Diploma in Professional Coach- Mentoring EMCC Practitioner Level

Leaders in coach-mentoring Diploma in Professional Coach- Mentoring EMCC Practitioner Level Programme Handbook Cohort : DPCT Registration starts: June 2017 Registration expires: End of June 2018 The OCM, Suite One, Orchard House, Hopcraft Lane, Deddington, Oxfordshire OX15 0TD. T: +44(0) 1869 338989 T: +44(0) 1869 336224 W: www.theocm.co.uk The OCM, 2017 Page 1 admin@theocm.co.uk

Table of contents Table of contents 2 1.0 Qualification learning outcomes 4 2.0 Programme overview 5 2.1 Webinars and Books 7 2.2 Workshops 8 3.0 Evidence requirements and assessment guidelines 8 3.1 Evidence requirements 8 3.2 Evidence checklist 9 3.3 Qualifying 11 3.4 Assessment Matrix 12 4.0 Submission file requirements 17 4.1 Submission file process 17 4.2 Submission file date and late submission of files 17 4.3 Re-registration 18 4.4 Archiving of online submission files 18 The OCM, 2017 Page 2 admin@theocm.co.uk

On this Diploma programme you will be allocated your own personal Coach-Mentor Supervisor (CMS) and your own Tutor Assessor (TA). Together these roles will support and challenge you through your qualification. You will receive 6 hours of coaching, mentoring and supervision from your CMS, including your 2 hour initial briefing. You will receive 4 hours of feedback from your TA. We suggest that coaching sessions take place on a regular basis but this is a selfmanaged programme and it is your responsibility to discuss with your CMS how and when you wish to use the allocated time. In parallel, you will meet regularly with 3 volunteer clients (coachees), who have agreed to receive coach-mentoring from you for the duration of the programme. To demonstrate you have met the Learning Outcomes for the programme you will need to write 17 Reflection Notes (of which you will submit 15), 2 Reports, 3 Personal Learning Plans and have completed your log showing all your practice, CPD and supervision activity. Your TA will be reviewing your written work on a quarterly basis, with sessions booked in at the start of the programme. It is up to you to ensure you have uploaded your Reflection Notes, PLPs and reports each quarter for review and feedback as these sessions cannot be carried forward. The OCM, 2017 Page 3 admin@theocm.co.uk

1.0 Qualification learning outcomes The programme s learning outcomes are taken from the EMCC s 8 Competence Categories, against which you will be assessed for your practical and professional capability at Practitioner level: COMPTENCE CATEGORY 1. Understanding Self - Demonstrates awareness of own values, beliefs and behaviours; recognises how these affect their practice and uses this self-awareness to manage their effectiveness in meeting the client s and where relevant, the sponsor s objectives 2. Commitment to Self-Development - Explores and improves the standard of their practice and maintains the reputation of the profession 3. Managing the Contract - Establishes and maintains the expectations and boundaries of the mentoring/coaching with the client and, where appropriate with sponsors 4. Building the Relationship - Skilfully builds and maintains an effective relationship with the client and where appropriate, with the sponsor 5. Enabling Insight and Learning - Works with the client and sponsor to bring about insight and learning 6. Outcome and Action Orientation - Demonstrates approach and uses the skills in supporting the client to make desired changes 7. Use of Models and Techniques - Applies models and tools, techniques and ideas beyond the core communication skills in order to bring about insight and learning 8. Evaluation - Gathers information on the effectiveness of own practice and contributes to establishing a culture of evaluation of outcomes LEARNING OUTCOMES By the end of the programme you will be able to Demonstrate awareness of how your beliefs and values may impact on your coaching work. Take responsibility for your own development, participating in supervision and maintaining commitment to ongoing CPD. Ensure that the expectations and boundaries of the coaching contract with clients and sponsors are effectively agreed and managed. Build and maintain effective working relationships with clients and sponsors. Effectively use skills of listening, asking insightful questions and giving challenging feedback to enable the client to experience insight and learning. Assist and support clients to take responsibility for creating plans and achieving progress against identified outcomes. Effectively use recognised coaching models and techniques including those brought by the client, to achieve insight and learning. Gather information on the effectiveness of your coaching practice, for continuous improvement. The full Competence Framework can be viewed at: http://www.emccouncil.org/webimages/eu/eqa/emcccompetence-framework-v2.pdf The OCM, 2017 Page 4 admin@theocm.co.uk

2.0 Programme overview Programme events and actions Hands-on practice Webinars and Books Online learning and self-assessments Briefing Welcome Listen Anytime Webinar and completion of Log of CPD and Coachmentoring activity in the previous 12 months, before 1st session with your Coach-Mentor Supervisor (CMS).. Introductory Listen Anytime Webinar 1 Coaching and Mentoring Practical Techniques for Developing Learning and Performance Parsloe and Leedham The OCM (for ongoing use throughout the programme) Month 1 Individual briefing session with CMS Contracting sessions with 3 x Clients (coachees) Month 2 Workshop 1 from Events Calendar Coaching sessions with 3 x Clients Reflective Practice Listen Anytime - Webinar 2 Book to pair with workshop EMCC Practitioner Level coaching and mentoring competences Ethical online module Month 3 Evidence required from Quarter 1 to be submitted 48 hours before first individual session with Tutor Assessor:- Coaching sessions with 3 x Clients Critical Thinking Listen Anytime Webinar 3 5 x Reflection Notes on the following:- Parsloe and Leedham Book Contracting Process Ethical Practice Workshop 1 and paired book 1 coaching session with a client Other documents:- 1 st PLP Completed Log of activity Month 4 Individual session with CMS Workshop 2 from Events Calendar Coaching sessions with 3 x Clients Book to pair with workshop Coaching values and behaviours selfassessment Month 5 Workshop 3 from Events Calendar 180 feedback benchmarking Coaching sessions with 3 x Clients Book to pair with workshop Month 6 Evidence required from Quarter 2 to be submitted 48 hours before second individual session with Tutor Assessor:- 5 Reflection Notes on the following:- Coaching sessions with 3 x Clients Supervision - Listen Anytime - Webinar 4 Review EMCC Practitioner Level coaching and mentoring competences Workshop 2 and paired book Workshop 3 and paired book The OCM, 2017 Page 5 admin@theocm.co.uk

Programme events and actions Hands-on practice Webinars and Books Online learning and self-assessments Month 6 (cont) 2 x RNs on coaching session with 2 clients Use of and selfassessments Other documents:- 2 nd PLP Completed Log of activity Draft of Anticipated Issues (AI) Report 180 feedback benchmarking report Month 7 Individual session with CMS Coaching sessions with 3 x Clients Month 8 Workshop 4 from Events Calendar Book to pair with workshop Month 9 Evidence required from Quarter 2 to be submitted 48 hours before third session with Tutor Assessor:- Book optional choice 5 Reflection Notes on the following:- Workshop 4 and paired book Peltier book 3 x RNs on relationships with each client Other documents Completed Log of Activity Final version of AI Report Month 10 Individual session with CMS Workshop 5 from Events Calendar Evaluation of Practice Listen Anytime - Webinar 5 Re-visit EMCC Practitioner Level coaching and mentoring competences Month 11 Evidence required to be submitted by end of month 11 2 Reflection Notes on the following:- Sessions with CMS Submission date: By end of month 11 Optional book choice Other documents Final Log of Activity Evaluation of Practice Report Final PLP Month 12 Individual assessment interview with Tutor Assessor Registration expires By the end of month 12 2.1 Books and webinars The OCM, 2017 Page 6 admin@theocm.co.uk

Books and webinars to develop understanding and explore the application of theory to practice Mandatory Book 1 Coaching and Mentoring: Practical Conversations to Improve Learning (3 rd Edition): Eric Parsloe & Melville Leedham Webinar 1 Introductory Webinar Mandatory Book 2 The Psychology of Executive Coaching: Theory and Application (2 nd Edition): Bruce Peltier Webinar 2 Reflective practice Webinar 3 Critical thinking Webinar 4 Supervision Webinar 5 Evaluation of Practice Report For other book choices to pair with selected workshops see Reading List on the Knowledge section of the. 2.2 Workshops Workshops Mandatory Workshops for dates see Events Calendar Psychological Insights Observed Practice (½ day) Supervision (½ day) Optional Workshops you need to attend 3 days worth of workshops and your preferences will already have been noted from your application form. (For dates see Events Calendar on your knowledge tab on the.) 1 day CPD workshops 1. Coaching in the Context of Change 2. Challenging Coaching 3. Team Coaching 4. Coaching with Cultural Intelligence 5. Managing Coaching and Mentoring The OCM, 2017 Page 7 admin@theocm.co.uk

6. Systemic Coaching using constellations 7. Coaching Technical Professionals 8. Career Coaching ½ day workshops 1. Virtual Group Coaching (delivered online) 2. Mindfulness 3. Emotional Intelligence 4. Coaching Models and Techniques 5. Observed Practice (additional session) 3.0 Evidence requirements and assessment guidelines 3.1 Evidence requirements When you have completed the Diploma programme, you will be required to provide a submission file containing the evidence that shows you have met all the learning outcomes for the programme. You are expected to present evidence to a required format and in your own style but your Tutor Assessor is available for further advice and guidance. Reflection Notes should contain approximately 750-1000 words distributed between the four sections of the Reflection Note structure. Templates can be found on the online (Coach-Mentoring section). The evidence should flow naturally from your normal practice but must demonstrate that it meets the programme s learning outcomes. The following is a checklist of all the evidence you will need to include in your submission file, which can be found on the online (Submissions section). The OCM, 2017 Page 8 admin@theocm.co.uk

3.2 Evidence checklist Evidence checklist Log Client evidence Reflection Notes Your Personal Learning Plans Log of Activity which includes coach-mentoring conversations, CPD and Supervision going back 12 months prior to the start of the qualification, as well as during the 12 months of the qualification programme. Dates and times of all coaching sessions for the 3 clients entered directly onto the Learning Portal. There is an expectation that outside of the 24 hours of coaching with these 3 clients, 36 hours of other coach-mentoring conversations will have taken place and be included in the Log of Activity. 1 x Progress Review from each Client, demonstrating The OCM process skills have been applied. 1 x Personal Learning Plan from each Client, demonstrating The OCM process skills have been applied. 1 x Reflection Note from each Client, on incidents that happened during their client coaching sessions with you. 1 x Reflection Note on your initial Contracting process with your Clients. For each Client, 2 x Reflection Notes: one reflecting on a coach-mentoring incident that happened during one of their coaching sessions with you, and the second summarising your relationship with them. 1 x Reflection Note on the sessions with your CMS and how this will influence your approach to supervision in the future 1 x Reflection Note on your observed practice at the workshop/s and how this feedback influenced your practice. 1 x Reflection Note on your 180 feedback benchmarking report, showing how issues raised in the feedback report will be applied to future practice. 2 x Reflection Notes, one on each of the mandatory books 1 x Reflection Note on ethical practice in coach-mentoring 1 x Reflection Notes from the 3 written on the topics selected for optional workshops and paired reading 1 x Reflection Note reflecting on the and the self-assessment exercises and how they have influenced your practice. PLP 1 - for the qualification PLP 2 - for any development needs identified during the programme PLP 3 - for ongoing learning and development, including a statement of intent for ongoing supervision and CPD 180 Your 180 feedback benchmarking report and feedback scores are 7 or above on average. The OCM, 2017 Page 9 admin@theocm.co.uk

Reports 1 x Anticipated Issues Report (750-1000 words) demonstrating how you would face, plan for or overcome current/future professional dilemmas or conflicts. You should explore potential issues, such as contracting, confidentiality, ethical, gender, cultural or boundary issues that may arise, or have arisen, in your practice. The report should demonstrate critical thinking skills (analytical, conceptual, evaluative, reflective and strategic). 1 x Evaluation of Practice Report (2500 words), reflecting predominantly on your learning from working with your clients and the impact and effectiveness of the variety of tools and other resources you used to support their needs. You should also convey a clear sense of your signature coach-mentoring style. The OCM, 2017 Page 10 admin@theocm.co.uk

3.3 Qualifying This Diploma programme will be assessed by the ongoing review of a portfolio containing the evidence that the learning outcomes have been achieved and each learning outcome carries equal weight. After the final assessment interview, a submission file will be awarded one of the following grades: Pass Refer In order to achieve a PASS overall, you must have achieved a pass for every one of the 8 x learning outcomes. A submission file will be marked REFER if evidence in any of the learning outcomes is insufficient. A refer file may only be re-submitted once. Special Recognition A discretionary special recognition award may be made in the event that a submission file is considered to be truly outstanding. This award would be proposed by the TA and seconded by the CMS. Accreditation The practice and professional component of your submission file will be assessed against the following standards: the stated learning outcomes of the programme EMCC Practitioner Level Competence Categories and the related Capability Indicators. The learning outcomes on this programme are drawn from the EMCC s 8 coaching Competence Categories. The OCM, 2017 Page 11 admin@theocm.co.uk

3.4 Assessment Matrix Learning outcome 1 - Understanding self: Demonstrate awareness of how your beliefs and values may impact on your coaching work. Competence Category Pass Refer Demonstrates awareness of own values, beliefs and behaviours; recognises how these affect their practice and uses this selfawareness to manage their effectiveness in meeting the client s, and where relevant, the sponsor s objectives Builds self-understanding based on an established model of human behaviour and rigorous reflection on practice Identifies when their psychological processes are interfering with client work and adapts behaviour appropriately Responds with empathy to client s emotions without becoming personally involved Inadequate evidence of meeting the Capability Indicators Shows lack of awareness of own preferences, values and beliefs which impact coaching Understanding of self is based solely on own interpretation without reference to external models of behaviour Cannot separate self from client s issues or goals Learning outcome 2 - Commitment to self-development: Take responsibility for your own development, participating in supervision and maintaining commitment to ongoing CPD. Competence Category Pass Refer Explore and improve the standard of their practice and maintain the reputation of the profession Demonstrates commitment to personal development through deliberate action and reflection Participates in regular supervision in order to develop their practice Evaluates the effectiveness of supervision Inadequate evidence of meeting the Capability Indicators Little or no reflection and evaluation of practice Insufficient coaching hours for level of programme Little or no reflection and evaluation of supervision Insufficient hours of supervision for level of programme The OCM, 2017 Page 12 admin@theocm.co.uk

Learning outcome 3 - Managing the contract: Ensure that the expectations and boundaries of the coaching contract with clients and sponsors are effectively agreed and managed. Competence Category Pass Refer Establishes and maintains the expectations and boundaries of the mentoring/coaching contract with the client and, where appropriate, with sponsors Abides by the EMCC professional code of ethics or an equivalent Explains the difference between mentoring/coaching and other professionals and its benefits both for the client and in relation to the client s context Establishes and manages a clear contract for the coaching / mentoring with the client and, where relevant, with other stakeholders Agrees a framework for scheduling when, where and how often the sessions will take place Inadequate evidence of meeting the Capability Indicators Contracting issues not adequately recognised or addressed Contracting between candidate and client, and where relevant, the sponsor, has not taken place Contracting between coach and client, and where relevant, the sponsor, does not sufficiently address issues required at this level Describes own coaching / mentoring process and style to client so that client is empowered to make an informed decision to go ahead with coaching / mentoring Recognises boundaries of own competence and advises the need to refer on and possibly conclude contract Recognises when client is unable to engage in coaching / mentoring work and takes appropriate action Works effectively with client preferences and, where relevant, policies and procedures of the sponsoring organisation Manages the conclusion of the contract Learning outcome 4 - Building the relationship: Build and maintain effective working relationships with clients and sponsors Competence Category Pass Refer Skilfully builds and maintains an effective relationship with the client and where appropriate, with the sponsor Demonstrates empathy and genuine support for the client Ensures requisite level of trust has been established for effective coaching / mentoring Recognises and works effectively with client s emotional state(s) Inadequate evidence of meeting the Capability Indicators Relationship issues not recognised or addressed Client comments negatively on the relationship with the candidate Unable to demonstrate empathy with client The OCM, 2017 Page 13 admin@theocm.co.uk

Adapts language and behaviour to accommodate client s style while maintaining sense of self Ensures client s non dependence of the coach-mentor Learning outcome 5 - Enabling insight and learning: Effectively use skills of listening, asking insightful questions and giving challenging feedback to enable the client to experience insight and learning. Competence Category Pass Refer Works with the client and sponsor to bring about insight and learning Explains potential blocks to effective listening. Is alert to tine and modularity as well as to explicit content of communication Identifies patterns of client thinking and actions Enables client to make connections between feelings, behaviours and their performance Inadequate evidence of meeting the Capability Indicators Relationship issues not recognised or addressed Client comments negatively on the relationship with the candidate Unable to demonstrate empathy with client Uses a range of questioning techniques to raise awareness Enables client to create new ideas Uses feedback and challenge to help client gain different perspectives, while maintaining rapport and responsibility for action Remains impartial when encouraging the client to consider alternatives Uses review s to deepen understanding and commitment to action The OCM, 2017 Page 14 admin@theocm.co.uk

Learning outcome 6 - Outcome and action orientation: Assist and support clients to take responsibility for creating plans and achieving progress against identified outcomes. Competence Category Pass Refer Demonstrates approach and uses the skills in supporting the client to make desired changes Assists client to effectively plan their actions including appropriate support, resourcing and contingencies Helps client to develop and identify actions that best suit their personal preferences Ensures client is taking responsibility for their own decisions, actions and learning approach Helps client identify potential barriers to applying actions Inadequate evidence of meeting the Capability Indicators Behaviours have a negative effect on client s ability to make desired changes Little or no outcome and action orientation displayed in coach s practice Little or no evidence of how applied coach-mentoring theory to practice Inconsistent coach-mentoring processes and unable to justify Describes and applies at least one method of building commitment to outcomes, goals and actions Reviews with the client progress and achievement of outcomes and goals and revises as appropriate Learning outcome 7 - Use of models and techniques: Effectively use recognised coaching models and techniques including those brought by the client, to achieve insight and learning. Competence Category Pass Refer Applies models and tools, techniques and ideas beyond the core communication skills in order to bring about insight and learning Develops a coherent model of coaching / mentoring based on one or more established models Uses several established tools and techniques to help the client work towards outcomes Utilises models and approaches from client s context Inadequate evidence of meeting the Capability Indicators Can describe a range of models, but does not evidence application or evaluation Doesn t take account of client s context when selecting models Learning outcome 8 Evaluation: Gather information on the effectiveness of your coaching practice, for continuous improvement. The OCM, 2017 Page 15 admin@theocm.co.uk

Competence Category Pass Refer Gathers information on the effectiveness of own practice and contributes to establishing a culture of evaluation of outcomes Uses a formal feedback process from the client Establishes rigorous evaluation processes with clients and stakeholders (if relevant) Inadequate evidence of meeting the Capability Indicators Relies on 180 feedback only, without other processes to evaluate effectiveness of coach-mentoring Evaluates outcome with client and stakeholder Has own processes for evaluating effectiveness as a coach-mentor Handles feedback in a way which has a negative impact on the client, and where relevant, sponsor Manipulates feedback to suit own ends The OCM, 2017 Page 16 admin@theocm.co.uk

4.0 Submission file requirements 4.1 Submission file process You will need to present your online submission file in accordance with all the submission file requirements provided by The OCM and submit by the end of month 11, in order to be assessed by the end of month 12. When you have completed your submission file and submitted it online via The OCM, you should notify your Tutor Assessor so they can review your completed portfolio before your final assessment interview. Please note your file must be submitted one month prior to this interview. Factors that are important for your submission:- the submission file is your own work and is appropriately uploaded and titled all your coach-mentoring sessions have taken place and you have discussed your client feedback (180 report) with your CMS the file contains all the necessary evidence and so you are ready for the final assessment interview Your CMS will also complete a short confirmation that they have completed their sessions with you, supervised your practice and reviewed your 180 feedback with you. This will be attached to your online submission file and be made available online to Tutor Assessor before your final interview. In the event that your Tutor Assessor deems that further development is needed (Refer) before you can be awarded your qualification, they will agree a further tutoring discussion. This will review and highlight the additional evidence the candidate is required to produce to satisfy the standards. A charge of 500 + VAT will be required and be payable before the second assessment interview takes place. You will be notified of your result within 3 weeks of when your Assessment Interview takes place. At that time, The OCM will provide successful candidates with formal notification and an award certificate. 4.2 Submission file date and late submission of files Each candidate is registered with The OCM for 12 months from the initial briefing session date and this is the final date for completion of the programme. However, the final date to receive your submission file is one month before the end of this registration period. The rationale for this deadline is to allow time for any final amendments or additions following feedback from your CMS and for the file to be of a satisfactory standard to pass on to The OCM Assessor before registration expires. The final date to submit your file for assessment is the end of month 11, before registration expires at the end of month 12. The OCM, 2017 Page 17 admin@theocm.co.uk

You may of course present your submission file at any time before the end of the registration period you do not need to wait until the deadline date. If your file is not going to be submitted by the due date then you must discuss re-registration with Cathy White at Programme Support (cathy.white@theocm.co.uk) before your expiry date. 4.3 Re-registration If you do not submit your file for assessment before the end of your registration period, you must re-register with The OCM to continue on your programme. Generally every candidate is entitled to re-register as long as they have engaged in some of their blended learning activities and their existing registration has not already expired. Re-registration runs on concurrently, and starts the day after initial registration ends, so that registration and our contract is continuous. There are two reregistration options: Re-registration for 6 months for a fee of 1000 + VAT Re-registration for 12 months for a fee of 1500 + VAT An indicator of which option might be best is whether you have reached the 180 stage of your programme and/or if there have been time lapses in progress through the programme. Both registration options include extending access to The OCM online learning materials, copyrighted tools and licensed products, and a small charge for ongoing admin support during re-registration. The 12-month option additionally includes one extra coachmentoring support session and one additional Tutor Assessor session with your CMS. Fees will be invoiced at the start of re-registration. You may carry over any unused CMS hours to your re-registration period, but you may be required to purchase additional sessions if your CMS feels that the coach-mentoring support you have remaining is insufficient to meet your needs during the new registration period. The cost for each additional one-hour telephone coach-mentoring session is at the current rate of 250 + VAT. You may re-register on one occasion only. If you have not submitted by the end of your re-registration period, you will be deemed to have failed to satisfy the conditions for the award. For further information and pointers about reregistration, please visit our Re-registration policy on the (Knowledge section). To re-register, contact Cathy.White@theocm.co.uk. Please supply an invoicing address. Payment can be made by credit card or online banking (details will be included in an invoice), but payment must be received before your registration ends, otherwise there may be a break in your access to our products and services. On re-registration, your access to the online materials and licenses will then be extended and your CMS and TA will be notified that you will get in touch when you are ready to re-connect. 4.4 Archiving of online submission files It is your responsibility to copy any of the submission file documents you would like to retain before your registration expires. Evidence can be made available online for up to 6 months after your registration period, but this cannot be guaranteed, and after this period, submission files will be archived for 5 years. If candidates require copies of any of their evidence or their certificate more than 6 months after completion, a small charge of 100 plus VAT will apply. The OCM, 2017 Page 18 admin@theocm.co.uk