Coaching Session Checklist: Before a Session
Use this checklist if this is the first coaching session with a client…
- Review your client’s consent form with them
- Address consent form questions
- Review Arcora’s cancellation policy
- Review your cancellation policy
- Discuss your coaching style
- Touch on why coaching matters to you
- Clarify information in your client’s coaching intake form
How to prepare for a coaching session.
Prepare yourself.
- Clear your mind.
- Set an intention for the session (e.g. create a safe space, focus on a specific area).
- Confirm how many coaching sessions your client has left.
Catch up on your client.
- Review your client’s previous session summaries and notes.
- Freshen up on your client’s goals, challenges and action items.
Prepare your workplace.
- Ensure you have a confidential and distraction-free environment (e.g. quiet, no cafes).
- Ensure all necessary materials, tools and/or resources are ready to go (e.g. worksheets, frameworks).
- Test your technology (e.g. internet, camera, microphone).