Getting to know each Other

o                Explain how the session will go today.

o                Explain about coaching.

o                Outline your background.

o                Discuss confidentiality and security.

o                “May I mention that your are a client?”

o                Design the alliance: “How do you want to be coached?”

o                Grant the coaching relationship power.

o                Explain balance and score the Wheel of Life.

o                Discuss values clarification and explain the Gremlin.

o                Fill out the Primary Focus form.

o                Review any other forms: Strategic Planning Checklist, Calendar, etc.

o                Fill out on the Completion Log any actions to be taken.

o                Set up the next three appointments in calendars.

o                Discuss how the calls will go, explain about the inquiry, and discuss the “ups and downs” of the process.

o                Fill out Coaching Agreement and Client Information forms, noting the impact of vacations, late or missed calls, and other arrangements.

o                Receive money for the intake session and the first month. Explain about the monthly billing process (written invoice or phone invoice).

o                Talk about the issue of commitment, about being human, and about learning and change taking time.

o                Other: