Getting Started Forms

Coaching Introduction
To help you become more familiar and comfortable with my coaching process:
- You set the agenda in the coaching partnership based upon our mutual understanding of your priorities. As your coach, I will hold you accountable.
- My responsibility is to support, motivate, challenge and guide you. Your responsibility is to take the action necessary to make the changes you want in your life.
- I will ask you the tough questions, provide you with focus and structure, support and encourage you through the difficult times. And, I will celebrate your successes with you.
- You will be asked to experiment with fresh approaches and strategies in order to make the changes you desire.
- Issues that are outside the boundaries of the coaching relationship and my expertise should be taken to an appropriate qualified professional.
- Confidentiality is paramount in the coaching relationship and I will not disclose any information about you to anyone unless permission is granted.
- If you choose to discontinue the coaching relationship, a one month notice, in writing, is appreciated.
- Feedback is gratefully accepted. If you feel there is something I am doing that is not helpful for you or that I am not doing that would help you, please inform me.
- Coaching sessions will last approximately 45 minutes. The more direct and to the point we are in our conversation the more productive our sessions will be.
The goal of my coaching is to create a trusting and dynamic partnership to help you move toward a more satisfying and full life. I will use innovative and practical strategies to help you clarify what you want, explore options, enhance personal accountability and take action so that you can experience a more joyful life.
Client Coachability Index
Circle the number that most accurately represents how true the statement is for you right now. Next, score yourself using the key below. Your coach needs you to be in the right place in your life so that you are coachable and you are ready to achieve great results. This assessment helps him or her - as well as you - discover how coachable you are right now. How coachable are you?
SCORING KEY:
1 - Not like me at all
2 - Sometimes
3 - Often
4 - Most of the time
5 – Very like me
I can be relied upon to be on time for all calls and appointments.
I am willing to be accountable to another person.
I am fully willing to do the work and let the coach do the coaching.
I am willing to eliminate or modify any self-defeating behaviors that may limit my success.
I am a self-starter and am willing to take the action necessary to achieve my goals.
I will speak truth to the coach.
I am willing to work with my coach in a partnership.
I understand boundaries and actively set them in various areas of my life.
I understand that coaching is not counseling, consulting, or mentoring. Coaching is an ongoing partnership that will help me produce fulfilling results in my personal and professional lives.
I have core values that guide my moral foundation.
I am open to talking about my dreams, visions, and goals.
I am not afraid to take risks.
I have thought through my goals and I have an inner peace guiding me.
I am willing to consider new ideas, behaviors, and values.
I have goals I want to achieve that have not yet been reached.
YOUR SCORE:
ANSWER KEY:
30 or less: You may not be ready to work with a coach at this time but your coach will most likely have specific recommendations that fit your individual needs for now. Ask your coach about a few exercises that will help you to further understand your own needs and how you may benefit from coaching in the future.
31-59: Coachable
60-75: Very coachable; tell the coach to ask a lot from you!
Coaching Ethics and Guidelines
As a Coach:
1. I hold myself accountable to a high level of integrity, honoring and respecting my core values and those of my clients and colleagues.
2. I will maintain complete confidentiality with my clients, within the confines of the law.
3. I will be clear with my clients about the nature of the coaching relationship, including structure, fees, refunds, expectations and guarantees.
4. I will never give a client's name to anyone, for any purpose, without express permission.
5. I will give credit where credit is due for materials supplied by other sources, respecting copyrights, trademarks and intellectual property.
6. I will judiciously avoid conflicts of interest. If any should arise, I shall, without delay, inform concerned parties of my position.
7. I will represent myself honestly and clearly to my clients, and coach only within my areas of expertise.
8. I will actively pursue well-being, wholeness, and continual learning in my own life.
9. I will refer a client to another coach if I am not within my area of expertise or comfort, so the client gets the best possible coaching.
10. I will honor my core beliefs and values in my professional conduct, in representing KYCARDS and the coaching profession.
Copied from Christian Coaches Network. All rights reserved.
Coaching Agreement
Coaching is an ongoing relationship between a coach and a person who desires coaching. We both agree that:
1. Coaching is not therapy, counseling, advice giving, mental healthcare, or treatment for substance abuse or any addictive behavior. The coach is not functioning as a licensed mental health professional, therapist or counselor, and coaching is not intended as a replacement for counseling, psychiatric interventions, treatment for mental illness, recovery from past abuse, professional medical advice, financial assistance, legal counsel, or other professional services.
2. Coaching is for people who are basically well adjusted, emotionally healthy, functioning fairly effectively, and wanting to make improvements in their lives.
3. Coaching is designed to address issues the person being coached would like to consider. These could include (but are not limited to) personal foundation, career development, relationship enhancement, spiritual growth, healthy lifestyle management, life balance, decision-making, and achieving short-term or long-term goals.
4. Coaching will be an ongoing relationship that may take a number of months, although either party can terminate the relationship at any time.
5. Coaching can involve brainstorming, values clarification, the completion of written assignments, education, goal-setting, identifying plans of action, accountability, making requests, agreements to change behavior, examining lifestyles, and questioning.
6. Coaching is most effective when both parties are honest and straightforward in their communication.
7. If the coaching is to involve payment for services, prior to its beginning both parties will agree to a fee, form of payment, procedures for canceled appointments, and initial length of commitment.
8. Coaching is a confidential relationship and the coach agrees to keep all information strictly confidential, except in those situations where such confidentiality would violate the law.
9. Coaching assumes that each person in the relationship is guided by his or her values and beliefs. Your coach operates by their own set of standards and lives in accordance with those convictions and will honor and respect the different beliefs and values of others. Your coach does not seek to impose his or her values on another, proselytize, condemn, or refuse coaching services to people who do not share similar values and beliefs.
10. I agree to the following business arrangements: Regular coaching sessions are approimately 45-50 minutes in length at the rate of $99. Fees are due at the time of service and are subject to change. I am responsible for the timely payment of my sessions. I am aware that 24 hour advance notice must be given to cancel or reschedule a session or I will be charged a cancellation fee or billed the full amount of that session.
11. I (the person being coached) am committed to creating an alliance with my coach, Cheryl Pitcher.
12. Each of the people whose signatures appear below agrees that this agreement represents our mutual understanding of the coaching relationship.
DISCLAIMER: The client is the sole decision-maker in the coaching process. Any and all actions or consequences resulting from the coaching sessions are the responsibility of the client. The client releases the coach of all liability pertaining to the services rendered in the coaching relationship.
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Signature (client)
Name
First NameLast Name
Date
Date
MonthDayYear
Date
Signature (coach)
Name
First NameLast Name
Date
Date
MonthDayYear
Date
Client Intake Form
“GETTING TO KNOW YOU"
Coaching is more effective and efficient if you can give me some information about yourself at the beginning. This is confidential information and you are free to not answer any of the questions. I encourage you to be open and share the information in order to get the most from our coaching relationship.
Name
First NameLast Name
Address
Street Address
Street Address Line 2
CityState / Province
Postal / Zip Code
Phone Number
Area CodePhone Number
Email
example@example.com
Occupation
Date of Birth
MonthDayYear
Date
Marital Status
Significant Other's Name
Names and Ages of Children
Life Satisfaction Questionnaire
How satisfied are you with different areas of your life? Circle a number from 1 to 10 next to each of the following areas of life. If you give an item a 1, you are completely dissatisfied with this part of your life. It means, “This part of my life is entirely unacceptable to me in its current state.” A number 10 means, “I couldn’t be happier or more satisfied with this area of life.” Your overall satisfaction will change from day to day, but try to give an overall assessment of where you are at present.
1-Completely dissatisfied
10 – I could not be happier
Physical Health
1
Mental/Emotional Health
2
Career/Employment Satisfaction
3
Financial Stability
4
Marriage/Romantic Relationships
5
Home Life (Immediate Family)
6
Extended Family (Relatives, In-laws)
7
Friends/Social Life
8
Recreation/Relaxation/Leisure
9
Lifestyle (Degree of Busyness and Life Balance)
10
Personal Life Fulfillment
11
Spiritual Health/Life
12
Physical Comfort (Housing, Neighborhood, Possessions, Cars, etc
13
1. Why do you want coaching? Be as specific as possible. Example: “I want to start an exercise program to gain more energy and to lose 30 pounds.”
2. Are you or have you ever been in counseling or therapy?
If yes, please explain.
3. What are the most important things (good and bad) happening in your life right now?
4. In what ways would you like your life to be different one year from now? Be specific.
5. What is getting in the way of these goals?
6. List at least three things you procrastinate at -- the things that you’ve been putting off.
7. What, if any, are your concerns about coaching?
8. Rate the level of stress in your life on a scale of 1 to 10. (1=low and 10=high)
9. What are your primary stressors?
10. Why did you select me as your coach?
11. What would you like me to do if you get behind in progress toward your goals?
12. How do you like to be supported or held accountable?
13. What else would you like me to know about you?
Copied from Gary R. Collins, Used by permission of NavPress (www.navpress.com All rights reserved.CHRISTIAN COACHING: Helping Others Turn Potential into Reality, 2001
Should be Empty:

SCORING KEY:

As a Coach:

“GETTING TO KNOW YOU"