Typically, the coaching process is spread over a period of 6 to 8 months. The coaching process is a sequence of actions and events that are involved in a full coaching engagement with the accompanying skills, tools and techniques that the coach deploys at each phase of this process. The three phases of the process are: Pre engagement, Engagement and Closing.
  Pre engagement
The pre-engagement is perhaps the most important phase in the coaching engagement process. Recent research has shown that clarity about coaching needs and chemistry between the coach and the coachee are the key determinants of coaching success. The pre-engagement phase ensures these vital elements.

In this phase, the coach meets the coachee or the sponsors to understand the broad coaching agenda and the context in which coaching is being sought. Below are some of the points for this phase:

Meeting the coachee and ensuring chemistry – The coach and coachee meet and ensure they are comfortable working with one another.

Establishing expectations – The coach and the coachee and the sponsors who are involved meet and ensure that they clarify expectations.

Signing the contract – Once all this is done, the coachee and the coach sign a formal contract containing all key elements such as venue, duration, commercial terms etc.

Clarifying data requirements – It is important for the coach to clarify the coachee that there might be some form of assessment including psychometric assessment and obtain prior agreement for the same at this phase.


Dr. D.B. Raju
Mobile: + 91 99899 55477
Email: dbraju@ymail.com
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Address: Hyderabad, India.

The Process Flow

Pre Engagement
Understanding need & context
Meeting coachee and ensuring chemistry
Establishing Expectations
Self disclosure by coachee Completing assessment and 360 degree survey
Establishing Concrete Goals
Developing and Implementing action plan
Follow up Assessment
Closing Review
This is the phase where the actual coaching engagement takes place. Following are the key points in the engagement phase:

Helping the client to tell his or her stories – Coach spends the first few sessions in helping the client to tell his or her stories in clear terms.

Undertaking assessments – Coach undertakes psychometric assessment for the coachee after carefully deciding on the most appropriate tools. This is followed by sharing the assessment outcomes with the coachee. A 360 degree feedback may also be obtained by interviewing the stakeholders working with the coachee.

Establishing coaching goals – At this phase, the coach and the coachee are in a position to establish clear goals. Once coaching goals are established the coach and the coachee work towards accomplishing the goals.

Spontaneous support – In addition to the coaching goals identified, coachee may get in touch with the coach for spontaneous support and coach may choose to be available for the same.

Periodic review –Coach may be engaged in periodic review about their progress to keep them informed without divulging confidential information.

Referral – Coach may also refer the coachee to other experts when required.

In the closing phase, the coach and the coachee formally conclude the coaching engagement. This involves the following steps:

A follow-up assessment for reinforcement – Coach may undertake a follow-up 360 assessment to check for tangible changes.

A closing review – Coach will have a closing review with the sponsors to conclude the engagement.

In the three stages of the coaching engagement process, there is a detailed interaction between the coach and the coachee for identifying and achieving clearly definable and measurable goals relevant to the coachee’s personal and professional growth.