Session Prep | Coach (Hidden)

<h3>Preparation Checklist:</h3><ul><li>Review module purpose: Reflect, celebrate, identify future goals, create summary.</li><li>Outcome: Client understands progress, feels celebrated, has summary for supervisor.</li><li>Email client pre-work (reflection questions) in advance.</li><li>Review client's reflection responses 48 hours before session:<ul><li>Note themes, accomplishments, growth areas.</li><li>Identify areas for deeper discussion (brief answers, significant mentions).</li><li>Recall previous insights not mentioned.</li></ul></li><li>Prepare open-ended questions (e.g., "Tell me more about X").</li><li>Plan to prompt for specific examples if answers are incomplete.</li><li>Obtain explicit permission to record audio for summary creation only (delete afterward).</li></ul>

<h2>Ready for Your Year in Review?</h2>Let's get ready for our session! Please answer the questions below at least 48 hours before we meet. This will help us start building a summary of your growth and achievements. It's a great way to see how far you've come, and it can be helpful to share with your supervisor.We'll talk through your answers during our session, add more detail, and make sure the summary truly reflects your journey. I'm excited to celebrate your wins and plan what's next with you!

Quick Note on Recording

<ul><li>Heads up! We'll record our session to make sure we capture everything for your summary. </li><li>Privacy Promise: The recording will be deleted once your summary is finalized.</li></ul>

Click below to confirm you're okay with us recording the session for summary purposes.

<h2>Your Reflections:</h2>Take some time to think about your coaching journey by answering these questions.

What were your main goals when you started coaching?

Share a few examples of how you've moved closer to achieving those goals this year.

How have you personally grown over the past year?

Can you give an example of a time you used something from coaching, and how it made a difference?

What big challenges did you face, and how did coaching help you through them?

What positive feedback have you received from others that shows your growth?

How has coaching changed the way you see things?

Which coaching talks stood out most for you, and why?

What are you hoping to achieve in the future?

How will you use what you're learning in coaching to reach those future goals?

Session Facilitation Notes | Coach (Hidden)

<h3>Facilitation Guide</h3><ul><li>Start: Welcome client. Confirm recording permission. Set agenda (deepen reflections in order to have an overall summary drafted by ICN (using their typed responses and the recording of the conversation). You will both get to review and edit before sharing with your supervisor.</li><li>Deepen Reflections (for each question):<ul><li>Summarize their response.</li><li>Ask:<ul><li>"Tell me more"</li><li>"What led to this?"</li><li>"Can you provide an example?"</li><li>"How did this affect your team/work?"</li><li>"What did you learn?"</li></ul></li></ul></li><li>Wrap-up:</li><li>STEP 1 | Next Steps for Client<ul><li>Explain: Recording and answers go to ICN for summary creation.</li><li>Explain: Summary will be emailed before next session.</li><li>Explain: Next session will review summary and tailor a supervisor version.</li><li>Schedule next session.</li></ul><h4>STEP 2 | Next Steps for Coach - Send Email to ICN</h4><ul><li>Send to <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:ICNCoaching@irresistible.church">ICNCoaching@irresistible.church</a>.</li><li>Subject: Year in Review Materials for [Client’s Name].</li><li>Include: Next session date/time, link to audio recording, PDF of client’s reflection answers (only this session's questions).</li><li>Confirm submission and send promptly.</li></ul></li></ul>

<h2>Our Coaching Session Together</h2><h3>Here's What We'll Do:</h3>When we meet, we'll spend our time together doing two main things:<ul><li>Chat About Your Answers: We'll talk through your reflections and add anything else that comes up.</li><li>Shape Your Story: We'll start pulling everything together into that summary document for you and your supervisor.</ul>

<h2>After Our Session...</h2>Once our session is done, we'll take your written answers and our conversation to create that detailed summary of your year. You'll get it via email soon after. Please take a look before our next time together.In our next session, we'll fine-tune the summary, create a version specifically for your supervisor, and talk about the best way to share your progress with them. I'm looking forward to our continued partnership!

Before you go...

<h4>Need to Initiate Payment?</h4>Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://irresistible.church/coaching-notes">HERE</a>.<h4>Need Help from ICN?</h4>Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://irresistible.church/partner-support">HERE</a> to open a support ticket.

YIR | Session 1

Reflect, celebrate, and plan your coaching journey.

<h3>Purpose of Session 2</h3><ul><li>Refine/Confirm Summary: Review, confirm, adjust Session 1 summary.</li><li>Prepare for Presentation: Guide client on presenting accomplishments to supervisor.</li><li>Set Accountability: Ensure client schedules/holds supervisor meeting.</ul><h3>Purpose for the Coach:</h3><ul><li>Understand client progress from Session 1.</li><li>Be ready to refine summary based on Session 2.</li><li>Guide client in creating a tailored supervisor version.</li></ul><h3>Preparation Steps:</h3><ul><li>Review: Revisit client’s answers, transcript, and draft summary.</li><li>Share: Send Year-in-Review Summary to client BEFORE session; ask them to review and bring revisions.</li><li>Develop Questions: Prepare prompts (e.g., “How would you summarize this for your supervisor?”).</li><li>Anticipate Obstacles: Identify potential challenges for client presenting to supervisor.</li><li>Prepare Tips: Compile presentation best practices (clarity, brevity, alignment).</li></ul>

<h2>Getting Ready for Session 2</h2>To make the most of our next session, please prepare by doing the following:<ul><li>Read Your Draft Summary: Go over the summary from our last session. What feels right? What's missing or could be clearer?</li><li>Think About Your Supervisor: What achievements or insights from the summary would be most valuable for your supervisor to hear? Any recent feedback from them you can share?</li><li>Jot Down Questions: What questions might you want to ask your supervisor about your growth or future goals?</li></ul>

Looking at the draft summary, what parts really capture your growth this year?

Is there anything important about your year that isn't in the draft summary yet?

Have you received any feedback from your supervisor that connects with what's in the summary?

<h3>Facilitation Guide:</h3><ul><li>Opening: Welcome client. Set agenda: finalize summary, prepare for supervisor presentation.</li><li>Refining Summary:<ul><li>Review sections: Summarize, clarify ("Fully represent progress?"), adjust.</li><li>Highlight Achievements: Ask "Most impactful accomplishment?" Connect to supervisor goals.</li></ul></li><li>Preparing for Presentation:<ul><li>Tailor Summary: Identify sections for emphasis (metrics, team impact). Condense language.</li><li>Best Practices: Discuss structure (overview, 2-3 key achievements, future goals, invite feedback). Delivery (confident, concise, eye contact, provide copy).</li><li>Address Questions: Prepare client for supervisor questions (lessons learned, goal alignment).</li></ul></li></ul>

<h2>Our Second Coaching Session</h2><h4>Our Goals for This Meeting:</h4><ol><li>We'll polish and approve your Year in Review summary.</li><li>We'll craft a version specifically for your supervisor.</li><li>We'll practice how you'll share it confidently.</li></ol>What to Have Ready:<ul><li>Any notes on the draft summary.</li><li>Any feedback you've gotten from your supervisor or colleagues.</li><li>Any questions you have about talking with your supervisor.</li></ul>

Takeaways & Next Steps | Coach (Hidden)

<ul><li>Confirm client feels confident in presentation.</li><li>Agree on plan for scheduling supervisor meeting.</li><li>Send confirmation email to coach once meeting is scheduled.</li></ul>Coach Follow-Up:<ul><li>Provide email template [<a target="_blank" rel="noopener noreferrer nofollow" href="https://res.cloudinary.com/do3xwjhta/raw/upload/v1733414283/uploads/Example_Email_to_Supervisor_pq0q03.pdf">EXAMPLE HERE</a>].</li><li>Check-in one week later.<li>If this is the end of commitment, inquire about extending coaching.</li></ul>

<h2>After This Session... Your Next Steps</h2>Here's what's coming up for you after we finish our session:<h4>Plan with Your Coach:</h4><ul><li>Agree on when you'll aim to schedule and have your meeting with your supervisor.</li><li>Let your coach know once the meeting is set.</li><li>After the meeting, follow up with your coach to share how it went and discuss anything further.</li></ul><h4>Schedule Your Supervisor Meeting:</h4><ul><li>Use this <a target="_blank" rel="noopener noreferrer nofollow" href="https://res.cloudinary.com/do3xw3rta/raw/upload/v1733414220/uploads/Example_Email_to_Supervisor_rionv4.pdf">EXAMPLE EMAIL</a> to help you request the meeting.</li><li>Confirm the date and time with your coach.</li></ul><h4>Present Your Summary:</h4><ul><li>Review these <a target="_blank" rel="noopener noreferrer nofollow" href="https://res.cloudinary.com/do3xwjhta/raw/upload/v1733414370/uploads/Meeting_with_Supervisor_Best_Practices_orhitb.pdf">BEST PRACTICES</a> for presenting your summary effectively.</li></ul>

Ashley Bohinc | Coaching Year In Review | Edits