Initial Briefing with Client

• Gather background information

• Identify situation

• Define goals/agree roles of those involved (e.g. manager, HR, participant, coach/mentor)

Select Suitable Coach/Mentor

• Background

• Profile

• Chemistry

Initial Meeting between Coach/Mentor and Participant

• Develop joint agreement

• Define confidentiality requirements

• Plan first session

Session 1

• Agree goals of the session

• Use of appropriate tools and techniques

• Develop action plan

Further Coaching Sessions

• Continued use of a variety of tools and techniques

Interim Review

• Evaluate process

• Adjust plan if necessary

Further Coaching Sessions

• Continued use of a variety of tools and techniques

Final Session and Review

• Evaluate outcomes against goals

• Agree future actions