So coach, a client is about to enroll with you,
you're about to start coaching them
and you're wondering
how do I create a custom plan for this client
so they can get the maximum result
that they could possibly get with this engagement with me?
Well, I have five specific steps
that you need to take to be able
to custom create a plan for your coaching client
and one bonus and a secret
to making these custom plans really, really effective.
Step one of creating a custom plan for your client
is to do an assessment.
This assessment would vary based on
what is it that your client is actually working with you on,
what kind of coach you are.
If you are a health coach
your assessment may look like a DEXA scan, a health matrix
and maybe a blood work that you do with your client.
If you're a business coach,
you might have a business assessment that you may do.
It might be an intake form
that asks a couple of business questions
to get an understanding of the client.
If you're a life coach,
you might do a wheel of life,
you might do a lifebook assessment
you might do any other assessment.
That gives you an understanding of where your client is at.
This assessment spent is also really important
because it helps you see what your client sees
as their strengths and what are the see as their weaknesses
what are some of the things
that they're really concerned about
and what are some of the things
that they may be really excited about.
This assessment becomes one of the foundational details
that will help you take the next step.
And the next step is to define clear goals
with your clients.
See, to make a custom plan
you need to know what you're making a plan for
and because of that you need to define
what are some of the clear outcomes,
some clear goals, some clear results,
that your client seeks in your engagement with you.
If you have an agreement to work with you
for three months or six months or nine months or 12 months
you want to know what those goals would look like.
What would success look like for you
and what would success look like for your client
and what would success look like
for your coaching relationship?
See your clients may have goals that may extend
beyond your time commitment with them.
It may be something that is much more long-term
than your current agreement
and your current contract with them could be
and that is why you need to define clear goals
for your coaching agreement.
What does successful coaching look like for your client?
See, all of us have a different definition of success
and we understand goals differently.
Some goals are obvious to us
but they may not be that obvious to your clients.
It's very important that you define clearly
one to five goals that your client needs to
and wants to achieve as a part of
your relationship with them,
as a part of your agreement with them.
And once you've defined the goals,
it's time for step three
and that is to identify
what would be the most appropriate strategy
for you to be able to get the client to get to the results.
See, a lot of times what would happen in coaching is
we jump straight into action plan,
we don't actually stop for a second to go,
okay, what is the most effective technique?
What is the effective model that I can use
to be able to create the result that my client wants?
And because we never ponder and ruminate on that
we never really think about or give it the due attention,
we fall back on our default strategy
and our default strategy is the same thing
that we have done with the past five clients or 10 clients.
But the power of a custom plan,
the power of a custom coaching agreement
is that you are able to design something,
you are able to strategize something
that is more likely to get the results
to the client that you're working with.
Let me give you an example.
Let's say if you had a client that you're working with
who wants to lose weight
and they wanna lose weight
but they're not necessarily somebody
who has ever been to the gym.
It may be better for you to not lean into
strategies around going to the gym
but maybe better eating habits,
maybe better snacking habits,
if that's the challenge that they're facing.
So you see, before we get into the exact action plan
as to what needs to happen,
how it needs to happen,
when it needs to happen,
what we first need is
what's the most effective strategy for that client?
And that is why that assessment we did,
the goal setting that we did,
is so critical, is so important
because of the definition of the goal,
because of what their strengths and weaknesses are,
what their current playbook is,
what their assessment of themselves is.
It'll help you identify,
what is the right strategy to apply for this client.
As a coach, you have abundance of knowledge and information.
You can use all of that abundance
of knowledge and information and techniques and ideas
that you may have implemented for yourself
and for your past clients
to build an even more effective strategy.
Once you have the strategy in place,
once you know what is it that you're going to do overall,
now is the time to create an action plan.
This action plan is a day-to-day, week by week schedule
that your client may follow,
that you may follow,
as a coach client coaching agreement.
It may be a plan around what the coaching calls
are gonna focus on week after week,
what are some of the results that we expect week after week
so we can have some sense of certainty
that our client is making progress,
that we are in the coaching relationship,
getting them what they really signed up for.
The more aware you are of this action plan,
the more aware you may be of the kind of results
that you should expect on a week to week basis
and that will give you a lot more certainty
of overall outcome to this coaching agreement that you have.
And this is where the secret comes in.
Once you have the action plan
and you're seeing the results
for the clients week after week,
you're seeing them progress week after week,
well then comes the final step,
which is to celebrate and to celebrate the success.
This is one of those things that coaches and clients
often forget because we are in the journey.
We are in the mix so much,
we forget to celebrate what has already been achieved.
And it's very important that you have
many different celebration points
in your coaching agreement,
in your coaching relationship with your client.
If you don't celebrate what has been achieved,
often your clients will forget the successes they have had
because a lot of the successes that you would have
initially with your clients will feel like little wins.
Oh, I changed a habit around snacking.
Yes, it's a small win or will seem like a small win
but if somebody stops snacking unnecessarily,
it may be a long-term win
for the overall weight management and overall wellbeing.
These small wins seem small but they're huge.
And so celebration of every success
is a critical path and a critical point
in every good custom coaching plan.
And that's why you do it customized,
because you actually get to celebrate
when they achieve those success points
that are only relevant to them, are important to them.
And then there's a sixth but a very important step
that actually sits between strategy and action.
See, when you are taking action towards that plan
you will find that if you don't monitor
what's actually happening for the client,
you may be taking action
and you may feel like there is progress that's happening
but your client doesn't feel like,
that they are actually not moving towards their goal.
And that's why you need to monitor at all given times
as to what is it that your client is actually experiencing
as those actions are happening,
are they seeing the results?
Are they moving towards the end end goal that they wanted?
Is the strategy still relevant?
Is the action plan still relevant?
And if it is not, then you need to change it.
So it's almost one of those things
that sits between the strategy and action plan
that is always adapting based on feedback.
So you get to monitor if your clients
are actually moving towards the results that they desire.
If you would be using this five step plus one
custom coaching plan creator for your clients,
share that with me in the comment section below.
I'd love to hear how you're taking this strategy
to create the next custom coaching plan with your clients.
Thank you so much for watching.
This is Coach Ajit,
and I'll see you next week.