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How can you protect coachee data during change impact evaluation?

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As an executive coach, you may need to conduct change impact evaluation to assess how your coachees are coping with organizational transformations, such as mergers, restructures, or culture shifts. Change impact evaluation can help you identify the areas of support, development, and feedback that your coachees need to navigate the change successfully. However, change impact evaluation also involves collecting, analyzing, and reporting sensitive data from your coachees, such as their attitudes, behaviors, performance, and feedback. How can you protect coachee data during change impact evaluation and ensure that you comply with ethical and legal standards?

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1 Understand the data protection laws

Depending on the location, industry, and context of your coaching practice, you may need to follow different data protection laws and regulations, such as the General Data Protection Regulation (GDPR) in the European Union, the California Consumer Privacy Act (CCPA) in the United States, or the Personal Data Protection Act (PDPA) in Singapore. These laws aim to protect the privacy and rights of individuals whose personal data is collected, processed, or transferred by organizations. As an executive coach, you should familiarize yourself with the data protection laws that apply to your coaching practice and coachee data, and ensure that you comply with them in every stage of change impact evaluation.

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Mark S.

I'm not a legend......I'm just a limited edition.....
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As an executive coach, adhering to data protection laws is crucial to maintain trust and confidentiality with your clients. Whether you're operating under GDPR, CCPA, PDPA, or any other jurisdiction-specific regulation, it's vital to understand and comply with these legal frameworks. Ensure your coaching practice includes informed consent, secure data handling, and transparent communication about data usage. Regularly update your knowledge and practices in line with evolving data protection standards to safeguard your coachees' information throughout the change impact evaluation process, reinforcing your commitment to their privacy and your professional integrity.

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Emerson Miguel

Diretor de Negócios & Desenvolvimento Humano | Founder | Rocker | Master Coach by SLAC | Linkedin +24K Seguidores
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Proteger os dados do coachee durante a avalia??o do impacto da mudan?a é essencial e pode ser feito seguindo algumas práticas importantes. Uma abordagem eficaz inclui a obten??o de consentimento claro do coachee para coletar e analisar dados, garantindo a confidencialidade e anonimato sempre que possível. Além disso, é importante utilizar plataformas seguras e aderir a regulamenta??es de prote??o de dados, como o GDPR, para garantir a seguran?a e privacidade das informa??es do coachee. Priorizar a ética e transparência ao lidar com dados sensíveis é fundamental para construir e manter a confian?a ao longo do processo de avalia??o

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2 Obtain informed consent from coachees

Before you start collecting data from your coachees for change impact evaluation, you should obtain their informed consent. Informed consent means that your coachees understand the purpose, scope, methods, risks, and benefits of the change impact evaluation, and agree to participate voluntarily. You should also inform your coachees about how their data will be stored, used, shared, and deleted, and what rights they have to access, correct, or withdraw their data. You should document the informed consent process and keep a record of the coachees' consent forms or agreements.

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Jerry D. Smith Jr., Psy.D.

Senior Psychologist & Forensic Consultant | Led Top-Ranked Crisis Negotiation Team | Leadership Development Expert in Government & Private Sectors | Championing Respect, Empathy, and Mindful Leadership
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Obtaining informed consent means clearly explaining how their information will be used during the change impact evaluation. I ensure they understand what data is collected, why it’s necessary, and how it contributes to the evaluation process. Consent is not just a formality. It's how we respect and value coachee privacy and autonomy. I always emphasize that their participation is voluntary and that they can withdraw at any time without penalty. This transparency builds trust and ensures that data protection is a priority. Further, informed consent is not just a legal requirement but a cornerstone of ethical coaching practices.

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3 Use secure and encrypted tools and platforms

When you collect, analyze, and report coachee data for change impact evaluation, you should use secure and encrypted tools and platforms that protect the data from unauthorized access, modification, or disclosure. For example, you should use password-protected devices, cloud-based storage services, encrypted communication channels, and anonymized data formats. You should also avoid using personal or public devices or networks that may compromise the security of coachee data. You should review the security and privacy policies of the tools and platforms that you use, and choose the ones that comply with the data protection laws and standards.

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4 Limit data access and sharing

As an executive coach, you have a duty of confidentiality and trust with your coachees. You should limit the access and sharing of coachee data for change impact evaluation to only those who need to know it for a legitimate purpose. For example, you may need to share some coachee data with the coachees' managers, sponsors, or stakeholders, but only with the coachees' consent and for the purpose of providing feedback or support. You should also ensure that the recipients of coachee data respect the confidentiality and privacy of the data, and do not use it for any other purpose or disclose it to any third party.

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5 Delete data when no longer needed

Finally, you should delete coachee data for change impact evaluation when it is no longer needed for the original purpose or when the coachees request it. You should follow the data retention and deletion policies and procedures of your coaching practice, organization, or industry, and comply with the data protection laws and regulations. You should also ensure that the coachee data is deleted securely and permanently, and that no copies or backups are left. You should inform your coachees when their data is deleted, and confirm that they have no further questions or concerns.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Pascal Maygnan, MBA, CPCC, ACC

??????/?????? ?????????????? ?????????????????? ???????????? ?????????????????? ?? Overcoming Challenges to Stimulate Exceptionally Profitable Growth & Engage High-Performing Teams
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One way is to let the coachee decide by themselves what they want to share with their boss, sponsor as a way to evaluate the efficiency of the coaching. Also, by doing an assessment at the start of the coaching and at the end (eg a 360), it allows to show how the coachee has changed without having to share anything confidential.

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How can you protect coachee data during change impact evaluation?

1

2

3

4

5

6

1 Understand the data protection laws

2 Obtain informed consent from coachees

3 Use secure and encrypted tools and platforms

4 Limit data access and sharing

5 Delete data when no longer needed

6 Here’s what else to consider

Executive Coaching

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How can you protect coachee data during change impact evaluation?

1

2

3

4

5

6

1 Understand the data protection laws

2 Obtain informed consent from coachees

3 Use secure and encrypted tools and platforms

4 Limit data access and sharing

5 Delete data when no longer needed

6 Here’s what else to consider

Executive Coaching

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