The Five Day Course

Introduction to coaching skills for Personal Advisors

After this module delegates will:

• Develop an understanding of the role of coaching in a PA environment
• Appreciate when to take a coaching, mentoring or advice giving approach
• Be able to use basic coaching techniques
• Have increased confidence in using coaching techniques

Helping others identify and overcome barriers to inclusion

After this module delegates will:

• Develop techniques to create an open environment for honest communication
• Have techniques to coach clients to self-identify barriers
• Be able to use a simple problem solving model with their clients
• Have experience of coaching clients through common barriers to inclusion

Building motivation in others

After this module delegates will:

• Develop an understanding of how they are motivated
• Be able to talk to clients from a position of what motivates the client
• Be confident in empowering clients
• Have some techniques to create buy-in from clients to achieve their goals

Keeping clients on track

After this module delegates will:

• Have techniques to maintain client motivation
• Have strategies for dealing with the highs and lows of the client journey
• Have an awareness of, and skills to deal with, their own expectations of clients
• Have techniques for helping clients deal with self doubt and rejection

Follow up/coaching supervision

This module looks at any issues PA’s have had in using these techniques and provides additional support for the effective use
of coaching skills.