This document provides guidance on note-taking for coaches. It discusses the pros and cons of note-taking, when notes should be taken, what information to include, different note-taking methods, discussing notes with clients, and securely storing notes. The key recommendations are to take notes after sessions to document client progress, goals, payments, and punctuality, while also protecting client confidentiality in notes and when discussing cases with supervisors. Notes should be kept securely long-term in case of any future issues.
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
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?
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
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?
“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.
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
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?
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
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?
“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.
Coaching is maybe the most efficient method of increasing performance offered to managers, team leaders, as well as colleagues. This post specifies coaching and describes a procedure for reliable coaching.
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.
Re-Aligning Project-Stakeholders ExpectationsDr. Thomas Juli
It is common knowledge that every project should have mutually agreed upon objectives that are specific, measurable, achievable, relevant, and time-boxed (SMART). Common knowledge does not automatically equal common practice. Often, projects fail simply because there is no mutual understanding of the objectives and stakeholder expectations are not aligned. This paper outlines a simple yet powerful workshop approach that can help realign objectives and stakeholders’ expectations for a project that is behind schedule. It describes the prerequisites and necessary preparation, delineates the key parts of the workshop, and sketches possible outcomes.
--- additional information available at www.TheProjectLeadershipPyramid.net
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.
Five Tips for Effective Coaching QuestionsCenterfor HCI
People often get confused between coaching conversations and other conversations. As a matter of fact, both are different. The difference lies between the number of questions asked and the type of questions asked. For making a good coaching question, there are several important tips. Follow them and see how the conversation opens up.
Contrary to the norm, the coaching competency number 6 is ‘Powerful QuestionING’ and not ‘Powerful Questions’. What this means is, rather than succumbing to the pressure of coming up with really fiery questions one after the other, the coach needs to first actively listen to what the client is saying and then to ask curiosity-driven questions.
Read more on https://coacharya.com/blog/powerful-questioning/
Coaching is maybe the most efficient method of increasing performance offered to managers, team leaders, as well as colleagues. This post specifies coaching and describes a procedure for reliable coaching.
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.
Re-Aligning Project-Stakeholders ExpectationsDr. Thomas Juli
It is common knowledge that every project should have mutually agreed upon objectives that are specific, measurable, achievable, relevant, and time-boxed (SMART). Common knowledge does not automatically equal common practice. Often, projects fail simply because there is no mutual understanding of the objectives and stakeholder expectations are not aligned. This paper outlines a simple yet powerful workshop approach that can help realign objectives and stakeholders’ expectations for a project that is behind schedule. It describes the prerequisites and necessary preparation, delineates the key parts of the workshop, and sketches possible outcomes.
--- additional information available at www.TheProjectLeadershipPyramid.net
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.
Five Tips for Effective Coaching QuestionsCenterfor HCI
People often get confused between coaching conversations and other conversations. As a matter of fact, both are different. The difference lies between the number of questions asked and the type of questions asked. For making a good coaching question, there are several important tips. Follow them and see how the conversation opens up.
Contrary to the norm, the coaching competency number 6 is ‘Powerful QuestionING’ and not ‘Powerful Questions’. What this means is, rather than succumbing to the pressure of coming up with really fiery questions one after the other, the coach needs to first actively listen to what the client is saying and then to ask curiosity-driven questions.
Read more on https://coacharya.com/blog/powerful-questioning/
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 ...
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.
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
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 must have heard stories about people getting help from career coaches. If you haven’t tried getting into a career coaching program, you must be wondering what benefits this can have for a career person like you. Well, there are many ways you can benefit from a career mentor.
“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.
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.
The way that technology has transformed the workplace does not only place a premium on the technical skills of employees, but it also puts to test their individual interpersonal skills. In contrast to what many expect, these interpersonal skills are more highlighted and showcased as the technology used in a company becomes more advanced.
Do you know what is motivational life coaching? How much you can make as a life coach? Do you want to know more about the demand for this profession in the UK?
In 2019, UK Coaching commissioned You Gov surveyed 50,000 adults and 2,000 children. They were asked about their experience of receiving coaching and their experience of being a coach. 6% of adults coached sport or physical activity which equates to an estimated 3 million coaches in the UK. Furthermore, an estimated 900,000 people support coaches in a coach development program
Should you prioritise leads (the short of it) or brand strategy (the long of it) in marketing.
For more advice on B2B lead generation, download our Strategic Customer Acquisition guide: http://www.weareoctopusgroup.net/the-long-short-of-it-should-marketers-prioritise-leads-or-brand-strategy/#sthash.jY2x0u9e.dpuf
Effective Coaching Part 2: Moving Into ActionCenterfor HCI
A coach plays a significant role in increasing employee's effectiveness and improves their management skills. For this, there is an effective coaching model - WIN BIG. It compromises six steps, three to build awareness, and three to move the coachee to action. This winning formula not only helps an individual to win but also helps others to succeed.
Knowing how to write a learning contract is important in enabling you to determine the strategies to apply in order to improve performance. With the document, you will be able to make comparisons on your current abilities with the desired goals. Read on to find out more on how to write a learning contract through the best guidelines and examples outlined herein.
- See more at: http://www.customwritingservice.org/blog/how-to-write-a-learning-contract/
Here are twelve new tips that will help you look like a leader by holding more effective meetings.
How do your meetings compare to this list?
Article showing 10 effective ways to cut your business costs
DetailsNOTE Please review the attached document Leadership Rmackulaytoni
Details:
NOTE: Please review the attached document Leadership Reflection, located under course materials, before beginning this assignment.
In 750 words reflect on what you learned from your leadership interview.
Describe what you learned from your interview.
Describe how you will use the information in your own leadership experiences.
Prepare this assignment according to the guidelines found in the APA Style Guide and Typing Template, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to LopesWrite. Please refer to the directions in the Student Success Center.
This benchmark assignment assesses the following programmatic competencies: 2.4: Evaluate intrapersonal skills.
Attachment #1:
PSY-693 Professional Capstone
Benchmark Assignment - Leadership Reflection Paper
Step 1:
Chose a leader in your prospective career field to interview. He or she should be someone who is respected and viewed as an effective and/or exemplary leader in their organization or field. The leader must be preapproved by your instructor.
Step 2:
Set a date and time for the interview. This should be, preferably, a face-to-face interview. A phone interview will suffice if your leader lives out of state. Be sure to organize the interview well in advance. An email interview is not acceptable.
Step 3:
From the list below, choose at least four questions you would like to ask your leader. You are also required to
create three of your own questions
, specific to that leader or field. Make sure your questions are open-ended and address the Five Practices of Exemplary Leadership
· How did you enter your career field?
· What were some of the biggest challenges?
· What is your educational background?
· How important is networking?
· What steps/advice do you recommend for those entering the field?
· What strengths do you believe you possess as a leader? Weaknesses?
· What are three to four actions you believe are essential to enable others to be successful?
· What advice do you have for building relationships and trust in an organization?
Step 4:
Conduct your interview using a recording device or taking effective notes. Include the date, time, and location of your interview.
What you will turn in:
three original questions, notes from interview (questions and answers), and reflection assignment. Also, be prepared to share your interview and reflection with other learners in this class.
This benchmark assignment assesses the following programmatic competencies: 2.4: Evaluate intrapersonal skills
Attachment #2: This is the interview
Leadership Reflection Paper
Step 1:
Chose a leader in your prospective career field to interview. He or she should be someone who is respected and viewed as an effective and/or exempla ...
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?
Johnny Depp Long Hair: A Signature Look Through the Yearsgreendigital
Johnny Depp, synonymous with eclectic roles and unparalleled acting prowess. has also been a significant figure in fashion and style. Johnny Depp long hair is a distinctive trademark among the various elements that define his unique persona. This article delves into the evolution, impact. and cultural significance of Johnny Depp long hair. exploring how it has contributed to his iconic status.
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Introduction
Johnny Depp is an actor known for his chameleon-like ability to transform into a wide range of characters. from the eccentric Captain Jack Sparrow in "Pirates of the Caribbean" to the introspective Edward Scissorhands. His long hair is one constant throughout his evolving roles and public appearances. Johnny Depp long hair is not a style choice but a significant aspect of his identity. contributing to his allure and mystique. This article explores the journey and significance of Johnny Depp long hair. highlighting how it has become integral to his brand.
The Early Years: A Budding Star with Signature Locks
1980s: The Rise of a Young Heartthrob
Johnny Depp's journey in Hollywood began in the 1980s. with his breakout role in the television series "21 Jump Street." During this time, his hair was short, but it was already clear that Depp had a penchant for unique and edgy styles. By the decade's end, Depp started experimenting with longer hair. setting the stage for a lifelong signature.
1990s: From Heartthrob to Icon
The 1990s were transformative for Johnny Depp his career and personal style. Films like "Edward Scissorhands" (1990) and "Benny & Joon" (1993) saw Depp sporting various hair lengths and styles. But, his long, unkempt hair in "What's Eating Gilbert Grape" (1993) began to draw significant attention. This period marked the beginning of Johnny Depp long hair. which became a defining feature of his image.
The Iconic Roles: Hair as a Character Element
Edward Scissorhands (1990)
In "Edward Scissorhands," Johnny Depp's character had a wild and mane that complemented his ethereal and misunderstood persona. This role showcased how long hair Johnny Depp could enhance a character's depth and mystery.
Captain Jack Sparrow: The Pirate with Flowing Locks
One of Johnny Depp's iconic roles is Captain Jack Sparrow from the "Pirates of the Caribbean" series. Sparrow's long, dreadlocked hair symbolised his rebellious and unpredictable nature. The character's look, complete with beads and trinkets woven into his hair. was a collaboration between Depp and the film's costume designers. This style became iconic and influenced fashion trends and Halloween costumes worldwide.
Other Memorable Characters
Depp's long hair has also been featured in other roles, such as Ichabod Crane in "Sleepy Hollow" (1999). and Roux in "Chocolat" (2000). In these films, his hair added a layer of authenticity and depth to his characters. proving that Johnny Depp with long hair is more than a style—it's a storytelling tool.
Off-Screen Influenc
From Stress to Success How Oakland's Corporate Wellness Programs are Cultivat...Kitchen on Fire
Discover how Oakland's innovative corporate wellness initiatives are transforming workplace culture, nurturing the well-being of employees, and fostering a thriving environment. From comprehensive mental health support to flexible work arrangements and holistic wellness workshops, these programs are empowering individuals to navigate stress effectively, leading to increased productivity, satisfaction, and overall success.
Care Instructions for Activewear & Swim Suits.pdfsundazesurf80
SunDaze Surf offers top swimwear tips: choose high-quality, UV-protective fabrics to shield your skin. Opt for secure fits that withstand waves and active movement. Bright colors enhance visibility, while adjustable straps ensure comfort. Prioritize styles with good support, like racerbacks or underwire tops, for active beach days. Always rinse swimwear after use to maintain fabric integrity.
La transidentité, un sujet qui fractionne les FrançaisIpsos France
Ipsos, l’une des principales sociétés mondiales d’études de marché dévoile les résultats de son étude Ipsos Global Advisor “Pride 2024”. De ses débuts aux Etats-Unis et désormais dans de très nombreux pays, le mois de juin est traditionnellement consacré aux « Marches des Fiertés » et à des événements festifs autour du concept de Pride. A cette occasion, Ipsos a réalisé une enquête dans vingt-six pays dressant plusieurs constats. Les clivages des opinions entre générations s’accentuent tandis que le soutien à des mesures sociétales et d’inclusion en faveur des LGBT+ notamment transgenres continue de s’effriter.
MRS PUNE 2024 - WINNER AMRUTHAA UTTAM JAGDHANEDK PAGEANT
Amruthaa Uttam Jagdhane, a stunning woman from Pune, has won the esteemed title of Mrs. India 2024, which is given out by the Dk Exhibition. Her journey to this prestigious accomplishment is a confirmation of her faithful assurance, extraordinary gifts, and profound commitment to enabling women.
Have you ever wondered about the lost city of Atlantis and its profound connection to our modern world? Ruth Elisabeth Hancock’s podcast, “Visions of Atlantis,” delves deep into this intriguing topic in a captivating conversation with Michael Le Flem, author of the enlightening book titled “Visions of Atlantis.” This podcast episode offers a thought-provoking blend of historical inquiry, esoteric wisdom, and contemporary reflections. Let’s embark on a journey of discovery as we unpack the mysteries of ancient civilizations and their relevance to our present existence.
Is your favorite ring slipping and sliding on your finger? You're not alone. Must Read this Guide on What To Do If Your Ring Is Too Big as shared by the experts of Andrews Jewelers.
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.
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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:
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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.)
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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)
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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.
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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
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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!”