Exchange Of Information And Information Management From Executive Coaching Certification
31374 10/29/2014 Business 202 /As taught in The Center for Coaching Certification’s executive coaching certification, business coaching training, career coach certification, or life coach training, in the International Coach Federation’s Code of Ethics, the following definitions clarify roles for coaching relationships:
Client: The “client†is the person(s) being coached.
Sponsor: The “sponsor†is the entity (including its representatives) paying for and/or arranging for coaching services to be provided.
This is significant because in Section 4: Confidentiality/Privacy of the Code of Ethics it states:
23) I will have a clear agreement upon how coaching information will be exchanged among coach, client, and sponsor.
Specifically, this means before coaching begins it is essential to establish what information is exchanged and how it is exchanged.
As taught in the Center for Coaching Certification’s executive coaching certification, business coaching training, career coach certification, or life coach training; the confidentiality of the client or coachee is essential for a successful coaching relationship. If a coachee is concerned that what they say is anything less than completely confidential then the process is limited. When a coachee is aware that it is a confidential conversation then the coachee has permission to share information openly and thus process options, concerns, and influencing factors. This in turn supports effective strategy development and action planning.
For an internal coaching program, it makes sense to address this in a program manual as well as ensuring the coach training includes training on the Code of Ethics. In the program manual, cite the Code of Ethics and state that what is discussed during coaching sessions is completely confidential and kept between the coach and the coachee. The only exceptions are a threat of harm and an unreported crime. One option for providing direct supervisors or managers with information that is in keeping with the ethics is co-creating a report as in the example provided in the previous blog post.
The Center for Coaching Certification teaches in executive coaching certification, business coaching training, career coach certification, or life coach training that a policy that explains how information is exchanged will minimize conflicts and inappropriate requests for information.
Companies generally have policies in place on how information is handled. For general forms and agreements used in a coaching program, this applies. As taught in executive coaching certification, business coaching training, career coach certification, or life coach training; for notes taken during coaching sessions, the information must be handled differently.
For example, a coaching program will ideally have standardized coaching agreements. (In the agreement, do refer to the Code of Ethics and either attach it or provide it electronically.) Often there are questionnaires the coach may want to utilize. The program may also benefit from a form that a coach and their coachee complete together for the coachee to report on progress and results. (For example, in the form the coach and coachee list the goals that the coachee is working on, action steps, and the coachee progress report. A notes section may be used for further explanation.) When the form is complete, the coachee may be the one presenting it to their supervisor, as taught in executive coaching certification, business coaching training, career coach certification, or life coach training; if the coach is presenting it they must first ensure the coachee has given permission.
Information that is handled differently includes the notes taken during coaching sessions. As taught in executive coaching certification, business coaching training, career coach certification, or life coach training; the notes are for the coach and coachee only, which means using either paper or a personal computer. Notes kept on a company computer are accessible by others and discoverable, so coaching confidentiality is violated. The Code of Ethics for coaches, as published by the International Coach Federation, ICF, specifically addresses confidentiality and record keeping.
In summary: forms, tools, and worksheets are available to all who have access to the coaching program materials. The notes taken during a coaching session are accessible only by the coach and the coachee.
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