FORMS INDEX

Form # (bottom right page) / Title of Form / How / When to Use
CCMC 1 / Coaching Services, Phased Coaching Agreement / Use to establish coaching agreement billable on a phased and/or monthly basis.
CCMC 1a / Coaching Services, Generic/Monthly Block of Time / Use to establish coaching agreement purchasing blocks of time
CCMC 1b / Career Coaching Flat-Fee Package Agreement / Use to establish coaching agreement for range of services with unlimited access to coach for specified time period.
CCMC 1c / Career Coaching Program, 3 Examples / Use to break out or bundle resume and transition services
CCMC 1email / Email Instructions for 1st Reconnaissance Call / Use to explain how to complete reconnaissance form and take online assessments
CCMC 2* / Career Management Wheel / Use to help clients identify and prioritize elements that will combine for career success
CCMC 3 / What You Can Expect from Me as Your Coach / Use with Coaching Agreement to clarify expectations
CCMC 4 / Welcome & Policies / Send with Career Reconnaissance form prior to first session
CCMC 5 / Goals / Needs List / A nice “freebie” to give to first-time callers who are interested in your service
CCMC 6 / Coaching Prep Form / Use to manage progress and accountability. Ask client to send this to you before each coaching call (and with sufficient lead time for you to review). Note table at bottom of form that identifies client’s task list.
CCMC 7 / Coachability Index / A nice “freebie” to give to first-time callers who are interested in your service. Also, use with clients who appear resistant or unclear about how coaching works.
CCMC 8* / Career Reconnaissance 1: Scouting Out New Territory / Long-form to use with Explorers
CCMC 9* / Career Reconnaissance 2: Focusing on the Future / Long-form to use with Hunters
CCMC 10* / Short Reconnaissance Form with General Info, Wheels & 5 Lives Exercise / Short-form for Career Transitioners. Can be used with Long-form (CCMC 8 or CCMC 9).
CCMC 11* / Quick Reconnaissance w/ Career Wheel & What to Expect / Use to provide a FREE, short session for prospective clients exploring career coaching. Client should fill
out form completely prior to session.
CCMC 12* / Career Values Exercise / Use to aid clients in career decision-making
CCMC 13* / SMART Stories™ Worksheets / Use with all clients early in the coaching relationship to identify clients’ key successes, boost self-confidence, and create material for resumes, networking & interviewing
CCMC 14* / Resume Worksheets / Give to clients who are writing their resume or use to gather info if you are writing resume.
CCMC 15* / Career Marketing Plan / Use for clients in active job-search mode
CCMC 16* / Can You Salvage Your Current Situation? / Use as framework to help clients determine the potential for salvaging a current position.
CCMC 17* / Master Plan / Use to help clients identify long-term goals and steps to get there.
CCMC 18 / Client Check List / Use as framework for packaging services or to ensure you’re covering all bases with clients.
CCMC 19* / Master F.I.T.™ / Fill this out together with the client during your first session(s) during which you review assessments or reconnaissance form.
CCMC 20* / Building Blocks of Brand / Use to help client identify elements of his/her career brand.
CCMC 21 / Brandishing Your Brand (Marketing Plan) / Use to identify marketing vehicles for your coaching practice.
CCMC 22* / Networking Wheel (Sample & Blank) / Give to clients to brainstorm networking avenues.
CCMC 23 / Criteria for Decision Making / Helps client determine important factors in choosing a career and comparing pros & cons of various careers
CCMC 24* / Brainstorming Career Options / Use after client has identified Master FIT™ elements and other assessments to brainstorm creative career options
CCMC 25 / Sample Coaching Log for ICF / Use to track your client coaching hours, required when applying for ICF credentials
Files are labeled Interviewing Strategies-4jobseekers.pdf and Interviewing Strategies-4coaches.pdf / Interviewing Strategies Handout: 10 Tips for Acing the Interview / Give the version labeled “4 job seekers” to the client, and use the version labeled “4 coaches” –this version contains extra coaching questions for each of the 10 items that you might ask a client as a springboard for discussion.

* Indicates Career CoachAcademy copyrighted form with permission to use