Coach-Client Overview Guide

Coach Training EDU's (CTEDU)Step-by-Step Guide to the Coach Client Overview Process.

This overview guide covers requirements for the 1.0 and 2.0 Coach Training Programs.

What is a Coach-Client Overview?

Part of your training as a coach – and course completion requirements – includes recording yourself working with a practice client and reviewing that recording with a Coach Mentor. The review session with the Coach Mentor is the official coach-client overview, usually shortened to “overview.” The overview typically lasts for one hour, usually via Zoom, with the Coach Mentor assigned to your class. Your Coach Mentor will review your recording with you, provide feedback on your mastery of the essential coach qualities, and score your call according to specific coaching criteria as laid out by the overview rubric. 

To complete the course, you will need three coach-client overviews with your assigned Coach Mentor.

Why are Overviews important?

Overviews are designed to give you an idea of how well you are developing your coaching skills and offer useful feedback to improve your coaching. They also count toward the coach mentor hours required for an ICF credential. 

The 1.0 Courses Overview

The first overview of the 1.0 program is designed to look at only a few necessary elements of an outstanding coaching session and focuses on agenda setting using the TIME model, or more specifically, the first two Essential Coach Qualities of Professional and Empathetic. It is graded only on completion. While you will have an opportunity to discuss other aspects of the coaching session with your coach mentor, this first overview is designed to give you an idea of how well you are developing key coaching skillsets and offer helpful feedback to improve your coaching. In addition, the first overview of the 1.0 program is the only program you can use a classmate as the practice client. 

The second and third Comprehensive Overviews in the 1.0 courses are your opportunity to earn a passing score and look at CTEDU’s complete coaching standards that also meet the requirements of the International Coach Federation (ICF).

The 2.0 Course Overview

For the 2.0 course, all three overviews will be comprehensive and will receive an aggregate score.

If you have any questions about the process, please email your trainers or our support team at

How do Overviews work?

The first step in the overview process is to record a session with a practice client. We highly recommend recording every coaching session with practice clients to alleviate the pressure of recording right before an overview comes due. It’s important to ask your client for permission to record before you begin the session. You will then select a recorded session for submission to your Coach Mentor and fill out the overview rubric with a self-assessment of your performance. This is a great place to record places of strength and weakness in your coaching session and to highlight anywhere you’d like additional feedback from a Coach Mentor. Once you’ve selected your session and filled out your rubric, you will upload this information via the submission instructions reviewed below and schedule a time to review this recording with your Coach Mentor. 

During your meeting, you and your Coach Mentor will listen to your coaching session and record feedback on a shared Overview Rubric you upload in your student coach portal. This is an excellent opportunity to receive expert-level feedback from a coach mentor, so don’t hesitate to ask questions and gather their thoughts on various aspects of your recorded session!

What score do I need?

Coach Training EDU™ takes a growth mindset approach in our courses and educational philosophy. The scoring system is designed to deemphasize the usual judgment and focuses on useful feedback to improve your coaching. It also ensures that you meet the standards required for certification by Coach Training EDU™.

With the exception of the first overview of the 1.0 course (see above), each overview is scored on a ten-point scale. 

Only the 2nd and 3rd overviews in the 1.0 course receive overall scores that count toward your earning a passing score for the course.

For the 2.0 course, all three overviews will evaluate all seven of the Essential Coach Qualities. To pass a 1.0 class, you need to complete all three overviews and earn a “Meets Standard | Associate Level” in each of the standards in either overview two or three.

For 2.0 Coach Training, you need to complete all three overviews and earn an “Exceeds Standard | Professional Level” in each area on at least one of the three overviews. 

In both the 1.0 and the 2.0 Coach Training programs, you must complete all three overviews regardless of your score. However, the additional scores are only for your information. You are encouraged to send in overviews that represent your best coaching.

You may complete a fourth overview at no charge if you have not yet met the necessary standard. 

If a coach-in-training has not received a passing score on the fourth overview and is seeking certification through the program, they can request additional overviews for $75 an overview. They can also request a different Coach Mentor for subsequent overviews.

* For more information on these guidelines, please refer to the student agreement. 

The scoring rubric is as follows: 

  • Not Yet (6.9 or lower out of 10 possible points): You need more work in this area and have not yet reached the standard. It may be helpful to review previous chapters and coaching demonstrations. You most likely can hear the coaching opportunities to meet the standards in this area. It’s now a matter of recognizing the opportunity to demonstrate the standard while coaching. 
  • Meets Standard | Associate Level (7-7.9 out of 10 possible points): Yea! You’ve completed the benchmark, and you have successfully demonstrated the necessary coaching skills to meet the rigid standards required. You need this score or higher to pass a 1.0 coach training course.   
  • Exceeds Standard | Professional Level (8-8.9 out of 10 possible points): You’re meeting the standard with ease, and there is a sense that you are confident in your coaching skills and comfortable in a coaching session. This score or higher is required for the Professional Certified Coach credential of the ICF and to pass a 2.0 Coach Training course.
  • Mastered Standard | Master Level (9-10 out of 10 possible points): Coach Training EDU™ views mastery as learning and demonstrating the standard with so much ease and knowledge that you could teach it to others. This score is required for the Master Certified Coach credential of the ICF.

When are Overviews Due?

Overviews are due on the following schedule:

  • Overview 1 – Between weeks 5-7
  • Overview 2 – Between weeks 11-13
  • Overview 3 – Between weeks 17-19

You’ll find your Coach Mentor’s short bio as well as a schedule link on your class page. Once you have a satisfactory coaching session recording, book a time to meet with your Coach Mentor and review the guidelines below to prepare. You will need to send a recently recorded coaching session with timestamps and notes to your Coach Mentor at least two days before your scheduled overview.


STEP 1: Review the Coaching Standards

Before your first recorded coaching session, review these coaching standards:

  • 7 Elements of a Coaching Session & the 7 Essential Coach Qualities
  • TIME agenda-setting model (found on your course page)
  • Overview Rubric (found in your student coach portal course page)
  • Course Graduation Requirements (found under Student Coach Policies)

STEP 2: Record Your Coaching Session

Be sure to obtain your client’s permission before recording a coaching session. It is usually sufficient to simply ask your client for permission to record at the beginning of a recorded session. If you want permission in writing, here are two sample consent forms: Sample Coaching Agreement and Three-Party Sample Coaching Agreement.

For more details, you can consult a local lawyer for guidelines and help with creating contracts.

Expert Tip: Once you have permission, it’s recommended to record each coaching session while enrolled in the coach training program. Doing so lets both the coach and the client grow comfortable with being recorded and avoids feeling awkward or stilted from the pressure of being recorded. In addition, recording every coaching session gives you plenty of options to choose from for each overview. Another benefit is that when you have a stellar coaching session, it’s recorded. (Note: DO NOT record all of your coaching calls in a row and use them in consecutive mentor coaching sessions. You are required to implement feedback from prior overviews into subsequent coaching calls. Back-to-back recordings will not be accepted for individual mentor coaching sessions.) 

Types of recording: If you are meeting with your client in person, you can easily record the session using your phone or another recording device. If you are meeting with a client over the phone, put your phone on speakerphone, and record the session with your computer or another recording device. Finally, if you are meeting via Skype, Facetime, etc., you can use your phone or another recording device to record the call.

Audio recordings for overviews must be in the delivery language of your training class unless you have specifically cleared using a different language with CTEDU HQ and the Coach Mentor. You will be evaluated on each of the areas on the Overview Rubric. You will be asked to play your session recording from your own computer so that you and the Coach Mentor can listen together; please ensure that you are in a private space without interruptions during your overview.

From our Get the Answer series, explore the question: As a student coach, how can I get feedback before submitting my coaching overviews?

STEP 3: Book Your Overview

Use the link provided on your class page to book each overview with your Coach Mentor.

Upload your audio or video recording under any lesson titled "Course Uploads", usually found near the 2nd or 3rd lesson, and the very last lesson) and self-score your coaching abilities directly in the Overview Rubric at least two days before your scheduled time.

Contact your Coach Mentor as soon as possible if you cannot be present for the entire overview. If you arrive more than 5 minutes late to an overview, or if you need to leave early, you will need to reschedule your overview. 

It is your responsibility to book your overviews as per timelines in the program. Any overviews that are not completed by four weeks after the course end date will cost an additional $75 each.

STEP 4: Self-Score the Coaching Session

Before your overview, re-watch/re-listen to your coaching session and assess your skills using the steps below. Note: Please type directly into the Overview Rubric for each overview.

Complete these steps: 

  • What was your favorite coaching question?
  • What was your hardest moment in the session that you’d like feedback on?
  • Where did the client experience a shift or new awareness?
  • What went well?
  • What are your areas for growth?
  • What is one thing you want to do differently next session?

STEP 5: Upload Recording & Overview Rubric

>>>> (Instructions for students whose class started prior to 8/18/22) <<<<

Visit the “Tutorial and Instructions” tab or the “Overview” tab on your class page for a video tutorial on how to upload your recording to your student folder. Your recording should be uploaded to your student folder no more than 48 hours before your overview appointment.

Your overview will be canceled if your recording has not been uploaded to your student folder or you have not self-scored the “Coaching Overview” document  (complete with your scores, timestamps, and the answers to the reflection questions) two days before your scheduled overview.

>>>>(Instructions for students whose class started after 8/18/22)<<<<

Visit the Coach Portal Tutorial Playlist or click here to view Video #3 - How to Upload Assignments. Your recording should be uploaded to your coach portal no later than 48 hours before your overview appointment.

Your overview will be canceled if your recording has not been uploaded within the coach portal or you have not self-scored in the “Coaching Overview” document  (complete with your scores, timestamps, and the answers to the reflection questions) two days before your scheduled overview.

Mentor Coaching Considerations

Coach Client Overviews are required to earn a letter of completion from Coach Training EDU and to obtain an ICF coaching credential. You will need to complete three coach-client overviews as part of your 1.0 or 2.0 coach training programs.

You will need to explore the mentor coaching and coaching skills criteria pages before your overview. We will use the criteria found on those pages to score your coaching session.

Your coach-client session should be between 40 and 60 minutes in length. With your mentor, you will listen to most of your recorded coaching call and discuss feedback for improvement. 

Please don’t send your trainer all three audio recordings at once. Submit each recording, then wait for feedback. You’ll want to incorporate the feedback you get from each overview into your next coaching session. If you choose to review multiple calls during one mentoring session, please know that each mentoring session will only count as 1 out of the 10 you need to be certified.

Benefits of Mentor Coaching

  • The first step is to listen to your recording before submitting it to your trainer. Listening to yourself coach will make a difference in your growth. As you listen, mark the timestamps of areas of success and areas that could use feedback. This will help both you and your mentor coach provide strong feedback. 
  • You get to listen to yourself with your trainer also present, offering feedback. Often, beginning coaches are way too hard on themselves. This is a chance for you to listen to yourself with a supportive trainer. It might not be the most pleasant to hear yourself on a recording, but seeing what you’re doing right, and getting tangible ideas for what to do better, is priceless. You will leave the life coach session overviews with action steps to make you a better coach.
  • You get to include your feedback in your next client session. Including feedback in your next client session, hearing the difference that feedback makes, and seeing yourself improve as a coach, gives you a boost. It allows you to chart your progress, share it with your trainer, celebrate, and gain confidence in your life coaching skills.

Notes for Each Overview

Overview #1

Due Date: Between Training Sessions 5-7

For this overview, your practice client can be one of your classmates or a practice client. You will need to record a coaching session that is no more than 60 minutes.

The first objective of Overview #1 is to discuss with the Coach Mentor specifically what you want to get out of your coach training, how your coach training is going, and how the Coach Mentor can support your goals. 

The second objective is to listen to your coaching with the Coach Mentor, get actionable feedback, and experience the overview process.

Because your recording may be the same length as your overview appointment, know that you may not listen to your entire recording. This is why the timestamps and preparation are critical, so you receive the feedback you’re looking for. 

The main purpose of the overview process is to have a fruitful conversation that will enhance your abilities as a coach, not to listen to a full recording or to have a perfect recording, or to hit all the markers on the first try. Lean into the opportunity for growth and learning.

Overview #2

Due Date: Between Training Sessions 11-13

For this overview, you will work with a practice client and record a coaching session that is no more than 60 minutes in duration.

Refer to your shared online Overview Rubric. Click on the “Essential Coach Qualities Overview 2” tab at the bottom of the document.

Overview #3

Due Date: Between Training Session 17-19

Same notes as Overview #2. You will find the “Essential Coach Qualities Overview 3” tab at the bottom of the document.

You must complete all three overviews and score a 7 or above on either Overview #2 or #3 to complete the 1.0 program. For the 2.0 course, you must complete all three overviews and score an 8 or above on one of the three overviews.  If needed, you may schedule more overviews with your Coach Mentor until you meet this standard. Refer to earlier information in this document for more information. 

What to Expect from Feedback

Your coach will give you written feedback on your coaching, and this feedback will look at the following seven elements of your coaching:

1. Setting the Agenda

  • Did the agenda come mainly from the client, or is the coach pushing or not identifying the client’s agenda?
  • Was the session agenda measurable?

2. Trust and Intimacy with Client

  • How willing was the coach to be the client’s student?
  • Did the coach ask permission to explore topics or use certain exercises?

3. Coaching Presence

  • Was the coach bold in asking insightful or risky powerful questions?
  • Did the coach work with the energy present in the call?

4. Active Listening and Powerful questions

  • Did the coach ask short open-ended questions?
  • Were the questions primarily present or future-tense oriented?

5. Direct Communication

  • Was the coach clear with sharing ideas and providing feedback?

6. Creating Awareness

  • Did the coach ask questions about the client’s learning and self-discovery?

7. Designing Actions

  • Does the coach invite an equal or greater degree of participation from the client versus the coach in designing action?
  • How well does the designed action relate to the client’s agenda?

8. Managing Progress and Accountability

  • Did the coach co-design methods of accountability with the client?
  • Was the accountability clear and measurable?

For additional certification information, visit the CTEDU Certification page.

After Completing the Overview

Congratulations! If you’ve earned the required overview score by Training Session 19, you have a handful of classes left until you’ve completed the course attendance requirements to complete the class. 

Here’s a link for the next steps to earn your CTEDU certificate. If you’re looking for more information on Group Mentor Coaching, you can find that here

Thank you so much for being part of the Coach Training EDU™ community! For more information on CTEDU Certification, visit our Certification page.

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