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Coaching Through Scarcity Workshop
April 21, 2016
Trainer: Devin Stubblefield, Education Design Lead
Agenda:
Introductions and Overview of the Training
Discovery: Defining Scarcity
Activity: Scarcity Triggers
BREAK
Interpretation: Search for Meaning - Scarcity and Behavioral Economics
LUNCH
Ideation: Generate Ideas - Design around Clients Experiencing Scarcity
Activity: Idea Brainstorm
Experimentation: Coaching Approach Prototypes
BREAK
Using Coaching Tools with Clients in Scarcity
Evolution: Moving Forward
Questions and Reflection
1
What triggers bring on SCARCITY in a household?
Step 1: In the spaces provided in the chart above, write down situations that may
cause a feeling of scarcity and/or lack for a typical client that comes into your
agency.
Step 2: Begin to brainstorm all conditions required to be in place to regain control
in each area.
Triggers
2
Coaching through Scarcity Brainstorm
What We Know:
What we Don’t Know:
3
Match Client Persona with Coaching Approach
Client Persona Characteristics
Key phrases or frequently quoted statements
Life experience
Emotions
Values
Use of technology
Social and cultural environments
Demographics - age, sex, marital status
Financial status
What they want from your agency
Additional Important Information:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Coaching Approach:
☐ Raise Awareness ☐ Introduce financial tools ☐ Simple Dialogue ☐ Brainstorm
☐ Exploration of Issues ☐ Curiosity, get more info ☐ Designing Actions ☐ Hold Accountable
☐ Empathetic ☐ Bottom Lining ☐ Visioning ☐ Hold the Focus
Client Type: _____________________
4
© 2015 The Prosperity Agenda. All rights reserved. theprosperityagenda.org
The Coaching Conversation Model
Use this model as a guideline to help you lead a
client-driven dialogue through the six distinct stages.
Use powerful questions and focused-listening, to
facilitate a discussion that stimulates clients’
thinking, growth and change that leads to action.
The Stages of the Coaching Conversation
1. Clearing/Clarity/Focus – Ask the client to establish a clear focus and desired
outcome for the session.
2. Motivation/Benefit – What will that desired outcome or goal bring them? How
will their life be different?
3. Exploration – Where are they now? Establish a baseline with what resources/
and support they currently have. What do they need to know?
4. Action Planning – Design action steps or an action plan. What will it take to
accomplish the plan?
5. Accountability – How will the client hold him or herself accountable? Design a
structure for accountability and success.
6. Completion – What is the learning or value from the session? Commitment?
Next steps?
5
Client Resources
To what extent does the client have enough resources to increase his/her financial
capability? Listen to the client’s story about what’s going on.
Rate the resources mentioned on the following scale: (low) 0 - 5 (high) or ? (unknown)
Financial - Having money to purchase basic goods and services; having knowledge of money management/asset building
Emotional - being able to choose and control emotional responses without self-destructive behavior
Mental – Having mental abilities and skills (reading, writing, computing) to deal with daily life
Spiritual – Having a belief in a Higher Power or faith
Physical – Having physical health and mobility
Support Systems – Having friends, family, or back up services available in times of need
Role Models – Having exposure to adults who model appropriate, nurturing behavior
Social – Understanding social policies, standards, customs, or rules in relationships, schools, or workplace
6
Beliefs Drives Behavior = Results
List up to three of your limiting beliefs about money:
Pick ONE limiting belief to work through with your coach:
7
The Asset Trio
What’s in place now:
_______________________
_______________________
_______________________
_______________________
_______________________
What’s still needed:
_______________________
_______________________
_______________________
_______________________
_______________________
What’s in place now:
_______________________
_______________________
_______________________
_______________________
_______________________
What’s still needed:
_______________________
_______________________
_______________________
_______________________
_______________________
What’s in place now:
_______________________
_______________________
_______________________
_______________________
_______________________
What’s still needed:
_______________________
_______________________
_______________________
_______________________
_______________________
8
How might we design ways to be more effective working
with people experiencing scarcity?
9