Example Coaching Engagement
Our Coaching Engagement Process
At Blue Arbor Global, we design coaching engagements to be structured, collaborative, and results-oriented. Our process balances assessment, action, reflection, and accountability, ensuring measurable progress while remaining flexible to meet emerging client needs.
At Blue Arbor Global, our coaching engagements are structured to provide clarity, accountability, and measurable impact. Each stage builds on the previous one to ensure sustainable growth and meaningful outcomes.
1. Initial Contact / Intake
→ Client inquiry via email, phone, or referral.
→ Brief discussion of needs and objectives.
→ Determine mutual fit for coaching.
2. Discovery Session
→ In-depth conversation to explore goals and context.
→ Identify challenges, priorities, and desired outcomes.
→ Discuss client expectations and coaching approach.
3. Contracting / Agreement
→ Define scope, frequency, and duration of coaching.
→ Establish confidentiality and ethical guidelines.
→ Agree on success metrics and deliverables.
4. Assessment / Evaluation
→ Optional personality, leadership, or behavioral assessments.
→ 360° feedback from peers or managers.
→ Self-reflection exercises to clarify strengths and gaps.
5. Goal Setting & Action
→ Define SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).
→ Identify key behaviors and mindsets to develop.
→ Co-create actionable plan with milestones and checkpoints.
6. Coaching Sessions
→ Regular 1:1 sessions (in-person or virtual).
→ Skill-building, mindset work, and practical exercises.
→ Feedback, reflection, and accountability.
→ Adjust focus based on emerging priorities.
7. Progress Review
→ Track milestone achievement and goal progress.
→ Evaluate effectiveness of coaching interventions.
→ Refine action plans and set next objectives.
→ Celebrate successes and reinforce positive behaviors.
8. Conclusion / Handover
→ Review overall progress and outcomes achieved.
→ Discuss strategies for sustaining growth independently.
→ Formal closure and feedback on coaching process.
→ Optional follow-up check-ins scheduled.