IAC - ICC Flashcards
(106 cards)
Intake inquiry worksheet: some questions to shine light on the UL of the client.
(INSIDE ME: think, feel, sense, see, intend.)
What does the client want to accomplish? Why is this important?
What would it look/feel like if the objectives were met?
Explore how the client sees, relates to their topic / to the world: how does he explain it / feel about it? What value? Assumptions, expectations? Aware/ Not aware of?
Intake inquiry worksheet: some questions to shine light on the UL of the coach.
- Is my heart open?
- What am I feeling?
- What do my guts say?
- What images come to mind?
- Am I grounded?
Intake inquiry worksheet: some questions to shine light on the UR of the client.
(OUTSIDE ME: What I do that’s observable.)
- What have they done about their topic up to now?
- What has worked? Not worked?
- What is the impact of this topic on client’s body and agency?
- What practices are they currently engaged in?
- What are the day to day routines?
Intake inquiry worksheet: some questions to shine light on the UR of the coach.
- What position(s) / posture is my body taking?
- Heart rate? Energy flow?
- What is my tone and style of speaking?
- Am I covering what needs to be covered on the checklist?
Intake inquiry worksheet: some questions to shine light on the LL of the client.
(INSIDE WE: My perspective & yours shared meaning.)
- What is the cultural setting and relationships involved in the topic?
- What is the impact of this topic on relationships and groups involved?
- To what degree and in what form are relationships and groups part of the client’s day-to-day world?
Intake inquiry worksheet: some questions to shine light on the LL of the coach.
- What kind of relationship are we (am I) cultivating?
- To what degree am I distinct yet connected?
- Am I able to see the world through their eyes?
- Are expectations being clarified?
Intake inquiry worksheet: some questions to shine light on the LR of the client.
(OBJECTIVE WE: What we do, institute, are supported by, build, produce.)
- Where does this topic ‘fit’ in terms of systems, processes & structures?
- What do these groups do, build, produce?
- To what degree does the client draw upon systemic knowledge, processes, environment, structure in day to day?
Intake inquiry worksheet: some questions to shine light on the LR of the coach.
- Am I using the Assessment Lenses and Intake Conversation Process to learn about the client`s AQAL Constellation and their topic?
- What profiles of the client and the topic are taking shape as information is gathered?
What are the 4 steps during an Intake conversation?
1) Opening
2) Learn about the Client and the topic
3) Clarify expectations
4) Closing and path forward
Sequence of the ‘Opening’ (Intake):
- Establish connection
- Ensure there’s a shared understanding of the purpose and focus of this Conversation
- Describe what you will be doing (and not doing) during the meeting
- Learn what they know about coaching and how they feel about it.
- Provide an overview of the Integral Coaching approach to change & development.
Sequence of the ‘Learn about the Client and the Topic’ (Intake):
- Ask questions that help to gain clarity as to what actually is their coaching topic, making sure that you are both on the ‘same page’ of understanding.
- Ask questions that help to learn more about the way in which the client sees, relates to and approaches their topic (their way of being).
- While following the tread, use the dimensions of the quadrants and lines lenses to guide the formulation of questions so that you are shining the light on these various dimensions.
Sequence of the ‘Clarify Expectations’ (Intake):
- Discuss what it means to be in a Coaching Relationship - that it calls for working on the subjective and objective aspects of their topic and development.
- Discuss what a coaching relationship looks like and requires and what you can offer.
- Discuss what it will require of the client.
- Answer any questions the client has of you.
Sequence of the ‘Closing and Path Forward’ (Intake):
- How was this conversation for you?
- Reach an agreement to go forward or stop here.
- Describe the next steps in the process and the focus of the next meeting.
- Schedule sessions for your work together.
- Agree on how you will communicate between now and then.
Explain the ‘Lens’ through which we arise… our Current Way of Being:
- It is our unique way of perceiving ourselves, others, the world.
- Our Current Way of Being has a particular structure defining what we uniquely
a) can see (and not see), our Way of Seeing,
b) actions that we think are available to us (and not), our Way of Going and
c) ways we check for how things are going, our way of checking.
Explain the Subject - Object Theory:
- I am the ‘subject’, I live as a ‘subject’, it is my identity.
It is simply Me: My way of perceiving, acting, being that I am not usually aware that I am living from. - Development tends to occur when the ‘subject’ as unconscious driver in my life becomes seen by me so that I have a way to work with it consciously.
- Once it becomes “seen” by me, I am no longer identified as the “I” (subject) that has now become the “It” (object).
- Subject becomes object and becomes integrated as I transcend to my next developmental step.
Explain step 1 for changing Awareness of the Current Way of Being (past-based):
- What has been an unconscious driver in the client’s way of approaching their topic needs to become conscious and accessible.
Explain step 2 for changing the Access to a New Way of Being (possible future):
- The client needs to have access to a New Way of Being in their topic that includes and transcends the parameters of the Current Way of Being.
- This gives the client a new vision, a new future way of Seeing, Going & Checking that opens up new possibilities towards fulfilling their topic.
Explain step 3 for changing the Embodiment through Cycles of Development:
- Awareness of ‘what is’ and being inspired by ‘what is possible’ are essential for change and it isn’t enough to sustain change.
- New capabilities need to become embodied in the client’s body, heart, mind and spirit through Cycles of Development that enable the client to be aware of their Current Way arising in real time and not follow it and to build the new muscles needed to inhabit their New Way of Being.
What is the purpose of the Offer conversation?
- You set the context and focus for the entire Coaching Program.
- You bring to light for the client their Current Way of Being in their topic in a way that they have never seen before.
- You open up a whole New Way of Being in their topic that takes them beyond any possibility they would have come up with on their own.
- You lay out the map of the focus and approach of the Coaching Program and the first step(s).
What are the 5 steps during an Offer conversation?
- Establish a connection
- Bring forward ‘offers’ of Way of Being
- Walk through the Coaching Program
(Give them a written copy, upgrade as needed) - Introduce the Self-Observation Exercise
(Give them a written copy, upgrade as needed) - Close the conversation
Sequence of the ‘Bring forward ‘offers’ of Way of Being’ (Offer):
- Offer your sense of their Current Way of Being in the topic.
(Check in for ‘fit’ with the client and have them elaborate on the meaning of this to them) - Honor what this Current Way of Being has allowed for up to now.
(See if there is anything they would add) - Acknowledge what this Current Way of Being is closing down.
(See if there is anything they would add) - Offer a New Way of Being in the topic.
(Check for ‘fit’ with the client and have them elaborate on the meaning of this to them) - Speak to what this New Way of Being could allow for regarding their topic
(See if there is anything they would add)
Sequence of the ‘Walk through the Coaching Program’ (Offer):
- Confirm the Coaching Topic (What and Why)
- Go through the Development Objectives explaining ‘why these’, how they link to CWOB and NWOB and the coaching topic.
- Confirm the estimated duration of the Coaching Program.
- Discuss what this program will involve in terms of their involvement as well as the general process.
Sequence of the ‘Introduce the Self-Observation Exercise’ (Offer):
- Explain purpose of an Self-Observation Exercise.
- Show the focus of this SOE links to their Current Way of Being.
- Walk through the SOE and make sure it both makes sense and is ‘doable’.
- Speak to what might ‘get in the way’ of fully engaging in this exercise and how to attend to this.
Sequence of the ‘Close the Conversation’ (Offer):
- Anything else they want to ask
- Acknowledge client’s willingness to be in this work
- Agree on next time will meet