Initial Coaching Session + Agenda Orientation

Click here to view and download the Initial Coaching Agenda Template.

Click here to view the LiveBinder Coaching Notebook Template.

Last month we covered Step 1 of Developing a Coaching Program at an Organization. We know right now might not seem like the ideal time to take these initial steps while you're on the front lines of preserving people's jobs, your organizations and our communities.

While these acts of preservation and ultimately protection of the people around us are at the forefront, it's important to keep in mind we are also preparing for our future - when those days that seem way ahead of us, are right in front of us. 

How can we continue to build stronger relationships with our Team Members in the days, weeks and months ahead? How will we ensure we are ready to hit the ground running when our doors are open again? And how can create a formal, scheduled and consistent way to check in with our Team Members 1-1 right now?

We encourage you and your Teams to consider implementing Monthly 1-1 Coaching Sessions (even now) as they provide a consistent and direct line of communication with each of your Team Members.

In fact, during these highly unusual circumstances, we are finding that teams who have implemented a long term 1-1 coaching process are experiencing greater levels of effective communication and productivity and lower levels of anxiety and disruption. 

If you're not able to tee up an Initial Coaching Session using the agenda below, we would encourage you to at a minimum set aside time on a monthly basis beginning now to connect 1-1 with each of your Team Members to gauge their level of stress, anxiety and engagement. 

To get you started with the formal Initial Coaching Session, we're sharing two key tools this month:
 

  1. Initial Agenda Template - This lays out exactly what you'll cover in the Initial 1-1

    Please note: The January and February Tool of the Month are companion pieces to the Initial + On-Going Coaching Sessions
     

  2. LiveBinder Electronic Notebook Template - We've made this template accessible so you or a Team Member can simply create a free LiveBinder account and copy this template to your "shelf" (the unpaid version allows you to make up to five notebooks).


Over the course of four months we will share one of the four steps to set you and your Teams up for success.

  • Step 1: Preparation (March)

  • Step 2: Orientation (April)

  • Step 3: Implementation (May)

  • Step 4: Performance Assessment (June)

Look out for Step 3: Implementation and the On-Going Coaching Agenda on May 12, 2020 

RESOURCE

LiveBinder

Develop highly organized + user-friendly electronic notebooks online that you can share with your Team Members, Business Partners and Clients!

UPCOMING EVENTS

Action Cures Fear!

Contact us to schedule a Complimentary (That Means Free!) 45 Minute Virtual Team Session: Action Cures Fear! focusing on Resourcefulness, Resilience and Respect