How to Coach 1.1

Hold a Discovery Appointment

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Objectives
1
Learn the Discovery Process
2
Build a Coach Mindset
3
Create a Safe Environment
4
Get a Practice Client
5
Schedule Your Appointments
6
Prepare for Discovery Appt
7
Hold Discovery Appt
Step 1: Learn the Discovery Process

 

The goal for this module is to hold a discovery appointment with a practice client, but before you ask someone to be a practice client, you'll want to see what your first appointment will be like.

To do that, simply watch the video above and review the Discovery Worksheet. When you do, you'll see that you have everything you need to hold a successful first appointment with a client and become clear on exactly where you can help them.

 

When completed, check the box:

1
Learn the Discovery Process
Step 2: Build a Coach Mindset

 

Watch the video. Then complete this mindset activity at least once:

  • Use visualization to imagine the possible outcomes you could create for others
  • Write a half page description of these possible outcomes

If you're smart, you will repeat this visualization each morning for 3 minutes and read your half page descriptions daily.

 

When completed, check the box:

2
Build a Coach Mindset
Step 3: Create a Safe Environment

 

After watching the video, take some time to write out YOUR 10 rules to maintain safety while coaching. You may use Kirk's rules or come up with your own. Commit to yourself that you will hold to your own rules and not let the client compromise them.

 

When completed, check the box:

3
Create a Safe Environment
Step 4: Get a Practice Client

 

After watching the video, think about who could be a good practice client for you. Make a list of 3 or more people who fit the following criteria:

  • They are generally positive and easy to work with
  • You are on good or neutral terms with them
  • You don't have any unresolved negative feelings toward them (such as hurt, anger, resentment, fear, etc.)

When making this list, think about the person you would feel most comfortable approaching and asking to be your practice client. When ready, go ahead and reach out to them about it. Continue adding names to this list and reaching out to more people until 1 person agrees to hold 4 practice appointments with you (1 discovery appointment and 3 coaching appointments).

 

When completed, check the box:

4
Get a Practice Client
Step 5: Plan Your Appointments

 

Once you get someone who agrees to be your practice client, work out and schedule the soonest available time you could hold the discovery appointment.

If you can, it's also a smart idea to schedule the other appointments at the same time. Ideally, you will hold appt #2 about 2-4 days after your discovery appointment. Then space the remaining appointments about 7-8 days apart.

But if another spacing patter works better for you and your practice client, just go with that 🙂

 

Do you want to use Zoom for your appointments?

Click Here for a resource to help you get started using Zoom. If you are familiar with zoom, this resource isn't necessary, but you may still find something useful in it.

 

When completed, check the box:

5
Schedule Your Appointments
Step 6: Prepare for the Appointment

 

This is the recommended way to use the client worksheet:

  • Send a copy of the worksheet to the client about 2-3 days before the appointment. Tell them you will review and go through the worksheet with them during the appointment.
  • Ask them to review it. They may start on it ahead of time, but this isn't required. You will still hold the appointment with them even if they did nothing with the worksheet.
  • During the appointment, you will have your own copy of the worksheet and go over it with them. Use it to take notes as you listen to them answer your questions. Take notes on both what you hear the client saying and anything you intuitively notice.
  • Keep your notes in a folder with your client's name on it, along with any other files you use with your client. This can be a physical or digital folder. Either way, stay organized and respect these notes.

*These recommendations apply for all appointments in which you will use a worksheet. If you ever have an appointment without a worksheet, you still want to take notes and store them in your client folder.

 

Discovery Structure + Facilitator Guide

 

 

Pre-Appointment Checklist

Be sure to review these items to ensure you are ready to hold the practice Discovery Appointment

  • I have watched the training video on Step 1
  • I understand the purpose and value of the Discovery appointment and the order of the questions.
  • I have watched the video "Create a Safe Environment" and written out my own rules for safety.
  • My practice client and I both know the method being used for the appointment (phone call, video appt, meeting in person, etc.), and we have all the information/technology needed to attend.
  • I have sent the Discovery Worksheet to my practice client and informed them we will go over these questions during the appt. I have my own copy to take notes on during the appt.
  • My practice client and I both know the expected length of this appointment.
  • I have watched the video about the facilitator guide and structure of the discovery appt, and understand the basics of how to begin, move through, and end the appointment
  • I have the facilitator guide ready for this appointment.
  • I know that the discovery appointment is not for coaching yet. It is for me to learn about my practice client, and for them to see that I am actually finding out how to help them. I can assure them that the next appointments will address some of the challenges they face and share with me. That's when the coaching will start. I should NOT try to coach them yet.
  • If their next appointment (#2) isn't already scheduled, I know I need to schedule it before I end the discovery appointment. I have what I need to schedule it with them.

 

When completed, check the box:

6
Prepare for Discovery Appt
Step 7: Hold the Appointment

 

Watch this video about 10-30 mins before your appointment and get a small pep talk from Kirk.

You've got this!

 

When completed, check the box:

7
Hold Discovery Appt