4 Steps for Separating Coaching from HR

IMG_0132Coaching sessions are different from HR meetings and amongst the most important distinctions are confidentiality and the relationship.

Confidentiality:

Specifically, HR records are confidential and they are owned by the company.  Coaching session notes are even more confidential and are owned by the coach and the coachee.  This means the notes are kept either on paper or on a personal computer because notes on a company computer or in a company email are owned by the company and discoverable.

The Relationship:

The HR professional is by necessity loyal to the company and the company is their client.  For a coach, including internal coaches, the coachee is their client.

The separation of these roles enhances the value of coaching because of confidentiality and trust.  Specifically, when the coachee knows that what they say is kept between them and their coach, they are given permission to openly discuss challenges and strategies, and to develop an effective action plan.

The steps for separating HR meetings from coaching sessions include:

  1. Review and compare the company Code of Ethics, HR Policies, and the ICF Code of Ethics.
  2. Define the separation of coaching and HR meetings and publish the distinction.
  3. For each meeting state clearly whether it is an HR meeting or a coaching session.
  4. Keep all records for HR as per requirements and keep all coaching session notes as per coaching ethics.

Both HR functions and coaching relationships benefit from this separation.  Specifically, done correctly, coaching supports employee engagement and productivity which in turn enhances outcomes for HR and for the company.

Cathy Liska

For content specific to coach training and coaching, guest blog posts are welcome.

Most blog posts here are written or curated by Cathy Liska, Guide from the Side®, CDP, MCC.

Cathy is CEO/Founder of the Center for Coaching Certification, CCC. As Guide from the Side®, she is a sought-after trainer and coach with over 30 years of experience in business management and ownership. Cathy built her diverse team at CCC that includes trainers, customer service, and coaches. She was Co-Leader for ICF’s Ethics Community of Practice, on the Leadership Team for the review and updating of the Code of Ethics in 2024, and active in the Ethics Water Cooler. To ensure she stays current in related areas of expertise, Cathy has earned the following: ICF’s Master Certified Coach (MCC), Certified Coach Trainer, Certified Consumer Credit Counselor, Certificate of Excellence in Nonprofit Leadership and Management, Grief Support Group Facilitator, Certified in the Drucker Self-Assessment Tool, Certified Apartment Manager, Certified Civil and Family Mediator, and Certified in DISC.

Cathy’s clients range from attorneys to corporate executives, government to nonprofit, entrepreneurs to children, under or unemployed to newly retired. She specializes in communication, management, conflict, and leadership. Her personal mission statement is “People.” Cathy is known for her passion to serve others so they achieve the results they want.

Podcast: https://www.coachcert.com/podcast.html

Publications: Coaching Perspectives (a series of books with chapters by coach training graduates) https://www.coachcert.com/resources/recommended-reading/coaching-perspectives-series-by-the-center-for-coaching-certification-and-more.html

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