COACH Model
Values
Setting Financial Goals
Self Talk and Management
Powerful Questions
100
What does the C in the COACH model stand for? Please provide two questions you might ask during this part of your session?
Competencies
100
A participant's vision is impacted by their ____
values.
100
What is a SMART goal?
S=Specific, M=Measureable, A=Attainable/Actionable, R=Relevant, T=Time based
100

What are some words you can look for to identify self-talk?

What are "should do," "need to," "it'll never work"

100

Please provide two powerful questions about income?

What are _____?

200
What are two examples of when financial coaching is *Not* appropriate?
When families are in crisis and need specific information or immediate assistance (i.e. eviction).
200
This physical activity can support participants "walk" towards their goal.
Walk-to-10
200
Name two reasons why setting goals is important?
It improves outcomes by: 1) Focusing attention on relevant activities 2) Energizing clients, which leads to greater effort 3) Increasing persistence and time spent on goal 4) Discovering relevant new skills or knowledge
200

Why is it important to identify self-talk?

Because it effects performance

200

Please provide one example of a powerful question and another question that is not.

What is ____.

300
What are three words that help to define coaching?
Collaborative process Long term goals Behavior change
300
What are the four steps to "design the alliance."
1. Set the stage for the client. 2. Begin the design. Ask Questions 3. As the client answers generally, begin taking the questions into specifics. 4. What’s important for you in this relationship?
300
What is the difference between a goal and an outcome?
Goals are general, overarching Objectives are very specific
300

Name three self-management tools we discussed today?

Setting time limits, creating a positive space, coaching agreements, etc.

300

What is a characteristic of a powerful question?

Powerful questions are open-ended, non-judgmental, etc.

400
What does the O stand for in the COACH model? Please provide two example questions you might ask during your session.
Outcome
400
Powerful questions are: a) yes/no questions b) open-ended c) discouraged in coaching
B
400
Provide an example of a goal and an objective
GOAL (the mountain): To be debt-free. OBJECTIVE (how will I know I’ve arrived): Capital One, Chase and United credit cards have a zero balance by May 2014. ACTION STEPS (the plan, the path): Set up automatic payments to avoid late fees Start making side money on my hobby Work on spending plan to free up an extra $500 to put to debt principal each month
400
Name three self-talk tools to use when working with clients
Biography of the inner critic, focus on actions, transform to positive self talk, let go of negative self talk
400
Provide an example of a judgmental statement and how you would flip it?
What is__________?
500
Please completed: In the coaching model, the participant is viewed as _______, _______, and _________.
1) creative 2) resourceful 3) whole
500
Name two ways understanding a customer's values help with financial coaching?
1) Setting realistic goals 2) Seeing whether their budget and values match
500
After the plan is made, coaches help clients reach their goals by:
1) Tracking progress transparently 2) Holding clients accountable to their commitments
500
Name the steps in the self-talk loop
self talk strengthens self worth that governs our performance/results which encourages self approval and acceptance which dictates self talk.
500
What are the most powerful types of questions?
Open ended
M
e
n
u