Who Takes Notes?

Who Takes Notes?

A common question in coach training is: During a coaching session, who takes the notes?  The coach?  The client?  No one?  Both?  The answers to this include all these options.  Some say no notes – this protects confidentiality and means the coach and client both stay completely focused.  Some say yes to notes to keep track of information, insights, goals, and successes.  Some say the client takes the notes because it is their information, and the work belongs to them.  Some say the coach takes the notes so the client can do the work and think and plan.  Some say both – each noting what they think is important to note. Who Takes Notes?

The next questions become: Where are the notes kept?  How are they shared?  The ICF Ethics Interpretive Statements say:

ICF Professionals should make sure that their documentation of the coaching process is protected to safeguard confidentiality and in compliance with the relevant data protection rules. This applies in particular to the use of digital media and means of communication. They should make sure that they have an expert lawyer in their reach to consult on the GDPR (General Data Protection Regulation) for working in the EU.

The ICF Professional should keep in mind that notes, messages, text messages kept on a company-owned computer, company-accessible platform, company-owned email or company-owned mobile phone are the property of the company and is therefore, not confidential. Unless otherwise determined in the coaching agreement, internally employed or contracted coaches should be particularly aware that IT resources and equipment that are owned by the organization, may give them (the organization) full rights to access information and communications that were assumed private.

This means that if the coach takes notes, it is done on their privately owned device, kept secure and protected, and if they are shared with the client the coach and client discuss the confidentiality of how they are shared.

An additional point that is discussed during coaching certification is agreeing how long notes are kept.  Generally, the timeline ranges from not keeping notes to up to 6 months after the last coaching session.

 

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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