Coaching 101 What Clinicians Need to Know About Coaches and Coaching Lee Chaix McDonough, LCSW, MSPH, ACC Founder, Caravel Coaching & Consulting

AGENDA Introduction Coaching: the good, the bad, and the ugly Coaching Regulation Overlap and distinction between coaching and therapy Coaching tips and tools How coaching can help clinicians Questions

Coaching 101 What is Coaching? Coaching is partnering with clients in a thought- provoking and creative process that inspires them to maximize their personal and professional potential. (International Coach Federation) Coaching helps people tap into their inner purpose and passion and connect that with outer goals and tasks to bring about extraordinary and sustainable results. (Institute for Professional Excellence in Coaching)

Coaching 101 What is Coaching? Coaches Help people set better goals and then reach them Ask their clients to do more than they would have done on their own Help their client to focus better so as to produce results more quickly Provide clients with the tools, support, and structure to accomplish more (Thomas Leonard)

Coaching: The Good Trained and experienced coaches Seek out training, continuing education, and credentialing Utilize a variety of tools and approaches to improve client functioning Often start in another field (including psychotherapy) Co-creating positive change in client’s lives Focus is on forward progress (moving from good to great) Coaching is not therapy - good coaches know when to refer Belief that the client has the answer The coach is not the expert

Coaching: The "BAD" Lack of External Regulations Anyone can call themselves a coach. There is currently no state oversight of coaches as there is with clinical social workers and psychotherapists Blurred boundary with therapy Some of the skills used by coaches have roots in therapeutic approaches (motivational interviewing, solution-focused therapy, etc.) This can lead to role confusion among clients and inexperienced coaches

Coaching: The UGLY Scammers Negligence Because anyone can call themselves a coach, coaching clients may be vulnerable to exploitation and abuse "Coaching" may be used as a way of selling products and services unrelated to coaching Negligence Untrained people calling themselves coaches can cause harm Trained, reputable coaches aren’t happy about this either.

Coaching regulation Accreditation Credentialing Outreach & Marketing Ethics

ACCREDITATION ICF accredits coach training programs Ensure quality and consistency in coach training Basis for individual credentialing Three levels of accreditation Accredited Coach Training Program (ACTP) Accredited Coach Specific Training Hours (ACSTH) Continuing Coach Education (CCE) Training for credentialed coaches 40 hours every 3 years; 3 must be ethics

CREDENTIALING ICF credentials individual coaches Verification of training, skill, experience, and commitment to professional standards and code of ethics Three levels of credentialing Associate Certified Coach (ACC) Professional Certified Coach (PCC) Master Certified Coach (MCC)

CREDENTIALING Key things to know Only a portion of experience hours can be pro-bono 10 hours of mentor coaching and performance evaluations required for all MCC candidates. Also required for ACC & PCC if training program was ACSTH. Coach Knowledge Assessment (CKA) required for all levels

CREDENTIALING Coach Knowledge Assessment Core Competencies 155-question multiple choice exam that assesses coaching core competencies and code of ethics Core Competencies Setting the Foundation Meeting ethical guidelines and professional standards; establishing the coaching relationship Co-creating the relationship Establishing trust and intimacy with the client; coaching presence Communicating Effectively Active listening, powerful questioning, direct communication Facilitating Learning and Results Creating awareness, designing actions, planning & goal setting, managing progress & accountability

OUTREACH & MARKETING ICF “Need Coaching?” website with Coaching FAQ Tips on hiring a coach

ETHICS ICF Code of Ethics Pledge Professional Conduct at Large Conflicts of Interest Professional Conduct with Clients Confidentiality/Privacy Continuing Education Pledge As an ICF coach, I acknowledge and agree to honor my ethical and legal obligations to my coaching clients and sponsors, colleagues, and to the public at large. I pledge to comply with the ICF Code of Ethics and to practice these standards with those whom I coach, teach, mentor or supervise. If I breach this Pledge of Ethics or any part of the ICF Code of Ethics, I agree that the ICF in its sole discretion may hold me accountable for so doing. I further agree that my accountability to the ICF for any breach may include sanctions, such as loss of my ICF Membership and/or my ICF Credentials.

ETHICS ICF Ethical Conduct Review Process Process for clients, coaches, and members of the general public to report concerns about a coach’s behavior or practice Oversight over ICF members and credential holders ICF Program Complaint Process Process for ICF members, credential holders, and students of ICF-accredited programs to report concerns about a training program ICF Ethics Hotline 1-859-226-4245 ethics@coachfederation.org

coaching & therapy What do they share? Client-centered Use of skills and tools to build rapport and encourage insight Acknowledging, validating, empathizing, reframing Asking empowering and clarifying questions Working through energy blocks/dysfunctional behaviors Goal-setting and accountability

coaching & therapy How do they differ? Clinical socials workers are uniquely trained to handle mental health concerns Assessment, evaluation, diagnosis, treatment Resource connection and referrals Coaches are generalists who provide support in many settings Corporate, executive, small business, professional Life, transition, health & wellness (more overlap) Education and experience Billing and payment Coaching is not health care

Coaching FUNDAMENTAL– Energy Blocks Limiting Belief External – “No one can break a two hour marathon.” “How true is that belief?” Interpretation An opinion about an event, situation, or experience “What’s another way to look at that?” Assumption Belief that because something happened before, it will happen again “Why does it have to happen again?” Gremlin Internal critic – “I’m not worthy.” “How is this serving you?”

Coaching session – Agenda Topic "What would you like to discuss today?” Client always sets the agenda Outcome “What would you like to achieve from today’s session?” Provides framework Measure of Success “How will we know if we’ve achieved that?” The more concrete, the better

Coaching session – Agenda Meaning ”Why is that important to you?” Provides information about purpose, GAILs, etc. Obstacles “What could potentially keep us from achieving that today?” Gives you (and the client) an idea of what to watch out for End of session: Final question “What new insight or takeaway have you achieved from today’s session?” Allow the client make meaning for today’s session

Coaching tool – pain/gain model When to use it When client is debating between two choices Often a “stay or go” situation Do I keep doing what I’m doing? Do I make a change? Questions to ask at the start What is the current situation? What would be the change?

coaching Tool – PAIN/GAIN MODEL What is the pain or cost to remain in the current situation? How does the client benefit from the current situation? CURR ENT What costs have to be paid in order to make the change? What are the benefits of making the change? FUTU RE

Coaching tool – pain/gain model After completing the chart What do you see? What stands out to you? What do you want to do? Results Objective analysis of the present situation Comparison with a specific alternative Decision between the two OR create new alternatives

HOW can coaching benefit clinicians? In your practice Coaching skills can refine clinical skills (and vice versa) Client already has the answers Looking for the opportunity For your practice Referral network Practice building and marketing Coaching for clinicians

Coaching case study Harry Coaching Psychologist in private practice Bored, frustrated, felt stuck in his business Coaching Visioning work around his practice Identified energy blocks that were inhibiting him Created a strategic action plan for his business Redefined his niche Developed a comprehensive marketing strategy Exploring Insurance vs Self-Pay

keep in touch! Email: lee@caravelcoaching.com Web: www.caravelcoaching.com Facebook: Caravel Coaching Instagram:@lcmcdonough Twitter:@lcmcdonough

questions? Thank you for coming!