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Establishing the Coaching Agreement: Here's How to Do It Well

Posted by Julia Stewart

Establishing the Coaching Agreement - two men

According to the ICF, one of the most important, if not THE most important Coaching Competency is #2: Establishing the Coaching Agreement.

The ICF is very particular about how to coach with this one perhaps because it sets the structure for the entire session. Most coaches can do it well at the ACC level, but stumble over PCC requirements, which are multifaceted and quite explicit. At the MCC level, it is far deeper and more subtle. Why is this hard? Most coaches just don't know how to do it.

What follows are Do's and Don't's on how to Establish the Coaching Agreement at the ACC, PPC, and MCC levels.

ACC: At the ACC level, Establishing the Coaching Agreement is easy and straightforward, but you might be surprised how many coaches miss it. Do: Ask the client, at the beginning of the session, what they want to achieve with the session. Don't: Choose the goal for the client, or neglect to ask the client what their goal is, or ask but coach on something else.

PCC: At the PCC level, you need to go considerably further with Establishing the Coaching Agreement. Do: At the start of the session, ask what the goal for the session is, then explore a bit what makes that goal important to the client. Also ask how they will know they have achieved the goal. This is sometimes referred to as the "measure of success", which can be a feeling, such as confidence, a mind state, such as clarity, or something tangible, like a ten-point plan. Then begin coaching the client to reach that goal. Later in the session, check to make sure you're on track to reach the goal, or if you notice the conversation is heading in a new direction, ask if the goal has changed. If it has changed, fully establish the new goal. Finally, near the end of your coaching session, ask the client if they've reached their measure of success. If they reply strongly in the affirmative, the coaching was successful. Don't: Forget to ask how the client will know they've succeeded or fail to explore the importance of the goal, or fail to check that the session is reaching or has reached the goal; nor should you make any mistakes from the ACC level, above.

MCC: Do: The MCC level coach does everything the PCC level coach does, and then some, but may do it in a far more subtle fashion, knowing that competency #3: Establishing Trust and Intimacy with the Client, #4: Coaching Presence, as well as every other competency, will enhance Establishing the Coaching Agreement, by creating trust, easing the client, and providing an environment in which the client shares honestly and completely. Without that level of openness and receptivity, the client is unlikely to share information that feels vulnerable (sharing our most cherished dreams tends to bring up vulnerabilities) and therefore they may not receive full value from the coaching. In addition, the master coach will help the client expand their thinking about the goal by helping the client connect it with their larger goals and/or integrate their understanding of it within the context of their entire life and even beyond, as needed (#8: Creating Awareness). What makes this difficult is, in addition to having mastered all the competencies, having heightened perceptiveness, and knowing how to communicate a lot with few words, the master coach must also be able to hold a holistic and intuitive mind state simultaneously with linear step-wise consciousness. This is easy if they have an advanced contemplative practice. Otherwise, it tends to take years of coaching to develop. Don't: Make assumptions, or lead, direct, or teach the client in any way. Without a fully connected partnership that honors the client's expertise in their own life, coach and client are unlikely to achieve the client's most desired dreams.

So now you know how, at all three levels, to coach with one of the most important ICF Coaching Competencies. This understanding. especially at the PCC and MCC levels, can help you become a far more effective coach. You still need to learn how this tool applies uniquely to each coaching session. Plus you need hours of practice and expert feedback to learn to do it well. Our Master Coach Training series of modules will help you develop masterful coaching skills, and get you ready to apply for ICF certification, if that is your goal. These modules are all included in our Certified Positive Psychology Coach program and our Certified Neuroscience Coach program. Plus, two more modules, included in the Certified Neuroscience Coach program, will help: NP1: The Science of Goals and Achievement and NP2: Neuroscience Tools and Practices.

 

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Topics: ICF, Coach Certification, Certified Positive Psychology Coach, MCC, coach credential, certified neuroscience coach, PCC

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