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Week 2 - lecture 2Preparing, Planning, and Executing
a Client Kickoff Meeting
The PN coachingapproach
Fundamentally, coaching is about 3 things:
1. Helping people change.
2. Helping them take meaningful action on their own behalf, in their own lives.
3. Building a coaching relationship that makes the first two things possible.
The PN coaching approach
Having a checklist balances focus and freedom
A template isn’t about “making rules” or being rigid in your coaching process.
Rather, it’s an open-ended set of coaching prompts that helps you remember what to do next, especially if you get stuck.
It's also not about being perfect or having all of the answers. You will make mistakes.
If you keep a growth mindset, mistakes will only make you a better coach.
The PN coaching approach
Good coaching requires a repeatable, systematic process
Because we’re working with variable, diverse human beings and the messy experience of change, it may seem like each coaching session is wildly different.
Yet if you think about coaching as a template or set of common tasks, there are underlying patterns within the process.
The PN coaching approach
Prior to Kickoff, during the Discovery phase
● Describe what coaching is and who you are as a coach.
● Share communication guidelines and boundaries.
● Discuss pricing, cancellation, and refund policies.
● Establish a signed coaching agreement.
The PN coaching approach
Being able to succinctly describe who you are and what you do is a helpful skill to have.
The PN coaching approach
I help [insert type of person] [do XYZ thing or solve XYZ problem]
so that they can [specific benefit].
The PN coaching approach
Sample elevator pitches
● I help tired and sore office workers have more energy and stop hurting.
● I help busy parents stop the “food fight” with trying to get kids to eat healthy.
● I help women make friends with their bodies and end their battles with eating.
The PN coaching approach
Pause and reflect
How would you describe your services?
I help [insert type of person] [do XYZ thing or solve XYZ problem] so that they can [specific benefit].
The PN coaching approach
Drafting your coaching agreement
Consider the kind of coaching relationship you are entering into.
Will it be:
● short laser-coaching sessions? ● a long-term coaching relationship?● in-person coaching?● distance-based coaching? ● an incentivised challenge?
PN coaching approachThe PN coaching approach
Drafting your coaching agreement
Consider including:
● coach/client roles and responsibilities● description of your services● cancellation, rescheduling, no-show policy● schedule and fees● inclusion of others if appropriate● confidentiality/data security
The PN coaching approach
Drafting your coaching agreement
A good coaching agreement helps to bring clarity to the coaching relationship, and establish expectations and boundaries for both you and your client.
Doing this can save you effort and energy later should misunderstanding arise.
The PN coaching approach
How we coach
The problem of “too much” and the all or nothing mentality
How we coach
Our simple but powerful method
We present clients with ONE simple Practice.
We ask them to focus on this one thing and practice it every day for two weeks.
They get comfortable with the new Practice and ensure that the new tasks are as routine as brushing their teeth.
Only then do we introduce a new Practice.
How we coach
In his book The Power of Less, Leo Babauta describes how he changed his life by doing 1 thing at a time. He found that:
● if he assigned himself ONE Practice, he could do it consistently about 85% of the time. Pretty darn good.
● if he assigned himself TWO new Practices at a time, his success dropped drastically, to about 35%. Ouch.
● THREE at a time and he was barely able to do anything at all.
How we coach
Other benefits of keeping things simple:
● It keeps us all — clients and coaches — focused on the present.
● It gives clients a sense of accomplishment.
● It puts clients “in the zone”.
● It keeps us focused on taking action.
In this life we cannot do great things. We can only do small things with great love.—Mother Teresa
How we coach
We ask our clients not to wonder and worry
Wonder and worry questions can sound like:
● What will my skin look like in a year when I’ve lost all that weight?
● What should I do at the holiday dinner in two months if nobody understands my new dietary requirements?
● I feel like I’ve failed in the past — how can you ensure that I won’t fail again?
How we coach
“That’s a ‘wondering and worrying’ kind of question.
Unfortunately, wondering and worrying keeps us stressed-out and stuck in our head instead of taking action.
Instead, I’d like you to focus on what you can do, today or right now, to make meaningful progress toward your goals.
Instead of ‘wondering and worrying’ it would be best if you stayed focused on the ONE task we agreed on.
Is that something you feel like you can do?"
How do you get from goal to results?
Well, you have to do something.
But what?
Many clients will come to you frustrated because they have goals, but can’t seem to get to them, even if they’re “motivated”.
Often, it’s because they haven’t built the consistent practice of doing something that leads towards the goal.
How we coach
2 key concepts:
Outcomes vs behaviors
GSPA: Goals → Skills → Practices → Actions
How we coach
Helping our clients focus on their behaviours
The world is pretty uncontrollable. Life happens quite without our input or agreement.
● If you want to sell your house for a good price, you can renovate it and give it a fresh coat of paint. But you can’t control the real estate market.
● If you want to have a nice picnic, you can pack a basket and blanket and plan your route to the park. But you can’t control the weather.
● If you want to lose weight, you can eat well and stay active. But you can’t control your fat cells.
How we coach
Outcome vs behavior goals
You can’t control an outcome. But you can control the behaviors that lead to the outcome you want.
Outcomes are WHAT you want… but they don’t tell you what to DO.
Behaviors are HOW you’ll get there. Behavior goals are what you build your action plan around.
How we coach
How we coach
Pause and reflect
What is one outcome you want from this program?
What are the behaviors that will lead to your desired outcome?
What will you do this month?
What will you do this week?
What will you do today?
How we coach
Making change is a skill
If we want to make big changes, we have to take small, consistent daily actions.
So we make this our client’s focus.
How we coach
Outcome vs behavior goals
Clients can:
● experiment and directly experience the results of their choices;
● focus on what they can control (i.e., their actions, mindset, and values), rather than what they can’t (e.g., “win a race”); yet still
● increase the probability of getting what they want.
GSPA: Goals → Skills → Practices → Actions
How we coach
GSPA: Goals → Skills → Practices → Actions
GSPA stands for:
● Goals: What you ultimately want to do.
● Skills: What you need to be able to do in order to get to those goals.
● Practices: What you repeat to build skills.
● Actions: What you do specifically in everyday life to build those practices.
GSPA: Example
How we coach
GSPA: Goals → Skills → Practices → ActionsTools that can help you think through next Actions with your clients:
● The 4 Circle Exercise (essentially GSPA in action) helps you connect what you do today to where you want to go.
● The Choice Chart helps you map out options for potential Actions.
● The From Goal to Action worksheet walks you through the process of identifying small, specific behaviors that can build towards your goal.
● The Deep Health Questionnaire helps you learn more about the deep health of a client (or yourself).
Connected to & authentic with others in safe and secure relationships.
Feeling supported and like you “belong”.
Feeling vibrant, energized, and thriving. Performing and functioning well.
Experiencing a full range of emotions; expressing and regulating them appropriately.
Your everyday surroundings support your wellbeing.
Feeling a sense of meaning and “purpose” in life
Alert, focused, competent, and thoughtful. Learning, remembering, and solving problems well.
Practice Library:Nutrition Domain
Practice Library:Movement Domain
Practice Library:Sleep Domain
Practice Library:Stress Domain
How we coach
Practice Library:Change Domain
How we coach
Considering Skills and Practices
Depending on the general goal your client wants to work on, you can identify specific Skills that your client might need to get there.
And, you might organize them in particular ways.
Each Domain area we shared has a few broad Skill areas that a client could work on.
How we coach
Skills: Internal vs external regulation
Regulation is a fancy term that just means “organizing, managing, and handling things”.
External regulation means organizing, managing, and handling the stuff in your life.
Internal regulation means organizing, managing, and handling the stuff inside your brain and the rest of your body.
How we coach
Skills: Internal and external regulation
Some Skills include aspects of both.
Sleep, for instance, depends on:
● external regulation (such as creating a nice, calming sleep environment); and● internal regulation (such as finding ways to chill out and relax).
Although we all need both external and internal regulation to be successful adult humans, not all clients will be equally interested in both.
Practices build Skills
Identify one or two Skills your client would like to focus on.
Drill down one more level to selecting Practices that build that Skill.
From there you’ll pick trackable daily Actions that bring the Practice to life.
Knowing what a client can do, and how regularly and well they can do it, is an important part of fitting a Practice to their needs.
How we coach
Practices build Skills
Practices within Skills are generally organized from easiest or most crucial (Foundational) to more difficult or complex (Advanced).
Most clients will do best starting with the Practices that appear first in the list.
(Pro tip: Most people are less skilled and/or less consistent than they think.)
How we coach
Practices build Skills
When you discuss your client’s Practice options, anticipate getting these two questions:
1. Why should I do this? What’s the value? How will this help me with my particular concern?
2. How should I do this? Where and when do I do this? By what method? In what way or format? How can I tailor it to my own situation?
How we coach
Go-to coaching materials
These can be things like:
● infographics and handouts; ● blog articles;● a Frequently Asked Questions list; and/or● Resources in ProCoach, if this is one of your selected coaching tools.
You can always use our resources, but we also suggest making your own or organizing our resources in a way that matches what you frequently use.
How we coach
End week 2 - lecture 2
