1st Coaching Call

Purpose of first coaching call:

• Introduction on both sides
• Re-explain the tools used during coaching
• Weekly goals and rhythms
• Set up your coaching relationship

Prepping for the Call (15-20 minutes):

• Review the agenda for the call / look through the tools once more
• Review results from their personality test
• Have your folder for the resident open and ready to take notes.
• Pray!

Agenda--Intro to Coaching (45 minutes):

• Small talk and then ask them to pray to start the meeting

• Introduce me to your personality type and what style of coaching helps you most

• Tell me the results from this quiz

• Discuss:

• Your goals for coaching (what they want to accomplish and how you can help)

• How many appointments did you have set up by the last day of training?

• Your goals for coaching--The timeline and milestones.
  *Set monthly goals and communicate that you will be pushing them to meet those

• Coaching frequency/ set up regular coaching call times

• Orienting to Coaching Tools

• Weekly PMR  (Google form)

• Unique link, use the same link each week.

• Use Reliant email to access PMR.

• Can customize for your situation/ personality

·       ***Coaches can use this link to create their own PMR as a Google Form.

• Weekly MTD Activity Tracking in Toolbox

• Why it’s helpful

• Demo: Fill out first week’s tab with you observing.

• Clarify definitions—have them open this up and look at it while they are filling out the first week’s tab.

• Make sure they filled out every category

• Clarify when they will fill out PMR and Activity Tracker

• Introduction to Goal Setting

• Open up the goal setting worksheet that they sent you and walk through the form. 

• Spend some time talking about the weekly goals section and see if those numbers are manageable for the next week. 

• Let them know that you guys will make a plan that is likely aggressive, but manageable, but it is a plan that will get them to 100%.

• Let them know that by planning the work and then working the plan, you will be taking things one step at a time.

• Reflect and Discuss

• See how they are feeling, what they are thinking beginning this journey. Assure them and encourage them at this point that it is possible, and to take things one step at a time.

• Assure them that you are there to help and encourage them anytime they need it.

• Q&A: MTD questions

• Prayer

Homework:

• If you haven't already, send them the link to the PMR you created for them to their Reliant email.
• Send a reminder text to have them fill out their Activity Tracker and PMR the day before your next call