Coaching Tools 101 – Which Coaching Tools to Use in Your Welcome Pack and Why!


As soon as a consumer has dedicated to teaching, they typically don’t have anything to indicate for his or her brave self-investment. This is without doubt one of the many challenges of the serving to professions — that a lot of the work we do is ‘intangible’ or laborious to quantify.

So, whenever you ship professional-looking assessments and training instruments to your consumer, it is an effective way of demonstrating what a sensible funding your consumer has made. And even higher, it provides them one thing tangible to see and maintain onto, whereas making you seem skilled and arranged.

Now, you possibly can all the time merely ship them a Welcome e mail together with your assessments and training instruments as attachments. However I totally advocate sending your purchasers a Welcome Pack or binder within the (snail) mail which incorporates some printed out assessments or teaching instruments. Get inventive. A colourful folder with a hand-signed welcome letter, your branded supplies and a small, enjoyable welcome reward — pens, post-its or a pocket book is right. It is a wonderful approach to shock and delight your consumer, in any case, who would not prefer to obtain presents within the mail?

Sending some type of particular welcome ensures you’ve gotten one thing to debate and work on together with your purchasers within the early periods (whereas they’re getting used to how teaching works) AND helps you get to know your purchasers — and due to this fact ship worth — quicker.

It additionally implies that from the day they obtain their teaching instruments they’re already being coached, as a result of they’re studying about themselves. It will get them into the mind-set of engaged on themselves in between periods (whenever you’re not round) and helps them study self-reliance.

So, what assessments and training instruments to make use of with a brand new consumer? Effectively, clearly it depends upon the type of teaching you are doing, however everyone knows that our lives, obligations and careers are inseparable. So, why not begin by how they reside their lives at present and the way they really feel about that?

Listed here are the 5 teaching instruments and assessments I like to recommend to start with:

  1. The Wheel of Life. Boring? Au contraire. The Wheel of Life could also be outdated hat to us coaches, nevertheless it’s nonetheless new to most purchasers. It is a highly effective visible that assists with goal-setting, serving to purchasers to see how their ‘entire’ life interacts and the place they spend their time versus their ‘actual’ priorities. I prefer to ask as soon as it is full, “So, your Wheel of Life, is it a bumpy experience?”
  2. A Pondering Questions Sheet. Ship at LEAST one web page of highly effective inquiries to get them considering. Questions like, “What do you do to loosen up?” (perhaps they do not!), “What have you ever given up on in life?”, “How do you finest study?” or, “What motivates you to go the additional mile?” In addition to serving to you get concepts on how finest to educate them, it will get them used to asking themselves the larger, deeper questions in life.
  3. An Preliminary Teaching Objectives Sheet (the place they let you know what they need to obtain from the teaching). Other than being useful to know what they’re trying to obtain, how they full this hints at areas they might want teaching round. For instance, if the sheet is clean or very temporary they in all probability want extra hand-holding and private ‘discovery’ work. If the sheet is detailed and thorough they might need assistance with limiting beliefs/behaviors or getting enthusiastic about their objectives. And if the sheet is chock filled with objectives and concepts they might need assistance with slowing down, time administration and even self-care.
  4. A Life Map. I LOVE this straightforward teaching software that provides a fast overview of the ups and downs of their life as THEY see it. They draw a time line from left to proper and put in peaks (constructive affect) and troughs (unfavorable affect) with a ‘blip’ measurement that corresponds to the affect of the occasion. They annotate every ‘blip’ and this provides you a really fast visible of their life lows and highlights. Assist them discover their helicopter life view and acquire invaluable insights into their sensitivities, the place limiting beliefs and fears could come from, what conjures up and motivates them and extra!
  5. Lastly, I totally advocate The Rocking Chair Life Imaginative and prescient Train. Your consumer imagines themselves at 90, completely satisfied, wholesome of their rocking chair — and searching again over what they’ve achieved in life, what they’re happy with. It is a deceptively easy train and an awesome leveler! Nearly everybody sees themselves surrounded by household and associates with a cute home within the nation someplace, nonetheless match, wholesome and energetic. The train outcomes differ across the particular issues individuals obtain with their lives — very helpful for what I name ‘reverse goal-setting’. It helps our purchasers perceive their objectives within the context of their lives, in order that as they set objectives NOW for the long run they will guarantee these objectives align with their total “Life Imaginative and prescient”. And also you, as coach, get a glimpse into what motivates them and what they actually need from life.

There are numerous extra assessments and training instruments you possibly can use. It’s possible you’ll need to create or purchase one thing particular to your area of interest – a meals diary template, resume template, visualization or self-care questionnaire.

However the important thing factor is for the instruments to be professionally offered and branded with your small business brand and get in touch with particulars. That method you are reminding them of your relationship with them and in the event that they share them with anybody else — you get free promoting!

Long term, utilizing assessments and training instruments as a part of your teaching relationship helps your purchasers construct a bodily report of labor you have executed collectively, demonstrating concrete worth from teaching and serving to purchasers see their learnings and development. It’s kind of like wanting again over an outdated journal and seeing how far you have come!

So, take pleasure in bringing extra of this dimension to your teaching follow. Purchasers who search teaching need to discover our extra about themselves — assist them do this with teaching instruments!


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