Study Guide V9

Table of Contents

EXCLUSIVE FOR TCI COACHES

STUDY GUIDE

This Study Guide is a compendium to assist TCI students with their study, coaching, business and assessments – all levels. It includes: ICG Skills and Knowledge Matrix How to Earn Back Your Course Fees System Study Guide ICG Core Competencies Business Mentorship Provider Points System Please read your Ultimate Business Success Guide for TCI Coaches as well!

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Table of Contents

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Table of Contents

YOUR GIFT… This Study Guide is for you.

And only you.

It is considered one of the MOST valuable resources a coach can have. (Replacement value is $497 for TCI students and graduates, and it cannot be purchased by a non-TCI coach.)

Fill in the following and make this yours…

Your Name:

Your Address:

Your Phone Number:

Your Student ID:

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Table of Contents

WANT SUCCESS? BRING PASSION WORK HARD. FOCUS INTENTLY ON ONE THING.

PUSH THROUGH CHALLENGES. CREATE GREAT IDEAS. IMPROVE ALWAYS. SERVE OTHERS. PERSIST.

Sharon Pearson

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Table of Contents

TABLE OF CONTENTS This Study Guide ........................................................................................................................................ 8 Your Personal Success Planning Session............................................................................................... 9 Overview of Your Assessments ........................................................................................................... 13 Sources of Content to Help With Your Study ................................................................................. 15 Face to Face Training Opportunities at TCI...................................................................................... 17 International Coach Guild...................................................................................................................... 18 ICG Core Competencies Overview ................................................................................................... 19 ICG Core Competencies Skills & Knowledge Matrix ..................................................................... 20 ICG Business Mentorship Provider Points System .......................................................................... 43 ICG Required Hours of Study .............................................................................................................. 57 How to Earn Back Your Course Fees System .................................................................................. 61 Delivery of the Live Classes .................................................................................................................. 64 Summaries of All Assessments ............................................................................................................. 65 Practitioner: ............................................................................................................................................ 65 Advanced Practitioner: ........................................................................................................................ 68 Advanced Practitioner: ........................................................................................................................ 70 Master Practitioner: .............................................................................................................................. 71 Professional Coach: .............................................................................................................................. 74 Your Monthly Study Schedule............................................................................................................... 77 Month 1 BEFORE Your Foundations of Coaching Success Training ......................................... 77 Month 1 AFTER Your Foundations of Coaching Success Training............................................ 78

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Month 2 AFTER Your Foundations of Coaching Success Training............................................ 81 Month 3 AFTER Your Foundations of Coaching Success Training............................................ 83 Month 4 AFTER Your Foundations of Coaching Success Training............................................ 85 Month 5 AFTER Your Foundations of Coaching Success Training............................................ 87 Month 6 AFTER Your Foundations of Coaching Success Training............................................ 89 Month 7 AFTER Your Foundations of Coaching Success Training............................................ 91 Month 8 AFTER Your Foundations of Coaching Success Training............................................ 93 Month 9 AFTER Your Foundations of Coaching Success Training............................................ 95 Month 10 AFTER Your Foundations of Coaching Success Training ......................................... 98 Month 11 AFTER Your Foundations of Coaching Success Training ......................................... 99 Month 12 AFTER Your Foundations of Coaching Success training.........................................101 Month 13 AFTER Your Foundations of Coaching Success Training .......................................103 Month 14 AFTER Your Foundations of Coaching Success Training .......................................105 Month 15 AFTER Your Foundations of Coaching Success Training .......................................107 Month 16 AFTER Your Foundations of Coaching Success Training .......................................109 Month 17 AFTER Your Foundations of Coaching Success Training .......................................112 Month 18 AFTER Your Foundations of Coaching Success Training .......................................113 Month 19 AFTER Your Foundations of Coaching Success Training .......................................116 Month 20 AFTER Your Foundations of Coaching Success Training .......................................118 Month 21 AFTER Your Foundations of Coaching Success Training .......................................120 Month 22 AFTER Your Foundations of Coaching Success Training .......................................122 Month 23 AFTER Your Foundations of Coaching Success Training .......................................124 Month 24 AFTER Your Foundations of Coaching Success Training .......................................125 Year 3 AFTER Your Foundations of Coaching Success Training .............................................126

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Appendices

APPENDICES ICG Coaching Core Competencies: ................................................................................................. 127 Business Mentorship Provider point system ................................................................................... 133 Recording with Free Conference Call .............................................................................................. 147 How to Record a Coaching Session .................................................................................................. 149 How to record a coaching session .................................................................................................... 152 How to Prepare Recordings to Upload to Moodle Assessment ................................................ 154 Uploading Assessments to Moodle.................................................................................................... 156 ICG Coaching Log Book ...................................................................................................................... 161

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This Study Guide

THIS STUDY GUIDE This Study Guide is designed to assist you in providing a guide to how to approach your studies with The Coaching Institute.

We have included:  Your Personal Success Planning Session  What’s required for you to become recognised by the ICG  The ICG Skills and Knowledge Matrix  Month by month guide to how to approach your study and assessments  The How to Earn Back Your Course Fees Guide  The ICG Core Competencies  The ICG Business Mentorship Provider points system  Setting up Recordings for Coaching Sessions

This Study Guide can be used as you complete the 4 levels of training with TCI:  Credentialed Practitioner of Coaching (Level I)  Credentialed Advanced Practitioner of Coaching (Level II)  Credentialed Master Practitioner of Coaching (Level III)  Accredited Professional Coach (Level IV)

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Your Personal Success Planning Session

YOUR PERSONAL SUCCESS PLANNING SESSION Congratulations on joining The Coaching Institute!

As part of your coaching journey, you have access to a dedicated Student Support WOW! Team who are here with whatever you need.

They can help with the technical (How do I jump onto a webinar?) to the professional (What are the first steps for my first paying client?) to the personal (Help! I need a shoulder to lean on).

The first step in your journey is your Personal Success Planning Session with the WOW! Team.

The WOW! Team will be giving you a call in the next couple of days to schedule this session, where they’ll be getting to know you, helping you get clear on your goals, and figure out how they can best support you over the next few years.

When they call, write the session booking time here: DAY:

DATE:

TIME:

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Your Personal Success Planning Session

Fill out this section during your Personal Success Planning Session: My Personal Success Planning Session was with:

My Foundations of Coaching Success date is:

WHY THIS MATTERS – WHY I WILL BRING MY BEST…

MY GOALS:

#1

#2

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Your Personal Success Planning Session

#3

#4

#5

MY VALUES:

#1 #2 #3 #4 #5

Your WOW! Team Member may give you some “homeplay” to attend to after your Personal Success Planning Session.

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Your Personal Success Planning Session

WRITE YOUR FIRST FIVE STEPS HERE:

#1

#2

#3

#4

#5

WRITE ANY NOTES FROM YOUR PERSONAL SUCCESS PLANNING SESSION HERE:

Congratulations on completing your Personal Success Planning Session!

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Overview of Your Assessments

OVERVIEW OF YOUR ASSESSMENTS The assessments are designed to enable you to develop the competence and the confidence to become an effective and successful coach.

The assessments: CREDENTIALED PRACTITIONER OF COACHING (LEVEL I)

Two assessment sections: Section I and Section II Section I – Due within five months of your admission into your program Section II – Due within 11 months of your admission to your program CREDENTIALED ADVANCED PRACTITIONER OF COACHING (LEVEL II)

Due within 17 months of your admission into your program CREDENTIALED MASTER PRACTITIONER OF COACHING (LEVEL III)

Due within 23 months of admission into your program ACCREDITED PROFESSIONAL COACH (LEVEL IV)

Two assessment sections: Section I and Section II Section I – Due within 29 months of your admission into your program Section II – Due within 35 months of your admission to your program

The assessments are designed to help you build your competence in coaching and business skills.

Each assessment has two parts – Part I: Coaching Skills – Part II: Business Skills. (Except for the Professional Coach assessments, which combine the two skills.)

We suggest that you begin your assessments early in your studies with us, so you can be thinking about the topics in this assessment as you learn. Please use the Study Guide (this document).

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Overview of Your Assessments

Disclaimer – Student Responsibility The assessments must currently be submitted online in Moodle. Please note it is the student’s responsibility to ensure that the submission of their assessment has been received.

The Coaching Institute cannot be held responsible for not receiving the assessment. Once you have completed your assessment, please upload your assessments with attachments at members.thecoachinginstitute.com.au, login with your personal username and password.

Assistance Throughout your chosen study path, classes are held for you on how to achieve competence in your assessments. There are also recordings of how to approach assessments made available on Moodle as part of your course content. It’s recommended you review these recordings and/or attend the live classes as part of your approach to your studies.

Due Date The assessments are due to be submitted within the due dates outlined in this Study Guide and in each of the assessments. Submissions are staggered throughout your training so that they can be broken down into smaller amounts, and so we can assess your progress partway through your training.

Extensions are available, however please note if you require an extension, you will need to contact the Wow Team at wow@thecoachinginstitute.com.au to organise your membership into the Master’s Academy.

If Found Not Yet Competent If a student is found by the assessor(s) to be Not Yet Competent (the work submitted is not considered the standard required to award credentialing), the student will be provided with one further opportunity at no charge to resubmit their assessment. If the student is still found to be Not Yet Competent, the student can resubmit their assessment one other time, once the ‘Resubmission Fee’ is paid in full. This fee is as per your Student Handbook.

Further submissions are at the discretion of the assessor, in consultation with the student and mentors. If further submissions occur, all resubmission fees must be paid by the student in advance in full.

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Sources of Content to Help With Your Study

SOURCES OF CONTENT TO HELP WITH YOUR STUDY There are several sources for you to study and to help you succeed.

We provide:

1. This Ultimate Coaching Study Guide 2. The Ultimate Business Success Guide for TCI Coaches Work through one step each month for 12 months 3. Starter Kit A boxed gift set of a book, manual, CD’s, and a Vision Board kit to get you started on your coaching training journey 4. Webinars We provide webinars most weeks of the year 5. Face to Face Training We provide ongoing face to face training 6. Coaching Triads A triad is a group of three coaches from your course who work together to practice their coaching skills with each other There are three triads you will be assigned – a. One triad where you are the COACH (nine sessions) b. One triad where you are the LISTENER (minimum three sessions) c. One triad where you are the CLIENT (nine sessions) 7. Two Mentors When you are the coach in your triads, you are assigned by TCI two mentor coaches to give you feedback a. The first mentor listens to you coach in Triad #4-6 b. The second mentor listens to you coach in Triad #7-9

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Sources of Content to Help With Your Study

8. Pro Bono Clients Your skills improve when you coach people who are not coaches and not familiar with coaching terms 9. Peer Coaching Peer to peer coaching increases your coaching hours and your skills 10. Practicums Practicums are where you join a group of peers in coaching sessions where you observe for seven sessions, and coach for one of them 11. Blended Learning Blended learning is where you watch the videos, and then attend the classes on the videos to discuss what you’ve learned 12. Manuals and documentation We provide written materials to assist you in your studies 13. Online MP3 and MP4s There are several 100 hours of online recorded materials 14. Online videos There are dozens of videos demonstrating what you need to learn 15. Templates We provide templates and checklists throughout your training 16. Examples There are case studies throughout your training 17. Interviews We interview fellow students for you to learn from

At the Professional Coach level, students also receive:

18. Millionaire Marketing Boxed set of DVD’s and manual on how to reach $1million in sales as a coach and speaker 19. Small Business Academy A membership area of $10,000 worth of marketing and sales ideas, all in modules

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Face to Face Training Opportunities at TCI

FACE TO FACE TRAINING OPPORTUNITIES AT TCI TCI provides many face to face training opportunities for our students

META DYNAMICSTM FACILITATOR

ACCREDITED PROFESSIONAL COACH

BUSINESS SKILLS LEVEL IV *

META DYNAMICSTM PRACTITIONER

CREDENTIALED MASTER PRACTITIONER

BUSINESS SKILLS LEVEL III *

META DYNAMICSTM PRACTITIONER

CREDENTIALED ADVANCED PRACTITIONER

BUSINESS SKILLS LEVEL II *

ADVANCED SKILLS TRAINING

CREDENTIALED PRACTITIONER

FOUNDATIONS OF COACHING SUCCESS

META DYNAMICSTM FOUNDATIONS *

YOUR SUCCESS *

* ELECTIVE TRAINING EVENT

There is a total of 31 ½ days of training provided for TCI students: Practitioner students: Advanced Practitioner students: Master Practitioner students: Professional Coach students: Meta Dynamics™ Level III Facilitator:

7 days face to face training (7 days total) 4 ½ days face to face training (11 ½ days total) 7 days face to face training (18 ½ days total) 7 days face to face training (25 ½ days total) 5 days face to face training (30 ½ days total)

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International Coach Guild

INTERNATIONAL COACH GUILD The International Coach Guild is an association (not for profit) established to ensure the highest in standards for coaches throughout the world.

The ICG is unique from all other coaching associations in five major ways: It requires the coaching school (that is recognised by the ICG) to provide evidence that it has policies and procedures in place to protect the student experience It requires that (1) the school is recognised; (2) the course is recognised; and (3) the students achieve recognition The coaching course adheres to the Core Competency Units of Competency The coaching course teaches the Core Competencies demonstrating increasing skill level at each level of course The ICG requires that the school which is recognised by the ICG provides business skills training based on the Business Mentorship Provider points system No other coaching body requires any of these protections for coaches.

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ICG Core Competencies Overview

ICG CORE COMPETENCIES OVERVIEW The International Coach Guild provides 15 Core Competencies.

Credentialed Coach (CC) (Level I): TCI Credentialed Practitioner of Coaching: The coach demonstrates ability to recognise and demonstrate the skills and inconsistently demonstrates most of the competencies

Credentialed Advanced Coach (CAC) (Level II): TCI Credentialed Advanced Practitioner of Coaching: The coach demonstrates strong ability to recognise, and ability to demonstrate, the competencies and consistently demonstrates the competencies

Credentialed Master Coach (CMC) (Level III): TCI Credentialed Master Practitioner of Coaching: The coach demonstrates strong ability to consistently demonstrate all competencies

Accredited Coach (AC) (Level IV): TCI Accredited Professional Coach: The coach demonstrates strong ability to demonstrate and teach all Competencies

Each of the Core Competencies has an accompanying Unit of Competency document, fully outlining what skills are to be demonstrated for that competency, at that level of training.

The Core Competencies are listed in this Study Guide.

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ICG Core Competencies Skills & Knowledge Matrix

ICG CORE COMPETENCIES SKILLS & KNOWLEDGE MATRIX Within The International Coach Guild 15 Core Competencies, there are different levels of competence required, depending on the level of study the student is participating in.

There are a standard 15 Core Competencies. Each of the four levels of the ICG requires different levels of mastery of the 15 Core Competencies.

ICG CORE COACHING SKILLS AND KNOWLEDGE MATRIX The ICG Core Coaching Skills and Knowledge Matrix unpacks the levels of competency of the ICG Core Competencies, and gives coaches and ICG recognised schools the benchmarks of excellence for each Core Competency.

There are 3 Levels of Benchmark for each Core Competency: 1. Knowledge: the theoretical knowledge and understanding that ICG Recognised Coaches must be able to demonstrate.

2. Applied Knowledge: the practical knowledge that ICG Recognised Coaches must be able to apply in hypothetical or actual contexts.

3. Application of Skills: the skills that ICG Recognised Coaches must be able to demonstrate in practical scenarios.

At each level of ICG Recognition, the coach will be required to show all three Levels of Benchmark, for each Core Competency, at a new level of Excellence and Mastery.

As the coach transitions through the levels, new subtleties and nuances are introduced to each sub-Competency, and it is the coach’s responsibility to ensure they are demonstrating and applying the new Benchmark.

For a Coach Training Program to be ICG Recognised, all Competencies must be assessed at the Level of Benchmark identified in this Core Coaching Skills and Knowledge Matrix.

The ICG Recognised School must provide the Matrix to all students for reference.

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ICG Core Competencies Skills & Knowledge Matrix

A. SELF MANAGEMENT The Coach is able to define and recognise: ICG LEVEL I CREDENTIALED COACH

-

Personal strengths and stretches Cause and effect; and, taking responsibility for what they can control and influence Personal vision and values Levels of thinking and development Standards and expectations General coaching markets, trends and developments

The Coach has a surface understanding of, and is able to explain the foundations of: -

Applying the ICG Code of Ethics in their coaching business and to coaching sessions Confidentiality and conflict of interest Medical/ethical/financial issues of coaching Referral, and referring to specialists Managing their professional boundaries Commitment to CANI (constant and never-ending improvement)

The Coach is able to inconsistently demonstrate: -

-

Demonstrating personal self-awareness of who they are, including their strengths and stretches Management of their emotional state Taking self lightly and with good humour Evaluating outcomes with major key stakeholders, ensuring all stakeholders agree on expectations and outcomes before starting Regular participation in education and training to advance their own knowledge and experience Expanding own knowledge and abilities by coming from a place of curiosity Receiving and accepting feedback willingly to learn and grow continuously

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ICG Core Competencies Skills & Knowledge Matrix

B. RELATIONSHIP MANAGEMENT The Coach is able to define and recognise:

ICG LEVEL I CREDENTIALED COACH

-

What is and is not appropriate in a coaching relationship Maintaining confidentiality for the client Empathy rather than sympathy in the coaching conversation

The Coach has a surface understanding of, and is able to explain the foundations of: -

The process, guidelines and parameters of the coaching relationship Establishing the coaching agreement with the client Seeing the client as whole and able Being available for all the client is; not just what makes the coach comfortable Bringing openness and non-judgement Establishing the coaching space Demonstrating genuine care of the client

The Coach is able to inconsistently demonstrate: -

Communicating what is expected and possible in the coaching relationship Emotional consistency Honouring all commitments made to the client Asking permission to coach the client in sensitive and new areas Bringing insatiable curiosity Openness to not knowing and confidently exploring new perspectives Respecting the client’s perspectives and personal style Comfortably managing strong emotions and client uncertainty Enjoying the client immensely Is playfully provocative Normalises, validates and acknowledges the client’s truth

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ICG Core Competencies Skills & Knowledge Matrix

C. TECHNICAL COACHING SKILLS The Coach is able to define and recognise:

ICG LEVEL I CREDENTIALED COACH

-

Calibrating the client and adjusting communication as required Clarifying what the client communicates Bottom-lining what the client is trying to say to move the conversation forward

The Coach has a surface understanding of, and is able to explain the foundations of: -

Recognising patterns in the client’s thoughts, choices and behaviours Respecting and exploring the client’s map of the world Effectively hearing what is said and what is not said Accurately hearing what the client thinks is and is not possible Reminding the client of what they’ve left out or is available to them

The Coach is able to inconsistently demonstrate: -

Effectively reframing a challenge for a new perspective Effortlessly embracing all the client is and wishes to be Going beyond the client’s content when assessing the true intent of the coaching Finding and holding the client’s agenda, including going beyond goals and wants Focusing on what matters most, including accurately recognising distractions Sharing insights regarding new possibilities with the client to assist in the client’s journey Recovering deletions, distortions and generalisations to assist the client to enrich their map of the world Bringing a range of questioning techniques to best serve the client Connecting the client with the resources within them

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ICG Core Competencies Skills & Knowledge Matrix

D. FACILITATING PROGRESS The Coach is able to define and recognise: ICG LEVEL I CREDENTIALED COACH

-

Traversing logical levels for a full exploration of the possibilities Bringing a sense of adventure Demonstrating genuine delight in not knowing the answer

The Coach has a surface understanding of, and is able to explain the foundations of: -

Assisting the client to have awareness of who they are being Focusing the client on what they can control and influence Integrating and building on the client’s ideas and perspectives Providing counter views, contrary opinions and alternate views Expecting setbacks as part of growth and fully examining with the client how they handle setbacks

The Coach is able to inconsistently demonstrate: -

Sharing with the client when resourceful and unresourceful thinking patterns are observed Challenging the client’s assumptions about what is possible Magnifying the possibilities and increasing choice Assisting the client to take responsibility for their results Encouraging the client to let go of what no longer serves or supports them and is a barrier to their desired outcomes Helping the client to discover for themselves new possibilities, new thoughts, and new choices that strengthen their ability to experience progress Challenging the client to go beyond their current thinking into unexplored territory Communicating broader perspectives Advocating experimentation, innovative choices Celebrating the client’s growth and progress

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ICG Core Competencies Skills & Knowledge Matrix

E. PROGRESS MANAGEMENT The Coach is able to define and recognise:

ICG LEVEL I CREDENTIALED COACH

-

Engaging in effective feedback Holding the client accountable for their commitments Keeping appropriate notes to ensure actions are followed

The Coach has a surface understanding of, and is able to explain the foundations of: -

Relishing the truth Demonstrating behavioural flexibility Exploring the different impact points and dimensions of the goals Brainstorming a range of options for achieving goals Bringing in new ideas, various view points and alternative thinking to create the plans Guiding the client to handle setbacks and the unexpected Assisting the client to build in contingency plans

The Coach is able to inconsistently demonstrate: -

Communicating clearly and articulately Saying what needs to be said, without waffle Acknowledging the client where appropriate without flattery Ensuring the client is clear on why the desired goal or outcome matters Establishing with the client evidence-based criteria for achieving goals Ensuring the client leaves the coaching session with clarity for their next steps Continuously encouraging the client to review progress and achievement of plans Ensuring the client is taking responsibility as they progress or experience setbacks Acknowledging progress and lack of progress and brainstorming consequences and next steps Celebrating the client’s success at milestones Managing the conclusion of the coaching initiative

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ICG Core Competencies Skills & Knowledge Matrix

A. SELF MANAGEMENT The Coach is able to easily define, recognise and benchmark: ICG LEVEL II CREDENTIALED ADVANCED COACH

-

Personal strengths and stretches Cause and effect; and, taking responsibility for what they can control and influence Personal vision and values Levels of thinking and development, through multiple frames Standards and expectations General and niche coaching markets, trends and developments

The Coach has an understanding of, and is able to explain the distinctions of: -

Accurately pplying the ICG Code of Ethics in their coaching business and to coaching sessions Confidentiality and conflict of interest across general and niche contexts Medical/ethical/financial issues of coaching across general and niche contexts Referral, and referring to specialists, including receiving a referral client Managing their professional boundaries Commitment to CANI (constant and never-ending improvement)

The Coach is able to consistently demonstrate: -

Demonstrating personal self-awareness of who they are, including their strengths and stretches Purposeful management of their emotional state Purposeful taking self lightly and with good humour Evaluating outcomes with all key stakeholders, ensuring all stakeholders agree on expectations and outcomes before starting Regular and purposeful participation in education and training to advance their own knowledge and experience Expanding own knowledge and abilities by coming from a place of curiosity Receiving and accepting feedback willingly to learn and grow continuously

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ICG Core Competencies Skills & Knowledge Matrix

B. RELATIONSHIP MANAGEMENT The Coach is able to easily define, recognise and benchmark: ICG LEVEL II CREDENTIALED ADVANCED COACH

-

What is and is not appropriate in a coaching relationship, for general and niche contexts Maintaining confidentiality for the client Empathy rather than sympathy in the coaching conversation

The Coach has an understanding of, and is able to explain the distinctions of: -

The process, guidelines and parameters of the coaching relationship in general and niche contexts Establishing the coaching agreement with the client Seeing the client as whole and able Being available for all the client is; not just what makes the coach comfortable Bringing openness and non-judgement Establishing the coaching space Demonstrating genuine care of the client

The Coach is able to consistently demonstrate: -

Communicating what is expected and possible in the coaching relationship Purposeful emotional consistency Honouring all commitments made to the client Asking permission to coach the client in sensitive and new areas Bringing insatiable curiosity Openness to not knowing and confidently exploring new perspectives Respecting the client’s perspectives and personal style Comfortably managing strong emotions and client uncertainty Enjoying the client immensely Is playfully provocative Normalises, validates and acknowledges the client’s truth

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ICG Core Competencies Skills & Knowledge Matrix

C. TECHNICAL COACHING SKILLS The Coach is able to easily define, recognise and benchmark:

ICG LEVEL II CREDENTIALED ADVANCED COACH

-

Calibrating the client and adjusting communication as required Clarifying what the client communicates Elegantly bottom-lining what the client is trying to say to move the conversation forward

The Coach has an understanding of, and is able to explain the distinctions of: -

Recognising patterns in the client’s thoughts, choices and behaviours Respecting and exploring the client’s map of the world Effectively hearing what is said and what is not said Accurately hearing what the client thinks is and is not possible Gracefully reminding the client of what they’ve left out or is available to them

The Coach is able to consistently demonstrate: -

Effectively reframing a challenge for a new perspective Effortlessly embracing all the client is and wishes to be Going beyond the client’s content when assessing the true intent of the coaching Finding and holding the client’s agenda, including going beyond goals and wants Focusing on what matters most, including accurately recognising distractions Sharing insights regarding new possibilities with the client to assist in the client’s journey Recovering deletions, distortions and generalisations to assist the client to enrich their map of the world Bringing a significant range of questioning techniques to best serve the client Purposefully connecting the client with the resources within them

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ICG Core Competencies Skills & Knowledge Matrix

D. FACILITATING PROGRESS The Coach is able to easily define, recognise and benchmark: ICG LEVEL II CREDENTIALED ADVANCED COACH

-

Using frames to traverse logical levels for a full exploration of the possibilities Bringing a calibrated sense of adventure Demonstrating genuine delight in not knowing the answer

The Coach has an understanding of, and is able to explain the distinctions of: -

Assisting the client to have awareness of who they are being Focusing the client on what they can control and influence Elegantly integrating and building on the client’s ideas and perspectives Providing accurate counter views, contrary opinions and alternate views Expecting setbacks as part of growth and fully examining with the client how they handle setbacks

The Coach is able to consistently demonstrate: -

Sharing with the client when resourceful and unresourceful thinking patterns are observed Challenging the client’s assumptions about what is possible Magnifying the possibilities and increasing choice Assisting the client to take responsibility for their results Encouraging the client to let go of what no longer serves or supports them and is a barrier to their desired outcomes Helping the client to discover for themselves new possibilities, new thoughts, and new choices that strengthen their ability to experience progress Challenging the client to go beyond their current thinking into unexplored territory Communicating broader perspectives Advocating experimentation, innovative choices Celebrating the client’s growth and progress

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ICG Core Competencies Skills & Knowledge Matrix

E. PROGRESS MANAGEMENT The Coach is able to easily define, recognise and benchmark:

ICG LEVEL II CREDENTIALED ADVANCED COACH

-

Engaging in effective feedback Holding the client accountable for their commitments Keeping appropriate notes to ensure actions are followed, maintaining trust and intimacy with the client

The Coach has an understanding of, and is able to explain the distinctions of: -

Relishing the truth Demonstrating behavioural flexibility Comprehensively exploring the different impact points and dimensions of the goals Brainstorming a range of options for achieving goals Bringing in new ideas, various view points and alternative thinking to create the plans Guiding the client to handle setbacks and the unexpected Assisting the client to build in contingency plans that are context appropriate

The Coach is able to consistently demonstrate: -

Communicating clearly and articulately Saying what needs to be said, without waffle Acknowledging the client where appropriate without flattery Ensuring the client is clear on why the desired goal or outcome matters Establishing with the client evidence-based criteria for achieving goals Ensuring the client leaves the coaching session with clarity for their next steps Continuously encouraging the client to review progress and achievement of plans Ensuring the client is taking responsibility as they progress or experience setbacks Acknowledging progress and lack of progress and brainstorming consequences and next steps Celebrating the client’s success at milestones Effectively managing the conclusion of the coaching initiative

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ICG Core Competencies Skills & Knowledge Matrix

A. SELF MANAGEMENT The Coach is able to easily define, recognise, analyse and benchmark: ICG LEVEL III CREDENTIALED MASTER COACH

-

Personal strengths and stretches Cause and effect; and, taking responsibility for what they can control and influence Personal vision and values Levels of thinking and development, through multiple and appropriate frames Standards and expectations General, niche, and complex coaching markets, trends and developments

The Coach has an contextual understanding of, and is able to explain the specific distinctions and intricacies of: -

Accurately applying the ICG Code of Ethics in their coaching business and to coaching sessions Confidentiality and conflict of interest across general, niche, and multi-stakeholder contexts Medical/ethical/financial issues of coaching across general, niche, and multi-stakeholder contexts Referral, and referring to specialists, including receiving a complex referral client Managing their professional boundaries Commitment to CANI (constant and never-ending improvement)

The Coach is able to consistently demonstrate with a level of mastery: -

Demonstrating personal self-awareness of who they are, including their strengths and stretches Purposeful management of their emotional state Purposeful taking self lightly and with good humour Evaluating outcomes with all key stakeholders, ensuring all stakeholders agree on expectations and outcomes before starting Regular and purposeful participation in education and training to advance their own knowledge and experience Expanding own knowledge and abilities by coming from a place of curiosity Receiving and accepting feedback willingly to learn and grow continuously

31 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 Š The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

B. RELATIONSHIP MANAGEMENT The Coach is able to easily define, recognise, analyse and benchmark: ICG LEVEL III

-

CREDENTIALED MASTER COACH

-

What is and is not appropriate in a coaching relationship, for general, niche, and multi-stakeholder contexts Maintaining confidentiality for the client, including in multistakeholder contexts Empathy rather than sympathy in the coaching conversation

The Coach has an contextual understanding of, and is able to explain the specific distinctions and intricacies of: -

The process, guidelines and parameters of the coaching relationship in general, niche, and multi-stakeholder contexts Establishing the coaching agreement with the client Seeing the client as whole and able Being available for all the client is; not just what makes the coach comfortable Bringing openness and non-judgement Establishing the coaching space Demonstrating genuine care of the client

The Coach is able to consistently demonstrate with a level of mastery: -

Clearly communicating what is expected and possible in the coaching relationship Purposeful emotional consistency Honouring all commitments made to the client Asking permission to coach the client in sensitive and new areas Bringing insatiable curiosity Openness to not knowing and confidently exploring new perspectives Respecting the client’s perspectives and personal style Comfortably managing strong emotions and client uncertainty Enjoying the client immensely Is playfully provocative Normalises, validates and acknowledges the client’s truth

32 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

C. TECHNICAL COACHING SKILLS The Coach is able to easily define, recognise, analyse and benchmark:

ICG LEVEL III CREDENTIALED MASTER COACH

-

Calibrating the client and adjusting communication as required Clarifying what the client communicates Elegantly bottom-lining what the client is trying to say to move the conversation forward

The Coach has an contextual understanding of, and is able to explain the specific distinctions and intricacies of: -

Recognising simple and complex patterns in the client’s thoughts, choices and behaviours Respecting and exploring the client’s map of the world Effectively hearing what is said and what is not said Accurately hearing what the client thinks is and is not possible Gracefully reminding the client of what they’ve left out or is available to them

The Coach is able to consistently demonstrate with a level of mastery: -

-

Effectively reframing a challenge for a new perspective Effortlessly embracing all the client is and wishes to be Going beyond the client’s content when assessing the true intent of the coaching Finding and holding the client’s agenda, including going beyond goals and wants Focusing on what matters most, including accurately recognising distractions Sharing insights regarding new possibilities with the client to assist in the client’s journey Recovering simple and complex deletions, distortions and generalisations to assist the client to enrich their map of the world Bringing a wide, pervasive, and purposeful range of questioning techniques to best serve the client Purposefully and elegantly connecting the client with the resources within them

33 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

D. FACILITATING PROGRESS The Coach is able to easily define, recognise, analyse and benchmark: ICG LEVEL III CREDENTIALED MASTER COACH

-

Using multiple frames to elegantly traverse logical levels for a full exploration of the possibilities Bringing a calibrated sense of adventure Demonstrating genuine delight in not knowing the answer

The Coach has an contextual understanding of, and is able to explain the specific distinctions and intricacies of: -

Assisting the client to have awareness of who they are being Focusing the client on what they can control and influence Elegantly integrating and building on the client’s ideas and perspectives Providing accurate counter views, contrary opinions and alternate views Expecting setbacks as part of growth and fully examining with the client how they handle setbacks

The Coach is able to consistently demonstrate with a level of mastery: -

-

Sharing with the client when resourceful and unresourceful thinking patterns are observed Challenging the client’s assumptions about what is possible Magnifying the possibilities and increasing choice Elegantly assisting the client to take responsibility for their results Encouraging the client to let go of what no longer serves or supports them and is a barrier to their desired outcomes Helping the client to discover for themselves new possibilities, new thoughts, and new choices that strengthen their ability to experience progress Challenging the client to go beyond their current thinking into unexplored territory Communicating broader perspectives Advocating experimentation, innovative choices Celebrating the client’s growth and progress

34 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

E. PROGRESS MANAGEMENT The Coach is able to easily define, recognise, analyse and benchmark:

ICG LEVEL III CREDENTIALED MASTER COACH

-

Engaging in effective feedback Holding the client accountable for their commitments Keeping appropriate notes to ensure actions are followed, maintaining trust and intimacy with the client

The Coach has an contextual understanding of, and is able to explain the specific distinctions and intricacies of: -

Relishing the truth Demonstrating behavioural flexibility Comprehensively exploring the different impact points and dimensions of the goals Brainstorming a range of options for achieving goals Bringing in new ideas, various view points and alternative thinking to create the plans Guiding the client to handle setbacks and the unexpected Assisting the client to build in contingency plans that are context appropriate

The Coach is able to consistently demonstrate with a level of mastery: -

-

Communicating clearly and articulately Saying what needs to be said, without waffle Acknowledging the client where appropriate without flattery Ensuring the client is clear on why the desired goal or outcome matters Establishing with the client evidence-based criteria for achieving goals Ensuring the client leaves the coaching session with clarity for their next steps Continuously encouraging the client to review progress and achievement of plans Ensuring the client is taking responsibility as they progress or experience setbacks Acknowledging progress and lack of progress and brainstorming consequences and next steps with multiple stakeholders Celebrating the client’s success at milestones Effectively managing the conclusion of the coaching initiative,

35 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 Š The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

including complex or multi-stakeholder relationships

A. SELF MANAGEMENT The Coach is able to easily define, recognise, analyse, benchmark, and facilitate the foundational learnings of:

ICG LEVEL IV ACCREDITED COACH

-

Personal strengths and stretches Cause and effect; and, taking responsibility for what they can control and influence Personal vision and values, that are functional Levels of thinking and development, through multiple and appropriate frames Functional standards and expectations General, niche, and complex coaching markets, trends and developments

The Coach has an in-depth and dynamic understanding of, and is able to explain the distinctions, nuances and intricacies of: -

Accurately applying the ICG Code of Ethics in their coaching business and to coaching sessions Confidentiality and conflict of interest across complex general, niche, and multi-stakeholder contexts Medical/ethical/financial issues of coaching across complex general, niche, and multi-stakeholder contexts Referral, and referring to specialists, including receiving a complex referral client Managing their professional boundaries Commitment to CANI (constant and never-ending improvement)

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ICG Core Competencies Skills & Knowledge Matrix

The Coach is able to consistently demonstrate with consistent mastery: -

-

-

Demonstrating personal self-awareness of who they are, including their strengths and stretches, and how to utilise them to share insights with the client Purposeful management of their emotional state Purposeful taking self lightly and with good humour Evaluating outcomes with all key stakeholders, ensuring all stakeholders agree on expectations and outcomes before starting Regular and purposeful participation in education and training to advance their own knowledge and experience Expanding own knowledge and abilities by coming from a place of curiosity Receiving and accepting feedback willingly to learn and grow continuously

The Coach is able to teach others, at an ICG Level I standard, all of the above, with measured and documented consistency.

37 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 Š The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

B. RELATIONSHIP MANAGEMENT The Coach is able to easily define, recognise, analyse, benchmark, and facilitate the foundational learnings of: ICG LEVEL IV ACCREDITED COACH

-

What is and is not appropriate in a coaching relationship, for complex general, niche, and multi-stakeholder contexts Maintaining confidentiality for the client, including in complex, multi-stakeholder contexts Empathy rather than sympathy in the coaching conversation

The Coach has an in-depth and dynamic understanding of, and is able to explain the distinctions, nuances and intricacies of: -

-

The process, guidelines and parameters of the coaching relationship in complex general, niche, and multi-stakeholder contexts Establishing the coaching agreement with the client Seeing the client as whole and able Being available for all the client is; not just what makes the coach comfortable Bringing openness and non-judgement Establishing the coaching space Demonstrating genuine care of the client

The Coach is able to consistently demonstrate with consistent mastery: -

Clearly communicating what is expected and possible in the coaching relationship Purposeful emotional consistency Honouring all commitments made to the client Asking permission to coach the client in sensitive and new areas Bringing insatiable curiosity Openness to not knowing and confidently exploring new perspectives Respecting the client’s perspectives and personal style Comfortably managing strong emotions and client uncertainty Enjoying the client immensely Is playfully provocative Normalises, validates and acknowledges the client’s truth

The Coach is able to teach others, at an ICG Level I standard, all of the above, with measured and documented consistency.

38 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

C. TECHNICAL COACHING SKILLS The Coach is able to easily define, recognise, analyse, benchmark, and facilitate the foundational learnings of:

ICG LEVEL IV ACCREDITED COACH

-

Calibrating the client and adjusting communication as required Clarifying what the client communicates Elegantly bottom-lining what the client is trying to say to move the conversation forward

The Coach has an in-depth and dynamic understanding of, and is able to explain the distinctions, nuances and intricacies of: -

Recognising simple and complex patterns in the client’s thoughts, choices and behaviours Respecting and exploring the richness and layers of the client’s map of the world Effectively hearing what is said and what is not said Accurately hearing what the client thinks is and is not possible Gracefully reminding the client of what they’ve left out or is available to them

The Coach is able to consistently demonstrate with consistent mastery: -

-

Effectively reframing a challenge for a new perspective Effortlessly embracing all the client is and wishes to be Going beyond the client’s content when assessing the true intent of the coaching Finding and holding the client’s agenda, including going beyond goals and wants Focusing on what matters most, including accurately recognising distractions Sharing insights regarding new possibilities with the client to assist in the client’s journey Recovering simple and complex deletions, distortions and generalisations to assist the client to enrich their map of the world Bringing a wide, pervasive, and purposeful range of questioning techniques to best serve the client Purposefully and elegantly connecting the client with the resources within them

The Coach is able to teach others, at an ICG Level I standard, all of the above, with measured and documented consistency.

39 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

D. FACILITATING PROGRESS The Coach is able to easily define, recognise, analyse, benchmark, and facilitate the foundational learnings of: ICG LEVEL IV ACCREDITED COACH

-

Using multiple frames to elegantly traverse logical levels for a full exploration of the possibilities Bringing a calibrated sense of adventure Demonstrating genuine delight in not knowing the answer

The Coach has an in-depth and dynamic understanding of, and is able to explain the distinctions, nuances and intricacies of: -

Assisting the client to have awareness of who they are being Focusing the client on what they can control and influence Elegantly integrating and building on the client’s ideas and perspectives Providing accurate counter views, contrary opinions and alternate views Expecting setbacks as part of growth, fully examining with the client how they handle setbacks

The Coach is able to consistently demonstrate with consistent mastery: -

Sharing with the client when resourceful and unresourceful thinking patterns are observed Challenging the client’s assumptions about what is possible Magnifying the possibilities and increasing choice Elegantly assisting the client to take responsibility for their results Encouraging the client to let go of what no longer serves or supports them and is a barrier to their desired outcomes Helping the client to discover for themselves new possibilities, new thoughts, and new choices that strengthen their ability to experience progress Challenging the client to go beyond their current thinking into unexplored territory Communicating broader perspectives to create richer, more textured choices Advocating experimentation, innovative choices Celebrating the client’s growth and progress

The Coach is able to teach others, at an ICG Level I standard, all of the above, with measured and documented consistency.

40 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 © The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

E. PROGRESS MANAGEMENT The Coach is able to easily define, recognise, analyse, benchmark, and facilitate the foundational learnings of:

ICG LEVEL IV ACCREDITED COACH

-

Engaging in effective feedback Holding the client accountable for their commitments Keeping appropriate notes to ensure actions are followed, maintaining trust and intimacy with the client

The Coach has an in-depth and dynamic understanding of, and is able to explain the distinctions, nuances and intricacies of: -

Relishing the truth Demonstrating exceptional behavioural flexibility Comprehensively exploring the different impact points and dimensions of the goals Brainstorming a range of options for achieving goals Bringing in new ideas, various view points and alternative thinking to create the plans Guiding the client to handle setbacks and the unexpected Assisting the client to build in contingency plans that are context appropriate

41 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 Š The Coaching Institute

ICG Core Competencies Skills & Knowledge Matrix

The Coach is able to consistently demonstrate with consistent mastery: -

-

Communicating clearly and articulately Saying what needs to be said, without waffle Acknowledging the client where appropriate without flattery Ensuring the client is clear on why the desired goal or outcome matters Establishing with the client evidence-based criteria for achieving goals Ensuring the client leaves the coaching session with clarity for their next steps Continuously encouraging the client to review progress and achievement of plans Ensuring the client is taking responsibility as they progress or experience setbacks Acknowledging progress and lack of progress and brainstorming consequences and next steps with multiple stakeholders Celebrating the client’s success at milestones Effectively managing the conclusion of the coaching initiative, including complex or multi-stakeholder relationships The Coach is able to teach others, at an ICG Level I standard, all of the above, with measured and documented consistency.

42 ULTIMATE COACHING STUDY GUIDE | V9 | JUN 2017 Copyright 2017 Š The Coaching Institute

ICG Business Mentorship Provider Points System

ICG BUSINESS MENTORSHIP PROVIDER POINTS SYSTEM The International Coach Guild provides 38 business units.

There are a standard 38 business units that a recognised coaching course is required to teach their students (other coaching recognition bodies require zero business training).

The ICG Business Mentorship Provider system (BMP) is a unique list of required content which must be taught to students enrolled in an ICG recognised program.

The business units start at entry level skills and increase in their advanced nature depending on the level of the course offered.

There are four levels of business units.

Credentialed Coach (Level I) TCI Credentialed Practitioner of Coaching: Level I – 10 units; 25 points Credentialed Advanced Coach (Level II) TCI Credentialed Advanced Practitioner of Coaching: Level II – 7 units; 25 points Credentialed Master Coach (Level III) TCI Credentialed Master Practitioner of Coaching: Level III – 7 units; 40 points Accredited Coach (Level IV) TCI Accredited Professional Coach: Level IV – 14 units; 60 points

This is a total of 150 potential BMP points a school can provide, and a student can receive.

There is a mix of ‘Required’ and “Elective’ business topics the school is required to deliver.

TCI delivers ALL the units, ‘Required’ and ‘Elective’.

The Business Mentorship Provider system is listed in this Study Guide.

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ICG Business Mentorship Provider Points System

CODE L01C01 – Mindset For Success

BUSINESS MENTORSHIP PROVIDER

1.

The Mindset for Success

REQUIRED

.5 POINT

2.

Your Ideal Day

REQUIRED

.5 POINT

3.

The Mindset for Success in Marketing

ELECTIVE

.5 POINT

4.

The Seven Habits of Highly Effective People

ELECTIVE

.5 POINT

5.

Thinking ‘Leverage’

ELECTIVE

.5 POINT

TOTAL 2.5 POINTS

LEVEL I CODE L01C02 – Vision, Values, Branding 6.

Building Your Vision and Mission

REQUIRED

.5 POINT

7.

Your Business Values

REQUIRED

.5 POINT

8.

Your Ideal Client

ELECTIVE

.5 POINT

TOTAL 4 POINTS

CODE L01C03 – Planning Your Coaching Practice 9.

Personal Planning

REQUIRED

.5 POINT

10. Types of Coaching Models

REQUIRED

.5 POINT

11. Business Benchmarking

ELECTIVE

.5 POINT

12. Joint Ventures

ELECTIVE

.5 POINT

TOTAL 6 POINTS

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ICG Business Mentorship Provider Points System

CODE L01C04 – Ethics and Legalities of Coaching

BUSINESS MENTORSHIP PROVIDER LEVEL I

13. The Ethics of Coaching

REQUIRED

1 POINT

14. Types of Business Structures

REQUIRED

.5 POINT

15. Your Insurance

ELECTIVE

5 POINT

16. Your Finances

REQUIRED

.5 POINT

17. Your Tax Requirements

ELECTIVE

.5 POINT

18. When to Refer a Client

REQUIRED

.5 POINT

TOTAL 9.5 POINTS

CODE L01C05 – Introduction to Marketing 19. Overview and Introduction to Marketing

REQUIRED

.5 POINT

20. Marketing Planning

REQUIRED

.5 POINT

21. Branding for Your Business

ELECTIVE

.5 POINT

22. Introduction to Lead Generation

ELECTIVE

.5 POINT

23. Your First Web Site – Introduction

ELECTIVE

.5 POINT

24. Writing Articles for Lead Generation – Introduction

ELECTIVE

.5 POINT

25. Facebook Fan Pages – Introduction

ELECTIVE

.5 POINT

26. Lead Conversion – Introduction

ELECTIVE

1 POINT

TOTAL 14 POINTS

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ICG Business Mentorship Provider Points System

CODE L01C06 – Attracting Clients

BUSINESS MENTORSHIP PROVIDER LEVEL I

27. Overview and Introduction to Client Attraction

REQUIRED

.5 POINT

28. Lead Magnets

REQUIRED

.5 POINT

29. Workshops as a Lead Magnet – Introduction

ELECTIVE

.5 POINT

TOTAL 15.5 POINTS

CODE L01C07 – Networking 30. How to Network Effectively

REQUIRED

.5 POINT

31. Your Elevator Speech

REQUIRED

.5 POINT

TOTAL 16.5 POINTS

CODE L01C08 – Point of Sale 32. Your Business Card

REQUIRED

.5 POINT

33. Your Information Pack

ELECTIVE

.5 POINT

34. The Coaching Questionnaire

REQUIRED

.5 POINT

35. Designing the Coaching Package

ELECTIVE

.5 POINT

36. The Coaching Agreement

REQUIRED

.5 POINT

37. Having a Product – Introduction

ELECTIVE

1 POINT

TOTAL 20 POINTS

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ICG Business Mentorship Provider Points System

CODE L01C09 – Client Experience

BUSINESS MENTORSHIP PROVIDER

38. Overview and Introduction to Client Experience

ELECTIVE

.5 POINT

39. How to Provide a Great Client Experience

REQUIRED

.5 POINT

40. Systems for Your Clients

ELECTIVE

.5 POINT

41. Your Referral Business

REQUIRED

.5 POINT

42. Gathering Testimonials

REQUIRED

.5 POINT

LEVEL I

TOTAL 22.5 POINTS

CODE L01C10 – Being Paid for Your Services 43. Your First Paying Client – Introduction

REQUIRED

.5 POINT

44. The Steps to Your First Paying Client

ELECTIVE

.5 POINT

45. Getting Started with Pro Bono Clients

ELECTIVE

.5 POINT

46. The Coaching Session to Close

REQUIRED

.5 POINT

47. What to Charge for Your Coaching

ELECTIVE

.5 POINT

TOTAL 25 POINTS

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ICG Business Mentorship Provider Points System

CODE L02C01 – Business Planning

BUSINESS MENTORSHIP PROVIDER

1.

SWOT-T Analysis

REQUIRED

1 POINT

2.

Yearly Goal Setting

REQUIRED

1 POINT

3.

90 Day Goal Setting

ELECTIVE

1 POINT

TOTAL 3 POINTS

CODE L02C02 – The Psychology of Marketing

LEVEL II 4.

The Laws of Marketing

REQUIRED

1 POINT

5.

The Laws of Influence

REQUIRED

1 POINT

6.

Marketing Models

ELECTIVE

1 POINT

TOTAL 6 POINTS

CODE L02C03 – Ascension Models 7.

Overview and Introduction to Ascension Model

REQUIRED

1 POINT

8.

Examples of Ascension Models

ELECTIVE

1 POINT

TOTAL 8 POINTS

CODE L02C04 – Website Foundations 9.

Overview and Introduction to Websites

REQUIRED

1 POINT

10. Website Fundamentals

REQUIRED

1 POINT

11. Landing Pages Introduction

ELECTIVE

1 POINT

12. Optins on the Website

ELECTIVE

1 POINT

13. Blog Based Websites

ELECTIVE

1 POINT

TOTAL 13 POINTS

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ICG Business Mentorship Provider Points System

CODE L02C05 – Niches

BUSINESS MENTORSHIP PROVIDER LEVEL II

14. Overview and Introduction to Niches

REQUIRED

1 POINT

15. Types of Niches

REQUIRED

1 POINT

16. Avatar (Ideal Client) Analysis

ELECTIVE

1 POINT

17. Niche Analysis

ELECTIVE

1 POINT

18. Developing Your Character

ELECTIVE

1 POINT

19. Becoming an Expert in Your Niche

ELECTIVE

1 POINT

20. Becoming a Trusted Advisor

ELECTIVE

1 POINT

TOTAL 20 POINTS

CODE L02C06 – Becoming Known in Your Market 21. Speaking at Networking Events

REQUIRED

1 POINT

22. Offering Mini Workshops

REQUIRED

1 POINT

23. Providing Free Content

ELECTIVE

1 POINT

TOTAL 23 POINTS

CODE L02C07 – Writing Your First Book 24. Overview and Introduction to Writing Your First Book

ELECTIVE

1 POINT

25. Steps to Writing Your Book

ELECTIVE

1 POINT

TOTAL 25 POINTS

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ICG Business Mentorship Provider Points System

CODE L03C01 – Developing Your Business

BUSINESS MENTORSHIP PROVIDER LEVEL III

1.

Overview and Introduction to Developing Your Business

REQUIRED

1 POINT

2.

The Culture of Your Business

REQUIRED

1 POINT

3.

Introduction to Leadership Skills

ELECTIVE

1 POINT

4.

Introduction to Performance Management Skills

ELECTIVE

1 POINT

5.

Systemising Your Business

ELECTIVE

1 POINT

TOTAL 5 POINTS

CODE L03C02 – Competitor Analysis 6.

Overview and Introduction to Competitor Analysis

REQUIRED

1 POINT

7.

Steps to Competitor Analysis

REQUIRED

1 POINT

8.

Example of Competitor Analysis

ELECTIVE

1 POINT

TOTAL 8 POINTS

CODE L03C03 – Online Marketing 9.

Overview of Advanced Online Marketing

REQUIRED

1 POINT

10. Adwords

ELECTIVE

1 POINT

11. SEO (Search Engine Optimisation)

ELECTIVE

1 POINT

12. Facebook Ads

ELECTIVE

1 POINT

TOTAL 12 POINTS

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ICG Business Mentorship Provider Points System

CODE L03C04 – Developing Your Social Media Strategy

BUSINESS MENTORSHIP PROVIDER LEVEL III

13. Overview and Introduction to Social Media

REQUIRED

1 POINT

14. Live Streaming

REQUIRED

1 POINT

15. You Tube and Videos

ELECTIVE

1 POINT

16. Twitter/Instagram

ELECTIVE

1 POINT

17. Linked In

ELECTIVE

1 POINT

18. Periscope

ELECTIVE

1 POINT

19. Blogging

ELECTIVE

1 POINT

20. ‘Nay Sayers’ and Social Media

ELECTIVE

1 POINT

TOTAL 20 POINTS

CODE L03C05 – Developing Your Tangible Niche 21. Overview and Introduction to Your Product

REQUIRED

1 POINT

22. The Membership Model

REQUIRED

1 POINT

23. The Personal Development Product

ELECTIVE

1 POINT

24. The Licensing Model

ELECTIVE

1 POINT

25. Group Coaching

ELECTIVE

1 POINT

26. The Agency Model

ELECTIVE

1 POINT

TOTAL 26 POINTS

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ICG Business Mentorship Provider Points System

CODE L03C06 – Speaking Skills for Client Attraction

BUSINESS MENTORSHIP PROVIDER LEVEL III

27. Overview and Introduction to Speaking for Profit

ELECTIVE

1 POINT

28. Running Your First Workshop – Selling

ELECTIVE

1 POINT

29. Logistics of Filling the Room

ELECTIVE

2 POINTS

30. Offering Coaching/Products at Your Workshop ELECTIVE – Advanced

1 POINT

31. Webinars for Profit

1 POINT

ELECTIVE

TOTAL 32 POINTS

CODE L03C07 – Sales Funnels 32. Overview and Introduction to Sales Funnels

ELECTIVE

2 POINTS

33. Examples of Sales Funnels

ELECTIVE

2 POINTS

34. Overview and Introduction to Launches

ELECTIVE

2 POINTS

35. Example of Launches

ELECTIVE

2 POINTS

TOTAL 40 POINTS

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ICG Business Mentorship Provider Points System

CODE L04C01 – Benchmarking Excellence

BUSINESS MENTORSHIP PROVIDER

1.

Overview and Introduction to Advanced Benchmarking

REQUIRED

1 POINT

2.

Modelling Excellence

REQUIRED

1 POINT

3.

Wildly Important Goals

ELECTIVE

1 POINT

4.

Monthly Constants

ELECTIVE

1 POINT

5.

Goal Setting and Top Fives

ELECTIVE

1 POINT

LEVEL IV

TOTAL 5 POINTS

CODE L04C02 – Strategic Thinking 6.

Overview and Introduction to Strategic Thinking

REQUIRED

1 POINT

7.

Steps to Strategic and Critical Thinking

REQUIRED

2 POINTS

8.

Example of Strategic Thinking

ELECTIVE

1 POINT

TOTAL 9 POINTS

CODE L04C03 – Establishing the Business Coaching Initiative 9.

Overview and Introduction to Business Coaching

REQUIRED

1 POINT

10. The Ideal Client Assessment

ELECTIVE

1 POINT

11. The Business Coaching Diagnostic

ELECTIVE

1 POINT

12. Steps to Business Coaching

ELECTIVE

2 POINTS

TOTAL 14 POINTS

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ICG Business Mentorship Provider Points System

CODE L04C04 – Establishing the Leadership Coaching Initiative

BUSINESS MENTORSHIP PROVIDER LEVEL IV

13. Overview and Introduction to Leadership Coaching

REQUIRED

1 POINT

14. The Ideal Client Assessment

ELECTIVE

1 POINT

15. The Leadership Coaching Diagnostic

ELECTIVE

1 POINT

16. Steps to Leadership Coaching

ELECTIVE

2 POINTS

TOTAL 19 POINTS

CODE L04C05 – Breakthrough to Business Success 17. Overview and Introduction to Business Success REQUIRED

1 POINT

18. The Systems Sell

2 POINTS

REQUIRED

TOTAL 22 POINTS

CODE L04C06 – Building Your Business (Technician to Entrepreneur) 19. Overview and Introduction to Building Your Business

REQUIRED

1 POINT

20. The Lifecycle of the Business

REQUIRED

2 POINTS

21. The Different Functions of the Business

ELECTIVE

1 POINT

TOTAL 26 POINTS

CODE L04C07 – Leadership in Business 22. Overview and Introduction to Leadership - Advanced

ELECTIVE

1 POINT

23. Leadership Models

ELECTIVE

2 POINTS

24. Steps to Leadership

ELECTIVE

2 POINTS

TOTAL 31 POINTS

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ICG Business Mentorship Provider Points System

CODE L04C08 – Culture in Business

BUSINESS MENTORSHIP PROVIDER LEVEL IV

25. Overview and Introduction to Culture in Business

ELECTIVE

1 POINT

26. Culture Models

ELECTIVE

2 POINTS

27. Examples of Culture

ELECTIVE

1 POINT

TOTAL 35 POINTS

CODE L04C09 – Managing the Performance of the Team 28. Overview and Introduction to Managing the Performance of the Team

ELECTIVE

1 POINT

29. Performance Management Model

ELECTIVE

2 POINTS

TOTAL 38 POINTS

CODE L04C10 – Marketing Essentials – Advanced 30. Value Based Marketing

ELECTIVE

2 POINTS

31. Copywriting

ELECTIVE

2 POINTS

32. Sales Funnels and Launches – Advanced

ELECTIVE

2 POINTS

TOTAL 44 POINTS

CODE L04C11 – Sales 33. Overview and Introduction to Sales

ELECTIVE

1 POINT

34. Sales Steps

ELECTIVE

2 POINTS

35. Sales Benchmarking

ELECTIVE

2 POINTS

TOTAL 49 POINTS

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ICG Business Mentorship Provider Points System

CODE L04C12 – Selling from Stage 36. Overview and Introduction to Selling from Stage

ELECTIVE

1 POINT

37. Steps to Selling from Stage

ELECTIVE

2 POINTS

38. Selling from Stage Example

ELECTIVE

1 POINT

BUSINESS MENTORSHIP PROVIDER LEVEL IV

TOTAL 53 POINTS

CODE L04C13 – Client Retention 39. Overview and Introduction to Why Your Clients Stay

ELECTIVE

1 POINT

40. Steps to Client Retention

ELECTIVE

1 POINT

41. Client Retention in Action Example

ELECTIVE

2 POINTS

TOTAL 57 POINTS

CODE L04C14 – Succession Planning 42. Overview and Introduction to Succession Planning

ELECTIVE

1 POINT

43. Steps to Succession Planning

ELECTIVE

2 POINTS

TOTAL 60 POINTS

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ICG Required Hours of Study

ICG REQUIRED HOURS OF STUDY The International Coach Guild requires the coaching provider to provide a minimum number of coaching and business training classes (live and recorded).

TCI is all about ensuring the success of our students. To help you achieve the success you want, you will need to be equipped with BOTH coaching AND business skills training. This is NOT a requirement through any other coaching body or association.

ICG LEVEL OF RECOGNITION

TCI COURSE EQUIVALENT

REQUIRED HOURS OF TRAINING

Credentialed Coach Coaching Skills Training

TCI Credentialed Practitioner of Coaching

Total 40 hours LIVE (synchronous) training required.

Credentialed Coach Business Skills Training

TCI Credentialed Practitioner of Coaching

Total 15 hours LIVE (synchronous) training required.

ICG LEVEL OF

TCI COURSE

REQUIRED

Total 40 hours RECORDED training required.

Total 15 hours RECORDED training required.

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ICG Required Hours of Study

RECOGNITION

EQUIVALENT

HOURS OF TRAINING

Credentialed Advanced Coach Coaching Skills Training

TCI Advanced Practitioner of Coaching

Total 80 hours LIVE (synchronous) training required (including Level I).

Consists of Level I & II: 40 hours LIVE (synchronous) training Level I. 40 hours LIVE (synchronous) training Level II. Total 80 hours RECORDED training required (including Level I).

Consists of Level I & II: 40 hours RECORDED training Level I. 40 hours RECORDED training Level II.

Credentialed Advanced Coach Business Skills Training:

TCI Advanced Practitioner of Coaching

Total 30 hours LIVE (synchronous) training required (including Level I).

Consists of Level I & II: 15 hours LIVE (synchronous) training Level I. 15 hours LIVE (synchronous) training Level II. Total 30 hours RECORDED training required (including Level I).

Consists of Level I & II: 15 hours RECORDED training Level I. 15 hours RECORDED training Level II.

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ICG Required Hours of Study

ICG LEVEL OF RECOGNITION

TCI COURSE EQUIVALENT

REQUIRED HOURS OF TRAINING

Credentialed Master Coach Coaching Skills Training:

TCI Master Practitioner of Coaching

Total 150 hours LIVE (synchronous) training required (including Level I & II).

Consists of Level I, II & III: 40 hours LIVE (synchronous) training Level I. 40 hours LIVE (synchronous) training Level II. 70 hours LIVE (synchronous) training Level III. Total 150 hours RECORDED training required (including Level I & II).

Consists of Level I, II & III: 40 hours RECORDED training Level I. 40 hours RECORDED training Level II. 70 hours RECORDED training Level III.

Credentialed Master Coach Business Skills Training:

TCI Master Practitioner of Coaching

Total 45 hours LIVE (synchronous) training required (including Level I & II).

Consists of Level I, II & III: 15 hours LIVE (synchronous) training Level I. 15 hours LIVE (synchronous) training Level II. 15 hours LIVE (synchronous) training Level III. Total 45 hours RECORDED training required (including Level I & II).

Consists of Level I, II & III: 15 hours RECORDED training Level I. 15 hours RECORDED training Level II. 15 hours RECORDED training Level III.

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ICG Required Hours of Study

ICG LEVEL OF RECOGNITION

TCI COURSE EQUIVALENT

REQUIRED HOURS OF TRAINING

Accredited Coach

TCI Accredited Professional Coach

Total 220 hours LIVE (synchronous) training required (including Level I, II & II).

Coaching Skills Training: Business Skills Training:

Consists of Level I, II, III & IV: 40 hours LIVE (synchronous) training Level I. 40 hours LIVE (synchronous) training Level II. 70 hours LIVE (synchronous) training Level III. 70 hours LIVE (synchronous) training Level IV.

(both are combined)

Total 250 hours RECORDED training required (including Level I, II & III).

Consists of Level I, II, III & IV: 40 hours RECORDED training Level I. 40 hours RECORDED training Level II. 70 hours RECORDED training Level III. 100 hours RECORDED training Level IV. Please note: With the Professional Coach training, what is taught as ‘coaching skills’ is applicable and could be taught as ‘business skills’, as the skills, at this level, are interchangeable.

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How to Earn Back Your Course Fees System

HOW TO EARN BACK YOUR COURSE FEES SYSTEM The Coaching Institute is the ONLY coaching training provider IN THE WORLD to provide a full Success Guarantee… and we take this seriously.

The Guarantee:

If, as a result of following our system and graduating on time, you don’t earn back your entire investment in your chosen course, TCI will cheerfully refund your coaching fees and you can keep all the materials.

Why do we do this?

We want you to know: 1. What you’re learning works 2. We provide enough business training that even someone with no business experience can succeed 3. We are completely confident of what we teach and how we teach it 4. No other coaching school is prepared to make this claim 5. You have to use the system for the system to work!

This Study Guide provides a step by step system for you to follow to achieve earning back your course fees.

Please be aware that we take this promise very seriously. You, the student, is required to take action – the prescribed action – for this guarantee to be in effect. If the student doesn’t take the action as prescribed, the guarantee is voided. This includes working through this Study Guide, working through and completing all action items in the Ultimate Business Success Guide for TCI Coaches (and being able to show evidence of having completed both), and graduating from your program on time.

Please note (we are often asked), no one has ever claimed back their course fees. Either the student doesn’t use the system, or they earn back their course fees.

Where you see anything in these colours:

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How to Earn Back Your Course Fees System

Important

1. Upload your goals that you intend to achieve from this program into Moodle

This is a requirement for the guaranteed system, on top of the regular study requirements outlined in this Study Guide.

In your Practitioner area of Moodle, in Module 12, you will find a series of Submission Portals for submitting the required evidence of each Month’s activities, to qualify for the Earn Your Course Fees Back Guarantee.

There is an Activate Your Guarantee Submission Area, to submit the Agreement on the next page that activates the Guarantee for you.

After that, each month has a series of activities: Important

2. Upload your goals that you intend to achieve from this program into Moodle

In this area, for each Month, is a series of activities.

In Module 12 of your Practitioner area of Moodle, there is also a Month-by-Month list of submission portals, to submit the evidence of completing each point, so you qualify  If you have any questions about how to do this… contact the Wow Team!

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How to Earn Back Your Course Fees System

Please Send This Back to Us Within One Month of Your Foundations of Coaching Success As a result of utilising our business systems, and graduating on time, if you don’t earn back your entire course investment within 18 months, we will cheerfully refund your fees and you get to keep all the materials, with our best wishes!

This guarantee is very real, and requires you, the coach, to utilise the system provided here.

It’s not a guarantee that by simply being in the program you will succeed. Any and all success take actual effort on the part of the person who wants the success.

Please complete this form and upload it into the Earn Your Course Fees Module of Moodle, under “Activate Your Earn Your Course Fees Back System Here” when we receive it is the day you want to activate the success guarantee, and 18 months from now we want to hear about your success!

Please note, there is a requirement that you do things that are laid out in this system, including completing everything that relates to your chosen course, all action items in purple, the Ultimate Business Success Guide for TCI Coaches and graduating on time. That makes good sense, yes?

So here is a step by step guide of what to do and when to ensure that you achieve this!

I, _____________________________________, agree to utilise the resources I’m provided by TCI to ensure I achieve the goal of earning back more than my course fees within the first 18 months of my enrolment (or the day I send this form back; it’s whenever I begin actively utilising the system).

If I do not utilise the resources, and/or cannot provide evidence that I have followed the steps provided, or graduated on time, I cannot, if I don’t earn the required fees, then claim a refund from TCI. I know and appreciate that this is about my efforts and it’s up to me to make this work. I agree I understand I must take action to succeed.

NAME: SIGNATURE: DATE:

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Delivery of the Live Classes

DELIVERY OF THE LIVE CLASSES TCI delivers MANY classes throughout the year. The schedule is on Moodle…

We deliver a month of Coaching Skills Classes.

Then we deliver a month of Business Skills Classes.

Except when a new sequence commences. Then we deliver two months of Coaching Skills Classes.

The point of telling you this?

Your Study Guide is written for ANY student to be able to utilise, regardless of which month they join.

Which means some students join on a Coaching Skills month. And some join on a Business Skills month.

Whenever YOU join, is absolutely terrific.

Just adjust what you will do that month based on which Classes you’ve arrived at.

I’ve written this assuming you will want to get into both streams… Coaching Skills and Business Skills… as soon as possible. You can. If you arrive during a Coaching Skills Stream month, attend the classes on Coaching Skills, and go online and study the related classes, AND study the Business Skills content we’ve provided, as well.

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Summaries of All Assessments

SUMMARIES OF ALL ASSESSMENTS Practitioner: Coaching Skills Level I: Section I & II: PERSONAL DEVELOPMENT AND COACHING SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

SECTION I: The assessment in GREEN below is due any time up to SIX months after your acceptance into TCI. 1.

Credentialed Practitioner Assessment

Coaching Skills Knowledge Paper

End of month SIX

2.

Foundations of Coaching Success Intake Attendance

Check the box that you’ve attended the Intake and include 500 words on key learnings

End of month SIX

3.

Reading or Other Study Review

1 x 500 words discussion on study you’ve done (outside of TCI but related to coaching, leadership or personal development), including but not limited to: Key learnings from a book; a course; a workshop

End of month SIX

4.

Interview

1 x interview with a coach who has 10 more clients, or runs workshops at least six time/ year

End of month SIX

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Summaries of All Assessments

SECTION II: The assessment in PURPLE below is due any time up to ELEVEN months after your acceptance into TCI. 1.

Class Attendance (LIVE)

Checklist showing your attendance at the required live classes: Include either the class code and/or the three key learnings from the class

End of month ELEVEN

2.

Class Attendance (RECORDED)

Checklist showing your attendance at the required recorded classes

End of month ELEVEN

Include the three key learnings from the class 3,

Skills Part I: Triad client

You as client

End of month ELEVEN

4.

Skills Part II: Triad listener

3 to 6 Listener feedback forms from when you were the listener for your student client

End of month ELEVEN

5.

Skills Part II: Triad Form – COACH:

You as coach – 3 feedback forms from your first mentor; 3 feedback forms from your second mentor; 3 feedback forms minimum from your listener

End of month ELEVEN

6.

Skills Part IV: Recording

1 x recorded coaching session – 45min (CD or DVD only)

End of month ELEVEN

7.

Skills Pt V: Transcript

1 x transcript (marked relevant sections)

End of month ELEVEN

8.

Skills Part VI: ICG Core

1 x your assessment of the use of ICG Core Competencies by the coach in the coaching session provided for you

End of month ELEVEN

9.

Skills Part VII: Client Testimonials

3 x testimonials on email or letterhead

End of month ELEVEN

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Summaries of All Assessments

Practitioner: Business Skills Level I: Section I & II BUSINESS SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

SECTION I: The assessment in GREEN below is due any time up to 6 months after your acceptance into TCI. 1.

BMP Assessment

Business Skills Knowledge Paper

End of month SIX

2.

Reading or Other Study Review

1 x 500 words review on other study you’ve done (outside of TCI but related to business, marketing or sales), including but not limited to:

End of month SIX

Key learnings from a book; a course; a workshop 3.

Skills Assessment (Part I)

1 x business plan (in Critical Alignment) 1 x your business values

End of month SIX

SECTION II: The assessment in PURPLE below is due any time up to 11 months after your acceptance into TCI. 1.

Class Attendance (LIVE)

Checklist showing your attendance at the required live classes

End of month ELEVEN

Include either the class code and/or the three key learnings from the class 2.

Class Attendance (RECORDED)

Checklist showing your attendance at the required recorded classes

End of month ELEVEN

Include the three key learnings from the class 3.

Skills Assessment (Part II)

1 x business card 1 x coaching questionnaire 1 x coaching package 1 x coaching agreement 1 x lead generation method

End of month ELEVEN

4.

Skills Assessment (Part III)

1 x transcript with marked sections of the recorded coaching session

End of month ELEVEN

5.

Skills Assessment (Part IV)

3 x articles written

End of month ELEVEN

6.

Skills Assessment (Part V)

1 x proof of attendance at a networking event

End of month ELEVEN

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Summaries of All Assessments

Advanced Practitioner: Coaching Skills Level II

COACHING SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

This assessment is all due up to and including the 17th month of your acceptance into TCI. 1.

Credentialed Advanced Practitioner KNOWLEDGE PAPER

Coaching Skills Knowledge Paper – Level II

End of month SEVENTEEN

Live classes including face to face trainings and webinars 2.

ADVANCED SKILLS TRAINING attendance

Check the box that you’ve attended the ADVANCED SKILLS TRAINING and include 500 words on key learnings

End of month SEVENTEEN

3.

META DYNAMICS™ FOUNDATIONS TRAINING attendance

Check the box that you’ve attended the META DYNAMICS™ FOUNDATIONS TRAINING and include 500 words on key learnings (ELECTIVE)

End of month SEVENTEEN

4.

PRACTICUM Form – LISTENER

Six Listener feedback forms from when you were the listener in your practicums

End of month SEVENTEEN

5.

PRACTICUM – COACH: PRACTICUM LEADER FEEDBACK

You as coach – 1 x feedback from your Practicum leader/supervisor

End of month SEVENTEEN

6.

WEBINAR ATTENDANCE (LIVE)

Checklist showing your attendance at the required live classes

End of month SEVENTEEN

CLASS ATTEDANCE (RECORDED)

Checklist showing your attendance at the required recorded classes

7.

Include the class code AND the three key learnings from the class

Include the three key learnings from the class

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End of month SEVENTEEN



Summaries of All Assessments

Skills assessment is assessing the student applying what they are learning 8.

SKILLS Assessment (Part I)

1 x recorded NLP session – 20 min (CD or DVD only)

End of month SEVENTEEN

9.

SKILLS Assessment (Part II)

1 x transcript with marked sections of the recorded NLP and Meta Dynamics™ coaching session

End of month SEVENTEEN

10.

SKILLS Assessment (Part III)

1 x your assessment of the use of ICG Core Competencies by the coach in the coaching session provided for you

End of month SEVENTEEN

11.

Client TESTIMONIALS or INVOICES from paid clients

3 x testimonials on email or letterhead

End of month SEVENTEEN

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Summaries of All Assessments

Advanced Practitioner: Coaching Skills Level II

BUSINESS SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

This assessment is all due up to and including the 17 th month of your acceptance into TCI. 1.

BMP Assessment

Business Skills Knowledge Paper – Level II

End of month SEVENTEEN

CLASS ATTENDANCE (LIVE)

Checklist showing your attendance at the required live classes

End of month SEVENTEEN

CLASS ATTEDANCE (RECORDED)

Checklist showing your attendance at the required recorded classes

4.

SKILLS Assessment (Part I)

1 x niche analysis

End of month SEVENTEEN

5.

SKILLS Assessment (Part II)

1 x SWOT-T analysis of a coaching or speaking niche

End of month SEVENTEEN

6.

SKILLS Assessment (Part III)

1 x 12 month goals 1 x 90 day goals

End of month SEVENTEEN

2.

3.

Include the class code AND the three key learnings from the class End of month SEVENTEEN

Include the three key learnings from the class

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Summaries of All Assessments

Master Practitioner: Coaching Skills Level III

COACHING SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

This assessment is all due up to and including the 23 rd month of your acceptance into TCI. 1.

Credentialed Master Practitioner KNOWLEDGE PAPER

Coaching Skills Knowledge Paper – Level III

End of month TWENTY-THREE

Live classes including face to face trainings and webinars 2.

3.

4.

5.

6.

META DYNAMICS™ LEVEL I TRAINING attendance

Check the box that you’ve attended the META DYNAMICS™ LEVEL I CERTIFICATION TRAINING and include 1,000 words on key learnings

End of month

CLASS ATTENDANCE (LIVE)

Checklist showing your attendance at the required live classes: Include the class code and the three key learnings from the class

End of month

CLASS ATTEDANCE (RECORDED

Checklist showing your attendance at the required recorded classes. Include the three key learnings from the class

End of month

PRACTICUM Form – LISTENER

Six Listener feedback forms from when you were the listener in your practicums

End of month

PRACTICUM – COACH: PRACTICUM LEADER FEEDBACK

You as coach – 1 x feedback from your Practicum leader/supervisor

End of month

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TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE



Summaries of All Assessments

Skills assessment is assessing the student applying what they are learning 7.

8.

9.

10.

11.

12.

SKILLS Assessment PEER COACHING Form – COACH:

100 COACH summaries where you are the coach for a Peer Coaching (or pro bono; or paid) sessions

End of month

SKILLS Assessment (Part I)

1 x recorded META DYNAMICS™ COACHING session – 30 min (CD or DVD only)

End of month

SKILLS Assessment (Part II)

1 x transcript with marked sections of the recorded Meta Dynamics™ coaching session

End of month

SKILLS Assessment (Part III)

1 x 20 min transcript of a 3hr workshop or 1 x transcript of an up to 1-hour speech

End of month

SKILLS Assessment (Part IV)

1 x your assessment of the use of ICG Core Competencies by the coach in the coaching session provided for you

End of month

Client TESTIMONIALS or INVOICES from paid clients

3 x testimonials on email or letterhead

End of month

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

TWENTY-THREE

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Summaries of All Assessments

Master Practitioner: Business Skills Level III

BUSINESS SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

This assessment is all due up to and including the 23 rd month of your acceptance into TCI. 1.

BMP Assessment

Business Skills Knowledge Paper – Level III

End of month TWENTY-THREE

2.

CLASS ATTENDANCE (LIVE)

Checklist showing your attendance at the required live classes

End of month TWENTY-THREE

Include either the class code and/or the three key learnings from the class

3.

CLASS ATTEDANCE (RECORDED)

Checklist showing your attendance at the required recorded classes

End of month TWENTY-THREE

Include the three key learnings from the class 4.

SKILLS Assessment (Part I)

1 x web site home page for your business

End of month TWENTY-THREE

Or 1 x blog site for your business Or 1 x Facebook fan page or timeline for your business showing engagement

5.

6.

SKILLS Assessment (Part II)

Six Listener feedback forms from when you were the listener in your practicums

End of month

SKILLS Assessment (Part III)

1 x 12-month online coaching/leadership/personal development/business (or related) program outline

End of month

Or 1 x coaching/leadership/personal development/business (or related) product outline

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TWENTY-THREE

TWENTY-THREE



Summaries of All Assessments

Professional Coach: Coaching Skills / Business Skills Level IV: Section I COACHING/BUSINESS SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

SECTION I: This assessment is all due up to and including the 29th month of your acceptance into TCI. 1.

Accredited Professional Coach KNOWLEDGE PAPER

Coaching/Business Skills Knowledge Paper – Level IV

End of month TWENTY-NINE

Skills assessment is assessing the student applying what their learning 2.

Skills Assessment LISTENER TO MENTORS Form (Section I: Part I)

MENTORING AND TEACHING SKILLS Six hours of listening to Mentors give feedback to students

End of month TWENTY-NINE

Feedback form on your key learnings 3.

4.

5.

6.

Skills Assessment MENTOR TO STUDENTS SelfAssessment Forms (Section I: Part II)

MENTORING AND TEACHING SKILLS

Skills Assessment FACILITATOR OF CLASSES (Section I: Part III)

MENTORING AND TEACHING SKILLS

Skills Assessment ICG CORE COMPETENCY RECOGNITION (Section I: Part IV)

1 x your assessment of the use of ICG Core Competencies by the coach in the coaching session provided by you

End of month

Skills Assessment Client INVOICES from paid clients

10 x invoices showing paid coaching/mentoring/speaking/workshop

End of month

12 hours of Mentoring fellow students – Practitioner/Advanced Practitioner level students

End of month TWENTY-NINE

Feedback form from your self-assessment/Feedback form from your Supervisor

3 x Lesson Plans for three different classes

End of month TWENTY-NINE

3 x Recordings of classes delivered for TCI to students

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TWENTY-NINE

TWENTY-NINE



Summaries of All Assessments

Professional Coach: Coaching Skills / Business Skills Level IV: Section II

COACHING/BUSINESS SKILLS ASSESSMENT (tick in the last column when you’ve completed that section of your assessment) ASSESSMENT ACTIVITY SUMMARY CHECKLIST

DUE DATE

SECTION II: This assessment is all due up to and including the 35 th month of your acceptance into TCI. Live & Recorded Classes including face to face training and webinars 1.

META DYNAMICS™ LEVEL II TRAINING attendance

Check the box that you’ve attended the META DYNAMICS™ LEVEL II PROFILER CERTIFICATION TRAINING and include 1,000 words on key learnings

End of month THIRTY-FIVE

2.

CLASS ATTENDANCE (LIVE)

Checklist showing your attendance at the required live classes

End of month THIRTY-FIVE

CLASS ATTEDANCE (RECORDED)

Checklist showing your study of the required recorded classes

3.

Include either the class code and/or the three key learnings from the class

Include the three key learnings from the class

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End of month THIRTY-FIVE



Summaries of All Assessments

Skills assessment is assessing the student applying what their learning 4.

Skills Assessment YOUR META DYNAMICS™ PROFILER SKILLS (RECORDING) (Section II: Part I)

1 x recorded META DYNAMICS™ PROFILE UNPACK RECORDING session – 30 min (CD or DVD only)

End of month THIRTY-FIVE

5.

Skills Assessment YOUR META DYNAMICS™ PROFILER SKILLS (TRANSCRIPT) (Section II: Part II)

1 x transcript with marked sections of the recorded Meta Dynamics™ Profiler Unpack and coaching session

End of month THIRTY-FIVE

6.

Skills Assessment REPORT ON THE DELIVERY OF A COACHING INITIATIVE (Section II: Part III)

1 x Report (using Dashboard/Template provided of a coaching initiative you’ve delivered into a business/organisation with more than three team members (no coaches or coaching groups)

End of month THIRTY-FIVE

7.

SKILLS Assessment (Section II: Part VI)

Coaching Log Book showing over 500 hours of coaching

End of month THIRTY-FIVE

10,000 word research paper on the effectiveness of a coaching initiative within an organisation, team or business (no coaching businesses permitted)

End of month THIRTY-FIVE

Research Paper 8.

RESEARCH PAPER ON VERASITY OF COACHING/META DYNAMICS™

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Your Monthly Study Schedule

YOUR MONTHLY STUDY SCHEDULE Month 1 BEFORE Your Foundations of Coaching Success Training 1. Ensure you are on the Members of TCI Group on Facebook for support and to support others 2. Ensure you know how to reach the Wow Team – wow@thecoachinginstitute.com.au or (+61) 03 9645 9945 3. Get familiar with this Study Guide 4. Get familiar with Moodle and the resources we provide 5. Starter Kit (the version that has been mailed to you), including: a. Your Values and Beliefs b. Defining Moments Exercise c. Noting Your Physiology and Body Language d. The DARE Coaching Model Exercise 6. Starter Kit Online Resources: Welcome and Introduction 7. Starter Kit Online Resources: Module 1: Introduction to Coaching 8. Starter Kit Online Resources: Module 2: Your Extraordinary Self CD’s 9. Starter Kit Online Resources: Module 3: Your Future Self 10. Starter Kit Online Resources: Module 4: Coaching Skills Introduced 11. Starter Kit Online Resources: Module 5: Your First Six Coaching Sessions 12. Starter Kit Online Resources: Module 6: ICG Core Competencies Introduction 13. Starter Kit Online Resources: Module 7: ICG Business Mentorship Provider points Introduction 14. Attend – Pre Foundations of Coaching Success – Getting Started’ Orientation Webinar

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Month 1 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. So, to achieve this guarantee – you, the coach, must be earning within 6 months of your Foundations of Coaching Success training (that’s 6 months to go):

Once completed, upload your completed actions onto Moodle – each month 

i.

Practitioner level $600 / month minimum (1 paying client / $200 / session @ 3 sessions / month)

ii.

Advanced Practitioner level $800 / month minimum (2 paying clients / $200 / session @ 2 sessions each / month)

iii.

Master Practitioner level $1,200 / month minimum (6 paying clients / $200 / session @ 2 sessions each / month)

iv.

Professional Coach level $2,000 / month minimum (10 paying clients / $200 / session @ two sessions each / month)

2. Upload your goals that you intend to achieve from this program into the Month 1 area in Moodle.

3. Complete Step 1 of the Ultimate Business Success Guide

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Coaching Skills LEVEL I

1. Start reading Awaken the Giant Within by Tony Robbins, or 2. Start reading Feel the Fear and Do It Anyway by Susan Jeffers, or 3. Start reading the Seven Habits of Highly Effective People by Stephen Covey 4. Commence your Triad Teams immediately (no, you don’t need more practice before you start, this is HOW you get the practice!)

5. Your aim is to have your first 100 hours of coaching done within 12 months (sooner the better) – track your hours with the ICG Coaching Log Book (sample in the Appendix) 6. Practitioner of Coaching Online Resources: Introduction 7. Practitioner of Coaching Online Resources: Module 1: Self-Management 8. Practitioner of Coaching Online Resources: Module 2: Introduction to Meta Coaching 9. Practitioner of Coaching Online Resources: Module 3: Client Relationship Management 10. Attend – Post Foundations of Coaching Success – ‘The Next Steps’ Orientation Webinar

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Assessment: Coaching Skills

1. Practitioner of Coaching: Section I: Coaching Skills i.

Knowledge Paper – section on the Starter Kit exercises

ii.

Knowledge Paper – section on the ICG Core Competencies

iii.

Knowledge Paper – section on the Foundations of Coaching Success training

LEVEL I

2. Practitioner of Coaching Assessment: Section II: Coaching Skills i.

Business Skills LEVEL I

Live Classes Attended and Key Learnings for the first three webinars

1. Start reading Simple Strategies for Business Success, Sharon Pearson, or 2. Start reading Influence, Robert Cialdini, or 3. Start reading The Four Hour Work Week, Tim Ferriss 4. Practitioner of Coaching Online Resources: Module 1: The Mindset for Success 5. Practitioner of Coaching Online Resources: Module 2: Foundation Stones of Your Business 6. Practitioner of Coaching Online Resources: Module 3: Planning Your Coaching Practice 7. Practitioner of Coaching Online Resources: Module 12: Earning Your Course Investment Back System to Follow

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Month 2 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. Attend at least 2 networking events each week that are suitable for meeting potential clients 2. Attend the ICG Coach and Connect events available in your area (if you are more than 2 hours from a capital city, this may not apply to you) 3. Be active on the TCI Facebook Members Group supporting other coaches 4. Complete Step 2 of the Ultimate Business Success Guide

Coaching Skills LEVEL I

1. Practitioner of Coaching Online Resources: Module 4: The Coaching Session and Series 2. Practitioner of Coaching Online Resources: Module 5: Technical Coaching Skills

Assessment: Coaching Skills LEVEL I

1. Practitioner of Coaching Assessment: Section I: Coaching Skills 2: Foundation of Coaching Skills Key Learnings 2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Assessment: Coaching Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Will require you to track and document 100 hours of coaching The Log Book for this is in this same section in Moodle – download it and start tracking every hour of 1-on-1 and group coaching you do!

And there is a sample Log Book in this Appendix

Business Skills LEVEL I

1. Practitioner of Coaching Online Resources: Module 4: The Ethics and Legalities of Coaching 2. Practitioner of Coaching Online Resources: Module 5: Introduction to Marketing 3. Practitioner of Coaching Online Resources: Module 6: Attracting Clients

Assessment: Business Skills LEVEL I

1. Practitioner of Coaching Assessment: Section I: Business Skills Knowledge Paper; Begin this and be familiar with the questions as you go through the recorded content and attend live classes 2. Practitioner of Coaching Assessment: Part II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Part II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Month 3 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. Start reading another business book from the Recommended Reading list (all must be read within 12 months) 2. Join the 90 Day Challenge and follow the steps 3. Submit a pro bono client to TCI and receive a pro bono client from TCI 4. Complete Step 3 of the Ultimate Business Success Guide

Coaching Skills

1. Complete 1 of the coaching books at a minimum

LEVEL I

2. Complete the first 3 coaching sessions for your TRIADS as a listener, client and coach (book your first mentor) 3. Practitioner of Coaching Online Resources: Module 6: Facilitating Progress 4. Practitioner of Coaching Online Resources: Module 7: Progress Management

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Assessment: Coaching Skills LEVEL I

1. Practitioner of Coaching Assessment: Section I: Coaching Skills: Book comments in ‘Reading and Further Study Reflections and Comments’ 2. Practitioner of Coaching Assessment: Section I: Coaching Skills: 6. Key Learnings from book 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 4. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

Business Skills

1. Complete 1 of the business books at a minimum

LEVEL I

2. Practitioner of Coaching Online Resources: Module 7: Networking 3. Practitioner of Coaching Online Resources: Module 8: Point of Sale Marketing 4. Practitioner of Coaching Online Resources: Module 9: Client Experience

Assessment: Business Skills LEVEL I

1. Practitioner of Coaching Assessment: Section I: Business Skills: Business Plan and Values – commence this 2. Practitioner of Coaching Assessment: Section I: Business Skills: Book comments in ‘Reading and Further Study Reflections and Comments’ 3. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 4. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Month 4 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. Do 5 practice sessions with DIFFERENT people following the Curious to Committed steps in Module 10 and upload their names to the Month 4 area on Moodle (ensure you have permission for all people) 2. Put together your Coaching Questionnaire and upload it in the Month 4 area on Moodle 3. Start working with 3 pro bono clients for 6 sessions each, or however many required so that they can see the value you provide and you can convert them to paying clients 4. Complete Step 4 of the Ultimate Business Success Guide

Coaching Skills LEVEL I

1. Book second mentor and get the triads really moving!

2. Practitioner of Coaching Online Resources: Module 8: Recorded Classes Library

Assessment: Coaching Skills

1. Practitioner of Coaching Assessment: Section I: 1. Coaching Skills Knowledge Paper completed

LEVEL I

2. Practitioner of Coaching Assessment: Section I: 2. FOCS Key Learning completed 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 4. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Business Skills LEVEL I

1. Practitioner of Coaching Online Resources: Module 10: Your First Client 2. Practitioner of Coaching Online Resources: Module 11: The 90 Day Challenge 3. Practitioner of Coaching Online Resources: Module 13: Templates and Checklists

Assessment: Business Skills

1. Practitioner of Coaching Assessment: Section I: Business Skills Knowledge Paper; completed

LEVEL I

2. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Month 5 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

It’s time to get on with it! If you haven’t yet…

1. Organise your ABN, business telephone number (if possible), business email address, business postal address (if possible), and Facebook account for coaching and upload evidence of all of the above to the Month 5 area of Moodle 2. Discuss with the Wow Team that you’re going to run your first (at least your first, you could have done more) Your Success (or other name) workshop, with another coach, or solo, and invite people you’ve met networking along – it’s a free event, and you offer them, as a result of this event and them loving it, complimentary coaching sessions – from now on, we call this the ‘Workshop to Client Strategy – check you’ve got everything in place with the Wow Team and run this workshop 3. Collect business cards when networking and invite them to the workshop 4. Find another 5 pro bono clients and start coaching them 5. Complete Step 5 of the Ultimate Business Success Guide

Coaching Skills LEVEL I

1. Complete the second set of 3 coaching sessions for your TRIADS as a listener, client and coach (with mentor)

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Assessment: Coaching Skills LEVEL I

1. Be familiar with the forms you need to complete as a COACH, LISTENER, CLIENT for your assessment – Practitioner of Coaching Assessment Section I (of 2 sections) 2. Practitioner Section I: 6. Key Learnings from book 3. Practitioner Section I: 7. Interview a Successful Coach 4. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 5. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 6. Finalise your Practitioner of Coaching Section I of 2 sections Assessment Submission

Business Skills LEVEL I

1. Practitioner of Coaching Online Resources: Module 14: The Ultimate Business Guide for TCI Coaches

Assessment: Business Skills

1. Practitioner of Coaching Assessment: Section I: Business Skills: Business Plan and Values; completed

LEVEL I

2. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 4. Finalise your Practitioner of Coaching Section I of 2 sections Assessment Submission

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Month 6 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

This is really happening!

1. Read Your Success by Sharon Pearson 2. Submit your next (updated) 12-month business plan showing how you will earn back your course fees, based on what we’ve taught you so far to the Month 6 area of Moodle 3. Submit 2 articles for publication for the ICG magazine on an aspect on success and submit to the Month 6 area of Moodle 4. Find another 5 pro bono clients from your networking efforts and use the Curious to Committed techniques to ask for their business 5. Complete Step 6 of the Ultimate Business Success Guide

Coaching Skills

1. Review all online resources

LEVEL I Assessment: Coaching Skills

1. Practitioner of Coaching Section I (Coaching Skills) Assessment complete and submitted

LEVEL I

2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Your Monthly Study Schedule

Business Skills Level I

1. Review all online resources

Assessment (Business Skills) Level I

1. Practitioner of Coaching Section I (Business Skills) Assessment complete and submitted 2. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Month 7 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

You have 12 months from this date to earn back your course fees: 1. If you haven’t yet, contribute a second pro bono client to the TCI pool and receive another – coach them for 6 sessions 2. Find another 5 pro bono clients and coach them for 6 sessions – every month, 5 pro bonos are asked to become a client with you!

3. Run your first ‘Workshop to Client Strategy’ and let the Wow Team know how’s it going – by now you would have converted at least 1 paying client from this 1 strategy 4. Complete Step 7 of the Ultimate Business Success Guide

Coaching Skills LEVEL I

1. Complete the third (and final) set of 3 coaching sessions for your TRIADS as a listener, client and coach (with second mentor) 2. Send your LISTENER Feedback Form to the coach 3. Ensure you receive the Listener Feedback Forms you are due from your listener 4. Practice your coaching skills in preparation for the coaching session submission you will be making in Month 11 (Assessment Section II) 5. Aim to achieve 100 coaching hours by Month 11 6. Read at least 1 other of the books on the Recommended Reading List 7. Coach utilising Practitioner of Coaching Module 1: Self-Management

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Coaching Skills LEVEL II Assessment: Coaching Skills LEVEL I

1. Advanced Practitioner of Coaching Online Resources: Introduction 1. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Practitioner Section II: 3. Triad forms CLIENT 4. Practitioner Section II: 4. Triad forms LISTENER 5. Practitioner Section II: 5. Triad forms COACH

Business Skills LEVEL I

1. Apply the Critical Alignment Model to your business 2. Are you clear on your Avatar?

3. How are you being generous to your community?

4. Are you insured, yet?

Business Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Introduction 2. Advanced Practitioner of Coaching Online Resources: Business Planning

Assessment: Business Skills LEVEL I

1. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part IV): Show you’ve written 3 articles – I article done, 2 to go

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Month 8 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. Develop your CD for prospects – ‘Seven Steps to Success’ and submit it to TCI (upload the audio files to the Month 8 area of Moodle, and contact the Wow Team for help doing this if you’re unsure!)

2. Read another of the business books 3. 5 more pro bono clients – by now this strategy should have led to at least 5 paying clients 4. Complete Step 8 of the Ultimate Business Success Guide

Coaching Skills LEVEL I

Coaching Skills LEVEL II Assessment: Coaching Skills LEVEL I

1. Study in preparation for giving feedback of a coaching session using the ICG Core Competencies 2. Coach utilising Practitioner of Coaching Module 2: Meta Coaching 1. Advanced Practitioner of Coaching Online Resources: Module 1: Self-Management

1. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Skills Assessment (Part III): Your assessment of the use of the ICG Core Competencies in the coaching session we provide you to study

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Business Skills LEVEL I

1. Study in preparation for submitting your business card and other marketing materials 2. Write an article for a magazine or e-magazine and submit it

Business Skills LEVEL II Assessment: Business Skills LEVEL I

1. Advanced Practitioner of Coaching Online Resources: Module 2: The Psychology of Marketing

1. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part II) *: Business Skills: i. ii. iii. iv. v.

1 x business card 1 x coaching questionnaire 1 x coaching package 1 x coaching agreement 1 x lead generation method

4. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part IV): Show you’ve written 3 articles – 2 articles done, 1 to go * NOTE: (Skills Assessment (Part I) was submitted in the previous assessment)

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Month 9 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. 5 more pro bono clients – yes – 5 more – every month – if they’re staying for free, you need to start converting them!

The idea is to get SOOO good at coaching and asking people to take you on as their coach, that people, by now, have asked how can they pay you for what you do 2. Time for another workshop!

3. Complete Step 9 of the Ultimate Business Success Guide

Coaching Skills LEVEL I Coaching Skills LEVEL II

1. Coach utilising Practitioner of Coaching Module 3: Client Relationship Management

1. Advanced Practitioner of Coaching Online Resources: Module 2: Meta-Coaching

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Assessment: Coaching Skills LEVEL I

1. Practitioner of Coaching Assessment: Section II: Coaching Skills: Skills Assessment (Part I): Record your coaching session demonstration 2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Skills Assessment (Part II): Transcribe the moments that matter – aligned with the techniques you’ve learned and the ICG Core Competencies 3. Practitioner of Coaching Assessment: Section II: Coaching Skills: Collect 3 testimonials from people you’ve coached 4. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 5. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

Business Skills LEVEL I

1. Practice the Curious to Committed (there is an assessment requirement that you submit a demonstration of you applying this skill) 2. How many pro bono clients are you working with?

You’re required to be working with at least 10 pro bonos.

3. How many paying clients are you working with?

3 to 5 by now.

4. How many workshops have you run?

5. How many times have you taught the Success Principles?

6. How much networking have you done? 2 events each week by now.

7. Write an article for a magazine/e-mag and submit it.

2 should be done by now.

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Business Skills

LEVEL II Assessment: Business Skills LEVEL I

8. Advanced Practitioner of Coaching Online Resources: Module 3: The Ascension Model for Sales and Marketing

1. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part IV): Show you’ve written 3 articles – 3 articles done

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Month 10 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. 5 more pro bono clients – yes – 5 more – every month – if they’re staying for free, you need to start converting them!

The idea is to get SOOO good at coaching and asking people to take you on as their coach, that people, by now, have asked how can they pay you for what you do 2. Complete Step 10 of the Ultimate Business Success Guide

Coaching Skills LEVELI Coaching Skills LEVEL II Assessment: Coaching Skills LEVEL I

1. Coach utilising Practitioner of Coaching Module 5: Technical Coaching Skills

1. Advanced Practitioner of Coaching Online Resources: Module 3: The Heart of Coaching

1. Practitioner of Coaching Assessment: Section II: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 2. Practitioner of Coaching Assessment: Section II: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 3. Finalise your Practitioner of Coaching Section II of 2 sections Assessment Submission

Business Skills

1. No activity under this section for this month! 

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LEVEL I Business Skills LEVEL II Assessment: Business Skills LEVEL I

1. Advanced Practitioner of Coaching Online Resources: Module 4: Websites Introduction

1. Practitioner of Coaching Assessment: Section II: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 2. Practitioner of Coaching Assessment: Section II: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 3. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part III): Record your demonstration of Curious to Committed for submission 4. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part IV): Show you’ve written/submitted 3 articles 5. Practitioner of Coaching Assessment: Section II: Business Skills: Skills Assessment (Part V): Show you’ve been networking 6. Finalise your Practitioner of Coaching Part II of 2 parts Assessment Submission

Month 11 AFTER Your Foundations of Coaching Success Training

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CATEGORY

TITLE

COMPLETE

Important

1. Time for another ‘Workshop to Client Strategy’!

2. 5 more clients… by now, you should be working with plenty of paying clients, so you can stop working with pro bono clients AS LONG AS you have paying clients.

3. The MOMENT the number of clients drops below 10, (paid or pro bono), it’s time to up the marketing, networking and getting out there and getting known 4. Revisit all the steps of the Ultimate Business Success Guide – what needs to be updated? Your avatar? Your lead generation methods? Your client attraction strategy?

Coaching Skills LEVEL I Assessment: Coaching Skills

1. Coach utilising Practitioner of Coaching Module 6: Facilitating Progress

1. Practitioner of Coaching Part II (Coaching Skills) Assessment complete and submitted

LEVEL I Business Skills LEVEL I Assessment: Business Skills

1. Are you coaching? Are you meeting potential clients?

1. Practitioner of Coaching Part I (Business Skills) Assessment complete and submitted

LEVEL I

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Month 12 AFTER Your Foundations of Coaching Success training

CATEGORY

TITLE

COMPLETE

Important

At the end of this month there are 6 months remaining to earn back your course fees: 1. You need to be coaching at least 10 pro bono clients by now, each and every week 2. All of them are asked to join 1 of your coaching packages 3. Ideally, you have 3 to 7 paying clients by now, if you’re utilising the system we’ve given you – if you haven’t achieved this, yet, contact the Wow Team and get it sorted!

4. Find at least 1 gym you can form a strategic alliance with – offer complimentary coaching sessions to all new members as they join, with the compliments of the gym (which gets the credit for the $150 gift, or whatever your coaching fee is) 5. Collect as many testimonials as you can – aim for at least 10 testimonials by the end of this month (submit 5 of them in the Month 12 area of Moodle) 6. Revisit the Ultimate Business Success Guide and ensure it’s complete and up to date – this is a requirement for your Success Guarantee, and if you’ve actioned all of it, and the steps outlined in this Study Guide, we know you’re on your way to success as a coach!

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Coaching Skills LEVEL I

1. Coach utilising Practitioner of Coaching: Module 7: Progress Management 2. Coach bringing all the ICG Core Competencies together 3. Aim to achieve 100 hours of coaching as soon as possible

Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 4: Extended DISC Insights 2. Advanced Practitioner of Coaching Online Resources: Module 5: Niching

Assessment: Coaching Skills LEVEL II Business Skills

1. Advanced Practitioner of Coaching Assessment: Knowledge Paper – get familiar with it and answer a few questions each week

1. Do you have your first 5 paying clients, yet?

LEVEL I Business Skills LEVEL II Assessment: Business Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 5: Niching

1. Advanced Practitioner of Coaching Assessment: Knowledge Paper – get familiar with it and answer a few questions each week

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Month 13 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Important

1. By now you need to have coached (pro bono or paid) at least 50 hours – submit your log book within the next month in the Month 13 area of Moodle

COMPLETE

2. Check in with the Wow Team on how you’re going and what you could be doing differently/more effectively towards smashing this goal 3. Read Predictably Irrational by Dan Ariely – submit 5 Key Learnings 4. Ensure you meet at least 10 new people each week who are potential clients and offer them coffee chats, complimentary coaching sessions or to come along to your workshop – time to crank up your marketing and attracting clients!

5. Run another workshop – for example – ‘Breakthrough to Success’ Seminar and invite at least twenty people to come along and aim for 6 to 7 people attending and becoming potential clients – run this strategy and the one-on-one complimentary coaching session strategy until you have a full client list and you’re earning at least your course fees back through monthly fees from clients.

This is easy!! You can do it!!!

Coaching Skills LEVEL II

1. Book in to attend the Advanced Skills training with the Wow Team 2. Book into attend the Meta Dynamics™ Foundations training with the Wow Team 3. Book into your Practicums 4. Advanced Practitioner of Coaching Online Resources: Module 6: Licensing Products

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Your Monthly Study Schedule

Assessment: Coaching Skills LEVE II

1. Advanced Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Start tracking your Practicums and aim to have them completed within the next 90 days 4. Advanced Practitioner of Coaching Assessment: Knowledge Paper – completed

Business Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 6: Becoming Known in your Market 2. Book into Business Skills Level II (ELECTIVE)

Assessment: Business Skills LEVEL II

1. Advanced Practitioner of Coaching Assessment: Business Skills: Live Classes Attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Advanced Practitioner of Coaching Assessment: Knowledge Paper – completed

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Your Monthly Study Schedule

Month 14 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. 5 more pro bono clients – OR – you’re working with 10 paying clients 2. How’s the strategic alliance going with a gym? By now the phone should be ringing with people taking up the offer of complimentary coaching sessions!

Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 7 onwards: Niches and Coaching 2. Advanced Practitioner of Coaching Online Resources: Module 12: NLP Practitioner Online Training and Blended Learning

Assessment: Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Be familiar with the assessment requirement for submitting an NLP Coaching demonstration

Coaching Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Introduction 2. Master Practitioner of Coaching Online Resources: Module 1: Self-Management

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Your Monthly Study Schedule

Business Skills LEVEL II Assessment: Business Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 7: Writing Your First Best Selling Book 1. Advanced Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Advanced Practitioner of Coaching Assessment: Business Skills (Part I): Niche Analysis

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Your Monthly Study Schedule

Month 15 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. You’re now coaching at least 10 hours each week 2. You’re now running 1 workshop every other month and inviting the participants to come along to a complimentary coaching session 3. You’re also meeting 10 new people each week who could potentially become clients 4. You have Month 15, 16, 17 and 18 left to achieve this (and you must graduate from Practitioner and Advanced Practitioner level programs on time)

Coaching Skills LEVEL II Coaching Skills LEVEL III

1. Advanced Practitioner of Coaching Online Resources: Module 12: NLP Practitioner Online Training and Blended Learning 1. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™: i. ii.

The Profiling Tool Meta Dynamics™ Level I Certification Training Day 1 & Day 2

2. Make sure you know when the Meta Dynamics™ Blended Learning classes are taking place and get them in your diary 3. Make sure you know when the Public Speaking Blended Learning classes are taking place and get them in your diary

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Your Monthly Study Schedule

Assessment: Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Advanced Practitioner of Coaching Assessment: NLP Coaching Skills (Part I): Recording of you NLP coaching 4. Advanced Practitioner of Coaching Assessment: NLP Coaching Skills (Part II): Transcript of the relevant parts of the NLP coaching 5. Advanced Practitioner of Coaching Assessment: Coaching Skills: Testimonials – collect 3 testimonials

Business Skills: LEVEL II

Assessment: Business Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 7: Writing Your First Best Selling Book 1. Advanced Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Advanced Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Advanced Practitioner of Coaching Assessment: Business Skills (Part II): SWOT analysis

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Your Monthly Study Schedule

Month 16 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

1. 1 more article to get done 2. Time to deliver a talk at a networking group and ‘skim the room’ for their business cards, so you can send them something cool they value 3. You’re working with at least 10 clients, so that’s awesome!

Coaching Skills LEVEL II

Coaching Skills LEVEL III

1. Advanced Practitioner of Coaching Online Resources: Module 12: NLP Practitioner Online Training and Blended Learning 1. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™: i.

Meta Dynamics™ Level I Certification Training Day 3, Day 4 & Day 5

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Your Monthly Study Schedule

Assessment: Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Assessment: Coaching Skills: Advanced Skills Training Key Learnings 2. Advanced Practitioner of Coaching Assessment: Coaching Skills: Meta Coaching Foundations Key Learnings 3. Advanced Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 4. Advanced Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 5. Advanced Practitioner of Coaching Assessment: Coaching Skills: Practicums.

Include you as LISTENER, and you as the COACH forms 6. Advanced Practitioner of Coaching Assessment: Coaching Skills (Part III): Study the coaching session provided and complete the assessment activity 7. Finalise your Advanced Practitioner of Coaching (Coaching Skills) Assessment Submission

Business Skills LEVEL II

1. What are you studying, interested in, drawn to, or attracting as clients so you can identify a potential niche?

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Your Monthly Study Schedule

Assessment: Business Skills LEVEL II

1. Advanced Practitioner of Coaching Assessment: Business Skills: Live Classes Attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 2. Advanced Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 4. Advanced Practitioner of Coaching Assessment: Business Skills: (Part III): Submit: i. ii.

1 x 12 month goals 1 x 90 day goals

3. Finalise your Advanced Practitioner of Coaching (Business Skills) Assessment Submission

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Your Monthly Study Schedule

Month 17 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

COMPLETE

Important

Okay, it’s done – you’ve earned back your course fees, and probably much more! Share how you did it with TCI students!!!

Coaching Skills LEVEL II

1. Advanced Practitioner of Coaching Online Resources: Module 12: NLP Practitioner Online Training and Blended Learning

Assessment: Coaching Skills

1. Advanced Practitioner of Coaching (Coaching Skills) Assessment complete and submitted

LEVEL II Coaching Skills LEVEL III

1. Book into Meta Dynamics™ Level I Certification training 2. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™ i.

Assessment:

Meta Dynamics™ Level I Certification Training Day 3, Day 4 & Day 5

1. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key

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Your Monthly Study Schedule

Coaching Skills Level III

Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Attend (when the classes are available) the Meta Dynamics™ Blended Learning classes 4. Complete the Key Learnings in the assessment for Meta Dynamics™ Blended Bearning

Business Skills

1. No activity under this section for this month! 

LEVEL II Assessment: Business Skill

1. Advanced Practitioner of Coaching (Business Skills) Assessment complete and submitted

LEVEL II Business Skills

1. Book into Business Skills Level III (ELECTIVE)

LEVEL III

2. Master Practitioner of Coaching Online Resources: Introduction 3. Master Practitioner of Coaching Online Resources: Module 1: Developing Your Business 4. Master Practitioner of Coaching Online Resources: Module 2: Wealth Mindset

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

Month 18 AFTER Your Foundations of Coaching Success Training

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Your Monthly Study Schedule

CATEGORY

TITLE

COMPLETE

Important

It’s time!

By now, you, the coach, should be earning at least, every month, from coaching and workshops, $2,000 a month – IF you used the system we showed you – or, you smashed it, did it all, and you’re now well on your way to joining our $100k in the First 12 Months Club!

If you are, let us know, we’d love to interview you!

Coaching Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™ (NLP) Pre Learning MP’s and Meta Dynamics™ Blended Learning 2. Master Practitioner Coaching Skills: Practicums Get started! 

Assessment: Coaching Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching Assessment: Coaching Skills: Knowledge Paper completed

Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 3: Competitor Analysis 2. Master Practitioner of Coaching Online Resources: Module 4: Copywriting

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Your Monthly Study Schedule

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Your Monthly Study Schedule

Month 19 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™ (NLP) Pre Learning MP3’s

LEVEL III

Assessment: Coaching Skills LEVEL III

COMPLETE

1. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching Assessment: Coaching Skills: Skills Assessment (Part I): i.

1 x recorded Meta Dynamics™ session – 30 min

4. Master Practitioner of Coaching Assessment: Coaching Skills: Skills Assessment (Part II): i.

1 x transcript with marked sections of the recorded Meta Dynamics™ coaching session

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Your Monthly Study Schedule

Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 5: Online Marketing 2. Master Practitioner of Coaching Online Resources: Module 6: Social Media

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

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Your Monthly Study Schedule

Month 20 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 2: Meta Dynamics™ (NLP) Pre Learning MP’s

LEVEL III

COMPLETE

2. Master Practitioner of Coaching Online Resources: Module 3: Advanced Meta Coaching 3. Master Practitioner of Coaching Online Resources: Module 4: Advanced Language Patterns Assessment: Coaching Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Coaching Skills: Meta Dynamics™ Blended Learning Key Learnings 2. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to

Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 7: Developing Your Tangible Product

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Your Monthly Study Schedule

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching Assessment: Business Skills: i.

1 x Competitor Analysis complete

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Your Monthly Study Schedule

Month 21 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 5: Group Coaching and Workshops

LEVEL III Assessment: Coaching Skills LEVEL III

COMPLETE

1. Master Practitioner of Coaching Assessment: Coaching Skills: Public Speaking/Presenting Blended Learning Key Learnings 2. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 3. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 4. Attend (when the classes are available) the Public Speaking/Presenting Blended Learning 5. Complete the Key Learnings in the assessment for Group Presenting Blended Learning 6. Master Practitioner of Coaching Assessment: Coaching Skills: Skills Assessment (Part III): i.

1x format submission of a 3-hour coaching/ Meta Dynamics™/leadership workshop Or

ii.

1 x submission of an up to 1-hour speech

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Your Monthly Study Schedule

Business Skills LEVEL III Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 7: Developing Your Tangible Product

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching Assessment: Business Skills: i.

1 x web site home page for your business Or

ii.

1 x blog site for your business Or

iii.

1 x Facebook fan page or timeline for your business showing engagement

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Your Monthly Study Schedule

Month 22 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 5: Group Coaching and Workshops

LEVEL III Assessment: Coaching Skills LEVEL III

COMPLETE

1. Master Practitioner of Coaching Assessment: Coaching Skills: Meta Dynamics™ Certification Training Key Learnings 2. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 3. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 4. Master Practitioner of Coaching Assessment: Coaching Skills: Ensure you have 100 hours of coaching documented 5. Master Practitioner of Coaching Assessment: Coaching Skills: Practicums Include you as LISTENER, and you as the COACH forms 6. Master Practitioner of Coaching Assessment: Coaching Skills: Skills Assessment (Part IV): Study the coaching session provided and complete the assessment activity 7. Master Practitioner of Coaching Assessment: Coaching Skills: 3 testimonials ready for submission 8. Master Practitioner of Coaching (Coaching Skills) Assessment finalised in preparation for submission

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Your Monthly Study Schedule

Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 7: Developing Your Tangible Product 2. Master Practitioner of Coaching Online Resources: Module 8: Speaking Skills for Client Attraction

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes Attended and Key Learnings for the webinars you choose to attend (should all be completed this month) 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to (should all be completed this month) 3. Master Practitioner of Coaching Assessment: Business Skills: Have prepared‌ i.

1 x 12-month online coaching/leadership/personal development/business (or related) program outline Or

ii.

1 x coaching/leadership/personal development/business (or related) product outline

4. Master Practitioner of Coaching (Business Skills) Assessment finalised in preparation for submission

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Your Monthly Study Schedule

Month 23 AFTER Your Foundations of Coaching Success Training

CATEGORY

TITLE

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 6: Leadership Coaching

LEVEL III Assessment: Coaching Skills LEVEL III

COMPLETE

1. Master Practitioner of Coaching Assessment: Coaching Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Coaching Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching (Coaching Skills) Assessment complete and submitted

Business Skills LEVEL III

1. Master Practitioner of Coaching Online Resources: Module 7: Developing Your Tangible Product 2. Master Practitioner of Coaching Online Resources: Module 8: Speaking Skills for Client Attraction 3. Master Practitioner of Coaching Online Resources: Module 9: Launches Introduction

Assessment: Business Skills LEVEL III

1. Master Practitioner of Coaching Assessment: Business Skills: Live Classes attended and Key Learnings for the webinars you choose to attend 2. Master Practitioner of Coaching Assessment: Business Skills: Recorded Classes listened to and Key Learnings for the webinars you choose to listen to 3. Master Practitioner of Coaching (Business Skills) Assessment complete and submitted

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Your Monthly Study Schedule

Month 24 AFTER Your Foundations of Coaching Success Training

Category

Title

Coaching Skills

1. Master Practitioner of Coaching Online Resources: Module 7: Positive Psychology

LEVEL III Assessment: Coaching Skills

Complete

2. Master Practitioner of Coaching (Coaching Skills) Assessment complete and submitted

LEVEL III Business Skills

3. No activity under this section for this month! 

LEVEL III Assessment: Business Skills

4. Master Practitioner of Coaching (Business Skills) Assessment complete and submitted

LEVEL III

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Your Monthly Study Schedule

Year 3 AFTER Your Foundations of Coaching Success Training At this level it’s expected the student can and will manage their own schedule, approach their studies with a proactive approach, meet deadlines and basically manage their stuff.

No Study Guide is provided.

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APPENDIX I

APPENDIX I ICG COACHING CORE COMPETENCIES: A. Self-Management: 1.

2.

3.

Effectively manages self Meets the ICG Code of Ethics and professional standards Demonstrates commitment to ongoing professional development

B. Relationship Management: 4.

5.

6.

Sets up the coaching initiative Maintains trust and intimacy with the client Provides a coaching presence

C. Technical Coaching Skills: 7.

8.

9.

Assesses the situation Demonstrates effective listening Demonstrates impactful and effective questioning and discussion

D. Facilitating Progress: 10. Expands client awareness 11. Moves the client to cause 12. Inspires learning and growth

E. Progress Management: 13. Provides direct communication 14. Develops goals and action plans 15. Manages accountability and advancement

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ICG Coaching Core Competencies:

A. SELF-MANAGEMENT: 1. Effectively manages self 2. Meets the ICG Code of Ethics and professional standards 3. Demonstrates commitment to ongoing professional development

A. Self-Management: 1.

EFFECTIVELY MANAGES SELF

a. b. c. d.

Demonstrates personal self-awareness of who they are, including their strengths and their stretches Manages their own emotional state Takes self lightly and with good humour Takes responsibility for what they can control and influence

2.

MEETS CODE OF ETHICS AND PROFESSIONAL STANDARDS

a.

f.

Understands, is an advocate for and applies the ICG Code of Ethics in their coaching business Applies the ICG Code of Ethics appropriately to all coaching situations Ensures appropriate confidentiality and client safety Manages professional boundaries Evaluates outcomes with key stake holders and ensures all stakeholders agree on expectations and outcomes before starting Refers the client to a specialist when required

3.

DEMONSTRATES COMMITMENT TO ONGOING PROFESSIONAL DEVELOPMENT

a.

Regularly participates in education and training to advance their own knowledge and experience in the profession Consistently stays abreast of the coaching market, trends and developments Expands own knowledge and abilities by coming from a place of curiosity in all situations where learning may occur Brings commitment to CANI constant and never-ending improvement Receives and accepts feedback willingly to learn and grow continuously

b. c. d. e.

b. c. d. e.

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ICG Coaching Core Competencies:

B. RELATIONSHIP MANAGEMENT: 4. Establishes the coaching agreement 5. Establishes and maintains trust and intimacy with the client 6. Provides a coaching presence

B. Relationship Management: 4. ESTABLISHES THE COACHING AGREEMENT

a. b. c. d.

Communicates what is expected and possible in the coaching relationship Discusses the process, guidelines and parameters of the coaching relationship Reaches agreement about what is appropriate/not appropriate Establishes the coaching agreement with the client

5.

ESTABLISHES AND MAINTAINS TRUST AND INTIMACY WITH THE CLIENT

a. b. c. d. e. f. g.

Is emotionally consistent Sees the client as whole and able Available for all the client is; not just what makes the coach comfortable Brings openness and non-judgement Maintains confidentiality for the client Honours all commitments made to the client Asks permission to coach the client in sensitive and new areas

6.

PROVIDES A COACHING PRESENCE

a. b. c. d. e. f. g. h. i. j.

Establishes the coaching space Demonstrates genuine care for the client Brings insatiable curiosity Is open to not knowing and confidently explores new perspectives Respects the client’s perspectives and personal style Comfortably manages strong emotions and client uncertainty Demonstrates empathy rather than sympathy in the coaching conversation Enjoys the client immensely Is playfully provocative Normalises, validates and acknowledges the client’s truths

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ICG Coaching Core Competencies:

C. TECHNICAL COACHING SKILLS: 7. Assesses the situation 8. Demonstrates effective listening 9. Demonstrates impactful and effective questioning

C. Technical Coaching Skills: 7.

ASSESSES THE SITUATION

a. b. c. d. e. f.

Effortlessly embraces all the client is and wishes to be Goes beyond the client’s content when assessing the true intent of the coaching Finds and holds the client’s agenda, including going beyond goals and wants Focuses on what matters most, including accurately recognising distractions Recognises patterns in the client’s thoughts, choices and behaviours Shares insights regarding new possibilities with the client to assist in the client’s journey

8.

DEMONSTRATES EFFECTIVE LISTENING

a. b. c. d. e. f. g.

Respects and explores the client’s map of the world Effectively hears what is said and what is not said Calibrates the client and adjusts communication as required Clarifies what the client communicates Accurately hears what the client thinks is and is not possible Bottom-lines what the client is trying to say to move the conversation forward Reminds the client of what they’ve left out or is available to them

9.

DEMONSTRATES IMPACTFUL AND EFFECTIVE QUESTIONING

a.

Recovers deletions, distortions and generalisations to assist the client to enrich their map of the world Brings a range of questioning techniques to best serve the client Connects the client with the resources within them Effectively reframes a challenge for a new perspective

b. c. d.

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ICG Coaching Core Competencies:

D. FACILITATING PROGRESS: 10. Expands client awareness 11. Moves the client to cause 12. Inspires learning and growth

D. Facilitating Progress: 10. EXPANDS CLIENT AWARENESS

a. b. c. d. e.

Assists the client to have awareness of who they are being Shares with the client when resourceful and un-resourceful thinking patterns are observed Traverses logical levels for a full exploration of the possibilities Challenges the client’s assumptions about what is possible Magnifies the possibilities and increases choice

11. MOVES THE CLIENT TO CAUSE

a. b. c. d.

Focuses the client on what they can control and influence Assists the client to take responsibility for their results Encourages the client to let go of what no longer serves or supports them and is a barrier to their desired outcomes Helps the client to discover for themselves new possibilities, new thoughts, new choices that strengthen their ability to experience progress

12. INSPIRES LEARNING AND GROWTH

a. b. c. d. e. f. g. h. i.

Brings a sense of adventure Demonstrates genuine delight in not knowing the answers Challenges the client to go beyond their current thinking into unexplored territory Integrates and builds on the client’s ideas and perspectives Provides counter views, contrary opinions and alternative views Communicates broader perspectives Advocates experimentation, innovative choices and creative thinking Expects setbacks as part of growth and fully examines with the client how they handle setbacks Celebrates the client’s growth and progress

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ICG Coaching Core Competencies:

E. PROGRESS MANAGEMENT: 13. Provides direct communication 14. Develops goals and action plans 15. Manages accountability and advancement

E. Progress Management: 13. PROVIDES DIRECT COMMUNICATION

a. b. c. d. e. f.

Relishes the truth Communicates clearly and articulately Says what needs to be said, without waffle Demonstrates behavioural flexibility Engages in effective feedback Acknowledges the client where appropriate without flattery

14. DEVELOPS GOALS AND ACTION PLANS

a. b. c. d. e. f. g. h. i.

Ensures the client is clear on why the desired goal or outcome matters Explores the different impact points and dimensions of the goals Brainstorms a range of options for achieving goals Establishes with the client evidence-based criteria for achieving goals Keeps it real – doesn’t over reach, get overly caught up in, or cause the client to seek to achieve a goal that is beyond their reach or not aligned with who they are Brings in new ideas, various view points and alternative thinking to create the plans Assists the client to build in contingency plans Ensures client leaves the coaching session with clarity for their next steps Continuously encourages the client to review progress and achievement of plans

15. MANAGES ACCOUNTABILITY AND ADVANCEMENT

a. b. c. d. e. f. g.

Ensures the client is taking responsibility as they progress or experience setbacks Holds the client accountable for their commitments Acknowledges progress and lack of progress and brainstorms consequences and next steps Guides the client to handle setbacks and the unexpected Keeps appropriate notes to ensure actions are followed Celebrates the client’s success at milestones Manages the conclusion of the coaching initiative

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APPENDIX II

APPENDIX II BUSINESS MENTORSHIP PROVIDER POINT SYSTEM NOTE: Required/Elective is NOT referring to the student’s participation, but the requirement of the coaching school to provide that content.

NOTE: TCI elects to provide ALL the content, both Required and Elective, for our students.

BMP – Level I NOTE: This is Level I content only.

CODE L01C01 – Mindset for Success 1. The Mindset for Success

REQUIRED

.5 POINT

2. Your Ideal Day

REQUIRED

.5 POINT

3. The Mindset for Success in Marketing

ELECTIVE

.5 POINT

4. The Seven Habits of Highly Effective People

ELECTIVE

.5 POINT

5. Thinking ‘Leverage’

ELECTIVE

.5 POINT

TOTAL

2.5 POINTS

6. Building Your Vision and Mission

REQUIRED

.5 POINT

7. Your Business Values

REQUIRED

.5 POINT

8. Your Ideal Client

ELECTIVE

.5 POINT

TOTAL

4 POINTS

CODE L01C02 – Vision, Values, Branding

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CODE L01C03 – Planning Your Coaching Practice 9. Personal Planning

REQUIRED

.5 POINT

10. Types of Coaching Models

REQUIRED

.5 POINT

11. Business Benchmarking

ELECTIVE

.5 POINT

12. Joint Ventures

ELECTIVE

.5 POINT

TOTAL

6 POINTS

13. The Ethics of Coaching

REQUIRED

1 POINT

14. Types of Business Structures

REQUIRED

.5 POINT

15. Your Insurance

ELECTIVE

5 POINT

16. Your Finances

REQUIRED

.5 POINT

17. Your Tax Requirements

ELECTIVE

.5 POINT

18. When to Refer a Client

REQUIRED

.5 POINT

TOTAL

9.5 POINTS

19. Overview and Introduction to Marketing

REQUIRED

.5 POINT

20. Marketing Planning

REQUIRED

.5 POINT

21. Branding for Your Business

ELECTIVE

.5 POINT

22. Introduction to Lead Generation

ELECTIVE

.5 POINT

23. Your First Web Site – Introduction

ELECTIVE

.5 POINT

24. Writing Articles for Lead Generation – Introduction

ELECTIVE

.5 POINT

25. Facebook Fan Pages – Introduction

ELECTIVE

.5 POINT

26. Lead Conversion – Introduction

ELECTIVE

1 POINT

TOTAL

14 POINTS

CODE L01C04 – Ethics and Legalities of Coaching

CODE L01C05 – Introduction to Marketing

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CODE L01C06 – Attracting Clients 27. Overview and Introduction to Client Attraction

REQUIRED

.5 POINT

28. Lead Magnets

REQUIRED

.5 POINT

29. Workshops as a Lead Magnet – Introduction

ELECTIVE

.5 POINT

TOTAL

15.5 POINTS

30. How to Network Effectively

REQUIRED

.5 POINT

31. Your Elevator Speech

REQUIRED

.5 POINT

TOTAL

16.5 POINTS

32. Your Business Card

REQUIRED

.5 POINT

33. Your Information Pack

ELECTIVE

.5 POINT

34. The Coaching Questionnaire

REQUIRED

.5 POINT

35. Designing the Coaching Package

ELECTIVE

.5 POINT

36. The Coaching Agreement

REQUIRED

.5 POINT

37. Having a Product – Introduction

ELECTIVE

1 POINT

TOTAL

20 POINTS

38. Overview and Introduction to Client Experience

ELECTIVE

.5 POINT

39. How to Provide a Great Client Experience

REQUIRED

.5 POINT

40. Systems for Your Clients

ELECTIVE

.5 POINT

41. Your Referral Business

REQUIRED

.5 POINT

42. Gathering Testimonials

REQUIRED

.5 POINT

TOTAL

22.5 POINTS

CODE L01C07 – Networking

CODE L01C08 – Point of Sale

CODE L01C09 – Client Experience

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CODE L01C10 – Being Paid for Your Services 43. Your First Paying Client – Introduction

REQUIRED

.5 POINT

44. The Steps to Your First Paying Client

ELECTIVE

.5 POINT

45. Getting Started with Pro Bono Clients

ELECTIVE

.5 POINT

46. The Coaching Session to Close

REQUIRED

.5 POINT

47. What to Charge for Your Coaching

ELECTIVE

.5 POINT

TOTAL

25 POINTS

NOTE: There are a total of 150 points available in the Business Mentorship program. Level I (this level) contributes 25 of the total 150 points available. TCI provides ALL of this content at this level.

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Business Mentorship Provider Point System

BMP – Level II NOTE: Required/Elective is NOT referring to the student’s participation, but the requirement of the coaching school to provide that content.

NOTE: TCI elects to provide ALL the content, both Required and Elective, for our students.

NOTE: This is Level II content only.

CODE L02C01 – Business Planning 1. SWOT-T Analysis

REQUIRED

1 POINT

2. Yearly Goal Setting

REQUIRED

1 POINT

3. 90 Day Goal Setting

ELECTIVE

1 POINT

TOTAL

3 POINTS

4. The Laws of Marketing

REQUIRED

1 POINT

5. The Laws of Influence

REQUIRED

1 POINT

6. Marketing Models

ELECTIVE

1 POINT

TOTAL

6 POINTS

7. Overview and Introduction to Ascension Models

REQUIRED

1 POINT

8. Examples of Ascension Models

ELECTIVE

1 POINT

TOTAL

8 POINTS

CODE L02C02 – The Psychology of Marketing

CODE L02C03 – Ascension Models

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CODE L02C04 – Website Foundations 9. Overview and Introduction to Websites

REQUIRED

1 POINT

10. Website Fundamentals

REQUIRED

1 POINT

11. Landing Pages Introduction

ELECTIVE

1 POINT

12. Optins on the Website

ELECTIVE

1 POINT

13. Blog Based Websites

ELECTIVE

1 POINT

TOTAL

13 POINTS

14. Overview and Introduction to Niches

REQUIRED

1 POINT

15. Types of Niches

REQUIRED

1 POINT

16. Avatar (Ideal Client) Analysis

ELECTIVE

1 POINT

17. Niche Analysis

ELECTIVE

1 POINT

18. Developing Your Character

ELECTIVE

1 POINT

19. Becoming an Expert in Your Niche

ELECTIVE

1 POINT

20. Becoming a Trusted Advisor

ELECTIVE

1 POINT

TOTAL

20 POINTS

21. Speaking at Networking Events

REQUIRED

1 POINT

22. Offering Mini Workshops

REQUIRED

1 POINT

23. Providing Free Content

ELECTIVE

1 POINT

TOTAL

23 POINTS

CODE L02C05 – Niches

CODE L02C06 – Becoming Known in Your Market

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CODE L02C07 – Writing Your First Book 24. Overview and Introduction to Writing Your First Book

ELECTIVE

1 POINT

25. Steps to Writing Your Book

ELECTIVE

1 POINT

TOTAL

25 POINTS

NOTE: There are a total of 150 points available in the Business Mentorship program. Level II (this level) contributes 25 of the total 150 points available. TCI provides ALL of this content at this level.

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Business Mentorship Provider Point System

BMP – Level III NOTE: Required/ELECTIVE is NOT referring to the student’s participation, but the requirement of the coaching school to provide that content.

NOTE: TCI elects to provide ALL the content, both Required and ELECTIVE, for our students.

NOTE: This is Level III content only.

CODE L03C01 – Developing Your Business 1. Overview and Introduction to Developing Your Business

REQUIRED

1 POINT

2. The Culture of Your Business

REQUIRED

1 POINT

3. Introduction to Leadership Skills

ELECTIVE

1 POINT

4. Introduction to Performance Management Skills

ELECTIVE

1 POINT

5. Systemising Your Business

ELECTIVE

1 POINT

TOTAL

5 POINTS

6. Overview and Introduction to Competitor Analysis

REQUIRED

1 POINT

7. Steps to Competitor Analysis

REQUIRED

1 POINT

8. Example of Competitor Analysis

ELECTIVE

1 POINT

TOTAL

8 POINTS

CODE L03C02 – Competitor Analysis

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CODE L03C03 – Online Marketing 9. Overview of Advanced Online Marketing

REQUIRED

1 POINT

10. Adwords

ELECTIVE

1 POINT

11. SEO (Search Engine Optimisation)

ELECTIVE

1 POINT

12. Facebook Ads

ELECTIVE

1 POINT

TOTAL

12 POINTS

13. Overview and Introduction to Social Media

REQUIRED

1 POINT

14. Live Streaming

REQUIRED

1 POINT

15. You Tube and Videos

ELECTIVE

1 POINT

16. Twitter/Instagram

ELECTIVE

1 POINT

17. Linked In

ELECTIVE

1 POINT

18. Periscope

ELECTIVE

1 POINT

19. Blogging

ELECTIVE

1 POINT

20. ‘Nay Sayers’ and Social Media

ELECTIVE

1 POINT

TOTAL

20 POINTS

21. Overview and Introduction to Your Product

REQUIRED

1 POINT

22. The Membership Model

REQUIRED

1 POINT

23. The Personal Development Product

ELECTIVE

1 POINT

24. The Licensing Model

ELECTIVE

1 POINT

25. Group Coaching

ELECTIVE

1 POINT

26. The Agency Model

ELECTIVE

1 POINT

TOTAL

26 POINTS

CODE L03C04 – Developing Your Social Media Strategy

CODE L03C05 – Developing Your Tangible Niche

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CODE L03C06 – Speaking Skills for Client Attraction 27. Overview and Introduction to Speaking for Profit ELECTIVE

1 POINT

28. Running Your First Workshop – Selling

ELECTIVE

1 POINT

29. Logistics of Filling the Room

ELECTIVE

2 POINTS

30. Offering Coaching/Products at Your Workshop Advanced

ELECTIVE

1 POINT

31. Webinars for Profit

ELECTIVE

1 POINT

TOTAL

32 POINTS

32. Overview and Introduction to Sales Funnels

ELECTIVE

2 POINTS

33. Examples of Sales Funnels

ELECTIVE

2 POINTS

34. Overview and Introduction to Launches

ELECTIVE

2 POINTS

35. Example of Launches

ELECTIVE

2 POINTS

TOTAL

40 POINTS

CODE L03C07 – Sales Funnels

NOTE: There are a total 150 points available in the Business Mentorship program. Level III (this level) contributes 40 of the total 150 points available. TCI provides ALL of this content at this level.

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Business Mentorship Provider Point System

BMP – Level IV NOTE: Required/ELECTIVE is NOT referring to the student’s participation, but the requirement of the coaching school to provide that content.

NOTE: TCI elects to provide ALL the content, both Required and ELECTIVE, for our students.

NOTE: This is Level IV content only.

CODE L04C01 – Benchmarking Excellence 1. Overview and Introduction to Advanced Benchmarking

REQUIRED

1 POINT

2. Modelling Excellence

REQUIRED

1 POINT

3. Wildly Important Goals

ELECTIVE

1 POINT

4. Monthly Constants

ELECTIVE

1 POINT

5. Goal Setting and Top Fives

ELECTIVE

1 POINT

TOTAL

5 POINTS

1. Overview and Introduction to Strategic Thinking

REQUIRED

1 POINT

2. Steps to Strategic and Critical Thinking

REQUIRED

2 POINTS

3. Example of Strategic Thinking

ELECTIVE

1 POINT

TOTAL

9 POINTS

CODE L04C02 – Strategic Thinking

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CODE L04C03 – Establishing the Business Coaching Initiative 1. Overview and Introduction to Business Coaching

REQUIRED

1 POINT

2. The Ideal Client Assessment

ELECTIVE

1 POINT

3. The Business Coaching Diagnostic

ELECTIVE

1 POINT

4. Steps to Business Coaching

ELECTIVE

2 POINTS

TOTAL

14 POINTS

CODE L04C04 – Establishing the Leadership Coaching Initiative 1. Overview and Introduction to Leadership Coaching

REQUIRED

1 POINT

2. The Ideal Client Assessment

ELECTIVE

1 POINT

3. The Leadership Coaching Diagnostic

ELECTIVE

1 POINT

4. Steps to Leadership Coaching

ELECTIVE

2 POINTS

TOTAL

19 POINTS

1. Overview and Introduction to Business Success

REQUIRED

1 POINT

2. The Systems Sell

REQUIRED

2 POINTS

TOTAL

22 POINTS

CODE L04C05 – Breakthrough to Business Success

CODE L04C06 – Building Your Business (Technician to Entrepreneur) 1. Overview and Introduction to Building Your Business

REQUIRED

1 POINT

2. The Lifecycle of the Business

REQUIRED

2 POINTS

3. The Different Functions of the Business

ELECTIVE

1 POINT

TOTAL

26 POINTS

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CODE L04C07 – Leadership in Business 1. Overview and Introduction to Leadership - Advanced

ELECTIVE

1 POINT

2. Leadership Models

ELECTIVE

2 POINTS

3. Steps to Leadership

ELECTIVE

2 POINTS

TOTAL

31 POINTS

CODE L04C08 – Culture in Business 1. Overview and Introduction to Culture in Business ELECTIVE

1 POINT

2. Culture Models

ELECTIVE

2 POINTS

3. Examples of Culture

ELECTIVE

1 POINT

TOTAL

35 POINTS

1. Overview and Introduction to Managing the Performance of the Team

ELECTIVE

1 POINT

2. Performance Management Model

ELECTIVE

2 POINTS

TOTAL

38 POINTS

1. Value Based Marketing

ELECTIVE

2 POINTS

2. Copywriting

ELECTIVE

2 POINTS

3. Sales Funnels and Launches – Advanced

ELECTIVE

2 POINTS

TOTAL

44 POINTS

CODE L04C09 – Managing the Performance of the Team

CODE L04C10 – Marketing Essentials – Advanced

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CODE L04C11 – Sales 1. Overview and Introduction to Sales

ELECTIVE

1 POINT

2. Sales Steps

ELECTIVE

2 POINTS

3. Sales Benchmarking

ELECTIVE

2 POINTS

TOTAL

49 POINTS

1. Overview and Introduction to Selling from Stage

ELECTIVE

1 POINT

2. Steps to Selling from Stage

ELECTIVE

2 POINTS

3. Selling from Stage Example

ELECTIVE

1 POINT

TOTAL

53 POINTS

1. Overview and Introduction to Why Your Clients Stay

ELECTIVE

1 POINT

2. Steps to Client Retention

ELECTIVE

1 POINT

3. Client Retention in Action Example

ELECTIVE

2 POINTS

TOTAL

57 POINTS

1. Overview and Introduction to Succession Planning

ELECTIVE

1 POINT

2. Steps to Succession Planning

ELECTIVE

2 POINTS

TOTAL

60 POINTS

CODE L04C12 – Selling from Stage

CODE L04C13 – Client Retention

CODE L04C14 – Succession Planning

NOTE: There are a total of 150 points available in the Business Mentorship program. Level IV (this level) contributes 60 of the total 150 points available. TCI provides ALL of this content at this level.

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APPENDIX III

APPENDIX III RECORDING WITH FREE CONFERENCE CALL (Triads & Coaching Sessions)

It’s important to give ourselves feedback without interrupting presence within a coaching session.

You will also need to record numerous coaching sessions for your assessment.

Recording the session is a great way to review our questioning models and delivery. The recording of a session also makes a great gift for someone to relive how they worked their way through a particular challenge and to recap the actions they committed to themselves.

Recording through free conference call is a great way to save the session in order to listen to it at a later date and have it saved for your assessment.  To have the ability to record a call with free conference call we must first sign up and create an account before time.  Once we have created an account we will be given a ‘host’ phone number and pin & a ‘guest’ phone number and pin – these will be different  Come the time that we have arranged to be on the call with our client we use the host phone number and pin & the guests use their phone number and pin to access the same conference/ group call.  During the free live conference, the host can start recording at any time by pressing *9.  *A prompt will announce that recording has been activated.  The recording can be stopped by pressing * 9 or hanging up from the call.  The recording is then saved in the online account of the ‘host’ on freeconferencecall.com  To access the recording of your session, log in to freeconferencecall.com and click the ‘recordings’ tab highlighted in blue at the top of the screen.

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Recording with Free Conference Call

Troubleshooting Free Conference Call always has a voice prompt when it is beginning or ending a recording.

If you have not heard this voice prompt it has not picked up the *9 that you entered.

Sometimes Free Conference Call will drop out during the call that you are recording- In this is case the recording will end. When you call back in to the conference call you will have to press *9 once more and await the voice prompt to start a new recording. These will save as 2 separate files in your account on the Free Conference Call website.

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APPENDIX IV

APPENDIX IV HOW TO RECORD A COACHING SESSION Android

In prepping for submitting your assessments, it is important to set yourself up for success when recording your coaching sessions.

To make it as easy as possible for yourself when preparing to submit assessments, make sure you embrace technology to help you take steps forward in your coaching journey.

As part of your assessments you are required to upload an audio recording of a 45min Coaching Session with a client. Below are the steps if your session is face to face or in person. You’ll need a recording device, such as a phone, and a voice recording app.

Most phones have this built in to them. If not, below are steps on how to download & install a voice recording application called ‘Smart Voice Recorder’ 1. Download ‘Smart Voice Recorder’ from the Google Play Store. This can be found in your application menu.

2. Search in Play Store for ‘Smart Voice Recorder’.

3. Click on ‘Smart Voice Recorder’.

4. Click Install.

5. When the installation is complete, click open.

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How to Record a Coaching Session

Below are the instructions on how to record using the ‘Smart Voice Recorder’ app.

1. Open ‘Smart Voice Recorder’ by clicking on app in Android Menu.

2. To start a recording, click ‘start recording’ button. 

The Recording is working when the red circle shown is flashing and sound bars appearing on screen.

3. Test to make sure the phone can here you. 

Say “Test Testing”. The sound bars will reflect the sound of your voice and become yellow. If not, check to make sure you are close enough to the device & the microphone is not blocked. (The microphone is usually at the bottom of the phone)

4. Begin your coaching session with your client.

5. When you have completed your session, stop the recording by tapping ‘Finish’ button. This is at the bottom left of the screen. 

You will then be prompted to rename the recording. Change the name to something you will remember (we recommend renaming it to your client’s full name). Then click ‘OK’.

You have now completed recording your coaching session, now you’ll need to move the recording to your computer. The simplest way to do this is via uploading your recording to a cloud program. These are known as Dropbox, Google Drive etc.

Below are the instructions for creating a Dropbox account 1. If you have not already, create a Dropbox account. You can do this at the webpage www.dropbox.com 2. You will also need to install the Dropbox App from the Google Play Store. It is called Dropbox.

Now we are going to copy that recording from your phone & uploaded it to Dropbox or another cloud server.

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How to Record a Coaching Session

In this example we will use Dropbox: 1. Open the Smart Recorder App 2. On the bottom right of your phone select the option “Recordings” 3. Select your coaching session recording 

You can do this by holding one finger down on your recording for approximately 3 seconds



Select the option “Share…”

4. A new pop-up menu will appear with various places to share & send your coaching session.

5. Navigate and Select the Dropbox option.

6. You will then be prompted to save the recording in Dropbox. Follow the prompts.

7. Then your recording will begin to upload.

8. When it is complete you will be able to access your recording through Dropbox

The last step is then downloading this recording from your Cloud (Dropbox) to your computer. Again, we will use Dropbox as an example: 1. Open the internet on your computer and go to the webpage: www.dropbox.com 2. Log in to Dropbox with your email address and password 3. Dropbox will automatically find your ‘Home’ page and take you directly to Dropbox uploads 4. Find and click on your recording. It will then highlight blue.

5. Right click on your recording and then select ‘Download’ 6. Your recording will then begin downloading straight away. As it is a big file, it may take between 10-30 minutes to download on to your computer.

7. Once it is complete, your recording will be saved on your computer, in your Downloads Folder.

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APPENDIX V

APPENDIX V HOW TO RECORD A COACHING SESSION iPhone

In prepping for submitting your assessments, it is important to set yourself up for when recording your coaching sessions.

To make it as easy as possible for yourself when preparing yourself assessments, do not let technology limit you in keeping on track in your coaching journey As part of your assessments you are required to upload an audio recording of a 45min Coaching Session with a client.

Below are the instructions on how to use the built in app ‘Voice Memos’ on an iphone to record your coaching session in a face to face Coaching Session.

To Record your session, open the application ‘Voice Memos’ & place the phone half way between yourself and the client.

1. To start your recording, click the big RED Record button in the middle of the screen 2. Test to make sure the phone can here you. 

Say “Test Testing”. The straight line on the screen should fluctuate and become “wavy”. If not, check to make sure you are close enough to the device & the microphone is not blocked. (The microphone is at the bottom of the phone)

3. Begin your coaching session with your client.

4. When you have completed your session, stop the recording by tapping ‘Done’ button. This is next to the RED Record button from before 

You will then be prompted to save the recording. Change the name to something you will remember (we recommend renaming it to your client’s full name). Then click Save.

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How to Record a Coaching Session

You have now completed recording your coaching session, now you’ll need to move the recording to your computer with the Program iTunes. This is so you can upload it for your assessments down the track.

1. Connect your iPhone to your computer 2. Open iTunes & Select your device in the top header (the icon that looks like a iPhone) 3. Select “Music” from the options in the sidebar 4. Select “Sync Music” and the check the box “Include Voice Memos” This setting will copy your coaching recording into iTunes.

5. Click “Apply” in the bottom right corner of iTunes. iTunes will then take a few minutes & sync your recording to your computer Now you need to find your coaching recording in iTunes 1. Select the “Music” Icon in the top navigation bar (it looks like a music note) 2. Then Select “Playlists” from the Top Menu Bar 3. There will be a new playlist called “Voice Memos” In iTunes 

If this playlist does not appear, you can also find it under the Smart Playlist “Recently Added”

Now you need to find your recording on your computer & move it to a place you can remember. You will need to access the recording multiple times during your journey so it is important to remember where it is.  If you have a PC, you can find your voice memos here: C:\Users\(your username)\Music\iTunes\iTunes Media\Voice Memos  If you have a Mac, you can find your voice memos here: Macintosh HD > Users > (your username) > Music > iTunes > iTunes Media > Voice Memos.  If you cannot find them here. Open Itunes, right click on your coaching session recording & select “Reveal in Finder” (MAC) or “Open File Location” (PC) Now copy your Coaching Session and copy it to a place you will remember. For example, the “My Documents” folder. It is even better if you copy it in the same location as your Assessment.

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APPENDIX VI

APPENDIX VI HOW TO PREPARE RECORDINGS TO UPLOAD TO MOODLE ASSESSMENT In prepping for submitting your assessments, it is important to set yourself up for success to make uploading your assessments as easy as possible.

Do not let technology limit you in keeping on track in your coaching journey As part of your assessments you are required to upload an audio recording of a 45min Coaching Session with a client.

Depending on what program or device you use, this file will need prepping so Moodle will uploaded an accept it in your submission portal You will need to have your recording saved on your computer and have an audio converting program. We have included this tutorial with the online program Online Audio Converter this will work on both Mac and PC computers.

You can find it here: http://online-audio-converter.com/

To submit your audio coaching session, your recording will need to be an MP3 and between 120-250MB maximum. Below are the steps to achieve this with Online Audio Converter.

1. Find the audio recording on your computer 2. Open your internet to http://online-audio-converter.com/ 3. Under step 1 - Click the ‘Open Files’ Big Blue button & select your file to upload 

Note that this may take quite a few minutes to upload, so do not refresh the page as you will need to start uploading again

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How to Prepare Recordings to Upload to Moodle Assessment

4. Under step 2 - Check the MP3 and select Standard Quality. 

Note it will also tell you the file size underneath each of the quality choices, make sure to check that it is under 250MB

5. Under step 3 – Click convert 

The program will then convert the file. Again, this may take quite a few minutes to prepare the file.



When the file is converted, a blue ‘Download’ link will appear. Click it to download your new file

This Audio file is now all ready to upload to Moodle as your Coaching Session!

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APPENDIX VII

APPENDIX VII UPLOADING ASSESSMENTS TO MOODLE The purpose of this document is to outline how to submit your assessments correctly and on time.

The reason this matters is that our assessors need time to read your assessment, and if there be something that needs improving in your submission, you may need time to add it before re-submitting. We want to make sure you know how to submit correctly, so that you minimise the amount of work required of you to do the submission and so that you are able to submit your assessment on-time to prevent a late submission fee.

What To Do After confirming in your Study Plan that you have completed everything for the assessment, you need to log in to Moodle and submit all required documents/files for assessment.

How To Do It

Logging In: 1. Go to your TCI Members Site on Moodle members.thecoachinginstitute.com.au

2. Log in with your credentials

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Uploading Assessments to Moodle

Uploading Your Assessment: 1. Using the menus at the top, go to the course you want to submit the assessment for

2. Scroll down to the assessment module – it will be named along the lines of: [Year/Month] [Course Name] Assessment Submission.

The module may be either expanded or collapsed.

Expanded:

Collapsed:

(expand it by clicking on the arrow beside the module title)

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Uploading Assessments to Moodle

3. Select the section you want to submit – the images show two sections: Part 1 & Part 2.

4. Scroll down to the bottom of the page and click the ADD SUBMISSION button.

5. Either drag and drop your files into the area shown OR click on the follow the prompts to upload a file at a time.

icon and

6. Click on the SAVE CHANGES button once you are finished.

7. At this point your submission is in a draft state; you can either leave it like this and continue editing it at a later date or you can submit it.

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Uploading Assessments to Moodle

To submit your assessment: 1. Click on the SUBMIT ASSESSMENT button. Please note that you are not able to make any more changes to your work once you have clicked this button.

2. Read the plagiarism statement and tick the checkbox if you agree.

3. Click the CONTINUE button.

To edit your assessment: 1. If you decide to come back to edit it, first click the EDIT SUBMISSION button.

2. Make the necessary changes. By clicking on an already uploaded file, you can either download a copy of it, or delete it so that you can upload a newer version.

3. Press SAVE CHANGES once complete 4. You can also leave comments for the assessor by clicking on the Comments link located above the EDIT SUBMISSIONS button.

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Uploading Assessments to Moodle

Once you have submitted your assessment and it has been sent off for grading, it will take roughly a month to go through our assessors. When your assessment has been graded, your Moodle assessment submission page will be updated to reflect if you have been marked Competent or Not Yet Competent.

Competent means: You have done it! You have passed this section! Once you have been marked competent on all sections of your course, then it is time to pop the champagne and do a little dance!

Sharon Pearson will hand sign your certificate and it will be sent out within the next 4-6 weeks from the final grading.

Not Yet Competent means: You are on your way and have some fabulous feedback from our Superstar Coach Assessors. We love feedback!!

You can find the feedback forms in your submissions portal under Attempt 1 or Attempt 2.

Click on the attempt number and you will be able to access the feedback from your assessors. This is the moment in your coaching journey when you can choose to feel like shit, or rise like a phoenix from the ashes, implement some epic feedback and become an outstanding coach!!!!

I trust we all agree to be Rocking Phoenixes!!

Your Responsibilities The WOW Team is always on board through this process. We are happy to help answer questions, celebrate, or brainstorm with you on the feedback. WE LOVE IT!!!

Seeing our community of coaches preparing, submitting, succeeding or growing is one of the best parts of our job!! So touch base and tell us where you are up to, what’s next, and when you will/are submitting that golden paper of awesome (also known as Knowledge Paper).

Share with us so we can guide you as a coach to the next level of learning, coaching, and BE-ing.

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APPENDIX VIII

APPENDIX VIII ICG COACHING LOG BOOK This is a sample Coaching Hours Log Book for you to track your coaching hours.

You can include:  Paid hours  Pro bono (including triad) hours  Group coaching  Individual coaching

BUSINESS NAME: COACH NAME: Name of Client

Client Email or Phone

Permission to contact

1 on 1 or Group

Start Date

End Date

Paid Hours

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Pro-Bono Hours

Total

ICG Coaching Log Book

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Phone: +61 3 9645 9945 Fax: +61 3 9645 7002 Email: wow@thecoachinginstitute.com.au Website: www.thecoachinginstitute.com.au

SHARON PEARSON Exclusive for TCI Coaches Ultimate Coaching Study Guide

Edition 1 | Version 9 | June 17 Published by The Coaching Institute

Copyright 2017 © The Coaching Institute All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, mechanical or electronic, including photocopying and recording, or by information storage and retrieval system without permission in writing from the publisher.

In some instances, people or companies portrayed in this book are illustrative examples based on the author’s experiences, but they are not intended to represent a particular person or organisation.

NOTE TO READERS All products and services by our company are for educational and informational purposes only. Use caution and seek the advice of qualified professionals. Check with your accountant, lawyer, professional advisor, before acting on this or any information.

The publisher and author and marketing agents assume no responsibility or liability whatsoever on the behalf of any purchaser or reader of these materials.

FOR MORE COACHING MATERIALS AND RESOURCES, PLEASE VISIT WWW.THECOACHINGINSTITUTE.COM.AU

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ICG Coaching Log Book

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ICG Coaching Log Book

THE COACHING INSTITUTE

Live Your

Suite 40, 37-39 Albert Road.

Melbourne, VIC 3004, Australia.

T | 03 9645 9945 E | info@thecoachinginstitute.com.au W | www.thecoachinginstitute.com.au

Dream

Copyright The Coaching Institute 2017.

Published by The Coaching Institute.

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