Coach-Client Overview Guide

Coach Training EDU's (CTEDU) 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 – 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.”

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 skillset, so a total score is not assessed for completion. It is designed to give you an idea of how well you are developing your coaching skills and helpful 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 and 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?

You and your Coach Mentor will listen to your coaching session and record feedback on a shared Overview Rubric stored in your student folder during your overview. 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 to improve your coaching. It also ensures 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 course is slightly different. It is designed to introduce 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, you can focus on gathering as much helpful feedback as possible to be prepared for the subsequent 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 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. If you earn a passing score in an earlier overview, you must 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. 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: 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 completed the benchmark, and you have successfully demonstrated the necessary coaching skills to meet the rigid 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 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 one-on-one 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.

Benefits of Mentor Coaching

Coach Client Overviews are required to earn a letter of completion from Coach Training EDU. 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 will last 50 minutes, and the life coach session overview will last 50 to 60 minutes. We’ll listen to most of your coaching calls. During the life coach session overview, you and your trainer will listen to your recording via the phone. You can play the recording and put your phone on speakerphone (preferred), or you can send the audio file to your trainer in advance. Make sure the audio on each submitted recording is clear.

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 session 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.

To better prepare for your coach-client overviews, be sure to view our coach-client overview guide.


STEP 1: Review the Coaching Standards

Before 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 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. Access your Overview Rubric in your student folder on Google drive. Because this is your sheet, please type directly into the Overview Rubric for each overview.

Complete these steps: 

  1. 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.
  2. Score yourself in the “Coach” column based on the descriptions in each category.
  3. 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 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 in the “Coaching Overview” document  (complete with your scores, timestamps, and the answers to the reflection questions) two days before 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 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 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 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 the “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 completed the course attendance requirements to 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!

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