A client wants their assistant involved in coaching. How do you navigate confidentiality concerns?
When a client requests their assistant's involvement in coaching, balancing transparency with privacy is key. Here's how to manage it:
- Establish clear boundaries upfront regarding what information can be shared and what remains confidential.
- Obtain written consent from all parties on the agreed terms of confidentiality and involvement.
- Regularly review these agreements to ensure they still serve everyone's best interests.
How do you handle confidentiality in your coaching practice?
A client wants their assistant involved in coaching. How do you navigate confidentiality concerns?
When a client requests their assistant's involvement in coaching, balancing transparency with privacy is key. Here's how to manage it:
- Establish clear boundaries upfront regarding what information can be shared and what remains confidential.
- Obtain written consent from all parties on the agreed terms of confidentiality and involvement.
- Regularly review these agreements to ensure they still serve everyone's best interests.
How do you handle confidentiality in your coaching practice?
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Over my decade and a half of coaching CxOs, I’ve had this happen more times than I can count: “Can my assistant join our coaching sessions?” Assistants are indispensable, but confidentiality is key. I usually say, “Your assistant is amazing, but for these conversations to be effective, they need to stay between us.” I explain that coaching requires a private space for honest dialogue. If there’s a real need for the assistant’s input, we can bring them in for specific discussions under a special confidentiality agreement, extending the scope for those circumstances, while keeping the core of our sessions private. It’s about trust, and that’s non-negotiable.
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It would be helpful to start by discussing the boundaries and expectations with the client upfront. Clearly explain the importance of maintaining the confidentiality of sensitive information shared during sessions. If the assistant's involvement is necessary, you could establish specific guidelines about what can and cannot be shared, ensuring all parties understand and agree. Consider drafting a confidentiality agreement to formalise the arrangement. This will protect both the client’s privacy and the integrity of the coaching process. Regularly check in to ensure everyone stays aligned with these boundaries.
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Involving a client’s assistant in coaching can raise concerns about confidentiality, as coaching relies on a safe space for open dialogue. To navigate this, it’s essential to establish clear boundaries and agreements upfront. I would explain to the client that while their assistant can support logistical aspects, the content of the coaching sessions should remain private to ensure trust and honesty. We could agree on what information can be shared with the assistant, such as scheduling and administrative details, while keeping all personal insights and progress discussed during coaching strictly confidential. This ensures both transparency and respect for the coaching relationship.
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During coaching sessions some of the deepest and darkest concerns and secrets get revealed depending on the level of trust that has been established between the Coach and the Coachee. Hence the presence of a third person in the proceedings will only harm the overall intent of the process.
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I have had situations where a participant needed someone there for support and was understandable as the person was there to help the participant access the service. In coaching, it's the clients agenda but key to the practice is around boundaries and confidentiality. As a mum, I have also been in a call for my child. It was clear the journey and exploration was form them. Not me,so I was there to add as and when my son or the coach asked me something. This is such skillful work and as a coach I honour this experience of each individual and for them to be open and explore in a coaching relationship and have the accountability.
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