3. Establishes and Maintains Agreements Copy

3. Establishes and Maintains Agreements Definition: Partners with the client and relevant stakeholders to create clear agreements about the coaching relationship, process, plans and goals. Establishes agreements for the overall coaching engagement as well as those for each coaching session.
  1. Explains what coaching is and is not and describes the process to the client and relevant stakeholders.
  2. Reaches agreement about what is and is not appropriate in the relationship, what is and is not being offered, and the responsibilities of the client and relevant stakeholders.
  3. Reaches agreement about the guidelines and specific parameters of the coaching relationship such as logistics, fees, scheduling, duration, termination, confidentiality and inclusion of others.
  4. Partners with the client and relevant stakeholders to establish an overall coaching plan and goals.
  5. Partners with the client to determine client‐coach compatibility.
  6. Partners with the client to identify or reconfirm what they want to accomplish in the session.
  7. Partners with the client to define what the client believes they need to address or resolve to achieve what they want to accomplish in the session.
  8. Partners with the client to define or reconfirm measures of success for what the client wants to accomplish in the coaching engagement or individual session.
  9. Partners with the client to manage the time and focus of the session.
  10. Continues coaching in the direction of the client’s desired outcome unless the client indicates otherwise.
  11. Partners with the client to end the coaching relationship in a way that honors the experience.
Coaching Out of the Box® — 5/5/5 Coaching Model elements:
Principle: Be Curious 10 Principle: Be Supportive Principle: Be Accepting Principle: Be Focused Principle: Be Committed Exchange: Identify
Exchange: Discover
Exchange: Strategize
Exchange: Clear The Way
Exchange: Recap
Skill: Listening
Skill: Encouraging
Skill: Questioning
Skill: Requesting
Skill: Action Planning

Reflect and remind yourself how you demonstrate or could demonstrate this competency in your coaching exchanges. 

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