Coaching Tools 101 - 10 Simple Steps to Create Your Own Fabulous Coaching Tools and Exercises

A Coaching Tool can be as simple as typing a fewthe other side of your exercise if they have more to
questions or a checklist onto a piece of paper andsay. It's more important that the Coaching Tool fits
then calling it a Coaching Tool. But if you're going toonto one piece of paper.
create something - why not do it well? People areSTEP 6 - Add color and graphics
busy and the more attractive and professional youAdd color (eg. your bullets, numbering or sub-titles
make your Coaching Tool the more inspired yourcould be colored text). Then pick a meaningful graphic
clients are going to be, and the more professional and- character or photo - and add this to the top left of
polished you will look.your page before your title.
It may take time to create a quality coaching toolTip: Make sure the image you pick is professional,
but you will be repaid a hundredfold as you use andrelevant and appropriate for your audience.
reuse your coaching tool in sessions, as homework, inSTEP 7 - Give your Coaching Tool a jazzy title.
welcome packs, as a workshop handout and inPick an inspiring name for your coaching exercise.
prospect meetings - whether with corporate orThink about what they're learning or how they will
individual clients. What people like is fun and easybenefit from completing your tool. Are they learning
tools to complete: Something quick, colourful and withthe art of self-care, setting meaningful goals, will they
immediate impact. The coaching tool could help thembe managing their time better? How will they be
identify blocks, patterns or come up with actions ordifferent once they've completed your coaching tool?
new ideas. But ultimately the tool should empowerNow replace your working title at the top of the
them, and leave them feeling better aboutpage ensuring the font size is larger than the rest of
themselves.the document.
So, how do you go about creating your ownTip: Don't be afraid to use jazzy or slightly flashy
Coaching Tools? Well, it's not as difficult as you mightwords in your Coaching Tool title. You want to use
think - it just takes some time and thought.words with impact. Ask yourself whether you're
Here Are 10 Simple Steps to Create Your Ownmore interested in completing "Relationship Review"
Fabulous Coaching Exercises:or "Detox Your Relationships."
STEP 1 - Brainstorm and make a list of ideasSTEP 8 - Add your contact details and logo
Take some time to ponder coaching questions,Add your contact details and logo to your Coaching
exercises and homework that you regularly give yourTool for a final bit of professional polish. I recommend
clients. What comes up repeatedly for your clients?you add your logo to the top right of the document
Where do you find you repeat yourself? What isheader (at the top of the page).
common across all your clients?Next, add your website and/or email and/or phone
Tip: As well as asking questions you could think aboutnumber according to your preferences to the
sharing a 'model' or way of looking at themselves,document footer (at the bottom of the page).
their situation or the world.Finally, if you created the tool from your own original
STEP 2 - Pick an idea and write out your instructionsthoughts or feel you've added significant value to
Pick one of the ideas you've brainstormed, one thatsomeone else's ideas add the copyright symbol, the
excites or grabs you, and write out your instructionsyear and your company name.
in a document. Give it a working title at the top ofTip: This is essential if you're working with a
the page (we'll come back to the title in a minute).prospect, in a meeting or presenting a workshop
Tip: The aim is for the completed tool fit on onebecause it means people have your contact details.
page, so a good rule of thumb is that the initialNot only that, if a client shares the tool with a friend
instructions should take up no more than one fifth ofor colleague - they ALSO have your contact
the page - or a few lines.information. Now that's excellent marketing.
STEP 3 - Review for claritySTEP 9 - Final checks and naming
Once you've finished, check the structure, sequenceCheck your final formatting and layout - and that it
and wording to ensure it flows well. Then re-read itstill all fits on one page. Now save your tool with the
as if you were a client who knows nothing aboutsame meaningful name as your title and you're good
coaching. Would you understand what's being askedto go.
of you? Does it clearly and concisely spell out whatTip: It's good to view the 'whole page' first - to get
they need to do?an overview of how it looks.
STEP 4 - Add a client-identified action or learningSTEP 10 - Test.
Make sure you finish up the exercise with the clientFinally, test the tool - first on yourself. If it helps you,
noting at least one specific action or learning -with all your existing knowledge and expertise then
because this is where you empower the client andyou're onto something.
make sure they get a tangible result. This can be asThen, test on at least 2-3 other people - friends,
brief or as detailed as you would like.partners, colleagues.
Tip: You may want the client to have a specificTip: Some questions to ask, "Did it help you - yes or
action and date by when they'll complete it, orno?", "What's missing? How could it be improved?",
perhaps you'll simply ask, "What have you learned?""What was most potent for you?", "Did you spot
or "What will I do differently as a result of thisany spelling or grammatical errors?" and "Did it make
exercise?"sense to you - were the instructions clear?"
STEP 5 - Create a page layoutOnce you've got feedback from your 'testers' and
Now go back over your tool and create a simple,made adjustments accordingly - you're ready to use
professional and attractive page layout for youryour fabulous Coaching Tool. So, next time a relevant
instructions and questions. Make sure there is plentysituation comes up - whether in session, for
of space for your client to write their responses. Ihomework, in a workshop or meeting, simply whip
suggest you use.out your Coaching Tool and help your clients get to
Tip: Don't worry about giving lots of space towork.
complete their answers - people can always write on