How do I use journaling with my coaching clients?

 

It's easy to pass the benefits of journaling on to your clients in a way that is easy for you to administer and respond to. To use journaling with your clients, all you need to do is create a journal topic and assign it to your client. Your client will be able to post entries that are private or share them with you. You will be able to comment on any entries. Your client can have as many journal topics going at one time as you like, and continue to write on them for as long as they choose.

 

Creating Journal topics

 
  1.   You can create journal topics in one of two ways
    • If you already have coaching clients registered on Life Coach Hub, you can go directly to Coaching Management (under Manage Clients & Coaching in your main menu). Here you will see a list of your Active clients, Inactive clients and Prospects. Clicking on any name will drop down a range of tools, including Journal.

      Click on Journal topics. From this window, you can create and assign journal topics.
    • Or you can create journal topics from Coaching and Course Tools (also located under Manage Clients & Coaching). Just click on Journal topics in the left hand panel.
  2. No matter which page you choose, there will be a button in the main box saying "Add journal topic." Click this button and an area will drop down where you can create your journal topic.
    Choose a title and write a description. This is what your client will see when responding to the journal, so explain clearly what you would like the client to accomplish with this topic. You can also choose to group your journal topics into categories for your own private use. You can create additional categories at any time by typing into the field marked Category.
  3. All your journal topics created for either coaching or courses will be listed in the table so that you can easily assign them to multiple clients and courses. You can sort these to display in any way you like.

Editing Journal topics

  • You can edit your journal topics by clicking the link View/edit journal topic then selecting Edit. After making your changes, you have two options. If you select Edit all instances of topic, then everywhere you have already assigned the topic, the changes will show up (so use this with caution as it may be confusing if the changes are not minor). If you choose Save a new version of the topic, your edits will create a new version of the topic.

Assigning Journal topics

  1. You can assign a journal topic from the Coaching Management page. Just click on the client's name you want to assign the topic to from the list of your clients on the left-hand side of the page, and then select Journal topics from the drop-down menu. You can also use your super-convenient Progress Stream that lets you plan coaching sessions, send coaching notes, assign coaching tools, and read and comment on client progress, all from one page!
  2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your client will be able to see your journal topic.

What does my client see from their dashboard?

  • Your client will be able to read your journal topic and create entries from the Coaching Pad in their dashboard. They can choose which privacy setting and whether to alllow comments. If they choose "Only me" as the privacy setting, you will be able to see they wrote and entry but not read it.

How do I read and respond to client journals?

  1. You can read your client's journal entries from the Client Journal tab under Journal in Coaching Management.
  2. To comment, just click the Comment link. Clients can comment back, and this way you can have a productive coaching exchange even between sessions (and this is a perfect way to conduct online coaching).

 

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