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

2. 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

3. 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)

4. 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)

5. 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

6. 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

7. 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.

8. Coaching regulation Accreditation Credentialing Outreach & Marketing
Ethics

9. 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

10. 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)

11. 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

12. 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

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

14. 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.

15. 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

16. 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

17. 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

18. 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?”

19. 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

20. 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

21. 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?

22. 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

23. 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

24. 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

25. 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

26. keep
in touch!
Web:
Facebook: Caravel Coaching

27. questions?
Thank you for coming!