Coaching_Packet_Getting_Started Personal Professional Life Coaching Wellness Coaching Goals Time Management

Coaching- Getting Started

The following can help you discover the desires you bring to coaching.

Your Dream...............................

Life Purpose

What do you want for yourself, for others, for life,

personally? What is truly most important to you?

________________________________________________________

Business Mission

What do you want, professionally, for your clients

and others? Why do you do what you do? What

do you offer that turns you on?

________________________________________________________

Personal Needs

Please list of your top 4 Needs.

1_____________________________ satisfied by

________________________________________________________

2_____________________________ satisfied by

________________________________________________________

3_____________________________ satisfied by

________________________________________________________

4_____________________________ satisfied by

________________________________________________________

CoreValues

Please list of your top 4 values.

1_____________________________ expressed by

________________________________________________________

2_____________________________ expressed by

________________________________________________________

3_____________________________ expressed by

________________________________________________________

4_____________________________ expressed by

________________________________________________________

Personal & Professional Strengths

Please list your top 5 below.

1________________________________________________________

2________________________________________________________

3________________________________________________________

4________________________________________________________

5________________________________________________________

False Assumption/Lie

Is there a false assumption (something you've been holding to be true,

but maybe isn't) that is time to re-look at? Is there a basic "lie" that is time to admit?

________________________________________________________

10 Daily Habits

Clients who take great care of themselves are able

to achieve more with less cost. Make a list of the

10 daily habits that will keep you well.

1________________________________________________________

2________________________________________________________

3________________________________________________________

4________________________________________________________

5________________________________________________________

6________________________________________________________

7________________________________________________________

8________________________________________________________

9________________________________________________________

10________________________________________________________

Lighten Up!

Most of us have a couple of extra commitments, promises or projects that

we'd do well to suspend for six months to give us the freedom and space to

have the current ones be effortless and more enjoyable.

1________________________________________________________

________________________________________________________

2________________________________________________________

________________________________________________________

3________________________________________________________

________________________________________________________

Personal Goals

Please summarize your higher-priority ones below.

Health/Well-Being

1________________________________________________________

2________________________________________________________

Career/Business

1________________________________________________________

2________________________________________________________

Relationships/Family

1________________________________________________________

2________________________________________________________

Personal Development/New Skills

1________________________________________________________

2________________________________________________________

Fun/Pleasure

1________________________________________________________

2________________________________________________________

Money

1________________________________________________________

2________________________________________________________

Current Challenges

What are you facing right now which needs

immediate focus or resolution?

1________________________________________________________

2________________________________________________________

3________________________________________________________

4________________________________________________________

5________________________________________________________

Personal Shift

Coaching helps you shift your perspective and

"where you come from in life" to one that really

empowers you and lets you accomplish with ease.

What kind of shift are you now wanting.

________________________________________________________

What Else Do You Want Your Coach to Know?

Any concerns? Fears? Past problems? Requests

for your coach interact with you in a special way?

________________________________________________________

Your Coaching Relationship begins by sending a copy of Your Dream

form along with the following Client Profile and Basic Ground Rules and

Empowerment Contract and your check as an investment in your first

month of coaching and establishing the day and time for your coaching sessions.

Please put the original in a file folder for your records.

Client Profile

Date _____________________

Name: ____________________________________

Company: _________________________________

Address: _________________________________________

City/State: _______________________________________

Day Phone: AM_______________PM:_______________

VoiceMail ______________ Fax Line:________________

Date of Birth: ______________________________

Occupation: _______________________________

Nature of Business/Position: ________________

Referred By: ______________________________

Initial Term: ____ month(s)

Start Date: _______________________________

Your Investment:

____ $150 per month for four thirty minute sessions

____ $300 per month for four sixty minute sessions

Additional Time: Phone calls between sessions (10 - 15 min. limit) or

E-mail updates (Cyber Coaching) are no additional charge

Payment Due: On the first of the month

Call Day & Time:

M T W Th F Sa Su

_____________ Pacific/ Mountain/ Central/ Eastern time for ________ minutes

Call Instructions: _______________________________________________________________

By choosing to participate in this professional care partnership you acknowledge and agree to the following

Basic Ground Rules & Empowerment Agreement

1. That true wisdom comes from within. Any information, data, imagery, suggestions, stories, examples, etc. provided by David Mueller and other professionals working in conjunction are offered simply as a reflection of you to facilitate your growth. They should not be construed as medical or psychological advice, diagnosis or treatment. Any use of the aforementioned information is done with an acceptance of your own personal risk and rewards.

2. That you are the only one who can ultimately be responsible for the choices that you make in your life.

3. That you agree to be responsible for paying fees in advance and being on time for sessions, unless you make other arrangements.

4. That, David Mueller, your coach will call at the designated time and pay any long distance charges.

5. That you understand that the process of change can involve a wide variety of experiences and emotions. It can be challenging and at times beyond your comfort zone. You understand that you have the right at anytime to say no, slow down or question the process. You agree to be responsible for choosing the pace at which you grow. You acknowledge that you will make no change in your life before you are ready to accept it's consequences.

6, That to the best of your ability you agree to honestly and fairly communicate your needs and accept the process of becoming empowered. That you expect David Mueller, your coach to be truthful, direct, and empathically constructive.

7. That you know of no medical, psychological, or spiritual condition that would place you at risk in participating in the process of these services. You acknowledge that you participate freely of your own will and accept credit for all improvements or changes in your life.

8. Other:_____________________________________________________________________

____________________________________________________________________________

Care Guarantee

It is the sole purpose of this work to provide you with a service you find of value. If you find that this service does not offer you the quality that you desire, you agree to communicate this to David Mueller. He agrees to do his best to make things right for you. You may end the professional partnership at any time with a week's notice.

Date: __________________

_________________________________________

Client Signature

_________________________________________

Coach Signature