Client welcome packet

Transcription

1 Client welcome packet Welcome To New Life Coach Inc. New Life Coach Inc Client welcome packet

2 New Life Coach Inc. Welcome Packet for Clients Table of Contents 1. New Life Coach Request for Referrals 2. Welcome to the World of Coaching: Client Policies and Procedures 3. Get the Most Out of Your Coaching Relationship 4. Come to Your Coaching Session Ready to Work 5. Important Information You Need to Know 6. Client Information 7. Questions 8. Coaching Call Prep Form 9. NLC 6-Week Action Plan for Clients

3 New Life Coach Inc. Request for Referrals Our life coach-training program is based on the assumption that our clients will be so completely satisfied with our coaching services that they will recommend our coaching to the people they care about. NLCI are vested in delivering first-class coaching to help clients achieve their goals. We strive to have coaches who are 100% committed to the standards set forth by NLCI and to you, our clients. Experience has proven that referrals are the life-blood of NLCI. We know our life-coaching training cannot exist without people like you. Thus, we are asking you to refer your family, co-workers, neighbors, friends and acquaintances to New Life Coach Inc. In referring them to us, you will be offering them a truly life changing experience. Thank you for your referrals and assistance in offering this great opportunity to enhance the lives of those you care about. We are 100% committed to you. Sincerely, Marsha Marsha Clarke Everett Director New Life Coach Inc.

4 WELCOME TO THE WORLD OF COACHING! Please review the following before your first coaching session and contact your coach if you have questions. CLIENT POLICIES & PROCEDURES Welcome! YOUR NLCI coach looks forward to working with you in receiving the most out of the next six weeks. To maintain a successful coaching relationship, please review the following policies and procedures. If you have any questions about them, please them to your coach. FEE Life coaching is pro-bono for NLCI clients. CALLS Please call your coach at the scheduled time at the number he or she gives you. If you prefer, and your coach agrees, he or she may call you at a number you provide. This must be arranged in advance. CHANGES If you need to reschedule, give your coach at least a 24-hour notice. If you have an emergency, you and your coach will find a way to reschedule. If you must cancel WITHIN the 24-hours of your session, your coach may not be able to reschedule, so please make every effort to stay within these guidelines. MISSED CALLS If you are more than 15 minutes late for a call, your coach will assume the session is canceled, and will not be rescheduled. In the case of an emergency, your coach will do what is reasonable to be flexible. If you are late for the call, the session will still end at the designated time. You may cancel and reschedule no more than two sessions. If you miss more than the two sessions, you will be terminated as a client. After six months, you may re-apply to participate in the life-coaching program. PROBLEMS If, at any time, your coach says something that is upsetting, or does not feel right to you, please discuss it with them immediately. In the event this discussion does not resolve the issue, you may contact us at newlifecoachinc@aol.com. We are committed to providing a coaching partnership that is productive, rewarding, safe and FUN for you. Communication is the key to making this happen.

5 New Life Coach Inc. GET THE MOST OUT OF YOUR COACHING RELATIONSHIP Your NLC coach wants you to get the most out of your partnership. Following the guidelines below will help you maximize the value of your coaching relationship. KNOW WHAT YOU WANT Coaching works best when you know what you want and can translate those wants and dreams into clear, specific goals. If you don't know what you want in your life, coaching sessions can help you begin to identify your desires. Remember, however, you only have six weeks; so identifying what you want to focus on is necessary for best results. TAKE CHARGE OF YOUR LIFE We are many challenges in life. The key to moving beyond them is to first, acknowledge them, feel them, then learn from them. Consider: What can you learn about the way you handle the hard stuff? How can you handle it better next time? You may have no control over the things that happen to you, but taking personal responsibility for your own life means choosing how you respond to those challenges, and accepting the consequences of your actions. TAKE CARE OF YOURSELF You are a whole, complete person - Mind, Body, and Spirit. Taking care of one need, but slacking off in another, causes imbalance. To bring balance into your life, establish the habit of doing at least one thing to nourish you mind, body and spirit, each day. TRIPLE YOUR LEVEL OF WILLINGNESS Your NLC coach will encourage you to expect more from yourself. They will ask you to venture beyond your current comfort zone; to push the envelope farther than you have in the past. Your coach will ask you to be willing to experiment with fresh approaches, and to be open to redesigning those aspects of your life that you are able to. This will create the momentum to reach your goals more rapidly and efficiently. Some of the things your NLC coach may ask you to do include: Experiment by trying new things Question your current assumptions Remove sources of personal stress Seek support in handling a problem Set larger goals Raise your personal standards Eliminate "toxic" people and events Do play work between sessions Treat yourself better

6 New Life Coach Inc. COME TO YOUR COACHING SESSION READY TO WORK Your coaching call is an investment in yourself and your future. Make the most of that investment by being prepared for the session. THE COACHING CALL As you gain momentum toward your goals, you will have a lot to share in each session. To make the most of the limited time, your coach may suggest you choose up to 5 things to discuss each week. Here are some suggestions for you. HOW YOU ARE FEELING What was your greatest accomplishment in the last week? What breakthroughs, shifts, or "AHA!" moments did you have? What skill did you develop or master since last week? What, if any, "BUTS", got or are getting, in your way? What is your biggest concern at the moment? In what ways is your project progressing? Talk about problems you encountered and how you handled them. What is the next goal you want to work on? What will you commit to do by the next session? AFTER THE CALL Make notes of any commitments you made Revise your goals, target dates or plans as necessary Get ready for another great week!

7 New Life Coach Inc. Important Information You Need to Know 1. You, the client, will do most of the work; not the coach. Sometimes clients think that the coach has all of the answers, can tell them exactly what to do, or should make the client do things. That is not the function of the coach. 2. Your coach s job is to share observations and give feedback; not solve your problems. You are responsible for finding solutions to your own problems. Your coach can share wisdom, action steps, counsel and advice, but cannot do it for you. 3. If you don t feel your coach is providing the appropriate help that you need, it is your responsibility to discuss the issue with them. 4. Your coach s job is to ask for more than you can reasonably do. They will consistently ask you for more in an effort to keep you thinking of possibilities. You can always accept, decline or negotiate. 5. Your coach is your success partner, not your higher authority or taskmaster. Your coach will encourage you to take actions, however, the best coaching occurs when you take the initiative. 6. Your coach works with you as a whole person, not just on the situation or goals. Your coach will need to talk with you about who you are, where you come from, where you are at the present time, how you think, assumptions you ve made, what motivates you, etc., in order to assist you solve problems and set goals. 7. The value of coaching isn t based on how much time is spent in coaching. Great coaching can occur in 60 seconds when the right thing is said in the right way, the client leaps forward. 8. Your original goals may change or be abandoned. Sometimes we really don t know what we want. It s better to go with the flow and let your real goals emerge during the coaching process rather than knowing them all in advance. 9. Sometimes your coach will need to work on strengthening you, instead of encouraging you to accomplish something. Goals are reached more quickly and easily when you have a strong personal foundation. Personal growth takes time, but lasts a lifetime. 10. The coaching session isn t the most important part of the coaching process. Having great sessions between a coach and the client is important, however, it s not the quality of the session, but it s how well the client integrates and uses what was covered between sessions.

8 New Life Coach Inc. Client Information Date: Name: Address: City: State: Zip Code: Phone number: This is a number where you can be reached if your NLC coach has to cancel or reschedule your coaching session. If it is NOT OK to leave a message, please let your coach know. What other information about yourself or situation would you like to share?

9 New Life Coach Inc. Take time to thoughtfully consider your answers to the following questions. Use as much space as needed. Write freely and without self-consciousness. The purpose of this exercise is to help you broaden your thinking and help your coach learn about you. Please complete and to your coach at least 24 hours before your first session. 1. Why are you seeking coaching at this time? 2. What are your strongest beliefs about yourself and your view of the world right now? Please state both positive and negative beliefs. 3. What gifts do you have that you could make available to the world? 4. When in your life have you felt most creative? 5. What are the greatest accomplishments of your life? 6. What bit of wisdom would you share with the world now? 7. What energizes you? 8. What do you want to accomplish in the next six weeks? OR What area of your life do you want to focus on? 9. What is the benefit for you in accomplishing your six-week goal? 10. How do you want your NLCI coach to help you? 11. How might you sabotage this coaching process? 12. What is one powerful question you could ask yourself about your goal.? 13. How will you know how effectively coaching has been for you?

10 NEW LIFE COACH INC. Coaching Call Prep Form Use this form in preparation for your coaching session. Complete and to your coach at least twelve hours before each session. NAME: DATE: 1. OVERALL, HOW HAVE YOU FELT SINCE OUR LAST CALL? 2. WHAT HAVE YOU ACCOMPLISHED SINCE OUR LAST CALL? 3. WHAT DIDN T YOU GET DONE, BUT INTENDED TO? 4. WHAT CHALLENGES AND PROBLEMS ARE YOU FACING NOW? 5. HOW DO YOU WANT TO USE THIS CALL? 6. ANY FEEDBACK YOU WANT TO GIVE YOUR COACH?

11 THE NEW LIFE COACH 6-WEEK ACTION PLAN FOR CLIENTS INTRODUCTION TO THE 6-WEEK ACTION PLAN ACTION ONE: IDENTIFY MY 6-WEEK GOAL & WHY IT S IMPORTANT ACTION TWO: OUTLINE WHAT I HAVE TO DO ACTION THREE: CHOOSE MY DEADLINE ACTION FOUR: MY WEEKLY ACTION PLAN ACTION FIVE: WHAT I NEED TO ACCOMPLISH MY GOAL ACTION SIX: RESOURCES I NEED TO ACCOMPLISH MY GOAL ACTION SEVEN: HOW I MEASURE MY PROGRESS CONGRATULATIONS!

12 THE NEW LIFE COACH 6-WEEK ACTION PLAN FOR CLIENTS Six-Week Action Plan The NLCI six-week action plan will help you clarify your goal(s) and help identify steps you need to take in order to accomplish them within six-weeks. This process provides a method by which you and your coach can measure your progress. It is recommended that you give yourself enough time to think through your goal(s) before rushing to finish the paperwork. We do suggest that you try to complete the plan by the end of your third coaching session, as this will give you time to work with your coach and take the necessary actions steps to accomplishment them. The questions you will be asked are designed to inspire and motivate you. If you are 100% committed to and capable of taking the necessary steps, you can realize your goal by the end of the six-weeks. How the Action Plan Works: 1. The questions are designed to make you think. You may not answer all of them immediately. If you will thoughtfully think through them, you will realize better results. The more thought you devote to your answers, the more complete your plan for accomplishment will be. 2. Use one form for each goal you are working on. It is best to work on one goal at a time before implementing the same process with each additional goal. Your coach can assist you in clarifying which goal you should start with and in prioritizing other goals you may have. On the next pages you will find the six-week plan. Begin by doing Action One: Identifying My Goal and Why It s Important. Upon completion, continue working the process with Action Two and so forth.

13 ACTION ONE: IDENTIFY MY GOAL and WHY IT S IMPORTANT Begin defining and planning your goal before your first session with your coach. This will help you get the most out of your six weeks. It will provide you with the specific steps you need to take, as well as a timeline for accomplishing them. At the end of six weeks, you will have completed what you set out to do. 1. The goal I want to achieve is: 2. I want to achieve this goal because: 3. Achieving this goal will change my life in the following positive ways: 4. Achieving this goal will change my life in the following negative ways: 5. I am ready to face all of the changes that accomplishing this goal will mean for me. I can lessen the negative impact that this change will have in my life by: 6. I will be happier if I achieve my goal because:

14 ACTION TWO: OUTLINE WHAT I HAVE TO DO You have only six weeks to accomplish your goal. What steps do you need to complete to ensure your success? Below, list the most important things, or sub-goals you need to do in order to achieve your goal. (Each sub-goal may have smaller steps within them.) STEPS TO BE COMPLETED: ACTION THREE: COOSE MY DEADLINE I will achieve my goal no later than. (Enter a date on or before the date of your NLC coaching session.

15 ACTION FOUR: MY WEEKLY ACTION PLAN Assign a realistic date of completion for when each of the steps you listed in Action Two. Be realistic, even if it means you have to re-think your goal. You know yourself, your motivation, your energy, your way of doing things better than anyone. Be honest with yourself and plan accordingly. WEEK 1 Action to be completed: Steps needed to complete action: WEEK 2 Action to be completed: Steps needed to complete action: WEEK 3 Action to be completed: Steps needed to complete action: WEEK 4 Action to be completed: Steps needed to complete action: WEEK 5 Action to be completed: Steps needed to complete action: WEEK 6 Action to be completed: Steps needed to complete action:

16 ACTION FIVE: WHAT I NEED TO ACCOMPLISH MY GOAL In addition to time, energy and emotion, I will need other resources to complete this goal. e.g. money, help from someone, support of another person This exercise will help me identify what I need and where it will come from. If I don t have everything I need, I will get it. I NEED: TIME To reach my goal, I need hours per day/week/month. I have that time available. Yes No If I do not have that time available, I am going to create it by: I NEED: ENERGY To achieve my goal, I need energy to work on the goal. I have enough energy available. Yes No If I do not have enough time available, I am going to create it by: I NEED: MOTIVATION I need motivation to work on the goal. Right now, I have that emotion and motivation available. Yes No If I do not have the motivation, I am going to get it by: I NEED: MONEY In order to achieve my goal, I need $ so that I can work on my goal free of the stress of not having enough money. I have that money available now. Yes No If I do not have all of the money available, I need an additional $. I am going to obtain the finances I need by:

17 ACTION SIX: OTHER RESOURCES I NEED TO ACCOMPLISH MY GOAL: I NEED: In order to achieve my goal, I also need. I now have this available. Yes No If this is not available now, I can get it. I will get this by: I will find it: (write down resources under each need) The steps necessary to get it are: I NEED: In order to achieve my goal, I also need. I now have this available. Yes No. If this is not available now, I can get it. I will get this by: I will find it: The steps necessary to get it are: I NEED: In order to achieve my goal, I also need Yes No I now have this available. If this is not available now, I can get it. I will get this by. I will find it: The steps necessary to get it are: My answers to these questions have inspired me and convinced me that I am 100% willing to make all of the necessary commitments to reach my goal, including the commitments of time, energy, emotions and other resources. Yes No

18 Well Done! You have completed a realistic 6-week plan to achieve your goal. Time is short, so start taking action now! Make your goal and your dream a reality! Now move to Action Seven to measure your progress each week and to stay on track! ACTION SEVEN: HOW I MEASURE MY PROGRESS Once I start working my plan, I need to measure my progress. This will keep me on track and help me identify any problems as soon as they arise. Below, are the step completion dates that I will use to measure my progress. Week One: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, I will modify my plan to accomplish my goal by: Week Two: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, I will modify my plan to accomplish my goal by: Week Three: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, I will modify my plan to accomplish my goal by:

19 Week Four: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, this is how I will modify my plan to accomplish my goal. Week Five: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, I will modify my plan to accomplish my goal by: Week Six: Date: My Progress to date: I am on track and on time toward achieving my goal. Yes No If not, I will modify my plan to accomplish my goal by:

20 CONGRATULATIONS! You have now completed your NLC 6-Week Action Plan! New LIfe Coach Inc. P.O Box Chicago IL,60659 Copyright, 2006, revised, 2012, New Life Coach Inc. All rights reserved. No duplication.