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Taking and Managing Coaching Notes

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Becoming a Coach

Abstract

Many coaches ask what best practice is in taking notes during a coaching session. The ICF does not offer any specific guidance on note taking. Advice is limited to maintaining the confidentially of information and expecting coaches to be in compliance with national legislation, such as data protection. In this chapter we explore ideas around note taking and make some suggestions about when to take notes, how much information to collect and how to store, manage and delete this data.

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References

  • Passmore, J., & Rogers, K. (2018). Are you GDPR ready? Coaching at Work, 13(4), 30–33.

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  • Turner, E., & Passmore, J. (2017). The trusting kind. Coaching at Work, 12(6), 23–26.

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Passmore, J., Sinclair, T. (2020). Taking and Managing Coaching Notes. In: Becoming a Coach. Springer, Cham. https://doi.org/10.1007/978-3-030-53161-4_25

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