2. Agenda
• Review the Six BCC Competencies
• Complete 2 Sessions of 5 Coaching Engagements
• Conduct Daily Wrap Up
• Overview Next Day’s Schedule
3. The Six BCC Competencies
• Screening and Orientation
• Fundamental Coaching Skills
• Assessment
• Approaches for Individuals
• Approaches for Businesses and Organizations
• Ethical and Professional Practice
4. Directions. The CSI coaching session facilitator will check any of the competencies areas or competency characteristics that were observed during a coach-client engagement
and provide brief comments for use in verbally debriefing the coach.
BCC Competency Areas Observed Comments:
(1) Screening and Orientation in Coaching—client motivation, coach and client roles,
informed consent, and parameters for establishing the coaching process
Explanation of the coaching process and coach/client roles to the client
Identification client obstacles to coaching, as well as client’s prior experience with
helping services, if any
Need to obtain the client’s informed consent prior to beginning coaching, and assess
what is motivating the client to seek coaching
Need to assess whether the client has any potential to harm himself/herself or others
(2) Fundamental Coaching Skills—focus on basic coaching compliance, helping skills,
coaching plans, and other essentials of the coaching process
Creation of the coaching alliance and facilitating the coaching process using various
methods and techniques such as using empowerment and appropriate reinforcement
Creation of an estimated timeline for coaching services and a comprehensive coaching
plan
Integration of coaching theories, strategies and models when coaching the client,
including clients with special needs
Facilitation of communication with clients with limited English skills
Identification of issues that could influence and require modifications to the coaching
process such as behavioral or health issues, etc.
Maintenance of a physically safe coaching environment
Use of empowering skills and monitoring of client progress
Provision of alternative types of coaching including group coaching and distance
coaching
How and when to refer to other services providers and coordinate the coaching plan
with them
Assessment of coaching outcomes, including ways to follow up on client goal-
attainment, methods for conducting post-coaching follow up activities, and providing
the client with opportunities for evaluating coaching received.
Evaluation Rubric Used for Call Debriefs
5. (3) Assessments in Coaching—assessing coaching goals, client strengths, and specific issues
that concern the coaching process
Utilization of assessment strategies appropriate to the coaching process and the goals
of the client
Identification of the client’s support systems and obtaining existing client data
Identification of client’s occupational skills
Assessment of client’s strengths related to his/her goals
Assisting the client in identifying life experiences relevant for career change
Assist the client in understanding the balance of life roles in careers
Helping the client clarify his/her goals and discuss the client’s preferred processes for
achieving goals
Clarification of potential influences on the client and the coaching process such as
client attitude towards work, use of alcohol and/or other substances, etc.
Identification any issues that may influence client goals such as behavioral, health, or
multicultural issues
Use of assessment results
(4) Coaching Approaches for Individuals—skills used to facilitate the client’s desired goals
during the coaching process: monitoring client progress, decision making, and use of
resources
Assisting the client in setting short- and long-term goals, creating a personal action
plan, and identifying achievable strategies to achieve these goals
Monitoring of client progress towards achieving established goals
Assisting the client to understand the various theories/models of decision-making
that fit his/her circumstances
Helping the client mitigate risk by educating him/her on the potential risks in
decision-making and on strategies to minimize that risk.
Assist the client in understanding the value of a portfolio and how to create one.
Assisting the client in developing key skills such as job searching and employability
Helping the client accomplish role transitions
Helping the client locate and learn to use relevant information resources such as basic
labor market information and community job-search resources
6. (5) Coaching Approaches for Business and Organizations—systems and organizational
roles, change process, mentoring and conflict management as applied to coaching
Helping clients understand the role of vision in the articulation of organizational
issues
Explaining differences in organizational styles and the role of effective
communication in each
Serving as a change agent in an organization
Promotion of effective decision-making, and assisting employees in an organization
in building skills and confidence
Using case examples to demonstrate skills as a spokesperson, advocate, and
negotiator for an organization
Assisting organizations with conflict management and employee mentoring to
enhance productivity
(6) Ethical and Professional Practice—codes of ethics, advocacy, continuing education,
and personal barriers to professional practice of coaching
Assessing personal effectiveness as a coach and identifying any personal barriers to
being an effective coach
Consulting with other professionals as appropriate, including seeking mentoring and
supervision
Providing coaching supervision to other coaches when appropriate
Acting as a client advocate when appropriate
Applying standards of practice in coaching, including:
o Adhering to the BCC Code of Ethics
o Informing clients of ethical standards and legal aspects of coaching
o Obtaining authorization for release of client information
o Practicing liability risk management
o Maintaining adequate client case notes and records
Seeking to continually improve coaching skills and knowledge through continuing
education
Promoting an awareness of coaching
7. Practice Coaching Engagements
• Five ~30 minute engagements with designated Coach-Client pairs.
• Coaching for 20-25 minutes w/ a 5-10 minute observer debrief.
• Focus will be on the Six BCC Competencies and using Active
Listening, Powerful Questioning, & Direct Communications.
• What is discussed between Coach & Client content-wise during
their session is not the focus and also remains confidential.
• BCC and APA Ethics Guidelines are to be observed/followed.
8. Wrap Up & Overview
• The Six BCC Competencies
• Practice Coaching Engagements
• Session Rubrics & Journal Entries
• Day 3 Overview
BCC Ethics Guidelines
Practice Coaching Engagements
Wrap Up and Overview
Suggested Readings