Eric Walters
What is your Vision for your Legacy?
Congratulations on taking the step of working with a coach.
Please complete the Intake Form for Coaching with Eric Walters, send back to through this email, pay for first session or 4 sessions, which has a discount and take the CVI assessment on my coaching page.
The coaching relationship is 100% - 100%, meaning that both the client and coach bring their full selves, their honesty, attention and commitment to coaching – so that it can be as effective as possible for you.
The enclosed packet is our foundation for getting started. You’ll find three documents here:
There is also an assessment to take-CVI.
1. Foundation Questions: Please complete the Foundation Questions and send them to me a few days prior to our first session. Your answers provide me with helpful background information, but their more important role is to help you clarify and discover information about yourself. Please set aside at least one hour to work on these questions, and give your self some time to simmer on them and come back to them over several days.
2. Coaching Agreement: Please read, sign (or electronically initial) and return the Coaching Agreement before our session. This covers the logistics of the coaching relationship.
3. Also included here is a coaching call preparation worksheet. If you would like, you can use these to prepare for our sessions.
4. Core Values Index (CVI) needs to be taken before our first meeting. Cost is $50 for the CVI. Go to corevaluescounseling.com and go to the take the CVI button pay and take the assessment.
Feel free to call or email if you have any questions about any of the materials. I look forward to our work together.
Warmly,
Eric Walters
CLIENT’S PERSONAL INFORMATION
Date:
Name:
Home Address:
Mailing Address: (If different from above)
Home Phone:
Work Phone:
Mobile Phone:
Fax:
E-Mail:
Occupation:
Employer:
Previous Occupations:
Date of Birth:
Marital Status:
Kids with Ages:
Foundation Questions
Below are a series of questions about you. These questions have a dual purpose: to provide important information to me as your coach, and to help you discover more about yourself. Give yourself time to look for the answers to these questions within. If you don’t discover some surprises along the way in your answers, keep looking and listening.
Discovery Questions
The Big Picture
1. What makes you feel most alive? What lights you up?
2. When in your life or work have you felt like you were living your “best self?” When have you felt a sense of flow, ease, and rightness?
3. What do you want more of in your work and life?
4. What do you want less of in your work and life?
5. What are the 10 things you most love to do?
6. What causes you to get stuck in your work or in your life?
7. What impact do you want to have in the world? What contribution do you want to make?
8. What qualities give you the most satisfaction and joy in your work? Here are some dimensions to consider. Try to pick five qualities that bring you the most professional satisfaction and joy.
a. Working with others or working alone
b. Helping people or contributing to society
c. Receiving recognition or praise
d. Being challenged
e. Being part of/belonging (to a team, organization) or being independent
f. Working with numbers, working with words, or working with your hands?
g. Learning
h. Feeling secure
i. Making money
j. Competing
k. Collaborating
l. Doing precise or detailed work or thinking about the big picture
m. Routine….or variety and change?
a. Communication
b. Problem-Solving
c. Strategy
d. Creativity
e. Entrepreneurship
f. Team-building
g. There are lots of others! Think about your fulfilling work experiences are see what comes to mind.
Top sources of professional satisfaction:
1.
2.
3.
4.
5.
LIFE ASSESSMENT
For each area of your life, please assess
1) How important is this area of your life right now? Put an “I” for importance in the column under that number. A10 signifies that this area couldn’t be more important to you right now; 0 means that it is totally unimportant to you right now.
2) How satisfied are you with how you are living in relationship to this area of your life right now? Put an “S” for satisfaction in the column for that number. 10 means you are extremely satisfied. 0 means you are completely unsatisfied.
In the example below (row 1), physical health is very important – an 8, but the clients satisfaction level is so –so, at a 5.
1 / 2 / 3 / 4 / 5 / 6 / 7 / 8 / 9 / 10Physical Health and Wellbeing – example / S / I
Physical Health and Wellbeing
Financial Health
Career
Fun and Recreation
Spirituality
Personal Growth and Self Care
Relationships – Friends
Relationships – Significant Other
Relationships – Family
Relationships – Community
Physical Environment (esthetics)
3) For any of the above areas that you would like to address in our coaching relationships, please share your aspirations and desires. What do you want to discuss around that dimension of your life?
4) CVI Scores Builder___ Merchant___ Innovator___ Banker___
COACHING FOCUS
What would you most like to change in your personal or professional life right now? What would you like to achieve or create?
What do you want from our coaching relationship? What do you expect?
If you had a five-year goal and the continuing services of a coach to help you make it happen, what would that goal be?
You know yourself. What tips do you have for me about how I can work with you most effectively?
Coaching Agreement
Client Name:
This coaching agreement is between Eric Walters and the above-named client. It will begin __/__/_ Date.
Confidentiality: I will hold the content of all coaching sessions in the strictest confidence.
Scheduling & Sessions: If you need to reschedule a session, please let me know as far in advance as possible. If you need to cancel within 24 hours of the appointment, you are responsible for payment for the session.
Sessions are 50 minutes in length. For phone sessions, You call me at 503-869-6536 at our scheduled time.
Fee Agreement
Coaching is $75 per session, usually payment for 4 sessions is done monthly; email support as needed between sessions, and materials. Additional sessions can be added and will be billed separately. Payment is due by the first of each month.
My preferred method of payment is: pay on line
Professional Services to be provided
I, Eric Walters, will provide professional and personal coaching services to the client in person or by telephone.
Coaching is not advice, therapy or counseling. It is a process to empower the client through the use of coaching tools, guidance/education, accountability structures and support. Coaching can address a wide variety of personal aspirations or professional goals. The focus of our coaching relationship will be designed jointly in our initial sessions.
My pledge as your coach is to:
· Show up with full attention to our coaching sessions
· Bring my heart, mind, coaching training and professional background to our coaching to assist you in achieving your goals
· Be honest about what I am seeing and hearing
· Challenge you, champion you, and hold you accountable
· See you as naturally creative, resourceful and whole
· Support you in creating and living a life you love
Next Page
Please review and answer the following questions. There are no wrong answers to these questions!
We can talk about any questions you aren’t sure about, or any questions you answered no to, during our first session.
1. Do I as your coach have permission to challenge you, especially to step up into your own potential and chart new ground in your life?
__ Yes __ No __ Not Sure
2. Do I as your coach have permission to be honest with you about where I see you underestimating yourself, avoiding what’s true, or selling out on yourself?
__Yes __ No ___ Not Sure
3. Will you as client be honest with me about what’s working and what’s not, throughout our coaching relationship, so that we can continually re-define our relationship as needed to support you?
__ Yes __ No ___ Not Sure
4. Are you willing to challenge your old beliefs and stories, get in touch with your dreams, and run some new experiments in your life?
__Yes __ No ___ Not Sure
5. Will you join me in doing all of this in a spirit of play, discovery and FUN?
__Yes __ No __ Not Sure
Your signature below indicates understanding and agreement with the information above.
Client______Date______
Please sign or initial your name and the date and return by mail or email.
5 Things to Keep in Mind About Coaching
1. Answering questions: During our coaching sessions, I will ask you questions. Sometimes, we go on autopilot when we answer a question. We might share an old answer that isn’t current any longer. We might share a knee jerk reaction or defense, rather than the real truth. To get the most out of our coaching sessions, take a moment to find your current, honest answer to the questions. Take a deep breath, check in with yourself. It’s fine to take some time in silence to think about the question and then answer it.
2. Share the bottom line. One of the skills I use a lot in coaching is getting to the bottom line. It’s easy to get lost in the complex background of what’s happened, who did what, and how it left you feeling. It’s easy to get lost in sharing a five or ten minute story about it. In therapy, there tends to be a greater emphasis on sharing and interpreting the background story. In coaching our emphasis is different. We want to quickly get to the bottom line of where you at now, and where you’d like to be. You can also expect that sometimes I’ll ask you to identify the bottom line of a story or situation.
3. Interruption. Just a friendly warning, that sometimes during coaching I may interrupt you. It’s not because I’m being rude or because I’m not listening intently to what you have to say! It’s because sometimes we share five thoughts in one sentence, and we need to pause and focus on the first one. Sometimes something important is said and gets run over. Sometimes we just get lost in our own stories. I may interrupt you from time to time in the service of the coaching.
4. Intuition. Explain Intuition? Sometimes I’ll use my intuition in our coaching sessions. I may throw out an idea, question or metaphor based on my intuition. If it resonates with you, we’ll use it. If not, we’ll throw it out. Simple as that.
5. Designing Our Relationship. As coach and client, we get to craft our relationship to serve you. We’ll talk in our first session about how we want to work together, and continue to check in along the way. Please share what’s working and what’s whenever you’d like. It’s often beneficial to redesign the coaching relationship at points along the way. For example, at first you might want your coach to be mostly a supportive listener who focuses back on reflecting back what they see and hear, but down the road you may want a tough coach who holds you to your commitments and to taking risks. The key is that we communicate candidly about what you want from the coaching relationship along the way
COACHING SESSION PREPARATION
You may find this form helpful to support you in being prepared for each coaching session.
Session Date______
What have I learned or accomplished since our last call?
What would I like to focus on in the coaching today?
What am I committed to do by the next call? (Often to be determined after the coaching session)
/ corevaluescounseling.com