Meeting 1-Individual Coaching Call 1

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

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• Review results from their personality test

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• Have your folder for the resident open and ready to take notes.

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• 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

• Coaching Agreement—briefly go through this and let them know this is here to help them reach the end goal of being fully funded by 8/1.

• Weekly PMR  (Google form)

• Unique link, use the same link each week.

• Use Reliant email to access PMR.

• Can customize for your situation/ personality

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• 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

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Homework:·       

• Send them the link to the PMR you created for them

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• Send a reminder text to have them fill out their Activity Tracker and PMR the day before your next call