Matching Coach and Coachee

43For both internal and external coaches, ensuring they are a good match for the individual coachee is a critical component of the coaching engagement.  The process for matching a coach with a coachee is as follows:

  1. Define the reasons for engaging a coach.
  2. Identify prospective coaches.
  3. Provide the coachee with bios to select three coaches for interviewing.
  4. Schedule the interviews / introductory sessions.
  5. Coachee selects their coach.

Step 1: The reasons for engaging a coach will vary from person to person.  Sometimes it is over-all skill development, leadership development, or change management.  Other times a coach serves as a sounding board or to develop a strategy.  Occasionally a coach is engaged to address a derailing behavior.  In some cases, there is a specific goal the coach will support.

Step 2: Identifying prospective coaches, whether internal or external, was covered in the previous two blogs.

Step 3: Once the prospective coaches are identified, collect the one-page bios of each to provide the coachee for review and narrowing to three possible coaches.

Step 4: In addition to arranging for interviews as mentioned in the previous blog post, another tool is a brief introductory coaching session.  Typically an Introductory session is 20 to 30 minutes and it may be combined with an interview.  In addition to the coachee having a sense of how the coach works, it also creates coachee buy-in to the process.  To prepare a coachee, provide a simple checklist of considerations.  For example:

When interviewing three prospective coaches, rank each on a scale of 1 to 5 where

1 = Limited, 2 = Poor, 3 = Average, 4 = Good, and 5 = Excellent

Rank each Coach Coach (Insert Name) Coach (Insert Name) Coach (Insert Name)

My Level of Comfort Talking with the Coach

Coach Ability to Expand My Thinking

Coach Training

Coach Experience

My Sense of this Coach Supporting My Success

Total Score

Step 5: After the coachee has interviewed and/or experienced an introductory session with each of three prospective coaches, have the coachee select their coach.

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