How to Design a Coaching Process in Balance4Coaches?

How to design a coaching process in Balance4Coaches?

Your coaching dashboard

Dashboard

On your coaching dashboard, click this icon…

Processes

You will be taken to this page. (Your page won’t have any processes yet.)

Processes page

On this page click this button

Design a coaching process button

This window will open. Complete it and click ‘Save’

Design coaching process window

You will be taken to your ‘Processes’ page again

Processes page

Now click on the name of your coaching process

Name of your coaching process

This window opens up. This is your ‘Process Information’ tab

Design

The next tab is your ‘Resource Suggestions’. Balance4coaches will suggest resources you might want to include in your coaching process. (You can load your own resources too. Just click the ‘Add a new resource’ button. When you have added your own resource, search for it on the next tab ‘Resource Search’ and then click ‘Add resource’)

Resource suggestions

To include a resource in your process, first click on the number of the session where you want to include the resource

Select your session

Then click on the blue button right of the resource to add the resource in your coaching process

Add resource to session

The next tab is your ‘Resource Search’ tab. In this tab you can type in search words to search for specific resources. (If you don’t find any good or relevant resources, load your own. Just click on the ‘Add a new resource’ button. When you have added your own resource, search for it and then click ‘Add resource’, the blue button right of the resource’s name)

Resource search

This is your ‘Coaching Process’ tab. In this tab you can see your coaching process. This is my process to coach executives on temperament and personality. You will see the resources I have included in my coaching process. If you have made a mistake by including a wrong resource, simply click on ‘Remove resource’ and it will be removed from your coaching process. The resource will still be available in your resource database

Page 1

Resources 1

Page 2

Resources 2

The last tab is your coaching ‘Instructions’ tab. In this tab you can add your instructions to your client about the coaching sessions

Instructions

When you click on the instruction it will open up

Instructions for session # 1

(This is typically how I give instructions to a client about what she has to do)

Instruction session 1

Instructions for session # 2

Instruction session 2

Instructions for session # 3

Instruction session 3