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During this video, we will analyse ways of identifying and agreeing on outcomes and goals with clients.  There are many ways to identify and agree on outcomes and goals with clients, often when clients attend coaching they have a clear goal of where they want to be and the purpose of the coaching is to identify how to get there.

We have uploaded a copy of all the below examples onto your dashboard, feel free to download this for use.  Consider using a coaching activity such as a SWOT Analysis. This will help you to identify an individual’s strengths, weaknesses, opportunities, threats.

Let’s look at a SWOT analysis and consider how this could help:

S = Strengths – What do they do well?
W = Weaknesses – What do they need to improve?
O = Opportunities – Where are the opportunities, what can they become involved in?
T = Threats – What are the problems in improvement?

Once you have completed a SWOT analysis a good coach is able to ask questions to extract more information and to set actions for the next meeting. Examples include;

  • In order to reach your goal, which area do you think you need to focus on?
  • What do you need to do?
  • How would you achieve this?
  • Who needs to be involved?
  • When will you be able to do this?

There are many other tools which can be used such as:

  • Tuckman's ‘Forming, Storming, Norming, Performing’ -  This model explains that as a team develops maturity and ability, relationships establish and the leader changes leadership style. Beginning with directing style, moving to coaching, then participating, finishing delegating and almost detached. This is a useful model to use where clients are experiencing issues with managing a team.
  • Force Field Analysis - This is a decision-making technique, it helps individuals to make a decision by analysing a change and helps with the communication and reasoning behind the client’s decision. This is a useful technique where a client needs to make a decision and understand the reasons behind this.
  • GROW Model -  The GROW model looks at; Goals, realities, obstacles/options and way forward. This helps clients to document a plan to achieve a goal.As mentioned above, coaching is not a ‘one size fits all’ process and as a coach you need to be flexible with your approach and vary the techniques and tools used to extract information with the client.Once outcomes have been agreed then these should be typed up by either party and shared with during the coaching session. 

These goals should be SMART (Specific, Measureable, Attainable, Realistic and Timely) so that the client knows what they need to achieve.• 

Specific - What exactly do they need to do to meet their goal? 

Measurable - How will they know when they get there?

Attainable -  the goal attainable and how will it be achieved?

Realistic - Is it possible to achieve this goal considering what needs to be done?

Timely - When will this be done?

A commitment to achieving goals is covered in the coaching agreement, a client who is committed to coaching will work on achieving their goals. Where aims are set and not met it may be that they were either unrealistic or the client simply is not committed to achieving them. Where it is a commitment issue the coach needs to consider if the coaching process will work or if it needs to be terminated.