How do I use goals with my coaching clients?

Goal tracking is so important in keeping clients engaged in coaching, and seeing the true ROI. Either you or your client can set goals. Your client can post progress reports, making it easy for you to be an accountability partner.

Creating goals

1. You can create Goals in one of two ways.
   • If you already have coaching clients registered on Life Coach Hub, you can go directly to Client Management. Here you will see all your client folders. Click to enter the folder.
     • When inside the folder, select Tools. Click on Assign new tools to create a new tool
   • Or instead, go to Coaching Tools in the main menu. Then click on Goals. Click on Create new.
2. When adding your goal, you’ll give it a title and then write a description. You can also choose to group your goals into categories for your own private use. You can create additional categories at any time by typing into the field marked Category.

How do I read and respond to goal progress reports?

• If you go into your client’s folder, select the Tools tab. Here you can see all your client’s tools, and can filter by type. Press View progress using the 3-dot Action Item menu at the side.
• Even more convenient is to head on over to your Progress Stream, which lets you plan coaching sessions, send coaching notes, assign coaching tools, and read and comment on client progress, all from one page. Your Progress Stream will display the most recent comments of all tools at the top. You can filter for tool type and client.
• Review the details your client has provided about their progress, any setbacks they have encountered, and so on. When they have completed their action item, they can mark it as Achieved, which will be noted in their progress report, and change the status of the action item.
• To comment, just click the Comment link. Clients can comment back, and this way you can have a productive coaching exchange even between sessions (and this is a perfect way to conduct online coaching).

Note: Make sure you put Life Coach Hub on your Safe Sender email list so that you are sure to receive important emails.