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When you meet your client for the first time, you may be tempted to jump right in to the coaching relationship and get to work. (I know I am.) And every time I’ve done that, I’ve deeply regretted it. Ugh. Seems like some things I have to learn more than once.
Years ago, I had a client who, when I would email to confirm our coaching session the next day, would routinely inform me that she was traveling and unavailable and would ask to reschedule. Incredulous, I would think “Seriously?! You didn’t know before now that you were going to be traveling during our regularly scheduled coaching session?” And because I didn’t communicate clear expectations and consequences about such things in my coaching agreement, I could only blame myself. Unfortunately, it became an unnecessary point of stress in our relationship.
I could have avoided that stress by establishing a clear coaching agreement that laid out what I would expect from the client, what the client could expect from me, and what she could expect from the coaching process. Specifically, I would have spelled out the following 5 things that would have enhanced our relationship immeasurably. She still might have traveled during our scheduled sessions, and if she did, the ramifications of that would be clear to both of us.
Stating in the coaching agreement what you expect from your client does a few important things. Firstly, it differentiates your relationship with them from their relationship with anyone else. For your client, it’s very rare for anyone to state so clearly what’s expected of them. Especially when they (or their company) are paying for it. Secondly, by establishing your expectations of the client, you communicate that the coaching relationship will be “eye level”, a relationship of equals. Thirdly, it establishes guard rails for the coaching, thereby beginning to create the coaching space.
Statements that you could ask your client to agree to in your coaching agreement may include:
The coaching agreement is a form of coaching in itself. Holding the client to a high standard has the effect of both expecting the best of them and reinforcing the client as being creative, resourceful and whole. Also, it reinforces the quality of the coach/client relationship as clear, bold and direct.
Establishing in your coaching agreement what your clients can expect from you as their coach directly reflects your competence as a coach in your client’s eyes. Holding yourself to a high standard and spelling that out in the agreement is a way for you, as a coach to walk your talk. Clients can be inspired to improve their performance when you, as their coach have your own standards for excellence. Also, when your clients see the high standards you have for yourself, they’ll understand that you’ll be holding them to a high standard as well.
You’ll want to echo some of the things you expect from your client so that you are each holding yourself and each other to the same high standard. Items in this section of the agreement can include specifics like:
If you know something is particularly important to your client, like following up on action items from past sessions, you can make sure to explicitly include that in what they can expect from you. It will help them to relax into the relationship.
Even though clients agree to coaching, it doesn’t mean they know what coaching is. Many of my clients weren’t actually looking for a coach when they engaged me. Typically, one of my clients had told them how much our work has helped them and that they should talk to me. Essentially, they are pursuing a hope that their life, their work, their performance can be better. And they really have no idea how coaching works. It’s up to me to tell them.
The most common misconception my clients have had is that I, as their coach, will give them the answers to their questions or tell them what they should do. The coaching agreement plays an important role in educating the client about what coaching is and what they can expect from the coaching process.
I’ve found it useful to include statements like the following in my coaching agreement:
Coaching is the process the coach uses to facilitate the movement of the client from their current state to their desired state in their personal and/or professional life. As your coach, I will use questions, observations, conceptual frameworks, assessments and direct communication to support you in deepening your learning and forward your progress toward your goals.
As client, I understand:
All of these statements together help differentiate coaching from other professional services and supports the client in understanding their responsibility in the relationship.
Having an ideal frequency of coaching sessions is critical to establishing the rhythm and impetus of the coaching. The location (in person, by video or by phone) and length (30 mins, 60 mins 2 hours) of the sessions are less important than their frequency for getting traction. The sessions should be spaced ideally so that clients have time to take designed actions and so that not so much time passes that they lose momentum.
So how often should you have a session with your client?
With new clients, I’ve found that two sessions per month, spaced two weeks apart are ideal. Weekly meetings can work well for very focused, very motivated clients with clear, specific goals. Having sessions much more than 2 weeks apart makes it difficult for the coach/client relationship to develop sufficiently to facilitate forward progress. And with so much time passing, clients can tend to lose focus between sessions.
With long term clients (people I’ve worked with for 6 months or more), less frequent sessions can work quite well. The depth and quality of our relationship makes this possible. Typically, these relationships are ones in which I play more of the role of thought partner and the goals for the coaching are much more holistic and less specific. Whatever the frequency of your coaching sessions, you’ll want to document frequency of sessions in your coaching agreement.
You and your client should be clear on the desired outcomes for the coaching. Some clients will respond well to creating S.M.A.R.T. goals for the coaching – goals that are specific, measurable, achievable, relevant, and time bound. Having those kinds of goals for clients who are driven by such metrics can be quite useful for measuring progresss. Other clients will bridle at the idea of such confining definitions of progress and S.M.A.R.T. goals can feel more like a work obligation than personal and professional growth. For those clients, creating desired outcomes for the coaching may work better.
When I work with a client, we create desired outcomes for the coaching in four categories:
You can use each of these to create a scope of work that focuses on who the person is, what the person does, what they want to learn, and the results they wish to create. You can include the identified desired outcomes in the coaching agreement (a good idea if someone other than the client is directly paying for the coaching) or you can create it as a separate document once the coaching agreement has been signed by both parties.
Having a coaching agreement that includes each of the 5 things listed above will get the coaching relationship off to a great start. I love the Earl Nightingale quote “Our environment, the world in which we live and work, is a mirror of our attitudes and expectations.” So agreeing upon clear, high expectations for coach and client and the coaching progress all serve to set the stage for a successful coaching relationship.
Posted in: Business of Coaching|Coaching
How fortuitous that this would land in my mailbox this very day when it is exactly what I need for a scheduled first-time meeting next week. Thank you so much! Judy DeLapa
Thank you, Alison! These are very helpful guidelines for the coaching process. I appreciate your sharing of your experience. You made some excellent points and I know I (and my coaching clients) will benefit from incorporating these ideas.
Thank you so much! I’m new to this and your tips are so helpful!
Thank you, these are really good and precise points to take into consideration!
Thank you, I am now tackling all the legal things and this guideline is great, appreciate your work on this!
Thanks for this very simple and helpful blog
We’re so glad it was helpful, Kathy. Thanks for your comment!
Wow, this is great! Very helpful, especially for a new coach like me. Thanks for putting this out there!
Hi Nicole! I’m so glad this blog post was helpful to you. Thanks for letting me know. Best to you in your new coaching practice. ~ Alison
This is super helpful, thank you!
Ciara, thank you for letting me know. I’m happy to hear it was helpful. ~ Alison
Extremely useful guidance as I create my own Coaching Agreement. Your insight and explanations are particularly helpful, reinforcing good practice and coaching models of excellence.
Thank you for sharing so freely such wisdom.
Rosalie, thanks so much for your kind words. It helps me to know it’s useful to you, and I’m glad it is. ~ Alison
Rosalie, your note made my day! Thank you so much for taking the time to write it. Best to you always! ~ Alison
Very useful. I am about to start my first formal coaching relationship. This is very practical advice
Terrific, Andrew! I’m so glad it’s helpful. Thanks for letting me know. Best to you in your new coaching venture! ~ Alison
This has closed the gap I’ve been having in my mind a new coach. Thank you very much.
This definitely defrosted my brain freeze. I think it jogged my thinking so I can creatively design a suitable agreement for my coaching practice. Thank you so much for the clear definitions and explanations.
This article was fantastic and thorough! Thank you so much for writing it.
Very useful and clear expectations on the part of the coach and the client.
This is very informative. It will help others to make decisions. Great job.