Digital and Telephone Delivery

Telephone Guidance and Coaching

Aims: to develop practitioner confidence and effectiveness in delivering guidance and coaching over the telephone.

  • Objectives: by the end of the day delegates will be able to:
  • Evaluate the benefits and limitations of telephone and digital delivery
  • Evaluate how existing skills may be transferred to this medium and identify development needs
  • Evaluate how to effectively engage and contract with clients over different media, in particular when cold-calling
  • Employ deep listening, reflecting back and the use of metaphor to compensate for the lack of visual cues

Target audience – career practitioners who deliver career guidance and coaching via telephone and online/digital services. The day is primarily designed for advisers who are delivering in-depth guidance rather than tracking.

Overview of the day

  
9.30
  • Welcome and introductions
  • The relationship between face-to-face and telephone services
  • The advantages and challenges of telephone and online delivery
  • How the process and structure of face-to face translates to the telephone
  • Contracting and maintaining boundaries of time and service
  • The skills required
11.00Break
11.15
  • Strengthening communication and rapport
  • Empowerment via facilitation – avoiding the fix tendency
  • Reflecting back and use of silences
12.30Lunch
1.15
  • Multi-sensory approach
  • Identifying and mirroring how people process information (auditory, kinaesthetic, visual)
  • using metaphor and the imagination to replace visual prompts
3.00Break
3.15
  • Consolidation of ideas through practice or using LMI over the telephone
3.45
  • Review and Evaluation
4.00
  • Close

Delegate Evaluations 2014

“an excellent day – thought provoking and reassuring. I feel much more confident”
Adviser, CDI training event 2014