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Building a Plan of Change

Building a Plan (A Coach Tutorial)

Your client should be quite clear to you at this point. We’ve spent a few sessions documenting their various traits, skills, weaknesses, personality profile and agenda. You should have identified a healthy set of goals as well as blocks that are holding them back from realization. It would be a healthy idea to develop a Client Profile with all of the data points completed:


Physical Data (address, phone, email, social media, age, gender, height, weight etc)

Personality Profile

Primary skills

Primary Talents

Primary weaknesses

Success History

a. Biggest assets for success

b. Blocks that they overcame

c. The result of the success

Failure History

a. Biggest weaknesses that affected the outcome

b. Blocks that they did not overcome

c. The primary result of the failure

Trauma Data

a. Trauma development stages

b. Primary Trauma points

c. Work that has been done to adjust perspective

d. Status of Trauma affect(s)

e. More Trauma work required

Addiction Profile

a. Is addiction prevalent

b. What is the status of the addiction

c. What work has been done to overcome addiction affect(s)

d. More Addiction recovery required

Primary Philosophy/Religious leaning

a. Belief level 1-10

b. What involvement do they have in developing this belief

c. What adverse value or argument do they have with their belief (other beliefs)

d. What is their core belief in the meaning of life

Instinct Sensitivity

a. Self Esteem Instinct

b. Social Instinct

c. Security Instinct

d. Ambition Instinct

e. Sex Instinct

f. What work are they currently doing to embolden the broken/hyperactive Instinct(s)

Original Goal or claimed Need

a. What additional or replacement goal(s) have been introduced

b. What is the client’s level of partnership with the goal(s)

c. What is the primary agenda of the various goals

d. What is the expected outcome of each goal

Goals in priority:

a. Goal 1

b. Goal 2

c. Goal 3

Skills needed:

a. Skill 1

b. Skill 2

c. Skill 3

Best Practice Identified for transferable Skill

a. Best Practice 1

b. Best Practice 2

c. Best Practice 3

Assets needed:

a. Asset 1

b. Asset 2

c. Asset 3

Developmental Plan of Objectives:


Knowing your client and documenting your client’s profile are 2 different things. We should further note changes in each subsection as we progress through our work together. Does their profile begin to adjust? Does their physical appearance begin to change? Did the skills transfer? If they did are in need of more Skill Transfer? Are the blocks removed? If not, are they dwindling in negative affect? Is the client’s belief structure adjusting? Why? To what? Does the outcome of our project plan still satisfy their new belief structure + profile?

Coaching human beings is a combination of scientific and organized planning/structure, emotional restoration, and inspired guidance. It is real work. This is why we charge anywhere from $50 - $160 per hour for our support. We are truly working next to them as their life adjusts. Imagine the value of 6 months of coaching 2 x a week for a client at a rate of $100 per hour. This would be a $10,000 over the course of a year in investment from your client. Imagine the value of the positive change(s):

1. Improve their career by 30% and their income goes up by $15,000 per year it is worth much more

2. Transfer the ability to own their own business to profit. Education in college would have cost them $150K

3. Build love and lifetime of happy relational connection.

4. Stop their addictive behavior and live free. Treatment centers charge $30K - $100K for 1 month - 9 month stays

5. Guide them to a healthy body with freedom from self esteem issues

6. Teach them how to guide their children as a trusted inspirational lighthouse

7. Give them the power to leave their abusive experience

8. Free them from pain and torment of past trauma

The list goes on. We are not simply someone to talk to and get encouragement from. We build strong, organized and focussed humans beings free of blocks. Our clients garner the ability and strength to live their dreams. This is a very important task and as a Life Coach your responsibility is to their needful change and growth. Don’t be one of the blocks. To my sanguines that are taking this course, staying organized will be a challenge for YOU let alone keeping someone else accountable. So you may need to employ a coach to support your coaching practice so that you can bring the Best Practice of assessment, reflection and change to your Coaching business.

Let’s get back to the plan:

How do we prioritize our objectives

Imagine a road. You need to get from your destination along this road to your end destination. The end destination is your objective. It is the final point of your journey and represents a place of total joy. Along the way, you will have rest stops, sight seeing, make friends and experience adventure. It is a traveling vacation with and end destination of joy. The end of this traveling vacation is not the original point. It is vastly different. It is a place of complete wonder and laughter. It is a marvelous place. However, the road to this wonderful point is filled with a combination of challenges, interesting things to see, prizes/treasure, life long friendships waiting, and personal wisdom. The journey will be key to your actual joy once you have completed your trip.

What should you deal with first?

1. Are you walking, running or driving: (How fast and hard will you be traveling) This is up to YOU.

2. Do you have a map: What is your project plan (step by step)

3. What will be the potential challenges along the way and where do they fall on your path: Organize your blocks according to task

4. Once you remove a road hazard and can continue what do you notice: As you journey we must stop and acknowledge hardship value

5. When you meet someone along the journey what is their meaning to you: Build reflection with all teachers

6. It may get scary at some points: Fear is an illusion. We will drive through it and find the rainbow of growth

7. Stop along the way and enjoy the trip: We will take breaks throughout the process and enjoy our new strength(s)

8. Once you arrive at your destination is that the end of travel? Do you wish to go to a next level experience or stay

In this module we will look at sample objective plans and build supposition into the demonstration and generate understanding of what fluid objective plans can feel like. We will learn over time that even the best plan is just that: a plan. Life is fluid and we aren’t quite able to predict the blow outs that may/will occur and therefor, just like a journey we must be prepared to react to life’s powerful spontaneous experiences with the Philosopher’s eyes. The meaning of surprises is important. He died, she got married, they left, it fell apart, I had to move, my body got sick, they got fired, the house burned. Life happens, but it isn’t personal. It is meaningful. Sometimes along the trip the car will spring a leak in the radiator and while it is being fixed we scamper through town to see who we are supposed to meet, develop needed patience or faith and ultimately learn to trust that each apparently negative physical block is not really a block at all. They are apparent interruptions with a purpose, and the purpose is to empower us with skills and traits to survive the entire journey to our destination of joy. An anonymous Philosopher once said:

God loves me

God has ALL power

Everything that happens in the world is God

Everything that happens to me is actually happening FOR me not TO me

God loves me

What that means is up to you and your client, but it is very true.

Building our objective plan is a process of first noting the Goals, then the blocks and the skills needed. Then we prioritize them. This becomes the map of start to finish. We insert the blocks that could affect or disrupt the first, second or third objective and insert them into the map. We insert the skills needed for each leg of the process of change and now have a recipe of work to conduct.

1. Block

a. Skill needed

b. Skill needed

2. Goal

a. Skill needed

3. Block

a. Skill needed

4. Goal

a. Skill needed

b. Skill needed

5. Final Goal

a. Skill needed

b. Skill needed

The vehicle we will be traveling in is accountability, reflection, inventory and our co-pilot is our Coach. This is the traveling team and path to follow to get to our final destination of joy.

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