.) “Long speeches, the shaking of fists, the banging of tables and strongly worded resolutions out of touch with the objective conditions do not bring about mass action and can do a great deal of harm to the organization and the struggle we serve.”
“Do not judge me by my successes, judge me by how many times I fell down and got back up again.”
4.) “Real leaders must be ready to sacrifice all for the freedom of their people.”
"Action without vision is only passing time, vision without action is merely day dreaming, but vision with action can change the world."
5.) “What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead.”
“Courageous people do not fear forgiving, for the sake of peace.”
We hope you enjoyed our latest SlideShare presentation!
A brochure-style presentation to introduce the big picture vision for R7 Partners, a venture capital firm that finds, funds, and builds early-stage startups with ambitious innovation.
Rumelt describes strategizing as identifying pivotal issues within your market and your industry and making a plan focused on forceful, results-oriented action. He reminds readers that strategy has little to do with ambitious goals, vision, leadership, innovation or determination. For many business leaders, strategy means promulgating meaningless slogans that tout impressive but unrealistic goals. A sound business strategy presents a specific action plan to overcome a defined challenge. Rumelt says good strategy involves multiple analyses and the painstaking development of thoughtful, expertly implemented policies that surmount obstacles and move the firm profitably ahead.
25 stats—13 positive, 12 negative—that reflect the marketing world, including content marketing, social media, email newsletters, analytics, blogging, digital video, and more.
Keep these stats in mind when crafting your marketing strategy.
Enterprise Knowledge - Taxonomy Design Best Practices and MethodologyEnterprise Knowledge
This presentation, origninally presented at the Knowledge Management Institute's KM Symposium on March 27, 2014, addresses the concepts of business taxonomy value, taxonomy design methodology, and taxonomy design best practices. It is intended as an introductory deck for anyone seeking guidance on taxonomy design efforts.
Hacking Your Head - Managing Information Overload (45 mix)Jo Hanna Pearce
There are limits to our ability to learn and process information. Overload impacts productivity by causing psychological and physiological stress. Jo Pearce relates findings from cognitive psychology that help us understand how, as developers, we might be overloading both ourselves and those we work with—and what to do about it.
How Starbucks Became the Apple of CoffeeGraham Brown
If you owned stock in Starbucks and Apple, you'd be sitting on a 1000% return on your investment over the last 7 years.
The phenomenal rise of these two companies is the result of clear focus on their brand marketing strategy, one which required a conscious split from traditional BRANDING based advertising, to marketing fit for the 21st century: BRAND EXPERIENCE.
In this presentation, we'll look at the success story from the Starbucks side: a case study of how Starbucks became a loved brand like Apple and the 5 factors that underpin its class-leading marketing strategy.
We have mapped out the 7 elements of smart strategic thinking, as a way to guide and challenge you to think strategically. Challenge yourself to take your brand strategy and see how it lines up to our 7 elements of smart strategic thinking. Do you have a vision, are you focused enough, are you taking advantage of some opportunity? You can have this on the brand overall, or any project that you are working on. We will show you how the model works, then provide examples drawn out using Apple, Starbucks and Special K.
It’s not enough that you drink water every day. You have to make sure it’s the adequate amount and it’s absolutely safe and clean. To be guaranteed about your everyday drinking water, it would be a good idea buy water filter here in Singapore or anywhere you might be in the world.
This is an excerpt from the book ZAG: The #1 Strategy of High-Performance Brands by Marty Neumeier
Build your brand from the inside out. www.neutronllc.com
Follow the Money - How to Speak to Executives about AgileAgileThought
When agile transformations fail, many agilists blame their executives for not caring about or understanding agile. However, few people focus on the different languages that IT and business people speak, and the different outcomes that both sides desire. Rather than blaming each other, what is needed is more empathy for the results that others care about and more understanding of the languages that others speak. Steven Granese will share his stories from working with executives while leading their agile transformations. He will describe how to explain agile using the language of executives: business outcomes and financial results. You will leave with a new appreciation for communicating with executives. Get ready to realize that you've been advocating for and evangelizing agile all wrong!
Every startup begins with an idea. This is a talk on how to come up with startup ideas and how to use validation to pick the ones worth working on. It's based on the book "Hello, Startup" (http://www.hello-startup.net/). You can find the video of the talk here: https://www.youtube.com/watch?v=GkmiE8d_5Pw
When it comes to launching a great career, even the most successful stars, TV personalities, and journalists had to
start somewhere.
Here's what some of the world's most creative professionals learned from their mentors along the way.
Visit https://mentor.linkedin.com for more amazing stories of mentorship.
Sun Tzu Art of War for Productivity and InnovationAndy Ng
Written over 2,500 years ago, Sun Tzu Art of War is very relevant for business. Chief among concerns of entrepreneurs is productivity and innovation. In this innovative course, AndyTheCoach from www.asiatrainers.com share with you practical examples how to use the key strategies of Sun Zi to business.
One Point Per Slide – Why It’s Important and How to Do ItStinson
PowerPoint presentations have come a long way from bullet points and ClipArt. Presentations have evolved with not only the presenter and the audience, but also our preference to be moved and not sold to. One of the biggest presentation trends is having only one point per slide. Check out our presentation to see why having only one point per slide is important!
For more presentation help, visit stinsondesign.com/blog
Watch the video on Youtube: https://www.youtube.com/watch?v=VM7r-7WrheY&feature=youtu.be
Watch the video on Vimeo: https://vimeo.com/188030855
25 stats—13 positive, 12 negative—that reflect the marketing world, including content marketing, social media, email newsletters, analytics, blogging, digital video, and more.
Keep these stats in mind when crafting your marketing strategy.
Enterprise Knowledge - Taxonomy Design Best Practices and MethodologyEnterprise Knowledge
This presentation, origninally presented at the Knowledge Management Institute's KM Symposium on March 27, 2014, addresses the concepts of business taxonomy value, taxonomy design methodology, and taxonomy design best practices. It is intended as an introductory deck for anyone seeking guidance on taxonomy design efforts.
Hacking Your Head - Managing Information Overload (45 mix)Jo Hanna Pearce
There are limits to our ability to learn and process information. Overload impacts productivity by causing psychological and physiological stress. Jo Pearce relates findings from cognitive psychology that help us understand how, as developers, we might be overloading both ourselves and those we work with—and what to do about it.
How Starbucks Became the Apple of CoffeeGraham Brown
If you owned stock in Starbucks and Apple, you'd be sitting on a 1000% return on your investment over the last 7 years.
The phenomenal rise of these two companies is the result of clear focus on their brand marketing strategy, one which required a conscious split from traditional BRANDING based advertising, to marketing fit for the 21st century: BRAND EXPERIENCE.
In this presentation, we'll look at the success story from the Starbucks side: a case study of how Starbucks became a loved brand like Apple and the 5 factors that underpin its class-leading marketing strategy.
We have mapped out the 7 elements of smart strategic thinking, as a way to guide and challenge you to think strategically. Challenge yourself to take your brand strategy and see how it lines up to our 7 elements of smart strategic thinking. Do you have a vision, are you focused enough, are you taking advantage of some opportunity? You can have this on the brand overall, or any project that you are working on. We will show you how the model works, then provide examples drawn out using Apple, Starbucks and Special K.
It’s not enough that you drink water every day. You have to make sure it’s the adequate amount and it’s absolutely safe and clean. To be guaranteed about your everyday drinking water, it would be a good idea buy water filter here in Singapore or anywhere you might be in the world.
This is an excerpt from the book ZAG: The #1 Strategy of High-Performance Brands by Marty Neumeier
Build your brand from the inside out. www.neutronllc.com
Follow the Money - How to Speak to Executives about AgileAgileThought
When agile transformations fail, many agilists blame their executives for not caring about or understanding agile. However, few people focus on the different languages that IT and business people speak, and the different outcomes that both sides desire. Rather than blaming each other, what is needed is more empathy for the results that others care about and more understanding of the languages that others speak. Steven Granese will share his stories from working with executives while leading their agile transformations. He will describe how to explain agile using the language of executives: business outcomes and financial results. You will leave with a new appreciation for communicating with executives. Get ready to realize that you've been advocating for and evangelizing agile all wrong!
Every startup begins with an idea. This is a talk on how to come up with startup ideas and how to use validation to pick the ones worth working on. It's based on the book "Hello, Startup" (http://www.hello-startup.net/). You can find the video of the talk here: https://www.youtube.com/watch?v=GkmiE8d_5Pw
When it comes to launching a great career, even the most successful stars, TV personalities, and journalists had to
start somewhere.
Here's what some of the world's most creative professionals learned from their mentors along the way.
Visit https://mentor.linkedin.com for more amazing stories of mentorship.
Sun Tzu Art of War for Productivity and InnovationAndy Ng
Written over 2,500 years ago, Sun Tzu Art of War is very relevant for business. Chief among concerns of entrepreneurs is productivity and innovation. In this innovative course, AndyTheCoach from www.asiatrainers.com share with you practical examples how to use the key strategies of Sun Zi to business.
One Point Per Slide – Why It’s Important and How to Do ItStinson
PowerPoint presentations have come a long way from bullet points and ClipArt. Presentations have evolved with not only the presenter and the audience, but also our preference to be moved and not sold to. One of the biggest presentation trends is having only one point per slide. Check out our presentation to see why having only one point per slide is important!
For more presentation help, visit stinsondesign.com/blog
Watch the video on Youtube: https://www.youtube.com/watch?v=VM7r-7WrheY&feature=youtu.be
Watch the video on Vimeo: https://vimeo.com/188030855
Learn how to become a life coach or any kind of coach. Learn how to coach, how to start a coaching business, ways to make money as a coach and so much more. Free Kick Start Guide to Coaching
Discover how to leverage your existing professional skills to create a thriving and profitable coaching practice. Learn the proven 4-phase coaching process that will greatly boost your confidence to effectively coach others, and transform the lives or your clients. Walk away with numerous business and marketing strategies that you can apply immediately to attract more clients and make your practice financially sustainable. Presented by, Jonathan Jordan, a top-ranked, internationally renowned executive & business coach.
If you want to increase your life coach salary and income try a few of these ways to make money as a life coach. These are great business ideas you can implement right away.
Sterett Enterprises LLC provides Life Coaching for Executives and Entrepreneurs who wish to achieve work-life balance, ambitious goals that are aligned with their values and life success.
For some new managers, the idea of giving performance reviews and being responsible for others can be intimidating. For others, there are fears about how to manage people older than them. And then there are others who worry about being accepted by their new team. I too, had these fears. But over time, I have learned a lot from peers, from mentors, and from my own employees. I made some terrible mistakes, and I had some pretty good successes. These nuggets of insight are some of the best personal learnings I’ve had in my management career, and ones which I wish I knew when I started managing people.
The Manager's Resource Handbook is an online source of tools, templates and articles relating to business and management in the global environment. Our mission is the help managers and businesses succeed through the benefit of our experience. You can contact us at http://www.managersresourcehandbook.com.
Collaborative Coaching
Is it the coach’s job to support the client to achieve happiness and satisfaction or to give the client options from which to choose?
What are the coach’s responsibilities and what are the client’s responsibilities before, during, and after coaching?
Can a coach help the client achieve happiness?
Barry Schwartz’s video Paradox of Choice set an interesting perspective that if you have low expectations you will be happier. That could be understood in the reverse as high achievers have higher levels of frustration because they do have high expectations for themselves and others. People who want to work with a coach are usually high achievers. So what is a Collaborative Coach to do in helping clients’ achieve happiness; help them set low expectations?
Is it the coach’s job to support the client to achieve happiness and satisfaction or to give the client options from which to choose?
What are the coach’s responsibilities and what are the client’s responsibilities before, during, and after coaching?
Can a coach help the client achieve happiness?
This program teaches managers how to convert their conversation into coaching conversation. Imbed it in their day to day conversation with teams to ensure high performance, ownership and engagement amongst the team.
This program focuses on What, Why and How of Coaching. Easy to learn, understand and apply.
Most people are holding jobs with various employers. They are also moving
to various employment sectors throughout their working life.
Thus, there is a need to be flexible enough with the working patterns. There
is a need to be prepared with the changing sectors or jobs for better
opportunities. You need to have improvement that serves you in the long
run.
Employers are looking for skills that often go beyond experience and
qualifications. While your experience and education may make you eligible
enough to apply for a job, you still need to have mixed skills.
You will never change your life until you change something you do daily”,
said by the popular televangelist Mike Murdock. Once you arrive at the
torturous decision of changing your career, do not waste more time
dwelling on the rationale behind this decision.
Get all your acts together and think of better ways of giving yourself a set of career skills that can gear you up for a new life and a new career.
Beefing up your career skills is rather an essential step of achieving true
success. There are some secrets that will aid you in acquiring these skills.
Learning these secrets can be very beneficial indeed.
“You will never change your life until you change something you do daily”,
said by the popular televangelist Mike Murdock. Once you arrive at the
torturous decision of changing your career, do not waste more time
dwelling on the rationale behind this decision.
Get all your acts together and think of better ways of giving yourself a set of
career skills that can gear you up for a new life and a new career.
Beefing up your career skills is rather an essential step of achieving true
success. There are some secrets that will aid you in acquiring these skills.
Learning these secrets can be very beneficial indeed.
Once you have learned all these secrets, you are on your way to enjoying a
better career, a sense of stability and more money. All of the time, energy
and efforts in strengthening your career skills will be well worth the
investment.
By strengthening your career skills, you can become one of the potential
candidates that employers are looking for. Thus, it is important to pay attention to these secrets.
“You will never change your life until you change something you do daily”, said by the popular televangelist Mike Murdock. Once you arrive at the torturous decision of changing your career, do not waste more time dwelling on the rationale behind this decision.
Get all your acts together and think of better ways of giving yourself a set of career skills that can gear you up for a new life and a new career.
Beefing up your career skills is rather an essential step of achieving true success. There are some secrets that will aid you in acquiring these skills.
Learning these secrets can be very beneficial indeed.
Once you have learned all these secrets, you are on your way to enjoying a better career, a sense of stability and more money. All of the time, energy and efforts in strengthening your career skills will be well worth the investment.
By strengthening your career skills, you can become one of the potential candidates that employers are looking for. Thus, it is important to pay attention to these secrets.
One of the first steps of acquiring a new set of career skills is arranging funds that allow you to attend a university or school. This is a big step to moving forward for you to obtain a new set of skills.
Taking it a step further than college is also important. You may want to check out some extracurricular activities such as clubs or maybe even participate in a volunteer event. These are just a couple of examples that can be very beneficial.
Although obtaining new career skills means spending money and time, the outcome will be most beneficial. Keep in mind, it will be a difficult task and will require longer hours.
There is also a plethora of courses that can help in getting your foot in the door to your career. You can gain specialization and expertise in a specific activity or field. Some institutions also offer courses that are highly effective in establishing a career. They are reliable in arming yourself with a set of career skills. It is important to look into many schools and check to see what each offers.
Through constant training and practice, you will be on your way to embarking on a new career. Beefing up your skills is proven to provide long-term benefits and offer you a stable job.
Learning and development are also needed in meeting the challenging demands of a career. There are some skills that will also need improvement.
By focusing on these skills, you can improve and become a better person.
Mentoring or taking online and offline courses are also essential parts of beefing up your skills. Below are some of the secrets to learn to aid in strengthening your career skills for your success.
Coaching Case Studies Case Study Number 1 Maria i.docxclarebernice
Coaching Case Studies
Case Study Number 1
� Maria is a sales associate at Tiger Electronics, a local technology
store. Maria has made errors on her monthly sales reports for the
last three months. Her reports have contained grammatical errors,
and she has failed to fill in some of the required numbers.
Questions
� What type of coaching conversation would be most appropriate in this
situation?
� What are some strategies to:
� Enroll Maria
� Clarify Intentions
� Reveal her thought process
� Invite her to see things in a new way
� Determine new actions and offer support
Case Study Number 2
� Maria is a sales associate at Tiger Electronics, a local technology
store. Maria has made errors on her monthly sales reports for the
last three months. Maria has also failed to turn the reports in on time
and is consistently missing her monthly sales target by 15%.
� You are the training and development manager for Tiger Electronics.
Questions
� What type of coaching conversation would be most appropriate in this
situation?
� What may be an appropriate opening to start the coaching process?
� What should we do in conversation #1?
� What should we do in conversation #2?
� What should we do in conversation #3?
8
Coaching: Evoking Excellence in Others
Copyright � 2010 James Flaherty. Published by Elsevier Inc. All rights reserved.
Enrollment
Probably more coaching programs flounder here than anywhere elsedmaybe
because enrollment demands that we be human; no role or force will fulfill the
stage. Manipulation or misrepresentation is quickly shown up. For many
potential coaches, managers, teachers, and parents, the idea of stepping out of
their accustomed roles and positioning themselves as human beings equal to
their potential clients is uncomfortable and disconcerting. Thus, they easily
slide out of coaching and into some other mode of interactingdmanaging or
teaching, probably. Of course, justification accompanies the slide. Some
potential coaches justify themselves by saying ‘‘the client was resistent’’ or
‘‘the timing wasn’t right.’’ If you find yourself as a coach in this situation, use
your discomfort as an indicator that you are on the right path and not as a sign
that you must change what you’re doing.
Until now, the coach has been doing most of the work solo. In the next stage,
enrollment, the coach/client partnership becomes explicit and the work shared.
In enrollment, both the client and the coach make explicit what they are
committed to accomplishing in the coaching program. The commitment of one
member is not sufficient.
The second job in enrollment is to frankly discuss potential hindrances to
achieving the outcomes. At this point, the coach can refer to the assessments
she made. For example, perhaps the client is already very busy and the addi-
tional work of the coaching program would be difficult to fit in. Maybe the
client has a boss, a friend, or a family member ...
Pathway to be successful in your life. from this book you will learn a case study about the reality of your life. You will explore the real facts of your life.
Training Slides of Coaching and Counseling for Peak Performance, discussing the importance of Coaching.
For further information regarding the course, please contact:
info@asia-masters.com
www.asia-masters.com
Powerful Resume Strategies to Land The InterviewKris Fannin
The days of mass distribution of your resume are OVER and is why I am often asked to review resumes and they never go back without a ton of comments and redlines.
I am going to give you some very powerful and unique resume strategies to help yours stand out.
Personal Trainer Magazine: Fitness Business, Marketing and Career Successdanieljacobes
Learn how to get more fitness clients, promote yourself as a fitness professional. For more detail you can check out at http://www.personaltrainermagazine.com
Similar to Note Taking For Life Coaches or Business Coaches (20)
Try the Actual First Week of Our Program and See for Yourself If We're the Right Program for You!
We work closely with our students in a tight-knit community. That's why we ask everyone to begin with a One Time Test Drive of $25 for the actual first week of the program.
This way if and when you decide to commit, you'll be able to pour your heart and soul into it. Because you'll really know it was the RIGHT choice for you!
To most coaches, goal setting comes naturally. Identifying a goal and creating action steps is second nature to us. But because of this, it’s easy to forget most of our clients don't even have the slightest clue how to begin!
People seek out coaches to help determine what they really want in life. More importantly, they pay us to help them get there. Which means we’ve got to help them identify and articulate their very specific goals… and take clear and convincing steps to reach it.
In fact, an argument can be made that helping clients understand why goals are important, helping them to identify their own, and then creating a reasonable plan for action is your primary job as coach.
After all, how else will you help them realize their dreams?
How you interact with your clients in the first couple of sessions with them sets the tone for entire coaching relationship. That's why building rapport with new clients is so important. Building rapport helps you get and keep clients. Without great rapport-building skills, you'll be held back from having a successful coaching practice.
Fortunately, most coaches naturally excel at building rapport. Most coaches are warm, caring, and give potential clients the sense that they are driven to help others and have the skills to help them reach their goals. But even the most charming, charismatic coaches can use some help to build stronger rapport, or to increase their ability to do so quickly, with certain kinds of clients.
This extended cheat sheet lists of the most essential tips I know to help coaches build rapport and do it quickly. It's by no means a complete list. And I'm focusing primarily on coaches who work over the phone, so I haven't included tips for face-to-face meetings. Most of those tips, like making eye contact, are universal to building rapport with anyone. Most of my students work with clients on the phone, which makes building rapport a little more challenging. But with the right skills, you can easily make up for the fact that you and your clients can't see each other.
2. 2
Glenn Livingston, Ph.D.
Note
Taking for
Coaches Sharon Livingston, Ph.D.
c
Originally trained as a psychologist, Dr. Glenn Livingston has helped literally
thousands of clients. Along with his wife Sharon, he’s sold consulting,
teambuilding, and workshops to big names like AT&T, Nextel, Panasonic,
Whirlpool, Novartis, Lipton, Colgate-Palmolive, Kraft, and Panasonic. Their work,
research, and theories have been seen in major media publications like The New
York Times, Entrepreneur Magazine, Crain’s NY Business, AdWeek, America
West, and more!
"According to Our Students We Run One
of the Most Powerful Certification
Programs for Coaches Who Want to Grow
a Thriving Practice...And Now You Can
TEST-DRIVE It for a $25 One Time
Payment!”
3. 3
Contents
Introduction ..................................................................................................................... 4
Pros of taking notes..................................................................................................... 6
Cons of taking notes.................................................................................................... 6
When to take notes ......................................................................................................... 7
Other Information You May Include in Your Notes.......................................................... 8
In-Session Note-taking methods ..................................................................................... 8
Your clients and note-taking............................................................................................ 9
Storing notes................................................................................................................. 11
The Short Story ............................................................................................................. 12
PASS IT ON: Although this is a copyrighted book, you are
free to copy and distribute it provided (a) you don’t charge
for it; (b) you don’t change anything; (c) you leave all links
intact.
DISCLAIMER: For education only. Not to be used as a substitute for a consultation with
an attorney and/or other licensed professional. By reading this book you are agreeing
that you are solely responsible for determining and complying with all legal, moral, and
ethical standards required by your government. If you do not agree with these terms
and conditions then Psy Tech Inc. is unwilling to extend you a license to utilize this book
or the advice contained within it, and instructs you to delete this document from your
hard drive without reading further.
4. 4
Introduction
Because coaching is an unregulated industry, there are no clear “rules” or government
expectations for keeping a chart or taking notes on your coaching clients.
Notwithstanding this, in our considered experience keeping a chart and taking notes on
clients taking is extremely valuable and important for every kind of coach. It helps you
remember key points about your sessions, track your client’s progress, and protect
yourself in the event of a conflict. (It’s relatively rare for coaches to get sued unless
they make outlandish promises or egregious mistakes… but if it does happen your
notes are likely to be the only record of what went on, and are therefore crucial for your
defense)
More importantly taking notes helps “clear your palate” between clients so you can be
more fully present for the next person. When things are written down your brain can
stop worrying about important details from the last session and focus on the person in
front of you.
There are a number of questions to consider as you're setting up your coaching practice
when it comes to taking notes.
When should I take notes?
How should I take notes?
What sort of information should I keep?
Should I discuss taking notes with my clients?
How long should I keep notes?
Although many coaches skip note taking altogether, I’ve actually found more successful
coaches almost always keep charts. Perhaps not meticulous charts like you might see
in the medical profession. But charts with key information they could rely upon.
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Which is why I’ve always taught my coaches the importance of having a chart with key
elements for each and every client. I tell them to include, at minimum: (1) A description
of the client including their approximate age and gender (2) client contact information
such as name, address, and phone number; (3) the client’s goals (including a time
frame in which they can hope to achieve a measurable outcome); (4) expectations for
the coaching relationship, including clear documentation that the difference between
coaching vs. psychotherapy, counseling, and other licensed professions was explained
to the client… and that the client understood and agreed with these distinctions, ideally
accompanied by a signed agreement; (5) referral source.
What’s more, I ask my coaches to update goals in their client’s charts at least once
every six months. Why? Because people often achieve and/or change their goals
without telling you. And it’s hard to help your client get what they want out of the
relationship if you don’t know what that is! So you need to periodically re-visit and re-
document client goals.
Beyond putting these assessment measures in writing, at minimum you’ll want to make
a “progress note” of at least three sentences after each session. Progress notes should
include (a) what the client presented; (b) any movement—or lack thereof—towards their
most current set of goals; (c) how you, the coach, interacted and/or intervened to help
them achieve their goals, including assignments you’ve given; (d) whether the client
came on time and completed the whole session; (e) whether the client completed any
assignments given; (f) if there was any conflict about the coaching relationship itself,
what that conflict was and how the coach responded.
I also recommend my coaches have a section in their chart to track payments, and just
make a note whenever a client misses one and/or pays the wrong amount. (It’s usually
an underpayment, but overpayments can be a problem too)
And the charts should either be kept in a locked file cabinet or encrypted and secured
with a password to protect the client’s confidentiality. Almost every word processing
program has such a feature these days.
After the first few sessions with any given client most coaches develop a kind of rhythm
for all of this… it doesn’t take more than a minute or two, so don’t let it throw you, OK?
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Pros of taking notes
Notes remind you what you discussed in the session, progress the client has
made, and any assignments you’ve given the client
Quickly reviewing your notes for each client you’re about to see on a given day
can remind you of anything you need to do to be prepare. It can also help you
spot patterns and particular resistances the clients may be experiencing. For
example, you can quickly see if a given client is starting to come late, miss
sessions, or avoid payment. I’ve always found these problems are better dealt
with early before they become a major issue… and they’re almost always
representative of something significant going on in the client’s life.
You can track the number of sessions you've had with the client, different
coaching strategies you've tried, the goals you've agreed upon with the client,
and strategies you've agreed upon the client undertaking to meet their goals.
You can also use the progress notes to help you remember key questions you
want to ask the client, or remind you of an important issue you want to monitor.
Finally, glancing over your charts can help bring key issues to the forefront for
discussion with your own supervisor or one-on-one coach
Cons of taking notes
If you see clients face-to-face, note-taking may be distracting and may cause the
client to edit when he's saying to you. (I personally don’t take notes DURING
face to face sessions… but I do leave a few minutes afterwards to jot down key
points. On Skype or the telephone I have a pad and paper by my side and
scribble a few points to help me remember what I want to come back to… but I
don’t write the actual formal progress note in the chart until the session is over. )
Taking notes during a session could distract you from hearing what the client has
to say, which could hurt your coaching practice. However, I definitely do know
coaches who take extensive notes during sessions, including my darling wife. ,
As far as I can tell neither way is better than the other, so you should experiment
and see what’s most comfortable and effective for you personally.
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When to take notes
As mentioned above, Sharon and I both take notes, but we differ about when we do it.
Sharon likes to take notes during her coaching sessions. I schedule some free time
afterwards to write down key points and my thoughts about the session.
You can also do a combination of in-session notes and writing after a session. You can
jot down a word or two to remind you what to write after the session. Jotting down a
word or two is an effective way to keep from getting too distracted during a session. It
only takes a second to write a word or phrase, which will help you stay focused.
It’s also important to distinguish between writing in your client’s chart vs. your
own personal journaling which happens to include thoughts and free
associations about the client.
Remember, the client chart is the only record of what’s gone on in the coaching
relationship. I theoretically could be subpoenaed by a court of law. So I “chart
defensively”, relying on it primarily to document that I’ve done a good job and attended
to my responsibilities as a coach, but nevertheless containing enough of the information
above to help me in the ways already discussed.
(IMPORTANT: Most states tend to view the chart as the client’s property. So
unless the client requests the chart themselves I try to claim it’s privileged
information. And unless ordered otherwise by the courts—remember coaches
aren’t protected by the same doctor-client confidentiality as doctors are, even if
they happen to be a doctor like me—I NEVER release a chart without the client’s
written permission!)
But every coach inevitably gets “stuck” with certain clients. At these times it’s really
helpful to both talk to your own coach or supervisor—and—to journal about what the
particular client is touching off in you personally. I tend NOT to save these journal
entries. Instead, I use them as a way to temporarily “think on paper.” Then I transfer
the key insights and possible action plans into the chart itself.
8. 8
This way my own thoughts remain my own business, and I’m free to think anything I like
without worrying I might someday have to share them with my clients or a court.
Other Information You May Include in Your Notes
Note-taking allows you to keep a record of a wide variety of information that will be
helpful to your client and to your coaching practice. Here's a list of items you may want
to include:
A short, factual narrative of what you talked about in the session.
If you assigned homework, if the client did it and any comments.
Any comment the client made regarding their own punctuality
How many sessions the client has had… what number session is this?
Client comments or concerns about payment.
Any questions you plan to ask the client during the next session.
A detailed description of the Homework you assigned (and why you assigned it,
related to their goal)…
Specific and detailed descriptions of any progress made toward the client's
goals…
Anything you have promised to do for the client before the next session.
The agreed upon date and time of the next session.
If you are seeing lots of clients, this information will be very helpful to review before you
see the client again. You can organize your notes in folders that include signed copies
of your contract and your initial assessment. Pull the clients you are seeing the next day
at the end of the day before to review.
In-Session Note-taking methods
If you’re going to take notes in the sessions themselves as a “coaches thinking and
organizational aid”, these will probably not wind up wholly in your client’s chart.
Considering this, below you’ll find some ideas on how to be more effective with your in-
session note-taking:
9. 9
Most of us think about taking notes from lectures in high school or college. We would
listen to a professor lecture and write down the main points of what we heard. Some of
us took pages and pages of notes in each class. Others simply created an outline.
But you’re probably never going to be “tested on the material” the way you were in
school… so give yourself the freedom to create a style which is genuinely most effective
and comfortable for you. There's no right or wrong way. Here are some suggestions:
Write a few sentences about what happened in the session. At the end, write any
questions you have, feelings you have about the session, and anything you need
to bring up with your own coach.
Draw a line down the center of a page. On one side, write the facts about what
the client’s presenting, and how they reacted to your coaching interventions. On
the other side of the page, write your questions, thoughts and concerns.
Outline the meeting with bullet points and write questions, concerns, etc., in the
margin.
.
However you choose to take notes, it's a good idea to keep it consistent so it becomes a
tool you can rely on. A good way to keep achieve this is to create a template.
Your clients and note-taking
It’s relatively rare for clients to ask about their charts and your note taking methods. But
when they do, their biggest concern is whether they will be kept confidential. You need
to assure clients both verbally and within your contract that your notes will be
confidential.
But you also need to clarify the limits of confidentiality in coaching. The promise of
confidentiality in the coaching industry is an oath of honor, NOT a legal protection.
This is very different from psychology, psychiatry, or medicine. Let’s walk through an
example. (Because we are not attorneys—and—because the law varies somewhat by
country and state this is NOT legal advice. Consult an attorney if you require legal
advice applying to your situation.)
10. 10
Let’s say your client comes in and confesses to a murder during their first
session. Generally speaking:
IF YOU ARE A PSYCHOLOGIST: You can encourage your client to confess to
the police. But you’re not permitted to share the information with anyone, or to
tell the police about them. You could be censured and/or have trouble with your
licensing board if you do.
IF YOU ARE A COACH: You might brought up on charges as an accomplice if
you do NOT tell the police.
On the other hand, every professional regardless of license has a “duty to warn” in most
states if they learn of a crime being planned, if warning may prevent serious harm to the
client or others, and/or if they discover any kind of child abuse. (This is not a
comprehensive list but covers most cases)
Now, you probably don’t want to go through the above example unless your client
specifically asks you about how confidentiality applies to criminal events because you’ll
just frighten them away. But for your own protection you’ll want to have something like
the following in your coaching contracts:
LIMITS OF CONFIDENTIALITY: In the absence of a court order,
written permission from me to do otherwise, or impending
potential harm to myself or others, I understand my coach’s
lips will remain sealed about anything and everything we
discuss. However, I also understand a coaching
relationship is not afforded the same status as a doctor-
patient relationship by the courts, and a court may, in
some circumstances, be able to force my coach to testify.
If your client asks about how you handle confidentiality when discussing client issues
during supervision—and they almost never do!—be clear that you won’t use names or
identifying details. (Whether or not ANY listener could ever identify the specific client
you’re discussing is a decent litmus test of whether you’re adequately maintaining
confidentiality by the way)
11. 11
From time to time a client may ask for a copy of your notes. The rare times this has
happened I’ve asked the client why they feel it would be in their best interest to have
them…
Generally it’s because they’d like to be sure they could work with another coach at any
time without losing the benefit from our work together. They don’t want to “start over”
I tell these people I’ll do them one better—if they ever want to work with another coach
(or any other professional) I’d be happy to talk to that professional personally to explain
what we’ve accomplished… and I can remain a resource whenever they might need to
consult me again.
That usually does the trick. I prefer it this way. I don’t think it’s in a client’s best interest
to review your notes. Because notes-done-right not only contain valuable information
about the coaching plan/client progress… they contain information intended to defend
the coach in the event of a legal event. And this makes the relationship seem pretty
“cold”
Storing notes
In my psychology training we were taught we had to keep records for seven years,
including all correspondence with the client. After seven years, we were supposed to
shred the documents to safeguard confidentiality.
I never really understood this. I always felt if you went to the trouble of creating a
record, you should keep the record indefinitely. And these days with the digitalization of
record keeping and the strength of computer encryption as compared to a locked file
cabinet, I don’t see any reason to destroy client records…
I’ve had clients come back to talk to me 15 years later and been very grateful that I
could quickly get up to speed by just reviewing their records.
12. 12
Of course, you’ll want to take your own attorney’s advice here… and (s)he may very
well disagree with me. But I’ve always felt that since I practice very safely (I don’t do
anything outlandish with my clients) and chart defensively, it would be more in my best
interest to have the record than to say it was deleted.
The Short Story
Note-taking does NOT have to be a huge chore.
Make sure you write down your client’s contact information and goals…
Have the client acknowledge the difference between coaching and other licensed
professions…
Be sure you document how you disclosed the limits of confidentiality.
Make a note after each session about the client’s progress (or lack thereof) and
what you did to help…
Keep track of missed sessions, miss payments, and the client’s punctuality
patterns…
Secure your records in a locked file cabinet or on your computer using encryption
and a password…
Don’t share the records with anyone unless you’ve got your client’s written
permission (or a court orders you to do so)…
Now go coach someone!
www.BecomeARealCoach.com
13. 13
Glenn Livingston, Ph.D.
Note
Taking for
Coaches Sharon Livingston, Ph.D.
c
Originally trained as a psychologist, Dr. Glenn Livingston has helped literally
thousands of clients. Along with his wife Sharon, he’s sold consulting,
teambuilding, and workshops to big names like AT&T, Nextel, Panasonic,
Whirlpool, Novartis, Lipton, Colgate-Palmolive, Kraft, and Panasonic. Their work,
research, and theories have been seen in major media publications like The New
York Times, Entrepreneur Magazine, Crain’s NY Business, AdWeek, America
West, and more!
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