Hello,

 I look forward to coaching with you to accomplish exactly what you REALLY want.  Below are some materials I forward to clients to look over before our first session.  Please review, forward back any input you have, and ask if you have any questions, or anything else comes to mind. 

 You’ll find:

 How I coach/ What you can expect from me – What I expect from you

  • Policies and Procedures
  • Questions to get to know you and your coaching needs
  • Client prep form:  useful to put thought into filling out before each session, it can further expedite the call if you forward to me before the call.
  • Coaching Agreement

 Cynthia S. Ronan

TAP

excavating, articulating and cultivating your greatness

For the Life of your Business, and the Business of Your Life!

particulars:

p:  937-422-5484

e:   csronan@earthlink.net

w:  http://www.tapyou.wordpresscom/

 How I coach/ What you can expect from me:

Unconditional respect and regard

         Your success is my focus in this process, I believe in you and your work

         My motivation is to see you reach your goals quickly in an enjoyable, fulfilling way. 

         It can take some time to get used to this type of support, take the time you need to feel comfortable.

Confidentiality

         My client list and their work with me are private.  Anything we discuss is completely confidential. 

Honesty

         Integrity is vital to the coaching process; I will speak honestly in a supportive manner geared towards your growth and success.  I will be straightforward and direct while supporting you in this process. 

Intuition

         I may not always be right on, but I will share my “gut” feelings with you.

         If I hear a funny tone or sense something I’ll ask you about it, very often these small moments and gut feelings are a chance to resolve something and make a leap forward.

         Take the best of what I say and use your judgment on if it is accurate or not. 

I have a “Down to earth” approach sprinkled (probably rather heavily) with my dry sense of humor.

         I do things in a casual way aimed at making clients feel comfortable. 

         Please feel free to set the tone for our sessions and clarify if something I say isn’t clear. 

         I often make fun of myself (possibly you the more comfortable we get J) please let me know if it’s “not working” for you.  When in doubt about something I said, please ask!

To challenge you

         I will challenge you to think in different ways, view things differently, to try new things and work hard. 

         I will ask you to start, stop or change things, and honor your right to decline, counter offer or accept these things and any other “fieldwork” assigned.

To support you

         I am here to follow up, to talk to, and to celebrate with.  Sometimes just having someone there is the biggest value of a coach, use me for that.

To give straight advice

         Based on my intuition, experience and training I may give you advice on a situation.  If I’m not sure, I’ll say so.  Again, take it in the best way for your situation and use your judgment.

What I expect from you:

Work hard and give it your best effort

         You have already taken a big step by initiating the coaching process.  Use the support to stretch and grow to accomplish the most you can. 

         This is a safe environment designed for your success.  Use it.

         Review the client prep form before the session to get the most out of the time. 

         I will support you to the best of my ability in this process and you will do the work!  (That’s a good thing, if I was doing it, it would be about me,,, and this is about YOU!)

Be honest and open

         This is about YOUR SUCCESS, not about me being right, if you disagree with something I say, tell me.

         If I inaccurately summarize, please clarify. If you feel you are not getting what you need or expect, share those feelings.

         In our discussions speak the truth, even if it’s uncomfortable, especially with yourself.  Take the time you need.

 


Policies and Procedures                 

 On a business note, I want you to be familiar with my policies and procedures.  If you have any questions, just ask at our next session, or call/e-mail me!!

 FEES

My fee needs to be received by the first of the month.  Your check should be made payable to Cynthia S. Ronan, and needs to be received by the first day of the month at  6 Lookout Dr., Dayton, Oh 45409. I do not permit late payments unless previous arrangements have been made. If you have not made these arrangements, or consistently pay late, I will ask that you find another coach.

PROCEDURE

Call me at  (937) 422-54844 for our scheduled sessions.  You may also e-mail me anytime (24 hour availability) at csronan@earthlink.net and I will respond within twenty-four hours (usually much sooner). You can also call me at (937) 422-5484 to speak with me between our weekly calls.  If I am unavailable, please leave a message and I will return the call.

CHANGES

If you need to reschedule your call, please give me at least a 24-hour notice.  If you have an emergency, we will work around it.  If you must cancel a call, we will attempt to make it up. There may be a time that I am forced to reschedule as well, but I will let you know as far in advance as possible.

EXTRA TIME

Please call me between our calls if you can’t wait to share a success with me, need advice or facing a challenge.  I do have time between our regular calls to speak with you, if needed.  I enjoy providing this extra level of service.  I do not bill for additional time of this type.

 Referrals

My business is built around referrals from individuals I respect and work with.  If you know of someone who could benefit from coaching, please refer him or her to me.


Please answer these questions so I can get to know you and your coaching needs better….

 

(a couple of admin questions)

1)      The best way to communicate with me or reach me in between sessions is:

1)      E-mail

2)      Phone

3)      Voice mail/pager

4)      Text

5)      Smoke signals/other? 

 

 

2)      I prefer communication to be: (I can’t promise anything but will try to keep this in mind)

1)      Short and sweet,, just bullets please

2)      The whole story

3)      Just data

4)      Data with backup story and facts along with what I was thinking when I forwarded and my shopping list

 

3)      I am interested in receiving supplemental materials from you such as (X all that apply)

1)      article summaries and or links  on

a.       business

b.      Communication

c.       Coaching

d.      Life balance and quality

e.       Other?____________________________________

2)      Statistics and quotes relevant to our work together and my work

3)      Your newsletter

4)      Other?___________________________________________

 

4)      Other comments on your style and preferences:

 

 

(now the nitty gritty)

5)      If I could design a perfect business life and or personal life from scratch, I would have more

 

1)

2)

3)

 

 

6)      If I could design a perfect business life and or personal life from scratch, I would have less

 

1)

2)

3)

 

 

 

 

 

7) What role(s) do you most need me to play in the coaching process? (e.g., someone to hold you accountable, someone to listen to you, someone to push you into action, someone to always tell you the truth)

 

 

 

 

 

 

8) The things I am most fearful of are… (please think about this one…it’s very important)

 

 

 

 

 

 

 

 

 

9) What are you buying with your coaching investment? In other words, what results do you need to see to ensure that the value you get from coaching is well worth your money?

 

 

 

 

 

 

 

10) Five things that I am putting up with that I do not really want or need in my business and or life are (e.g., low productivity, environment, rude co-worker, etc.) and will take care of this month are :

1)
 

 

2)
 

 

3)
 

 

4)
 

 

5)

 

11) If you could perfect one thing with the snap of your fingers what would it be?

 

 

12) Things that I do not normally tell people but I need to share with my coach are:

 

 

 

 

 

13) What is the gift that you have that you’d feel great about orienting your life around?

 

 

 

 

 

14) What percentage of your business and or life feels genuinely like its driven by YOU and what you value most?

 

 

 

 

15) I will know I have made a great investment in coaching within 3 months when ……….happens (please fill in the blank below)

 

 

 

 

 

16) Why have you hired me as opposed to another coach?

 

 

 

 

 

17) Now is the right time for me to have a coach because…

 

 

 

 

18) What will be the first small thing that might happen to indicate the coaching process is working?

 

 

 

 

19) What are the 3 areas that you would like to focus on immediately in your coaching sessions?

 

 

 


 

CLIENT PREP FORM

>Instructions:  Please complete before each coaching session.  When you have completed this, please e-mail to csronan@tapyou.com prior to our call.  This preparation will help you to get the most out of the session

WHAT I HAVE ACCOMPLISHED AND OR FEEL GOOD ABOUT SINCE OUR LAST CALL

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

WHAT I DIDN’T GET DONE BUT INTENDED TO

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

THE CHALLENGES AND BLOCKS I AM FACING RIGHT NOW

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

THE OPPORTUNITIES I SEE RIGHT NOW

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

I WANT TO USE THE COACH/SESSION TO

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

WHAT I PROMISE TO DO FOR MYSELF BY THE NEXT CALL

 

O____________________________________________________________________________

 

O____________________________________________________________________________

 

O____________________________________________________________________________


Coaching Agreement

 

Please fill out, “sign” and forward back to me at your earliest convenience upon choosing a coaching option

 

Client information

 

Coaching Agreement

 

 

Date: January 7, 2009

Start Date:

 

Payment due: On 1st of month.

Client Name:

 

Company:

 

Occupation/Title:

 

Call:

  • Promptly
  • Eastern time
  •  30-45 minutes
  • (937) 422-5484

Address:

 

City

 

State/Zip:

Client Responsibilities:

1.    Come to calls with one or two things you want to work on, review client prep form

  1. Be on time for each call
  2. Pay fees on time
  3. 24-hour notice to reschedule
  4. Be honest at all times

 

Day Phone:

 

Eve Phone:

 

Cell Phone:

 

Email:

 

Fax:

 

Birth date (hey, maybe I’ll remember, send you stuff):

 

Coach Responsibilities:

  1. Be present and direct
  2. Be unconditionally constructive
  3. Focus on satisfying the client
  4. Make requests
  5. Provide you with materials and supplies needed for our coaching relationship
  6. Complete confidentiality
  7. Available between scheduled sessions for 5-10 minute calls—email as often as you like

Referred By:

Ivana Taylor

__________________              _________

Client Signature                        Date

 

Initial Term: ___________ month(s)

Rate: $_____ per __mo.____

Cynthia S. Ronan          January 7, 2009 

Coach Signature                        Date