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ASSESSMENT TOOLS
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Throughout time, man has wanted to understand
how humans function in the world. From the first nations and on
there have been various groupings. Astrology, for example, was
once considered a science. The first fully recognized sorting of
man was by Hypocrites in 350 BC. After World War One the modern
phase of psychology and management began to flourish. We are
now on the verge of the next explosion due to the accessibility
through technology of online assessments – both those that are
good and those that are not. This is creating a whole new set of
pressures and challenges in the use of assessments. To help
coaches, I have established the following blog;
Assessments
Now, a web site committed to helping coaches and
trainers use various assessments in their business and practice.
Assessments Now
is a licensed site for The Platinum Rule Behavioral Style
Assessment. I also have a monthly newsletter.
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| DATA BASE SYSTEMS
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Client
Compass (formerly Intentional Coach
2002) and Coach Track 2004
are two affordable and comprehensive database tracking systems
specific for coaches. I personally use Client
Compass and can strongly recommend it. (There are features I still haven't used and it has a Mac
version.) You can read the
manual for Client
Compass on screen which provides a good idea of the software features.
In the fall of 2005, the company was acquired by John Wiley &
Sons.
I did evaluate Coach Track a couple of years ago.
It does have a demo version for you to try out.
Act 6 is a contact management system that is not specific to
coaching. I do have colleagues who use this system. You
may want to check out their demo which does take a while to
load.
Tools4Coaching has a 30 day free evaluation period. It
is a totally on-line system but that comes with a monthly price
tag.
An online tracking system with real time calendars that you
might want to check out is:
Interface Advantage
Systems.
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ASSOCIATIONS
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The International
Coach Federation is a professional association worldwide of personal and business
coaches. It was founded in
1992 and has over 120 chapters throughout the United States and 20
countries. The ICF also provides a referral service.
The ICF provides a credentialing program for its members and has a list of various
accredited
coaching programs offered world-wide. CoachVille
also carries a list but the most extensive and up to date appears
to be Peer ResourcesThe Worldwide
Association of Business Coaches (WABC) Please check it
out for yourself.
There are now over 130 different coach training programs available. (For
the complete list go
Peer Resources which probably presents the most neutral
perspective.) Choices can be difficult, but they have
created a list of questions that prospective applicants can ask each potential school (also posted on
the site) to narrow down the
options.
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I recommend taking a look at the offerings at the CoachVille
site. The past couple of years have proved challenging
for CoachVille and most of the free resources no longer
available.
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Another resource that you can join is the International
Association for Coaches (IAC) It is not longer
free but check out some of
their special benefits, like a free MAPP assessment. The
MAPP assessment is free for ICF members.
- For a list of other excellent source of
professional coaching organizations, associations and
networks be sure to check out this link on Peer
Resources.
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| E-ZINES,
BLOGS GROUPS
AND ON-GOING DEVELOPMENT
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- Peer
Resources has a fantastic list
of Coaching
Newsletters Available
on a Complimentary Basis. Check
out all of their resources and do consider joining their
network.
- For those of you in Europe, you may want to
check out the EuroCoachList
- Coaching
Innovation calls itself a new coaching think tank.
Check it out for yourself.
- The
Coaching Zone is a a whole site of resources for
coaches and those interested in finding out about the coaching
profession.
- One of my favourite
newsletters is John Agno's Coach to Coach Network Newsletter.
To get connected, a
coach should send an email message to:
coach2coach-subscribe@yahoogroups.com
- CoachVille
has study groups, local chapters and a listserve for
coaches. More info can be found at the link.
- CoachU
has established a vast number of Public Special Interest
Groups (SIGs). The
ICF also has a number of SIG's but you must be a member
to join. Click on links to see if your own area of
interest is there.
- Blogs are the latest thing in coaching and I think
here to stay. If you want to set up your own, I
recommend that you check out some of the suggestions of
Andy Wibbels. Here
are a few that I can like and love to recommend (including my
own):
- Don't forget about my own
Coaching Debates which is broader and more general in nature.
This is a Free Teleclass / Teleclass Forum.
Or faster still, send a blank email to:
thecoachesforum-subscribe@yahoogroups.com
- The
Organization Development Network also hosts an email list for coaching
professionals, as the OD profession and the coaching profession work
collaboratively to develop individuals, leadership and organization competence.
It is not very active these days for some reason.
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| REFERRAL SYSTEMS


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- 24/7 Coaching
advertises that at just $69 for a Standard LIFETIME
Membership, you have absolutely nothing to lose and
everything to gain. They convinced me. However,
that is just to access resources and post your events.
To get the referral service, it will cost you $299. I
have the Lifetime Professional Membership but to be honest, I
think the standard membership may be sufficient. One
another note, there is also the organizational listing which
AssessmentsNow is checking to see if it will be
worthwhile.
- The International
Coach Federation provides a referral service.
- Peer
Resources also lists coaches and has recently developed an
association with The Coach Connection.
- If you are attending
or have graduated from CoachU
or Corporate Coach University,
has a new program that costs $375 and can be found under : The
International Coaching Directory
as well as FindACoach.
Students and graduates can get a small listing for free.
I no longer maintain a full listing. Many people use this database to locate a
coach.
- The Coach Connection
is a service that qualifies both the client and the coach.. Cost
was $120 US. I joined early and the organizers are
clearly working hard to promote the coaches.
- The Coaching Circles
will list you if you qualify and they take a percentage off
the top for any clients that they refer. No initial
cost to join.
- LocateACoach is
a small referral service that appears to be associated with Teleclass
International. Cost to join is about $13 per month
and that is all I know.
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PRODUCTS TO SELL

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What
sets you apart from other coaches?
Most successful coaches have at least one
product in their business structure. One tangible,
sellable item that helps to attract clients, leverage other
products or services and build a professional reputation. What's
yours? Here are two that I can recommend.
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Get
the Right Assessment Just In Time for Your Clients.
This is my own shameless self
promotion. Assessments
Now has over 12 online assessments available to
coaches or your clients 24/7. In some instances, you can send a client directly to our
More Profiles
section, OR better
still open your own Associate Account that you administer completely . Associate costs per
assessment (minimum purchase 5) are the maximum you pay - less if you
purchase in larger volumes. Your contact info goes on the bottom of
client reports.
Click here to
see the various assessments offered as well as the costs to
coaches.
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Nancy Morris has developed a great tool for your clients that can
use and you can customize as a distributor:
The Goal Getter
Kit is more than a book or series of automated emails - it is
a total system to help you and your clients get your goals -
guaranteed.
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| TELECLASSES

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I often get asked about teleclass
training. I have three suggestions. One is a basic,
marketing, design approach and the others much more of a
practicum.
- Teleclass4U
These guys have great
training and the first four week program is free. They
follow this up with two other programs. Their approach is less sales driven than
Dave Buck but the philosophical style truly resonated with
me. I strongly suggest having more than one type
of training to give you a solid feel for the whole process.
- TeleclassInternational
offers an extensive training program and their TeleLeader
Training program is now approved for 15 CCEU's (Continuing
Coaching Educational Units). I have often been impressed
by teleclass leaders who have taken this program. 24/7 Coaching
also offers a version of this training.
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| BRIDGE RENTAL SERVICES
RECORDING
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- The free service bridge line that I has work for me very
well (so far) is FreeConference.com.
You do need to book in advance and get a line and access
code but that probably results in no over loading. You
can even send out invitations from here but the input can be
a little tedious unless this is a regular distribution list
you will be using. Be warned: If it is an
important or fee based teleclass, I strongly recommend
paying for a reliable service.
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Free Audio Conferencing seems like a great system and one
that I tried to use but it didn't work out for me.
- Mr. Conference
This is the largest free teleconference
service in the world. Check out their sample number:
305-503-6666 Ext. 681. I have experienced over loads on the
system and cannot recommend this service.
- Easy Conference
is also free and has some very interesting features such as
emails those invited to attend with the phone number and extension. Participants can then accept or
decline. I do use this and can recommend this
service.
- Teleclass
International has an extensive array of options
and services, including taping your class. You really
need to check these guys out and their prices seem very
reasonable. They
have a comparison chart you might want to review.
- Teleclass4U
offers two options for teleconference line rentals –
hourly ($20) or annually ($900). These guys have great
training and the first two classes are free.
- Teleclass.com
No longer being offered.
- If you are a member of
ICF, I would strongly consider checking out some of the
benefits as a member that you have regarding the rental and
in some instances the free use of a bridge line.
- WebValance is exclusively for consultants and coaches. Many services including newsletter
hosting and bridge line rental.
- RentaBridge
has lines available within Northern CA and Seattle WA area codes
for as little as$10 US per hour when you buy 10 hours or
more (to be used any time in the next year).
Barbra Sunquist has a great
article on how to Record
Teleclasses and Online Audio in her Step-by-Step Guide for
Stress-Free Recording
- If you want to get someone else to tape and
record your teleclasses and convert then into various
formats for your web site, I would love to recommend my tech
guy, Gerry. You can find out more about
All Conference Call.
- A service that interests me that I haven't tired out but
plan to is:
Record My
Teleclass
- TeleclassInternational
also offers various taping services that you might want to
check out.
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Audio
Podium from Ed Shea is a great resource and service.
An AudioPodium records teleclasses, promotions, panel
discussions or interviews for your business, product or
practice. Up to 240 people can dial in and listen to your
recording simultaneously. Cost is $120/year for your OWN
AudioPodium
- I am currently using
High Speed
Conferencing Premium with Skype to record classes and
use "local" lines so that there is minimal long distance for
my participants. Cost is a mere $4.95 a month.
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COOL
TECHNOLOGIES
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I don't like
spending money but after trying the free trial, I had to have this
software. If you have trouble keeping track of usernames and
passwords you will LOVE this program. I now have over 100
passwords carefully stored and protected by
RoboForm.
AudioGenerator.Com automatically builds solid rapport with even your most skeptical
prospects by expressing trust, credibility and authority of the
human voice.
This remarkable
breakthrough in Internet marketing technology instantly
injects the power of the human voice into your Websites and emails
… even if you have no technological skills whatsoever. With one click, you’ll
get 24-hour access to record an unlimited number of audio
testimonials day after day, month after month … and instantly
upload them to your Website(s) by simply cutting and pasting a
single line of text! |
| WEB DESIGN AND
HOSTING
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You know that I feel you can have your web site hosted for much
less than these organizations. However, they do all the work,
have some extra features you may or may not need and do cater
specifically to coaches. All of these come recommended to
me however, I do not have any first hand knowledge of
these services.
Don't want to have all the associated costs but would
like a simple turnkey web site? Then I would strongly
recommend Go Daddy.
Silly name but a great place to register your domain, host it
AND use their simple web design plans. I use them for lots of
stuff related to the web. I have hosted with lots of providers
but have now moved all over to
BlueHost. |
| CREDIT
CARDS & PAYMENTS
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At some point you may want to consider taking credit cards for payments.
- Practice
Pay Solutions - I used them to help set up my credit
card account in Canada. These guys understand the
needs and requirements of coaches and are responsive. They were very helpful and cost
effective for my uses. I have heard were some credit
card companies will require a deposit.
- I have also been very please with CartVille
(sister to ShoppingCart1,
to process the on-line aspect of my e-commerce. You can try
them out for 30 days but you do need to be able to take
credit card payments for this to be truly worthwhile.
- AMEX - Some colleagues have found American Express the
most reasonable for small businesses. However, in my
experience, the fees and delays to put in one's account make
this rather an expensive approach.
- I know of many coaches who have found PayPal
works just fine for them. I resisted for a long time
but have recently opened an account and it works very well.
- Some of my colleagues are recommending WorldPay
which takes 3 currencies for one fee.
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| INSURANCE LEGAL
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I don't know if liability
insurance is important but here is a
resource for the US. The International
Association of Coaches now offers liability coverage in all
50 states. You may also want to check out the ICF
which has arrangements with Loomis & Co - but Canada and
some states are not included.
For an article on the subject check out:
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| MARKETING

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Check out Patsi Krakoff's
Customized Newsletters.
"Secrets
of Successful Ezines" is a resource you should seriously
consider for your e-marketing toolbox. Patsi Krakoff and
Elge Premeau have created an incredibly detailed workbook
and resource for coaches, and really any solo professional,
to use to create and publish an effective ezine.
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Action Plan Marketing may be a good resource
for you. I encourage you to get the free
Marketing
Plan Workbook below along with his More Clients eZine.
- FillYourPractice
offers some great marketing
resources. I highly recommend Five Essential Steps to a Full and Fulfilling Practice.
You will receive one lesson, by email, every day for the next 5 days.
For the moment it is still free but sign up
soon. I also tried out a free online trial of the Coaching Practice Incubator course
and am so impressed I may purchase the program.
- C. J. Hayden's Book "Get
Clients Now" is a great resource. Check out
her site.
- Coaching
Matters is a coaching newsletter you can purchase use in
print or electronic version with your contact information on
the cover.
- Want to start creating your own newsletter or fancy
announcement? I recently discovered the following
service which is great if you have a small distribution
list. In fact if you have a list of under 50 you can
use it for free. I recommend trying Constant
Contact. It can be time consuming and certainly
isn't cheap but it is very impressive. I experienced
some difficulties with blocking of emails.
- Like Robert Middleton, I think that the best email service
is Aweber.
- For my shopping cart I use a reseller of an
excellent shopping cart system called
1shoppingcart.
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BOOKS |
I have been a subscriber to Soundview Executive Book Summaries
for over 15 years and I highly recommend considering this option
to stay on top of pertinent and current topics.
Peer
Resources has an interesting list of Coaching Books, Tapes and Videos.
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