Want to watch this video? Sign up for the course here. Or enter your email below to watch one free video.

Unlock This Video Now for FREE

This video is normally available to paying customers.
You may unlock this video for FREE. Enter your email address for instant access AND to receive ongoing updates and special discounts related to this topic.

During this video, we will explain the importance of agreeing with the client records of interaction and progress towards agreeing on objectives and goals
In the initiation meeting the client and coach will agree; the duration of the coaching sessions and the frequency, the contact information, the code of ethics and on occasions the ultimate goals and aims for the coaching sessions. The coaching agreement should be given to the client but the coach should also retain a copy, this forms part of the client’s record.

It is the coaches responsibility to keep the coaching on-track but to also allow the client the freedom to explore areas of interest without feeling restrained.
With regards to records of interaction, it is imperative that this is agreed with the client and they are happy with how the records will be stored. When facilitating a coaching session you could consider giving your clients a choice. This choice is that they can either retain all the records of the discussion or you can store this safely and securely and in line with the Data Protection Act.

It may be appropriate for the coach to write notes at the end of the session and hand these to the client so that they can keep these records and bring them to the next session. This is often a tactic that is used as clients tend to feel more secure in the knowledge that the records will not fall into the wrong hands.

At the end of the coaching session, ask your clients to complete a reflection log. Reflection logs have many benefits such as; the client feels like they are getting a tangible benefit from the sessions, these can be referred to by the client at a later date, they help to set targets and they are evidence of the session taking place. I like to promote achievement in my coaching sessions and these reflection logs certainly support this aim. You should also complete a reflection for your personal development and this forms part of your portfolio of evidence. In addition, you can review these logs before the start of the next session as a form of a refresher.

You will always have a copy of the initial aims set in the first meeting and you should refer to these during the session. All aims, outcomes and actions are to be set by the client and simply facilitated by the coach. It is vital that these areas are agreed with the client so that ultimately they have an opportunity to achieve their goals.

In summary, the client needs to feel secure that their information will be kept safe and that they are working towards achieving their goals. Each client is different and the control should be given to them to decide what best fits their needs.