How to Create and Follow a Successful Plan as a Business Coach - Pendleton Partners

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How to Create and Follow a Successful Plan as a Business Coach

Team Pendleton

As a business coach, you have the potential to help your clients achieve their goals and reach new heights in their careers. But to be successful in coaching others, you must create a plan and follow through with it.

An actionable and achievable plan for your clients will give them the structure and organization they need to reach their goals. It also helps you stay on track with each client’s progress and measure their success.

Creating an Actionable and Achievable Plan

When creating a plan, it is important to ensure that it is actionable and achievable. You must set realistic goals that your client can easily accomplish.

• Clarify what success looks like for the client and how you will help them achieve their goals

• Outline the various stages of the coaching process

• Set deadlines for each stage of the process

• Discuss any challenges or obstacles that could arise during the coaching process

• Establish a timeline for when you expect to reach certain milestones in your client’s journey

• Provide resources or tools to help your client stay on track

Establishing Goals and Objectives

It is also important to establish goals and objectives with each client, which helps you measure the progress they make during the coaching process. When creating goals and objectives, you must use the SMART strategy, which stands for Specific, Measurable, Attainable, Relevant and Time-based.

• Make sure your goals are specific to the individual client’s needs

• Ensure that the goals are measurable by tracking progress throughout the process

• Set attainable objectives so that clients can achieve success with your help

• Relevance is key – make sure the goals are relevant to the client’s needs and wants

• Give yourself and your clients a timeline to reach the goals

Utilizing SMART Strategies to Help Keep Your Clients on Track

Using the SMART strategy can be extremely beneficial to help your clients stay on track. When working with each client, ensure you continually assess progress and course-correcting if necessary, and this will ensure that your client is achieving the desired results promptly.

• Give feedback regularly on how your client is progressing

• Help with troubleshooting any obstacles or challenges

• Create milestones for each stage of the process

• Re-evaluate goals to ensure that they are still relevant and achievable

• Provide motivation and support throughout the process

Taking Action & Following Through with the Plan

As a business coach, more is needed to create a plan and leave it at that, and you must take action and follow through with the plan for your clients to succeed.

• Develop strategies and tools to help support each client’s goals

• Monitor progress and make adjustments as needed

• Utilize resources such as books, articles, and videos to help clients stay on track

• Revisit the plan periodically to ensure that it is still achievable

As a business coach, an effective plan is essential for helping your clients reach their goals.
By clearly outlining objectives, setting SMART goals, and providing resources and support throughout the process, you can help your clients succeed.

Taking action on the plan and continuing to follow through with it will ensure that everyone is staying on track and reaching their objectives in a timely manner.

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