Hello & Welcome
Thank you for choosing me as your
coach on your journey.
As your coach I’ll partner with you to help you to maximize your personal and professional potential and achieve your goals. Coaching is a developmentally focused working alliance between the coach and client. The coaching relationship is most effective when the client is ready and willing to be coached and when the client has a sense of what they would like to change.
Before we begin the coaching engagement I want to make sure that you have all the information you’ll need to enable your success in the coaching engagement. This welcome guide includes information on the following important topics.
The role of the coach and client
How we’ll communicate
Coaching sessions
Meeting cancellation policy
Client next steps
ClickUp client workspace
The Coach and Client have distinct roles.
As your coach you can expect me to:
Commit to an open, honest, nonjudgemental and collaborative relationship
Respect confidentiality
Support you in identifying goals and strategies to reach your aspirations
Assist you in gaining clarity about what you value and your purpose, or vision of a specific area/focus point in your life, or of life in a holistic sense
Encourage you to take action in key areas, initiate moving to what you want, initiate resolving barriers or challenges to moving forward
Listen carefully to what you say, asking questions, and providing candid feedback
Share resources and tools when appropriate
Acknowledge and honor you and your process
As a client I expect you to:
Be committed to your own goals and vision
Come to the coaching session prepared with what you want to discuss
Experiment with new approaches, try new behavior and perspectives
Take ownership for your progress and success
Share feedback on what is working and not working in the coaching engagement
Keep focused on what is important to you – provide that information throughout our process together
How we will communicate.
During our time together, we’ll mainly use the chat feature in the ClickUp project management system to communicate.
In addition to project milestones and check-ins, you are also welcome to message or email me at any time throughout our project! I’ll always respond within 24 business hours (Monday through Saturday - 9am -3pm PST time).
Our sessions.
Our coaching engagement consists of one-hour virtual coaching sessions via Zoom. A Zoom link to the sessions will be included in the appointment confirmation email. If we experience connectivity challenges we may opt to use another communication mode such as WhatsApp or Mobile phone.
Rescheduling/Cancellations: If you need to cancel or reschedule a session please use the booking link in your session confirmation email. Please aim to cancel or reschedule sessions no more than 24 hours in advance of your scheduled session. If you are cancelling with less than 24 hours notice please send an email to info@loisjeffers.com.
Late policy: If you believe you will be more than 15 minutes late to a scheduled session please reschedule your session for a more convenient time.
Your next steps:
01. Schedule Your First Session
Use the link in your welcome email or the button below to schedule your first session.
02. Accept your invitation to ClickUp
You’ll receive your invitation to ClickUp (sender: ClickUp Team) within the next 72 business hours. Please bookmark the link to ClickUp for easy future access.
03. Watch this brief video to learn how to navigate ClickUp Client Workspace
04. Complete pre-session questionnaire before your first session
Complete the Define Your Focus Area questionnaire and review the Coaching Readiness Assessment before your first session. You’ll find these questionnaires in your client workspace within ClickUp.