WBYW Client Area

This area provides tools and information specifically for my clients.

You can download the Acrobat PDF files from the icons beside the form names, or you can click on the form to view the web page version. If you do not have the free Adobe Acrobat Reader, you'll need to download and install it from their site. Click this button to get Reader free:

Forms	PDF	Description
Welcome Packet:
Welcome Letter		Letter welcoming you to our coaching partnership.
About Coaching		Basic information about coaching, how to get the most from your coaching sessions, and how I coach.
Who Am I As Your Coach?		Information about your new coach, her credentials, and her past experience. Also lists other services.
WBYW Client Profile		Complete this profile information to speed development of our coaching relationship. Includes logistics of our coaching as well as policies and agreements.
How Do You Want to Be Coached?		Complete this form so I know how best to coach you.
Credit Card Payment Form		Complete this form to pay by credit card.
Clean Sweep		Take this assessment as a snapshot of where you are in 4 major areas of your life.
What Am I Tolerating?		List your tolerations and watch them disappear!
Goals to Reach		Use this form to identify the goals you want us to focus on.
Coaching Time Chart		Shows military and time zone times for the U.S. Assists in helping us set our coaching call time.
Coaching Call Prep Form		Complete this form each week before our session so that our time together can be focused on what's most important to you.
Post-Call Recap Form		After our session, complete this form and send a copy to Barbara. This form lists our commitments and serves as a record of our progress.
Holding My Focus		Use this form to build a snapshot of what's most important for us to keep in mind as we work together.
Practice Forms for Coach Mentees
Items Sent to Client		A tracking form so you know what you've sent to your client. Keep one in each of your clients' files.
Client Billing Record		Simple form to track client payments. Keep one in each of your clients' files.
New Client Checklist		Tracking form to assure that you cover essential information with a new client. Fill one out as you begin with each new client.
Welcome Packet List		Form to help you build your Welcome Packet.
Client Notes		Use to take notes during client sessions.
Prospect Notes		Use to take notes during prospective client interviews. File in a Prospects folder, newest in front. Transfer to client folder when they become your client.
Client Case Study		Use this format to develop a case study around each client. Good for focusing your sessions and for certification application.
Other Forms
Rainbow Sheet		Use this form to list your accomplishments and discover your strengths.
Modalities Inventory		Coming Soon!
WBYW 28-Day Plan Worksheet		Coming Soon!
WBYW Action Plan Worksheet		Coming Soon!
Personal Vision/Mission Worksheet		Coming Soon!
Tips for Getting the Most from a Conference		If you're going to a conference and need help planning how to get the most from it -- beforehand, during, and afterwards, check out these tips.

I'm thrilled to offer two workbooks for coaches:

It’s My Business! A Business Toolkit for Coaches by Rose Hill, Reta Jones Nicholson, and Barbara Luther. This is a workbook of forms to aid you in recording your practice information for certification. You can purchase this workbook as a pdf file. Your investment is $20. Send an email to Barbara@coach2soar.com to order.

The Heartful Business Plan is a workbook to walk coaches through the process of creating a business plan for their new coaching practice. To order: Add To Cart

Coach U now offers an electronic Personal Coaching Styles Inventory assessment at www.coachingwell.com. This is a simple yet very nice assessment to help you learn your communication style. I've taught this at Corporate Coach U for a couple years now, and it can be quite helpful in learning how to appreciate our own styles and recognize how to flex to communicate with people who have different styles. You can go to the site and take the assessment for $20. If you'd like, send the results to me, and for $50 we can schedule 30 minutes to discuss what your style means for you and how to use what you learn to be a better communicator.