Assessing Action

When the client is in the action stage, they are doing and learning and adjusting action steps based on that learning. They may face challenges or obstacles, some of which they may overcome, others which may trip them up at least temporarily. The path to change is rarely a straight one so support and encouragement are critical to helping clients along this journey.

The next step in the coaching process is to help clients assess their progress and determine how to continue moving forward. Some key tasks include:

  • Acknowledging client successes
  • Helping the client learn from their experience, whether they were fully successful, partially successful or not successful
  • Supporting the client in identifying any barriers to change and strategies to address those barriers
  • Determining how the client wants to move forward (e.g., initiating new actions or refining current action steps)

I typically encourage clients to fill out and return a brief coaching session prep form prior to their session. This form allows them to capture successes, challenges, lessons learned and what they want to focus on in their session. It helps both of us prepare for an effective session and gives us both insight into potential areas to address during the session.

At each session during the action stage, I typically check in with the client about how things went since the last session. There are usually three possible outcomes:

  • Action was completed successfully
  • Action was partially completed (some lapses occurred)
  • Action was unsuccessful (client was unable to accomplish plans or relapsed)

The approach I take with the client depends on the outcome achieved. For example:

If action was completed successfully, I typically:

  • Acknowledge the client’s success and help celebrate little or big “wins”
  • Explore what the client learned through their successes
  • Review where the client is in the process of reaching their long-term goal/outcome and their vision of optimal health and wellbeing
  • If client goal/outcome is not yet met, determine additional action steps needed to keep the client moving forward

If action was partially completed or some lapses occurred, I do most of the above but also:

  • Help the client explore what was different on the days they were successful and the days they were not
  • Review action steps to see if any adjustments need to be made
  • Explore with the client what they will do if they encounter similar barriers or obstacles again

If action was unsuccessful in terms of the client’s plans and intent, I will:

  • Acknowledge the client’s attempts (if applicable) while recognizing the lack of meeting their goals
  • Assess what they learned from the experience and how to use that information going forward
  • Ask questions to determine whether we need to return to an earlier stage in the process (e.g., revisiting readiness to change or doing further work in preparing for action)

 

As I stated earlier, the path to change is seldom straight and easy. There will be twists and turns as well as successes and setbacks. A client may start off strong and then find themselves struggling when they face an unexpected obstacle. Another client may initially struggle to get momentum but then soar once they hit their stride. Each client is unique and thus, the process will be different for each one. It is my job as the coach to help the client navigate along this winding path, sharing in the peaks and valleys, reminding them that they have the power to change and make the choices necessary to reach their vision of health and wellbeing.

 

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