Coachingtermine

Reporting

Topics in coaching

MIC and compass

Space usage

contact person

Deadlines and specifications

Coaching appointments & meeting minutes

  • When do I arrange the first appointment with a new participant?

    If you decide to take on a client, you will receive a message in your partner email inbox as soon as this participating person is created in the system. In the reporting system (CRM) you will see the start date and the contact details (move the cursor over the first name). Please contact the participating person as soon as possible to arrange a first appointment in the week of the start date.

  • What do I need to consider when making an appointment?

    As a freelancer, you can arrange appointments yourself and adapt them to your other commitments.

  • How do I enter an appointment in the calendar?

    Please enter all your planned appointments in the BSG calendar in the reporting system. This has the great advantage that customers receive a reminder of the joint appointment via SMS 24 hours before the appointment.

  • What can I do if I get an error message in the calendar?

    If you receive an error message when entering an appointment in the calendar (the coach or supervisor already has an appointment, the client already has an appointment) and you cannot see this "other" appointment, switch to the monthly view (instead of "weekly" please select "month"). Here you can see appointments created over several days, usually unintentionally. If it is your own appointment, you can now delete it and enter it correctly. If the problem affects a colleague, please contact the person.

  • How do I enter my first appointment in the reporting system?

    When you conduct the very first appointment with the participating person, you enter it under the tab “Initial consultation” with the coaching type “Initial consultation”.

  • Where do I enter additional appointments in the reporting system?

    You then enter all other appointments in the "Meeting Minutes" section. Here you select a concise summary of the appointment as the title of the appointment, appropriate to the respective module, and the type of coaching as job/psych/social/health - depending on your profession and possibly depending on the measure or module.

  • What do I document in the reporting system at an appointment?

    For each appointment, you enter this in the reporting system (CRM) in the presence of the person taking part. You then document the content of the coaching or support together with the client in the last 5 minutes of the appointment. Feel free to use this as a reflection of the coaching or support unit. Then have the person taking part sign the appointment and any automatically generated self-learning phases or transfer tasks. If your co-coach still has unsigned appointments (for example, if he or she cancels at short notice), please have them sign them too.

  • What do I need to consider when signing digitally?

    There are various options available in the comments field of the digital signature.

  • What exactly do I do if I cannot enter an appointment due to a missing signature?

    If you work in a coaching team and have an appointment with your client and the person attending does not show up or cancels at short notice, please document this appointment directly. If this is not possible because a previously entered and not yet signed appointment is shown in the reporting system, please send an email to schnepper.partner@bildung-sg.de. Please include the customer number, the type of coaching and the key appointment details (date, period) so that I can arrange for the appointment to be entered for you. This is essential because appointments in the coaching team cannot be entered retrospectively (after a subsequent appointment has been entered by your co-coach, for example).

  • What is absolutely necessary if there are no appointments in a week?

    If no appointment takes place in a week due to illness or absence (vacation) of the participating person or of you, this must be documented with a short interim note.

  • What should I keep in mind during my final appointment with the participating person?

    If you hold the very last appointment with the participating person, you will carry out the anonymous survey with the client using the feedback link. You will receive a reminder and information from our team assistant in advance. At this very last appointment, you will select “final interview” as the type of coaching.

  • What do I have to do if I cancel an appointment in time?

    If your client cancels an appointment in good time, i.e. more than 24 hours in advance, you will try to find a replacement appointment with the person attending. It is not possible to bill for an appointment cancelled early, as you have the option of rescheduling the appointment.

  • What steps are necessary if an appointment is cancelled at short notice?

    If your client cancels your confirmed appointment at short notice, i.e. less than 24 hours in advance, or does not show up for the appointment, you can charge the full amount for the appointment.

Reporting (CRM)

  • When do I fill out the fields in the initial interview section?

    The areas "Resources and Competencies" as well as "Initial Interview" - "Coaching - Type of Coaching" are filled in by both coaches or the supervisor over the course of the entire coaching period or the supervision time.

  • What is the purpose of the health issues section?

    The "health questions" are filled out by the psychosocial coach (who is listed first in the dashboard) or the supervisor in the first 2-3 appointments. Additions can be made here continuously throughout the entire process.

  • What exactly are resources and how do I write them down?

    Please note the following when documenting: If it is

  • What falls under the area of work biographical context?

    The work biographical context is filled in by the job coach (this is the second item in the dashboard) or the supervisor in the first 2-3 appointments.

  • How do I describe a problem situation?

    Problems/obstacles and goals are formulated in the first 2-3 appointments by both coaches or the supervisor with the participating person, not only at the end of the coaching or supervision.

  • How do I formulate SMART goals?

    For each obstacle, you then formulate at least one goal with a short title and in the "Implementation" section you specify this goal. You work out these goals with the person taking part.

  • What types of goals are there?

    With regard to types of goals, a distinction is made between change and maintenance goals. A change that the client wants to achieve is a change goal. If the current situation is to be maintained, this is a maintenance goal. Maintenance goals serve to maintain a current state or situation because there is a risk of it getting worse. With maintenance goals, it can make sense to dispense with the time dimension if the finiteness of the state to be maintained, possibly suggested by a date, could stoke fears in the client.

  • What else belongs in the area of implementation?

    After formulating the specific goal, describe the action planning/implementation with the planned concrete measures during the coaching or support - preferably in sub-goals and also with a deadline here. You add this with a paragraph after the SMART goal in the "Action planning" - "Implementation" section.

  • What content do I describe in the type of coaching?

    Please give a summary of the course of the coaching or support here. Were there any difficulties during the course that you could not foresee in the "needs assessment" at the beginning or that had an unplanned impact on the life of the person participating? Are there important points in the context of the person participating that you did not address in the problem situations? Then this is the right place. You can also add information about your collaboration, motivation or how the client attended the appointment.

  • When do I check whether the goal has been achieved?

    Determining whether a goal has been achieved after the end of an approval period is only possible if the goal is formulated in a specific and time-bound manner, which in turn forms the basis for a realistic assessment of needs and formulation of goals for further assistance. A precise frame of reference is created for the selection of suitable measures that meet the client's individual needs. A statement about the degree to which a goal has been achieved is only possible if it can be verified, which opens up new control options both at the individual case level and beyond. This means: A specific and detailed action plan in the "needs assessment" in the "initial interview" area makes it easier for you to "control your goals".

  • What types of coaching do I distinguish in Compass Coaching?

    In the goal control, the two parts of coaching are differentiated into life coaching and job coaching and the appropriate goals are summarized under them.

  • What recommendations can I give following the coaching?

    Within the "Recommendations for action" field in the "Final discussion" area, both coaches or the supervisor formulate recommendations for the further development of the participant at the end of the measure. Ideally, these should have been developed together with the client, but should definitely be discussed with him/her. These could be follow-up measures, recommendations for action for the participant and other connections. Here you can also refer to goals of your action plan that have not been achieved or have only been partially achieved. What else is needed to achieve these?

Exemplary successful action planning

Application documents

At the end of the coaching, the participant has complete application documents.

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    To solve the problem of incomplete application documents and revise them, the following steps are recommended:

Degree of disability

At the end of the coaching, the participant has requested the degree of disability.

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    To achieve the goal of applying for a disability card, the following plan is proposed:

psychotherapy

In April, the participating person is on three waiting lists of therapists close to their home.

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    The client secures his/her place on the waiting list by making the necessary regular contact.

coping with stress

The client knows effective techniques for stress management and can carry them out independently if necessary.

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    She reduces her experience of stress in acute stress situations from a scale value of 10 to a scale value of 5.

Setting boundaries

The participant is aware of her own limits and can communicate these to her family...

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    ... express themselves confidently and clearly. This is evident in a typical conflict situation, such as accompanying her husband to official appointments.

enjoyment of life

The participant finds her joy of life again and increases her well-being.

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    This is indicated by an increase in their perceived quality of life from 3/10 to 6/10.

Possible topics in coaching

  • What does the needs analysis include?

      Clarification of the expectations and possible concerns of the participant Clarification of the personal situation Clarification of bio-psycho-social obstacles to starting work Determination of further support Evaluation of the Geva competency analysis

  • What are the components of resilience coaching?

      What does resilience stand for and how can I learn resilience? What building blocks of resilience are there and which can be promoted? How can resilience be used and supported in goal planning and employment promotion? Addressing stress, stress factors and stress management strategies. Getting to know and trying out different methods for stress management

  • Which factors play a role in competency coaching?

      Identify your own skills and use them for further goal planning. Assess skills in relation to a professional perspective. Assess and test personal potential and analyse the results. Goal planning to acquire new skills and strengthen existing potential.

  • What are possible topics for social coaching?

      Identify and analyse financial issues and debts Address addiction problems and, if necessary, referral to advisory services Analyse the living situation and, if necessary, plan steps to change the living situation Use of other social benefits Contact with advisory services Cope with everyday life by creating everyday structures Search for suitable support offers

  • What do we do in life coaching?

      Developing your own potential Recognizing problem situations and willingness to work on them Developing and working out solution strategies and setting goals Activating your own resources in order to achieve positive development

  • How do I work in job coaching?

      Clarification of the personal situationCreating your own school and employment historyClarification of bio-psycho-social obstacles to starting workDeveloping a professional perspective after health stabilizationCreating framework conditions for taking up a job subject to social insurance contributionsDetermining the need for possible qualificationsApplication options in a crisisAlternative application methods without physical interviews

  • Which aspects are relevant in motivational coaching?

      Learn time and self-management techniques and apply them in a targeted manner. Recognize external and internal motivation (factors). Strategies for focusing and goal planning. Ask about and determine motivation for mental and spatial mobility. Willingness to change environment and personality.

  • What do I address in family systemic coaching?

      Clarification of the current family situation and its impact on employment/employabilityEnsuring childcare times during possible working hoursProviding support from advice centres and networksCooperation with schools and kindergartensClarification of possible family conflicts that make it difficult to take up employment

  • How do I strengthen self-efficacy in coaching?

      Developing your personal self-conceptLearning and testing suitable techniques to strengthen your self-efficacy expectationsAnalyzing your own self-efficacy expectations with regard to your professional perspectiveConsidering the key environmental factors that affect your own self-efficacy and initiating possible changes

  • Where can I start with health coaching?

      Consideration of health in the context of psychological, physical and/or social issues - recognizing which topic area predominatesAnalyzing what support is necessary (advice, orientation, decision-making, mediation, planning, motivation, action)Developing a health concept: What does health mean to me? What do I need to be healthyDeveloping your own empowerment strategies: How far can I independently control my healthProviding suitable information and exercises on the selected areas of health: biological-physiological, psychological or social aspects

  • How can a connection be made following the coaching?

    As part of our work with clients, in addition to the very individual goals that are developed and worked on in coaching and support, it is often also about the connection to our social and/or health system. Especially in view of the fact that our joint work with the participants is limited in time, we as coaches or supervisors should always keep in mind to what extent a connection is possible and helpful. For the people we work with, this can be long-term support or the selective expansion of their support network. It ranges from the connection to psychosocial services such as outpatient assisted living, sociotherapy or the social psychiatric service to the various options of counseling centers and self-help groups to offers financed by health insurance or pension insurance (no claim to completeness ;-)).

Special features of the measures

  • How many consulting units are carried out in coaching?

    In Modular Integration Coaching (MIC), each module runs for 4 weeks with 4 consultation units (UEs) per week and 2 teaching units for the self-study phase. This makes a total of 6 UEs in one week and 24 UEs per module (4 weeks), of which 16 UEs are with the coaches / 8 UEs per coach in a coaching team. The duration of the MIC depends on the number of modules selected.

  • How and where can the appointments take place?

    As part of the coaching, the appointments can take place in the certified coaching rooms (Kürten, Lüdenscheid and Engelskirchen), in the home environment of the participating person, as on-site accompaniment to external appointments, as walk-and-talk units and, at the request of the client, also digitally.

  • Which platform do I use to conduct an appointment digitally?

    As part of the compass and modular integration coaching, appointments can be held digitally. This is helpful, for example, if the participants or coaches have infectious diseases that prevent the appointment from being held in person, provided the sick person feels fit enough for a digital appointment. It is also helpful if the clients have motivational difficulties or organizational problems. It is expressly not intended to make our work easier, but to be as flexible as possible for the participants.

  • How does the work in the coaching team work in modular coaching?

    In modular coaching, ten different modules with different thematic focuses can be selected. The previously usual distribution of 50% job coaching no longer exists.

  • How can I follow up on modular coaching units and how do I enter this?

    The modular coaching is certified and designed with two appointments with 2 consulting units (UEs) each. After each appointment with 2 UEs, the system automatically generates a self-learning unit.

  • What needs to be taken into account when documenting the modular coaching appointments?

    In modular coaching, the individual modules, each with 24 consultation units (UEs), are worked through one after the other in a chronologically defined order. If this rigid chronology does not fit the individual dynamic situation of the client, please use a certain thematic flexibility in your appointments. Intelligently adapt the necessary steps to the current module.

  • In what form are the self-learning phases supported by the coach?

    After one week, all participants in the modular

  • What content is available on the self-learning platform?

    Mental hygiene and self-care

  • When is the Geva analysis performed?

    The Geva analysis is now only included in the "Needs Analysis" module in modular coaching. If this module is included, the participant will receive an email from our team assistant one week after the start of the coaching with instructions for the Geva analysis and a personal activation code. This code is only valid once. Both coaches will be informed that it has been sent.

  • What exactly are the transfer tasks in Compass Coaching?

    In compass coaching, the participants are planned to work on parts of the talent compass during the transfer tasks in addition to the coaching appointments. You can find the materials for this in the download area. Find the appropriate tasks for and with the participant.

Space usage

  • How do I book a room for a coaching session?

    Please reserve a room in the reporting calendar (CRM) by entering the appointment to receive a free time slot.

  • How can I use the space in Kürten?

    Parking situation

  • What do I have to consider when using space in Lüdenscheid?


  • What is important when I work in the rooms in Engelskirchen?


  • What house rules must be observed?

      Smoking is only permitted outside. Smoking is prohibited inside the buildings. Equipment provided and coaching rooms must be treated with care. The rooms must be left clean after coaching, close all windows and doors, turn off the lights and turn down the heating. No liability can be accepted for personal items

contact person

  • How do I reach the employees in the Rheinisch-Bergisches region?

    Here you will find the contact details of the current clerks. Please only pass these on to our clients after consulting the relevant specialist at the job center.

  • How do I contact the relevant people in the Oberberg region?

    Here you will find the contact details of the current clerks. Please only pass these on to our clients after consulting the relevant specialist at the job center.

  • What contact details do I need in Märkisches?

    Here you will find the contact details of the current clerks. Please only pass these on to our clients after consulting the relevant specialist at the job center or employment agency.

  • Why is encrypted email communication necessary?

    Due to data protection, many job centers and employment agencies only communicate via encrypted email. Our participants and we sometimes no longer receive a response to unencrypted emails.

  • How can participants reach the job center?

    Jobcenter customers have the opportunity to raise their concerns via jobcenter.digital. Since many of our clients have difficulties with digital processes, you can support them with the content of the following website:

  • When should I contact Ricarda?

    Ricarda is our team assistant for Team Schneppers and can be reached at richter.partner@bildung-sg.de. She is currently on parental leave, has no fixed working hours and supports us actively from her home office. Contact Ricarda,

  • What does Sinna take care of for the team?

    Sinna is our team assistant for Team Schneppers and can be reached at boysen.partner@bildung-sg.de. She is studying, has no fixed working hours and supports us actively from her home office. Sinna is primarily responsible for contact with the participants:

  • When should I contact Grace or Julian?

    There are two other important contacts for all coaches who also work in the Rhein-Sieg district. Julian heads the Rhein-Sieg district and can be reached at stech@bildung-sg.de and Grace is the on-site team assistant. You can write to her at moeller@bildung-sg.de.

  • When is Tanja responsible for my request?

    If you have any uncertainties or questions that are not covered by the other contacts and that are not answered in the FAQ, I am the person to contact ;-). Contact me in any case

Deadlines and specifications to be met

  • How many consultation sessions do I conduct as a coach?

    When fulfilling your assignment, it is important and mandatory that you as a coach ensure that you adhere to the consulting units (UEs) to be completed. Our team assistant will send you an updated overview of the units you have completed and any backlogs once a month. If there are any major irregularities (i.e. more than 4 consulting units still to be completed), please get back to me within 48 hours so that we can possibly look for a solution together.

  • When do I contact the case manager?

    Our clients' personal contacts consider it very important and appreciate being informed at certain intervals about how the work with the customer is going and what the current status of development is. Contact should not only be made when something goes wrong, but also (or especially) when there is a need for an exchange or a report on small or large successes. A good relationship with the job center definitely secures further client assignments and ultimately our jobs and further orders.

  • When must the funding body be informed about absences?

    If the person being accompanied fails to show up for two appointments in a row without an excuse, please inform the responsible specialist at the job center or employment agency. This should be recorded in writing in an interim note. This often has no real consequences, as the specialists are aware of a certain lack of punctuality or of the existing blockages, but contact is required by the certification.

  • When must the final report be completed?

    The final report will be sent by the cooperation partner on the last day of the joint work with the participating person. This requires you to prepare the report earlier. In order to enable any necessary editing and to make this process easier for you, we will proceed as follows:

  • Is there anything to prepare for the last coaching session?

    Please discuss with your coaching team which of you will conduct the final appointment with the participant.

  • When should I submit my invoice?

    Please send your invoice to our team assistant by the 3rd of the following month. It is very important that you only invoice appointments that have been signed and entered in the CRM by the last day of the month. Please therefore try to obtain all signatures by the last day of the month if you have not already done so. Please name the file according to the following specification. This helps me a lot with the overview:

  • How do I use my BSG partner email address?

    You will receive a wide range of important information via your BSG partner email address. This includes notifications from the system about the allocation of a new client, queries from our team assistants about your invoice, reminders of deadlines and reports, and messages from our team mailing list. Regularly checking your mailbox ensures a reliable flow of information for both sides.

  • What should be considered when extending a coaching session?

    If a new activation and placement voucher leads to follow-up coaching, a few things need to be taken into account.

  • What tasks do I have to take on as a job coach?

    If you are employed as a job coach in a coaching session (you are second in the reporting system), you enter the work biography of the participating person in the "Initial interview" section.

  • What do I pay attention to when working as a psychosocial coach?

    As a psychosocial coach, you are at the forefront of reporting and are responsible for entries in the "Initial consultation" - "Health questions" section.

  • How do I fulfill my continuing education requirements as a coach?

    As part of the labor market services, the coaches and supervisors providing the services are required to provide evidence of subject-related training amounting to at least 8 teaching units per calendar year in order to meet the minimum examination requirements.