Your checklist for strategic alignment in your coaching business

Your checklist for strategic alignment in your coaching business

Growing a coaching business comes with excitement, new opportunities, and a whole lot of work, trust me, we know. We did it too. If you’re not careful, you can find yourself doing more program management and less of what you love – coaching.

One of the main reasons program management might be monopolizing your time is because of a lack of alignment between coaches, clients, processes, and resources. Simply put, everyone is confused and coaching becomes mysterious. This makes goals, progress, and impact wander into the unknown. And when misalignment happens, productivity falls, frustration rises, and all forward progress is stalled. Which leaves you spending your time putting out fires instead of coaching.

Realigning your coaches, clients, processes, and resources requires everyone to come together and recenter themselves towards the strategic direction and desired results. If you’re trying to grow and scale your coaching business without compromising quality results, consider a centralized place for your clients, coaches, and administrators to align.

Here’s a checklist for your next coaching platform if alignment is on your mind:

✓ Customizable coaching programs that can be viewed by coaches, clients, and administrators

✓ Full transparency of scheduled and completed meeting progress to make sure no client gets left behind

✓ Access to meetings, goals, assignments, and engagement history for both coaches and clients

✓ A clear communication or messaging system for clients to be able to get real-time questions answered by their coaches

✓ A standardized intake questionnaire so coaches can really know who they’re coaching and what their clients need

✓ Personalized resources that are easy to share with coaches and clients to keep your program materials on track

✓ A goal-setting platform that coaches and clients can use to stay aligned with the overall strategic initiatives

✓ Confidential coach/client portals to keep the engagement integrity while still giving administrators the access they need to track logistics

The right platform can align your coaching team, your clients, and your administrators and bring the biggest impact to coach more leaders to success.

Focus on doing more of what you love and let your platform handle the rest.

About The Author(s)

Kris Carpenter

Co-Founder, Optify
Over the course of 30 years, Kris Carpenter has built a career rich with wide-ranging experiences, from corporate finance and management to the facilitation of yoga classes and grief support programs for the bereaved. For Optify Coaching, she is leveraging this tapestry of expertise and her work with emerging leaders into meaningful work that is well-aligned with her diverse set of passions and skills. Kris holds a BS degree in Accounting from Penn State University, is a trained expert in Intuit Quickbooks products, Deltek Vision and Costpoint, Microsoft Dynamics NAV (formerly known as Navision), and Viewpoint. She is a trained volunteer at Haven of Northern Virginia, a certified Yoga teacher (RYT200), has developed a Yoga for Grief class that combines her yoga and grief training, and coached non-runners.

Your checklist for strategic alignment in your coaching business

Here’s a checklist for your next coaching platform if alignment is on your mind:

Kris Carpenter

Stay Connected for Top Industry Insights