Coach Client Overview Guide

Coach-Client Overview Guide
CTEDU’s Step by Step Guide to the Coach Client Overview Process.
Overview Guide for 1.0 and 2.0 Coach Training Programs.

What is a Coach-Client Overview?

A Coach-Client Overview is an hour-long one-on-one meeting, usually via Zoom, with a Coach Mentor who gives you feedback and scores your call according to specific criteria. Part of your training as a coach–and course completion requirements–include 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.”

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

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 acronym. It is graded only on completion. You and your Coach Mentor have an opportunity to evaluate your overview with individual scores; however, the overview is not comprehensive and does not evaluate the entire coaching skill set, so a total score is not evaluated for completion. It is designed to give you an idea of how well you are developing your coaching skills, as well as useful feedback to improve your coaching. 

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).

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 at

Why are Overviews important?

Overviews are designed to give you an idea of how well you are developing your coaching skills, as well as useful feedback to improve your coaching.

Overviews also count toward the coach mentor hours required for an ICF credential. The ICF requires that each overview is at least one hour in duration.

How do Overviews work?

During your overview, you and your Coach Mentor will listen to your coaching session and record feedback on a shared Overview Rubric stored in your student folder. The first overview of the 1.0 course is designed to introduce you to the process and doesn’t look at the complete coaching standards.

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 instead focuses on useful feedback you can use to improve your coaching, while also ensuring that you meet the standards required for certification by Coach Training EDU.

Each overview is scored on a ten-point scale, but the first overview in the 1.0 courses is slightly different. It is designed to be an introduction to the overview process and reviews the first two Essential Coach Qualities of Professional and Empathetic. In alignment with our educational philosophy, the first overview in the 1.0 courses does not receive a score. By not receiving a score, your focus is encouraged to be on gathering as much useful feedback as possible to be prepared for the following overviews. 

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 evaluated 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.

If you earn a passing score in an earlier overview, you are still required to complete the remaining overviews. However, the additional scores are only for your information. You are encouraged to send in overviews which you feel 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, as well as 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: 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. This score corresponds to a 6.9 or lower out of 10. 

Meets Standard | Associate Level: Yea! You’ve met the benchmark. You have successfully demonstrated the necessary coaching skills to meet the tough standards required. This score corresponds to a 7 to 7.9 out of 10, and the Associate Certified Coach credential of the ICF. You need this score or higher to pass a 1.0 coach training course.   

Exceeds Standard | Professional Level: 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 corresponds to an 8 to 8.9 out of 10, and the Professional Certified Coach credential of the ICF. You need this score or higher to pass a 2.0 Coach Training course.

Mastered Standard | Master Level: 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 corresponds to a 9 to 10 out of 10, and 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 Coah Mentor’s short bio as well as schedule link on your class page.

Once you have a satisfactory recording of a coaching session, book a time to meet one-on-one with your Coach Mentor, and review the guidelines below to prepare. You will need to send a recent 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
Prior to hosting 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 Class Materials Page)
  • Overview Rubric (your personalized form is in your student folder)
  • Course Graduation Requirements (found on your Class Page 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.

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. 

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.

STEP 3: Book Your Overview
Use the link provided on your class page to book each overview with your Coach Mentor. Upload your audio recording to your student folder 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 are unable to 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 4 weeks after the course end date will cost an additional $75 each.

STEP 4: Self-Score the Coaching Session
Before your overview, rewatch/re-listen to your coaching session. Access your Overview Rubric in your student folder on Google drive. Because this is your personal sheet, please type directly into the Overview Rubric for each overview. Complete these steps: 

Timestamp each of the elements noted on the overview rubric. For example, note when you asked each of the TIME (Topic, Importance, Measurement, and Echo) elements. An example of a timestamp is 02:00 or 2 minutes.

Score yourself in the “Coach” column based on the descriptions in each category.

Answer these questions found at the bottom of the overview rubric: 

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 to Student Folder

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

Your overview will be cancelled if your recording has not been uploaded to your student folder 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 prior to your scheduled overview.

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 connect  with one of your fellow colleagues in the course. For this overview, you will need to reach out to one of your classmates and arrange a time outside of the usual course time to meet and coach each other. 

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

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 for which you’re looking. 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 in 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 shared Google Sheet. Both you and your Coach Mentor will be able to see each other’s notes in real time.

Overview #3

Due Date: Between Training Session 17-19

Same notes as Overview #2. You will find “Essential Coach Qualities Overview 3” tab at the bottom of the Google Sheet in your student folder. 

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. 

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 successfully completed the course attendance requirements to successfully complete the class. 

Here’s a link for the next steps to earn your CTEDU certificate.

Thank you so much for being part of the Coach Training EDU community!