Book Overview

Life Coach Handbook

All the Tools You Need to Manage a Thriving Coaching Practice

Kevin William Grant

Book Overview

Within this volume will cover the fundamentals of setting up a coaching business and share tools and techniques that will help you launch and run a thriving coaching business.

Coaching conversations leave clients invigorated, inspired, and ready for action. Life coaching inspires clients to live the life they want and live through the parts they don’t. Coaches draw upon the lessons the client has already learned and their strengths to achieve positive and lasting change. Coaching conversations help clients identify how to live their very best life, the one that taps into their full potential, strengths, and gifts.

Life coaching is a process of developing the questions that lead to the answers that are right for you. Fundamentally coaching does not assume the answers aren’t out there for you; you already have all of your answers. The coach facilitates the exploration of how and where to find them.

Coaching encourages deep reflection about yourself and your life to increase personal insight and awareness. Apply this new understanding to make clear, informed, and fresh choices.

Finally, coaching is about committing to actions that will create real, lasting change and move you towards a more meaningful, happy, and fulfilling life.

The coaching alliance is truly designed as a partnership in the service of a particular client's goals and desires—these are co-created with the client and coach.

This textbook covers the fundamentals of setting up a coaching business. I share tools and techniques that will assist you in launching and running your thriving coaching business. I approach this topic from coaching, psychology, counseling, marketing, and corporate management perspectives. The following foundational coaching resources are covered in this handbook:

  • Context— Background information, research findings, theory, and contextual material that will give you the background you need.
  • Guidelines— Best practices that will streamline your coaching processes and guarantee you deliver high-quality coaching services to your clients.
  • Planning— Critical planning and decision-making techniques to rapidly optimize your coaching business.
  • Records— Best practices for professionally documenting coaching information such as notes, records, intake, agreements, questionnaires, and feedback.
  • Skills— Core coaching skills, techniques, and tips so you can get certified, launch your coaching business, and start immediately.
  • Mental Health— Insights, context, and tools that will ensure you take into account, manage, and appropriately refer clients with mental health issues.
  • Business— Foundational knowledge needed to run your business, manage financials, market your services effectively, create your brand, and build your Internet presence.
  • Exercises— Proven techniques that will generate immediate success by jumpstarting the coaching process with your clients.
  • Forms— Sample forms and business documents you can adapt and tune to your specific coaching practice.
  • Tools— Smart tools that will help pinpoint particular client issues so you can make informed, empathetic, and professional coaching decisions.
Table of Contents for Edition 2
Second Edition

ACKNOWLEDGMENTS

PREFACE

WEBSITES 

THE COACHING PROFESSION 

  • Introduction
  • Comparing Coaching to Related Professions 
  • The Origin of Modern Coaching
  • What Makes a Competent Coach?
  • Coaches Remove Obstacles
  • Synopsis

COACHING BUSINESS FUNDAMENTALS

  • Introduction
  • Vision, Mission, Values, and Ethics 
  • Identify Your Niche 
  • Set Your Pricing 
  • Develop Your Marketing Plan
  • Create Your Tag Line 
  • Develop an Authentic Introduction
  • Market Features and Benefits 
  • Create Your Internet Presence 
  • Managing your Internet Identity And Persona
  • Setup Professional Communication 
  • Create Your Marketing Tools 
  • Marketing Your Business 
  • Implement Customer Relationship Management 
  • Form Strategic Alliances 
  • Synopsis 

THE WELCOME PACKAGE AND COACHING AGREEMENT

  • Introduction 
  • Sample Welcome Letter
  • Sample Coaching Agreemen
  • Sample Client Consent and Agreement
  • Client Informationtake Questionnaire
  • Policies and Procedures
  • Synopsis


CORE COACHING SKILLS

  • Introduction
  • Listening
  • The Structure of a Coaching Session
  • Powerful Questions
  • Communication Styles
  • Core Values Exploration
  • Vision Exploration
  • Goal Exploration
  • Assess Work-Life Balance
  • Giving and Receiving Feedback
  • Synopsis

RECORD-KEEPING, NOTES, AND PRIVACY

  • Introduction
  • SOAP Notetaking
  • Initial Client Inquiry Notes
  • First Session Notes
  • Ongoing Session Notes
  • Coach Self Evaluation and Reflection
  • Upcoming Coaching Session Planning
  • Quality of Service Survey
  • Privacy
  • Synopsis

FOCUSING AND MINDFULNESS

  • Introduction 
  • Core Elements of Mindfulness
  • The Benefits of Mindfulness
  • Mindfulness Techniques
  • Gestalt Coaching
  • De-Cluttering
  • Journaling Form
  • Important Questions to Ask Yourself
  • Synopsis 

FEELINGS

  • Introduction
  • Emotions and Feelings
  • Empathy Not Sympathy
  • Core Emotions
  • Identifying and Releasing Feelings
  • Identifying Emotions
  • Synopsis

COPING WITH THE IMPACTS OF THE PANDEMIC

  • Introduction
  • The Impacts of COVID-19 on the Brain
  • Chronic Pandemic Stress
  • The Mass Trauma of the COVID-19 Pandemic
  • Treating Pandemic Trauma
  • Stigma and Prejudice
  • Quarantines and Isolation
  • Pandemics Force New Ways to Resolve Conflict
  • Synopsis 

CHANGE

  • Introduction
  • Optimism 
  • Transtheoretical Model of Behavior Change
  • Action Requests
  • The Problem-Solving Process
  • Synopsis

LIFE TRANSITIONS

  • Introduction
  • Supporting Clients Through Life Transitions
  • Emotional Exhaustion, Burnout, and Life Transitions
  • Working with Grieving Clients
  • Mourning
  • Letting Go and Moving Forward
  • Life Transition Coaching
  • Career Transition Coaching
  • Managing Employment Transitions
  • Taking Inventory of Transferrable Skills
  • Dating and Anxiety
  • Synopsis

WHEN COACHING IS NOT APPROPRIATE

  • Introduction
  • What is Psychotherapy?
  • The Mental Health Impacts of Stress
  • Trauma
  • Panic Attacks
  • Stress and Burnout
  • Stress, Anxiety, and the Benefits of Cognitive Behavioural Therapy
  • Mental Health Assessment
  • Finding Professional Support
  • Mental Health Recovery from the Client’s Perspective
  • Referring Clients With Mental Health Issues
  • Building A Wellness Recovery Action Plan
  • How the Client Wants Support Delivered
  • Researching Preferred Recovery Resources
  • SelectIng Local Professional Resources
  • Schedule A Professional Consultation
  • Synopsis

STRESS AND WORKPLACE TRAUMA

  • Introduction
  • Organizations that Inhibit Innovation
  • Workplace Power Dynamics
  • Emotional Numbing
  • Managing Conflict
  • Abusive Workplaces
  • Toxic Workplacess
  • Factors That Create a Toxic Culture
  • Health and Mental Health Impacts of Toxic Workplaces
  • Workplace Trauma Denial
  • Workplace Bullying
  • Toxic Behavior
  • Chronic Stress and Work-Life Balance
  • Management Revenge and Being Set-up-to-Fail
  • Synopsis 

MAINTAINING MENTAL HEALTH

  • Introduction
  • Building and Maintaining Your Network
  • Healthy Coping
  • Monitoring for Signs of Potential Relapse
  • Coping with Trauma Triggers
  • Coping with Suicidal Thoughts and Behaviors
  • Managing Setbacks with Compassion
  • Synopsis

INNOVATION FUNDAMENTALS

  • Introduction
  • Defining Innovation
  • Experimentation
  • The Innovation S-Curve
  • Sustaining Versus Disruptive Innovation
  • Incremental Versus Disruptive Innovation
  • Innovation Horizons
  • Innovation Process
  • The Iterative Spiral Approach
  • Innovation Ambition
  • Fail Fast, Fail Often, Fail Cheaply
  • When To Copy and Improve Rather Than Innovate
  • Training Innovation May Not Be Possible
  • How Innovation Succeeds
  • Personality and Innovation
  • Synopsis

ARTIFICIAL INTELLIGENCE AND TRANSFORMATION

  • Introduction
  • AI Trends
  • AI Transforming Organizations
  • AI Transforming Management
  • AI Will Eliminate Middle Management
  • AI Transforming Banking
  • AI Transforming Cybersecurity
  • Societal Implications of AI
  • The Coming Singularity
  • Synopsis 

FINAL THOUGHTS

  • Introduction
  • Coaching Trends
  • Continuing Your Learning


APPENDIX A: INTERNATIONAL COACHING FEDERATION CORE COMPETENCIES 

  • Core Competencies Overview
  • Core Competencies in Detail

APPENDIX B: INTERNATIONAL COACHING FEDERATION CODE OF ETHICS

  • Introduction
  • Key Definitions
  • ICF Core Values and Ethical Principles

APPENDIX C: INTERNATIONAL ASSOCIATION OF COACHING MASTERIES

  • Overview
  • Establishing and maintaining a relationship of trust
  • Perceiving, affirming and expanding the client’s potential
  • Engaged listening
  • Processing in the present
  • Expressing
  • Clarifying
  • Helping the client set and keep clear intentions
  • Inviting possibility
  • Helping the client create and use supportive systems and structures

APPENDIX D: INTERNATIONAL ASSOCIATION OF COACHING CODE OF ETHICS

  • Ethical Principles
  • Code of Ethics
  • General Standards
  • Advertising/Public Statements
  • Coaching Relationship
  • Privacy and Confidentiality
  • Coaching Training
  • Coaching Research and Publishing

APPENDIX E: THE COACHING INSTITUTE PRIVACY POLICY

REFERENCES

INDEX

THE WORKPLACE MENTAL HEALTH SERIES

EFFECTIVE COACHING SERIES709

Table of Contents for Edition 2

Table of Contents for Edition 1

First Edition

ACKNOWLEDGMENTS

PREFACE

WEBSITES

THE COACHING PROFESSION

  • Introduction
  • [Context] Comparing Coaching to Related Professions
  • [Context] The Origin of Modern Coaching
  • [Skills] What Makes a Competent Coach?
  • [Skills] Coaches Remove Obstacles
  • Synopsis

COACHING BUSINESS FUNDAMENTALS

  • Introduction
  • [Context] Vision, Mission, Values, and Ethics
  • [Business] Identify Your Niche
  • [Business] Set Your Pricing
  • [Planning] Develop Your Marketing Plan
  • [Planning] Create Your Tag Line
  • [Planning] Develop an Authentic Introduction
  • [Planning] Market Features and Benefits
  • [Planning] Create Your Internet Presence
  • [Guidelines] Managing your Internet Identity and Persona
  • [Planning] Setup Professional Communication
  • [Planning] Create Your Marketing Tools
  • [Business] Marketing Your Business
  • [Records] Implement Customer Relationship Management
  • [Business] Form Strategic Alliances
  • Synopsis

WELCOME PACKAGE AND COACHING AGREEMENT

  • Introduction
  • [Form] Sample Welcome Letter
  • [Form] Sample Coaching Agreement
  • [Form] Sample Client Consent and Agreement
  • [Form] Client Information
  • [Form] Intake Questionnaire
  • [Skills] Policies and Procedures
  • Synopsis

CORE COACHING SKILLS

  • Introduction
  • [Skills] Listening
  • [Skills] The Structure of a Coaching Session
  • [Skills] Powerful Questions
  • [Skills] Communication Styles
  • [Exercise] Core Values Exploration
  • [Exercise] Vision Exploration
  • [Exercise] Goal Exploration
  • [Tools] Assess Work-Life Balance
  • [Guidelines] Giving and Receiving Feedback
  • Synopsis

FOCUSING AND MINDFULNESS

  • Introduction
  • [Context] Core Elements of Mindfulness
  • [Context] The Benefits of Mindfulness
  • [Exercise] Mindfulness Techniques
  • [Context] Gestalt Coaching
  • [Exercise] De-Cluttering
  • [Form] Journaling Form
  • [Exercise] Important Questions to Ask Yourself
  • Synopsis

FEELINGS

  • Introduction
  • [Context] Emotions and Feelings
  • [Skills] Empathy Not Sympathy
  • [Skills] Core Emotions
  • [Skills] Identifying and Releasing Feelings
  • [Exercise] Identifying Emotions
  • Synopsis

COPING WITH THE IMPACT OF THE COVID-19 PANDEMIC

  • Introduction
  • The Impacts of COVID- on the Brain
  • Chronic Pandemic Stress
  • The Mass Trauma of the COVID- Pandemic
  • Treating Pandemic Trauma
  • Stigma and Prejudice
  • Quarantines and Isolation
  • Pandemics Force New Ways to Resolve Conflict
  • Synopsis

WHEN COACHING IS NOT APPROPRIATE

  • Introduction
  • [Guidelines] Referring Clients with Mental Health Issues
  • [Tools] Mental Health Assessment
  • [Context] Mental Health Recovery from the Client’s Perspective
  • [Guidelines] Finding Professional Support
  • [Tools] Building A Wellness Recovery Action Plan
  • [Tools] How the Client Wants Support Delivered
  • [Tools] Researching Preferred Recovery Resources
  • [Tools] Selecting Local Professional Resources
  • [Guidelines] Schedule A Professional Consultation
  • Synopsis

CHANGE

  • Introduction
  • [Context] Optimism
  • [Context] Transtheoretical Model of Behavior Change
  • [Skills] Action Requests
  • [Skills] The Problem-Solving Process
  • Synopsis

LIFE TRANSITIONS

  • Introduction
  • [Skills] Supporting Clients Through Life Transitions
  • [Context] Emotional Exhaustion, Burnout, and Life Transitions
  • [Skills] Working with Grieving Clients
  • [Context] Grieving
  • [Context] Mourning
  • [Context] Letting Go and Moving Forward
  • [Context] Life Transition Coaching
  • [Context] Career Transition Coaching
  • [Skills] Managing Employment Transitions
  • Synopsis

RECORD-KEEPING, NOTES, AND PRIVACY

  • Introduction
  • [Guidelines] S.O.A.P. Notetaking
  • [Form] Initial Client Inquiry Notes
  • [Form] First Session Notes
  • [Form] Ongoing Session Notes
  • [Form] Coach Self Evaluation and Reflection
  • [Form] Upcoming Coaching Session Planning
  • [Form] Quality of Service Survey
  • [Guidelines] Privacy
  • Synopsis

FINAL THOUGHTS

  • Introduction
  • [Context] Coaching Trends
  • [Guidelines] Continuing Your Learning

APPENDIX A: INTERNATIONAL COACHING FEDERATION CORE COMPETENCIES

  • Core Competencies Overview
  • Setting the Foundation
  • Co-Creating the Relationship
  • Communicating Effectively
  • Facilitating Learning and Results

APPENDIX B: INTERNATIONAL COACHING FEDERATION CODE OF ETHICS

  • Introduction
  • Key Definitions
  • ICF Core Values and Ethical Principles
  • Section I - Responsibility to Clients
  • Section II - Responsibility to Practice and Performance
  • Section III – Responsibility to Professionalism
  • Section IV - Responsibility to Society
  • The Pledge of Ethics of the ICF

APPENDIX C: INTERNATIONAL ASSOCIATION OF COACHING MASTERIES

  • Overview
  • Establishing and maintaining a relationship of trust
    Perceiving, affirming and expanding the client’s potential
  • Engaged listening
  • Processing in the present
  • Expressing
  • Clarifying
  • Helping the client set and keep clear intentions
  • Inviting possibility
  • Helping the client create and use supportive systems and structures

APPENDIX D: INTERNATIONAL ASSOCIATION OF COACHING CODE OF ETHICS

  • Ethical Principles
  • Code of Ethics
  • General Standards
  • Advertising/Public Statements
  • Coaching Relationship
  • Privacy and Confidentiality
  • Coaching Training
  • Coaching Research and Publishing

APPENDIX E: THE COACHING INSTITUTE PRIVACY POLICY

REFERENCES

INDEX

THE WORKPLACE MENTAL HEALTH SERIES

EFFECTIVE COACHING SERIES

Table of Contents for Edition 1