The hallmark of good coaching is taking action.
Through action a difference gets made and real world impact becomes possible. Without it, coaching reduces to a lot of good ideas, most of which will be soon forgotten.
CoachAccountable Actions provide a way for you and your clients to set good ideas in motion, make them real, and cause reliable follow through.
Every client you coach in the system has their own Action plan, just waiting to be set up.
Planning Actions
Planning an Action is simply a matter of
indicating WHAT to do, and BY WHEN it is to be done, plus setting any desired reminders.
Do so from your client's Client Page by clicking the +Action button:
If you've turned on Coach Actions, you'll see a little note that tells who the Action is assigned to: yourself or the client. If this should be an action for yourself, click the "change" link.
Project - An Action Project allows you to group related actions under a single project. Check out this article for more information.
Reminders - Action Reminders send you and the client automated email or SMS text reminders. For more, see this article.
Comment - It's often helpful to provide a bit more direction and explanation. Both you and your client are free to add comments after the Action is created.
You can choose whether to send the client an email notice and whether the client can modify or delete the Action. Click Add Action and you're done!
Towards the right side of any Action, you'll find buttons that will let you edit the Action and view comments.
Action Projects
By default, Actions are standalone endeavors. I
Marking Actions Complete
Actions in Practice
- Remember that Actions are about meaningful application. Avoid creating Actions out of routine behavior. An ideal Action should require effort to complete. When an Action is completed, it should feel like a win, one the client achieved with help from your coaching.
- Organize related Actions into Action Projects. Action Projects are great for broader or more complicated tasks.
- Use comments in Action plans. This creates dialog between you and client as the Action is in progress. It's also a place to ask and give support.
- Add comments through the Action tab or by replying to SMS text or email reminders. You and your client can also use the Stream.
- Combine Actions with Metrics to affect real-world progress.
If you set up meaningful Actions, they become a living record of your clients' growth. You and your client can look back and see the impact of your coaching relationship.