Coaching and Note-taking

Coaching and Note-taking

By Cathy Liska

Coaching sessions are an opportunity for clients to think out loud, explore their opportunities, brainstorm possibilities, develop strategies, plan actions, and be accountable for their own progress and success.

What happens if there are no notes from the coaching session?  On the pro side confidentiality is protected as there is no record.  During coach training, there is discussion about protecting the confidentiality of the notes.  On the con side the ideas or plans that came up during the session may be forgotten.

If there are notes, who takes the notes?  If the client takes them then they have the ability to note only what they want written and to protect the information.  It is important to consider that if the client is taking the notes, it limits their ability to continue thinking and brainstorming because they stop to write.  If the coach takes the notes, then it is incumbent on the coach to have a plan for how the information is protected and how it is shared with the client.  The benefit for the client is that they are free to think and talk, knowing their coach is capturing the information.  The benefit for the coach is that they are really listening to the client, have an outline to ensure accuracy when rephrasing and following up, plus can refer back to the notes to prepare for the next coaching session and as the coaching relationship is completed to measure outcomes.

While and after completing coaching certification, graduates are provided access to recorded coaching sessions where they can listen to the coaching and see the note taking.

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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