CCE Self-Assessment Please use this form to complete your self-assessment. "*" indicates required fields Step 1 of 8 12% Following a coaching session with your client, assess yourself as the coach according to the following specifics: N/A The skill was not in evidence in this call The skill was in evidence, but possibly insufficient The skill was demonstrated with sufficiency The skill was demonstrated with proficiency The skill was demonstrated with excellence Name of Coach*Email* Name of Client*Name of Trainer*Date of Coaching Session* Month Day Year Assessment Number* 1 2 3 4 Competency 1: Demonstrate Ethical Practice1.1: Ethics were applied throughout the coaching conversation.Observed* Yes No Rating 1 2 3 4 5 1.1 Evidence / EvaluationCompetency 2: Embodies a Coaching Mindset2.1: Developed and maintained a mindset that was open, curious, flexible, and client centered.Observed* Yes No Rating 1 2 3 4 5 2.1 Evidence / Evaluation Competency 3: Establishes and Maintains Agreements3.1: Partnered with the client to identify or reconfirm what the client wanted to accomplish in the session.Observed* Yes No Rating 1 2 3 4 5 3.1 Evidence / Evaluation3.2: Partnered with the client to define or reconfirm measure(s) of success for what the client wanted to accomplish in the session.Observed* Yes No Rating 1 2 3 4 5 3.2 Evidence / Evaluation3.3: Partnered about or explored what is important or meaningful to the client about what he/she want to accomplish in the session.Observed* Yes No Rating 1 2 3 4 5 3.3 Evidence / Evaluation3.4: Partnered with the client to define what he/she believed needed to be addressed to achieve what he/she wanted to accomplish in the session.Observed* Yes No Rating 1 2 3 4 5 3.4 Evidence / Evaluation Competency 4: Cultivates Trust and Safety4.1: Acknowledged and respected the client’s unique talents, insights, and work in the coaching process.Observed* Yes No Rating 1 2 3 4 5 4.1 Evidence / Evaluation4.2: Showed support, empathy, or concern for the client.Observed* Yes No Rating 1 2 3 4 5 4.2 Evidence / Evaluation4.3: Acknowledged and supported the client’s expression of feelings, perceptions, concerns, beliefs, or suggestions.Observed* Yes No Rating 1 2 3 4 5 4.3 Evidence / Evaluation4.4: Partnered with the client by inviting the client to respond in any way to my contributions as the coach and accepted the client’s response.Observed* Yes No Rating 1 2 3 4 5 4.4 Evidence / Evaluation Competency 5: Maintains Presence5.1: Acted in response to the client’s whole person (the who).Observed* Yes No Rating 1 2 3 4 5 5.1 Evidence / Evaluation5.2: Acted in response to what the client wanted to accomplish throughout the session (the what).Observed* Yes No Rating 1 2 3 4 5 5.2 Evidence / Evaluation5.3: Partnered with the client by supporting him/her to choose what happens in the session.Observed* Yes No Rating 1 2 3 4 5 5.3 Evidence / Evaluation5.4: Demonstrated curiosity to learn more about the client.Observed* Yes No Rating 1 2 3 4 5 5.4 Evidence / Evaluation5.5: Allowed for silence, pause, or reflection.Observed* Yes No Rating 1 2 3 4 5 5.5 Evidence / Evaluation Competency 6: Listens Actively6.1: Questions and observations were customized by using what I learned about who the client is or the client’s situation.Observed* Yes No Rating 1 2 3 4 5 6.1 Evidence / Evaluation6.2: Inquired about or explored the words the client used.Observed* Yes No Rating 1 2 3 4 5 6.2 Evidence / Evaluation6.3: Inquired about or explored the client’s emotions.Observed* Yes No Rating 1 2 3 4 5 6.3 Evidence / Evaluation6.4: Explored the client’s energy shifts, nonverbal cues, or other behaviors.Observed* Yes No Rating 1 2 3 4 5 6.4 Evidence / Evaluation6.5: Inquired about or explored how the client currently perceives themself or his/her world.Observed* Yes No Rating 1 2 3 4 5 6.5 Evidence / Evaluation6.6: Allowed the client to complete speaking without interrupting unless there was a stated coaching purpose to do so.Observed* Yes No Rating 1 2 3 4 5 6.6 Evidence / Evaluation6.7: Succinctly reflected or summarized what the client communicated to ensure the client's clarity and understanding.Observed* Yes No Rating 1 2 3 4 5 6.7 Evidence / Evaluation Competency 7: Evokes Awareness7.1: Asked questions about the client, such as his/her current way of thinking, feeling, values, needs, wants, beliefs, or behavior.Observed* Yes No Rating 1 2 3 4 5 7.1 Evidence / Evaluation7.2: Asked questions to help the client explore beyond his/her current thinking or feeling to new or expanded ways of thinking or feeling about themself (the who).Observed* Yes No Rating 1 2 3 4 5 7.2 Evidence / Evaluation7.3: Asked questions to help the client explore beyond his/her current thinking or feeling to new or expanded ways of thinking or feeling about their situation (the what).Observed* Yes No Rating 1 2 3 4 5 7.3 Evidence / Evaluation7.4: Asked questions to help the client explore beyond current thinking, feeling, or behaving toward the outcome and his/her desires.Observed* Yes No Rating 1 2 3 4 5 7.4 Evidence / Evaluation7.5: Shared—with no attachment—observations, intuitions, comments, thoughts, or feelings, and invited the client’s exploration through verbal or tonal invitation.Observed* Yes No Rating 1 2 3 4 5 7.5 Evidence / Evaluation7.6: Asked clear, direct, primarily open-ended questions, one at a time, at a pace that allowed for thinking, feeling, or reflection by the client.Observed* Yes No Rating 1 2 3 4 5 7.6 Evidence / Evaluation7.7: Used language that is generally clear and concise.Observed* Yes No Rating 1 2 3 4 5 7.7 Evidence / Evaluation7.8: Allowed the client to do most of the talking.Observed* Yes No Rating 1 2 3 4 5 7.8 Evidence / Evaluation Competency 8: Facilitates Client Growth8.1: Invited or allowed the client to explore progress toward what he/she wanted to accomplish in the session.Observed* Yes No Rating 1 2 3 4 5 8.1 Evidence / Evaluation8.2: Invited client to state or explore his/her learning in the session about themself (the who).Observed* Yes No Rating 1 2 3 4 5 8.2 Evidence / Evaluation8.3: Invited the client to state or explore his/her learning in this session about their situation (the what).Observed* Yes No Rating 1 2 3 4 5 8.3 Evidence / Evaluation8.4: Invited the client to consider how he/she will use new learning from the coaching session.Observed* Yes No Rating 1 2 3 4 5 8.4 Evidence / Evaluation8.5: Partnered with the client to design post-session thinking, reflection, or action.Observed* Yes No Rating 1 2 3 4 5 8.5 Evidence / Evaluation8.6: Partnered with the client to consider how to move forward, including resources, support, or potential barriers.Observed* Yes No Rating 1 2 3 4 5 8.6 Evidence / Evaluation8.7: Partnered with the client to design the best methods of accountability for himself/herself.Observed* Yes No Rating 1 2 3 4 5 8.7 Evidence / Evaluation8.8: Celebrated the client’s progress and learning.Observed* Yes No Rating 1 2 3 4 5 8.8 Evidence / Evaluation8.9: Partnered with the client on how he/she wanted to complete this session.Observed* Yes No Rating 1 2 3 4 5 8.9 Evidence / Evaluation Final CommentsChoose at least three significant areas to comment on. What did you do well? Where would you like to improve?Final Comments
