BusinessCoachingToolkit

1、Business Coaching ToolkitGetting Started” DiTeleph one: Fax:Welcometo the Busin ess Coach ing comp onent of your program. This service is desig ned to offer you in dividual bus in ess support as you develop your bus in ess pla n and establish your bus in ess.During the training program, you will mee

2、t with your bus in ess coach one-on-one to help you as you develop your bus in ess pla n. These are referred to as yoBu siness Planning Coaching Session sUpon completion of the training prograrpyou will continue to meet with your bus in ess coach while you start and grow your bus in ess. These are r

3、eferred to as your Business Start-up Coaching SessionsDuring Training - Business PlanningHow ofte n? How long? How?In Pers on Teleph one E-mailAfter Training -Business Start-upHow ofte n? How long? How?In Pers on Teleph one E-mailMeet Your Business CoachName:E-mail:est of luck and enjoy!In This KitT

4、his kit is desig ned to give you some tools to help make your bus in ess coach ing experie nee releva nt and practical.Included are:Suggested Coach ing Sessi on Age ndaPrepari ng For Your First Coachi ng Sessi onBus in ess Courtesies Agreeme ntConflict Resolution ProcessWorksheets for Bus in ess Pla

5、 nning Coachi ng Sessi onsWorksheets for Bus in ess Start-up Coach ing Sessi onsPlease make sure that you have this kit with you each time you meet with your coach, whether it is in person or by telephone.Suggested Coaching Session AgendaInitial SessionEstablish sessi on objectives and topic(s)works

6、heetReview “ Prepari ng for Your First Coachi ng Sessi onReview and sig n“ Bus in ess Courtesies Agreeme ntDiscuss sessi on topicComplete actio n pla nPla n n ext meet ingRegular SessionsEstablish sessi on objectives and topic(s)Review progress/updates/m on thly bus in ess reportDiscuss sessi on top

7、icComplete actio n pla nPla n n ext meet ingPreparing for Your 1 Coaching SessionstPlease complete this worksheet on your own ahead of time and discuss with your business coach at your first meeting.What do I want my bus in ess coach to know about me?What do I want to know about my bus in ess coach?

8、What are my bus in ess goals for the n ext 6 mon ths?What are my pers onal goals for the n ext 6 mon ths?Business Courtesies AgreementFor a bus in ess coachi ng relati on ship to be successful, it is importa nt that both the bus in ess owner and the bus in ess coach agree to and respect certa in bus

9、 in ess courtesies. If there are any other courtesies that both you and your bus in ess coach would like to add, please list them in the space provided below.The bus in ess owner and the bus in ess coach agree to the follow ing:1. Maintain professi onal con duct.2. Respect con fide ntiality.3. Be on

10、 time for all appointments.4. Be prepared for all sessions. Ask for what you need.5. Be open and honest.6. Do not allow interruptions during the session. For example, during telecoaching sessi ons, arrange for incoming phone calls to be accepted by ano ther pers on or by voice mail/a nsweri ng servi

11、ce.7. Do not can cel appo in tme nts in order to do someth ing else. This is a legitimate bus in ess appo in tme nt and is just as importa nt as meeti ng with a clie nt/customer.8. Busin ess owner will bring completed mon thly bus in ess reports to the mon thly in- pers on sessi ons.9. If a con flic

12、t arises betwee n the bus in ess owner and the bus in ess coach, both parties will work together to resolve the issue. If further mediation is required, both parties should feel comfortable approachi ng the appropriate delivery age ncy represe ntative and be con fide nt that this delivery age ncy re

13、prese ntative will act in a fair and objective manner.10. Other agreements:We have read and agree to the above bus in ess courtesies.(Bus in ess owner s sig nature)(Bus in ess coach s sig nature)(Date)(Date)Conflict ResolutionShould any con flicts arise betwee n the bus in ess owner and bus in ess c

14、oach, either party can initiate the following process:1. Acknowledge the conflictIdentify specifically what the conflict is about. Get it clear in your own mind by writing it down.Approach the other pers on about it. Agree to discuss the con flict, and whe n to discuss it.Schedule a meeti ng.2. Disc

15、uss the conflictState that you are in terested in a soluti on.Discuss what you have observed the other pers on say ing or doing, or the situati on that you have observed, and the impact this is hav ing upon you.In vite the other pers on to resp ond, and actively liste n to what they have to say. Ask

16、 questi ons to clarify and repeat back what you have un derstood. Make sure you are both clear about the situati on before you con ti nue.3. Agree on a solutionDiscuss alter native soluti ons.Decide on a mutually acceptable soluti on.Decide on n ext steps.Tha nk the other pers on for their commitme

17、nt.If it is a large con flict, start with small successes and build on this. Agree to use a mediator if n ecessary.4. Follow upFollow up to en sure the con flict has bee n resolved.Develop a new acti on pla n, if n ecessary. j Developed by ORCA Consulting Group for Self Employment Development Initia

18、tives 2000What help do I need?Journal of Successes & ChallengesFor the period of:Use this journal to keep track of key things that have happe ned to you and your bus in ess. It is for your eyes only. It may be helpful for you to refer to this journal whe n prepari ng for your bus in ess coach ing se

19、ssi on. Make copies of this page to use for each journal period.What successes have I experienced?What challenges have I experienced?Action PlanFor the period of:Complete this acti on pla n with your bus in ess coach at the end of your coach ing sessi on. Make extra copies of this page for use at ea

20、ch sessi on.Today s Date:Time In:Time Out:Next Sessi on: _Journal of Successes & Challenges: Weeks 4 - 6Special Comme nts:.Use this jour nal to keep track of key things that have happe ned to you and your bus in ess This jour nal is for your eyes only. It may be helpful for you to refer to it whe n

21、prepari ng for your sec ond bus in ess coachi ng sessi on.What successes have I experienced?Bus in ess Owner s Sign atureBus in ess Coach s Sign atureTraining) rt-up CoacWhat help do I need?Journal of Successes & ChallengesFor the period of:Use this journal to keep track of key things that have happ

22、e ned to you and your bus in ess. It is for your eyes only. It may be helpful for you to refer to this journal whe n prepari ng for your coachi ng sessi on. Make copies of this page to use for each journal period.What successes have I experienced?What challenges have I experienced?Business ReportCom

23、plete this report ahead of time and bring it to your meeti ng with your bus in ess coach.Name: For the period of:Sales-Expenses=TotalNote: Sales figures are based on reve nue and do not in clude social assista nee, allowa nces or loa ns. Bus in ess expe nses do not in clude your own pers onal draw.H

24、ave your received a bus in ess loa n? Yes No If yes, please complete:Source:Amount: Date secured:Terms:What promoti onal activities have you completed this mon th?What con tracts/sales have you made? Please describe.What other successes have you had?What challe nges have you experie need?Breakdow n

25、of time devoted to your bus in ess this month (in hours):Billable hours/filli ng sales orderMak ing sales callsPromoti onal activities Pla nningBookkeep ingGen eral admi nistrati on Other (please describe)Total hours:Action PlanFor the period of:Complete this acti on pla n with your bus in ess coach at the end of your coach ing sessi on. Make extra