Step 1 - Initial Briefing with Client

• Gather background information.

• Identify situation.

• Define goals/agree roles of those involved (e.g. manager, HR, participant, coach/mentor).

Step 2 - Select Coach/Mentor

• Match background.

• Profile.

• Chemistry check.

Step 3 - First Meeting

• Develop joint agreement between coach/mentor and participant.

• Define confidentiality requirements.

• Plan first session.
  

Step 4 - Session 1

• Agree goals of the session.

• Use of appropriate tools and techniques.

• Develop action plan.

Step 5 - Further Coaching Sessions

• Continued use of a variety of tools and techniques.

Step 6 - Interim Review

• Evaluate progress.

• Adjust plan if necessary.