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Creating sustainable success is part of the coach’s exit strategy. The pro-
cess of weaning the coachee from the coach’s guidance involves checking 
in to ensure the change is still effective. It’s the coach’s duty to help the 
Establish the ground rules for the relationship. 
Has the coachee agreed that the coaching engagement will be
treated as an opportunity or is the coachee reluctant? 
Is the coachee committed to the process? 
Has the coach ensured that the coachee understands the benefits to
their business dealings? 
Establish how confidentiality will be defined in the relationship. Have
you agreed on who the client of this assignment is? 
Establish how success, or lack thereof, will be communicated back to
the organization. 
Establish and agree on the steps in the process. 
Agree on who will be part of the data gathering process.
Agree on how information will be gathered. 
Has the coach taken the information that is gathered and focused on
two to three main themes that he/she believes are critical to bring
upon the important changes? 
Have you agreed on how frequently you will communicate with each
other? 
As a coach, are you ensuring that you are adapting to the needs of
the coachee rather than applying your standards/expectations to
him/her? 
What will success look like? 
Have the coach and coachee talked about when the coaching
relationship is over or needs to be reevaluated? 
Have you reached an agreement on the method and frequency of
follow-up? 
Are you managing or maintaining control of the relationship? 
FIGURE 3.1
Coaching Checklist : Creating a Powerful Coach-Coachee
Relationship
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