Coaching Notes

Coaching_Notes

Coaching_NotesDuring coaching sessions, does the coach take notes?  Some yes, some no.  Do clients take notes?  Some yes, some no.  What are the reasons?

For a coach, taking notes is part of the service provided to clients.  When the coach is taking the notes, the client is free to think because they are comfortable knowing the coach is going to capture their thoughts, options, and plan.  The reason some coaches don’t take notes is because that way there are no records, and that way they feel they are more focused on the client.  As a coach I find that taking notes enhances my focus on the client plus clients’ value receiving the notes so they have an overview along with their list of action steps.

When a client takes notes they interrupt their own thinking to write something down.  When there are no notes good ideas get lost.

How do you take notes?  Keeping it simple is smart – take notes in a bullet point /outline format.  Write the key words and phrases of the client.  There is a caveat: if the client is using negative language and talking about what they do not want, ask them what they do want and for their positive focus, and then that is what gets included in the notes.

An extra tip: a software program that I find very helpful is one I purchased from MindMapper.com.  The reason I like it is that all of the notes are visible on the screen, it is easy to navigate and easy to move notes around, plus with a few clicks it is converted to a Word document for sharing with a client.

Providing coaching notes to the client is a valuable part of the coaching service.

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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