Step 1 – Create a Procedural “Plan" for Clients
Being methodical frees your mind to concentrate on the task at hand. If you have a plan that is proven to be practical for you and your client, you will be able to achieve more from the interaction.
Not having a procedural plan to follow allows too much wondering and freedom. These can be a disadvantage when it comes to productivity and results.
Your plan can start from a set of questions you want to hit during your initial interview with your new client, and it can include a checklist of items that you want to cover with the client. Start with items that will help you understand your client better and his or her weaknesses and areas where your client wants to improve. From there your items can move on to ones that share your own experiences with your client, as it is important for your client to get to know you in order to establish a bond of trust. Consider including inspirational and team building activities as well as motivational talks. Make the plan your own, and always keep in mind it is a guideline, not a strict set of rules, for you to work with. With time and experience, you will learn that your plan will change little by little until it becomes perfect.
Other elements of your plan might include: length of time per session, written material, tailored advice for each possible matter, meeting places, times to call and times when calls are not allowed, follow-up frequency, and average overall length of coaching according to each specific case. These elements are only a few examples, but your style is always the best that suits you and your clients.