We had a great conversation around Coaching Concepts at our June Continuing Education session! Below is a link to the video and materials that we used as well as a recap of the conversation. I hope you will read through this post, then add your own comments!
MATERIALS
Financial Coaching Strategies from the University of Wisconsin Cooperative Extension
http://fyi.uwex.edu/financialcoaching/learning-to-be-a-coach/
- Watch the second video on this page (about 10 minutes)
- Review "The COACH Model"in the table titled "Training Materials for Future Coaches"
- Explore the other videos and materials on this web site (The ones listed above are the only ones we discussed during the gathering, but the rest are helpful too!)
DISCUSSION
Below are some of the things we noticed and found value in while watching the video demonstration:
- The coach recognized that the client had already done a lot to manage her finances
- The coach allowed the client to come up with all the ideas and solutions
- The coach provided a recap of each step
- After identifying what a "10" would look like for the client, the coach asked the client to think of what a "5" would look like
- The exercise was kinesthetic, which accommodates different learning styles
YOUR TURN
Now, it's your turn to tell us what you learned from the video and/or the COACH Model document. Please take a moment to post a comment so that we can all learn together.
Thank you!
Erika
Erika Leos
Financial Coaching Coordinator
Foundation Communities
Phone: (512) 610-4026
Fax: (512) 916-4420
I went to a training led by Karen Murrell (the woman in the video) – she was great! I like the idea of the line where clients can indicate where along the line they feel like they are. What if we created a line on the floor in the big open area at the Community Financial Center, back near the financial coaching office? (We could do it with tape or something else removable so it’s not permanent). Then we could use it during coaching sessions.
ReplyDelete-Karen