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How do you design and implement a coaching plan and follow-up strategy for your coaching clients?

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As a leadership development coach, you want to help your clients achieve their goals and grow as leaders. But how do you create and execute a coaching plan that is tailored to their needs, preferences, and challenges? And how do you ensure that they continue to apply what they learned and improve their performance after the coaching sessions are over? In this article, we will explore some key steps and tips to design and implement a coaching plan and follow-up strategy for your coaching clients.

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Corinna M. Hagen

Executive Coach & Business Coach ● Master High-Stakes Communication & Business Growth ● Improve Team Performance in 1+…

1 Assess your client's situation and goals

Before you start coaching, you need to understand your client's current situation, challenges, aspirations, and expectations. You can use various tools and methods to gather this information, such as interviews, surveys, assessments, feedback, or observations. The purpose of this step is to identify your client's strengths, areas for improvement, leadership competencies and frameworks, learning styles, and motivation. Based on this data, you can help your client define specific, measurable, achievable, relevant, and time-bound (SMART) goals for their coaching journey.

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Corinna M. Hagen

Executive Coach & Business Coach ● Master High-Stakes Communication & Business Growth ● Improve Team Performance in 1+ Months ● Author ● Empathetically Direct & Hands-On ● LinkedIn Top Voice
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In addition, using 360 reports, manager input from reviews and even personality assessments can lend further insight for the client where growth areas lie. The client can also share scenarios where they feel most challenged at work. Sometimes, clients “don’t know what they don’t know” and this discovery process helps coach and client to identify areas for growth together.

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2 Co-create a coaching plan with your client

Once you have a clear picture of your client's goals, you can work with them to design a coaching plan that outlines the scope, objectives, methods, resources, and timeline of the coaching process. A coaching plan should be flexible and adaptable to your client's needs and progress, but also clear and structured to provide direction and accountability. You can use various coaching models and techniques to structure your coaching plan, such as the GROW model, the STAR model, or the 5C model. The coaching plan should also include indicators and criteria to measure and evaluate your client's outcomes and achievements.

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Corinna M. Hagen

Executive Coach & Business Coach ● Master High-Stakes Communication & Business Growth ● Improve Team Performance in 1+ Months ● Author ● Empathetically Direct & Hands-On ● LinkedIn Top Voice
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The distinction between the success measure (how we know and measure the achievement of a goal) versus the progress measure (how often we probe and how progress is assessed) has helped clients to be specific about what outcome they’re after. While the process of defining these two metrics is rarely easy, clients appreciate it for the clarity it brings them. In designing the coaching roadmap, I have found it important to ask the client ?? how they learn (e.g. “learning by doing” or “being challenged”, etc.), and ??how much time they can realistically commit to working in their goals between sessions. This way, the coach can adjust to the client’s interaction and learning style and adjust the coaching plan to the client’s pace.

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3 Deliver engaging and effective coaching sessions

The next step is to implement your coaching plan by delivering engaging and effective coaching sessions with your client. Coaching sessions are the core of the coaching process, where you help your client explore their challenges, options, actions, and results. To make your coaching sessions successful, you need to use a variety of skills and strategies, such as active listening, powerful questioning, feedback, empathy, rapport, challenge, support, and reflection. You also need to adapt your coaching style and approach to your client's personality, preferences, and needs. You can use different formats and modes for your coaching sessions, such as face-to-face, online, phone, or email, depending on your client's availability and convenience.

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4 Review and celebrate your client's progress and achievements

Throughout the coaching process, you need to review and celebrate your client's progress and achievements. This step is important to help your client recognize their growth, acknowledge their efforts, and reinforce their confidence and motivation. You can use various methods to review and celebrate your client's progress and achievements, such as feedback, recognition, rewards, testimonials, or case studies. You can also use tools and metrics to track and measure your client's performance, such as goal attainment scales, self-assessments, 360-degree feedback, or key performance indicators.

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5 Provide ongoing support and follow-up

The final step is to provide ongoing support and follow-up to your client after the coaching sessions are over. This step is crucial to ensure that your client continues to apply what they learned and sustain their improvement and results. You can provide ongoing support and follow-up to your client by using different strategies, such as check-ins, reminders, tips, resources, referrals, or peer coaching. You can also use tools and platforms to stay in touch and communicate with your client, such as email, phone, social media, or online communities. The duration and frequency of your support and follow-up will depend on your client's needs and goals, but you should aim to maintain a regular and consistent contact.

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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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How do you design and implement a coaching plan and follow-up strategy for your coaching clients?

1

2

3

4

5

6

1 Assess your client's situation and goals

2 Co-create a coaching plan with your client

3 Deliver engaging and effective coaching sessions

4 Review and celebrate your client's progress and achievements

5 Provide ongoing support and follow-up

6 Here’s what else to consider

Leadership Development Coaching

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How do you design and implement a coaching plan and follow-up strategy for your coaching clients?

1

2

3

4

5

6

1 Assess your client's situation and goals

2 Co-create a coaching plan with your client

3 Deliver engaging and effective coaching sessions

4 Review and celebrate your client's progress and achievements

5 Provide ongoing support and follow-up

6 Here’s what else to consider

Leadership Development Coaching

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