How are the notes taken?

How are the notes taken?

By Cathy Liska

During coach training, options for note-taking include the obvious paper and pen, computers, iPad, etc.  While some prefer pen and paper, the disadvantages include legibility, ability to share them easily, and managing storage.  Personal computer or iPad makes the most sense in terms of protecting and storing notes, legibility, and ease of providing the client with a copy.

Sometimes I am asked about recording sessions.  While recording is done for the purpose of mentor coaching and ICF credentialing, consider the client.  While a client may give permission for recording, if every session is recorded they will filter what they say and limit the effectiveness of coaching.

When notes are taken on a computer, some people use Evernote or Word.  A software I find very helpful uses mind mapping.  Mind mapping involves spokes or lines from one sentence or phrase to the next.  This is nice because all the notes are immediately visible and simple to organize.  There are many different versions.  MindMapper.com offers a version that is very easily converted to a Word document which in turn makes it easy to share with clients.

For the coaching certification program, recordings of coaching sessions are available to the coaches.  In addition to listening to the coaching, the note-taking is shown using the MindMapper software.  It also shows what is included in the notes.

As a coach, plan for how you will take, share, and manage notes.

As a client, ask your coach about notes and be sure you are comfortable with the plan.

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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