The Coaching Tool Kit

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Steal our coaching tools and use them in your coaching practice

The Coaching Tool Kit comprises 26 invaluable coaching tools that you can re-brand and use with your clients.

Including:

Specialized Life Coaching Worksheets – 8 worksheets covering the most common life coaching topics e.g. values, beliefs, goals, etc.

Business Coaching Tools – 5 tools that elicit essential foundational material that every successful business should have

Advanced Coaching Models – 7 advanced coach questioning models to help you guide your client to solutions

360° Feedback Assessment – All you need to run 360° Feedback Assessments as a part of your coaching practice

Coaching Journal – An essential item to give to all of your clients so they can get the most out of each session

What’s inside:

Specialized Life Coaching Worksheets

Why should I use life coaching worksheets?

Life coaching worksheets help your client move forward fast on foundational coaching topics like values, beliefs, goals, work/life balance, etc. When your client completes a specialized coaching worksheet out of session it means she gets an additional opportunity to learn even more about herself and experience the added value of your coaching program.

When should I use life coaching worksheets in my practice?

We use worksheets as a bonus to a coaching session and give them out as homework. If you do this in your practice, have a few of each on hand so you can give them out if you hold face-to-face meetings or simply email the worksheet file to your client after a session. Remember to discuss the insights your client gained from a particular worksheet in your next coaching session!

What life coaching worksheets do I get?

Wheel of Life Assessment	Discover how balanced your client’s life is Identify which life areas are good and which need work
Top Values	Establish a guiding compass for all that your client does in their life Use values as a metric for your client’s own personalized meaning of success
Exploring Beliefs	Expose limiting beliefs your client has and turn them around Discover empowering beliefs that your client has and acknowledge him for those
SMART Goals	Use a tried-and-true formula for developing rock-solid goals
Personal SWOT Analysis	Utilize this business analysis technique to help a client make an informed decision on any topic Explore the strengths, weaknesses, opportunities, and threats of any idea
Internal Representational System Preference Test	Help your client to communicate better by: Learning his preferred representational system (i.e. visual, auditory, kinaesthetic, auditory digital) Recognizing the representational systems used by the people in his life (family, colleagues, etc.)
Comfort Zones	Help your client to grow at an accelerated rate by identifying her growth opportunities Discover what lies within and outside of the imaginary boundaries your client has set for herself
Personal Feedback Assessment	Help your client build a record of the feedback she gets from people (at work and at home) during the course of your coaching program Get your client to learn even more about themselves by assessing each piece of “feedback” and discuss findings during your coaching sessions

Business Coaching Tools

Why do I need business coaching tools?

Every type of coach ends up coaching at least a few business owners or people who are considering starting a business. When you are equipped to help out with business basics you can help reduce a lot of unnecessary stress by helping your client to focus on what they should be doing next in their business.

When should I use business coaching tools in my practice?

Offer your business coaching tools to all of your clients who run their own business or are thinking of starting a business. You’ll get extra points for resourcefulness!

What business coaching tools do I get?

Business Vision Statement (Worksheet)	Help a business owner develop a vision statement for her business Capture her high-level dream for her business
Business Mission Statement (Worksheet)	Help a business owner develop a mission statement for her business Capture how her dream business will become a reality
Business SWOT Analysis (Worksheet)	Help a business owner run a SWOT Analysis on her whole business or a single project Results provide useful information for future strategic planning SWOT stands for Strengths, Weaknesses, Opportunities and Threats
5-Year Business Plan (Template)	Let your client decide to use all 70 sections of this comprehensive business plan template or trim it to the bare-bones minimum he needs to work for his business
Meeting Minutes (Template)	Many new business owners suffer from wasting time running unproductive and inefficient meetings Give your clients this simple and easy to use meeting minutes template to help them stay focused and on track and get better results from their future meetings Template is based on professional project management techniques

Advanced Coaching Models

Why should I use advanced coaching models?

As the coach you can use these advanced coaching models as cheat sheets to navigate clients through sessions. These amazing questioning models can be used over and over even with the same client. You have enough coaching questions in the 7 models provided for years and years of coaching!

When should I use advanced coaching models in my practice?

Print each of these questioning methods out and have them in a binder at your coaching sessions. When you need a little inspiration, flip to a model that you like and ask your client the questions in order. The advanced coaching models are helpful for new coaches who are discovering their own coaching methods and even for older coaches who want to shake their old methods up a bit.

What models do I get?

Accountability	Use for weekly accountability coaching sessions (short 30 min sessions, same time, same day for at least 3 months) Ask these same questions each week
Fear of Change	Use when your client is fearful of change Help your client move overcome their fear
Fork in the Road	Use when your client is procrastinating on making a decision Help him move them forward Use in conjunction with the Personal SWOT Analysis (as provided in the Life Coaching Worksheets section)
How is My Coaching?	Use to get feedback on how your coaching style is working for your client Use during a session or email them to your client Work even better together for the rest of your time together
GROW	The GROW model is a 4-step model meaning: G – Goals R – Reality O – Options W – Way Forward Help your client get clarity on any area of her life that is challenging
Getting to the Heart of the Matter	Use if you suspect your client’s current results are based on beliefs they created in the past If your client is now ready to make new choices, this model will help unlock his/her past disempowering beliefs and lay the foundations for new empowering beliefs Use in conjunction with Exploring Beliefs (as provided in the Life Coaching Worksheets section)
Pleasure and Pain	Use if your client is stuck on a problem/issue and just can’t seem to get moving This model has 4 simple stages 1: Identify the problem/issue 2: Identify the pain she will experience if she does not change 3: Identify the pleasure she will feel by changing 4: Commit to taking action

360° Feedback Assessments

Why should I offer 360° Feedback Assessments?

It is an easy, systematized way to get real-life feedback to your client from their boss, and colleagues
It is a good way to introduce your services into an organisation through a single client
It is a professional assessment technique that many clients respond well to in pre-sales conversations
Most people are genuinely curious to know what their work colleagues think about them and this tools helps them get answers

When should I use 360° Feedback Assessments in my practice?

When a client is insecure about their performance at work a 360° Feedback Assessment can tell you if there is a real problem or if it’s all in your client’s head. When coaching on leadership development, a 360° Feedback Assessment gives insights into what areas your client may need to develop to take their leadership and thinking skills to the next level.

What do I get?

Pre-sales email	This is the basic information we send out when we get a general enquiry about running 360° Feedback Assessment(s).
Kick-off email	Simply copy and paste the text we give you into an email and send it to your client with the 360° Feedback Assessment forms attached.Your client will manage getting the forms out to participants so all you need to focus on is consolidating the results.
Self Assessment	Questionnaire for your client to use to assess herself on the same criteria that her peers will be assessing her by.
Manager and Team Member Assessment	Questionnaire that your client’s manager and 3 colleagues will use to provide you with feedback on your client’s leadership and thinking skills.
Results Report	Use this worksheet to compile the final 360° Feedback Results.This worksheet will guide you through how to combine the results from the 360° Self-Assessment and the 4x 360° Feedback Manager and Team Member Assessments. In our practice, to ensure confidentiality for the respondents, we do not provide the 360° Feedback Results as a written report. We deliver the results verbally and it is our client’s responsibility to take notes from the session.

Coaching Journal

Why should my clients use a coaching journal?

A coaching journal helps your client prepare for and take notes for every session with you
It also helps keep your client focused
Adds weight and credibility to your coaching because it is professional and organized

When do I give my clients a coaching journal?

Give every client a coaching journal before your first paid coaching session together.

What is included in the coaching journal?

The coaching journal is a 20-page workbook that includes:

My Coaching Goals	Questionnaire on how you can work best together
Introduction	Welcome message and Tips on how to use the journal
Contacting My Coach	An area for your contact details (name, email, phone number, skype name)
My Coaching Sessions	Session preparation questions to use before each session Notes section with a series of questions to answer during/immediately after every session
Feedback Assessment	When your client receives any relevant feedback during the course of the coaching program, he will complete a feedback assessment This helps build a record of feedback that you can use to track the progress of your client Your client can add as many feedback assessments as he want to

Download the Coaching Tool Kit Today

We hope that you will stand on our shoulders and use these tools in your business. Please feel free to change the templates as much as you like to give them your unique mark in order to work even better for your clients.