Observer Coaching Assessment
Psychospiritual Program Mentor
Date of session:
Beginning a session (Framing the Call):
Coach connected and established rapport with the client to start session.
Coach tuned-in to center the client.
Coach set expectations for the call. (i.e. we’re going to celebrate wins, follow-up on our last call and take at look at where you’re having a challenge or want more clarity on this call, and create awareness and an action plan moving forward)
Coach celebrated wins.
For ongoing client: Coach checked in on action items from prior call, including action items, celebrating wins or accomplishments, focusing on the learning that has occurred.
Coach kept check-in brief and focused.
Turned agenda over to the client by asking something like, “What would you like to work on today?”
Coach recapped or clarified topic for session.
Coach asked what client would like to accomplish by end of session.
Identifying the Problem:
Coach asked powerful questions to effectively help the client understand what the actual presenting issue is.
Coach summarized and reflected back to the client appropriately.
Coach helped the client identify the current reality of the situation.
Coach ascertained the clients vision and developed it, so the client can experience or get clear about his/her desires.
Coach assisted client in identifying challenges or blocks preventing the client’s success.
Brainstorming & Planning:
Coach encouraged client’s exploration and creation of new ideas and tools that will move the clients agenda forward.
Coach worked with client to generate possible action steps..
Coach asked the client what support he/she needs to be successful.
Coach assisted client in setting clear specific, measurable, actionable, realistic, time-based steps. (SMART Goals)
Closing a Session:
Coach asked the client what he/she has learned or is taking away from the session to anchor in learning.
Coach acknowledged/affirmed the client and highlighted what he/she will be doing between now and the next session.
Coach was fully present with the client.
Coach listened more than talked and consistently demonstrated active listening
Coach used client’s language to formulate questions.
Coach was flexible with the client, paces well, dancing in the moment.
Coach honored the client as the expert of his or her life.
Coach used skills such as reframing, stretching, what if questions, to inspire deeper thinking.
Coach asked permission to insert, teach or try something new.
Coach consistently used open ended questions, closed questions were minimal.
Coach consistently responded in a non-directive manner, did not give suggestions or advice, elicited client’s wisdom.
Coach used silence as a tool to enhance the coaching process, if needed.
Coach followed the clients energy, listened for increases in enthusiasm and developed it. If the energy fell, pointed it out.
Coach empowered the client.
Coach helped facilitate a breakthrough, clarity, action plan for/with the client.
Coach honored the client as resourceful, creative and whole.
Coach maintained highest vision of client.
Coach kept client connected to deeper call of self/purpose and aligned values.
What did the coach do well during the session?
Missed Opportunities: Please discuss missed opportunities you noticed that might facilitate learning and development in the coaching process. (The client said something that the coach could have followed up on. Core Competencies, which were missing but may have moved the conversation forward.)
Other ideas or comments that you’d like to share:
Should be Empty: