The CoachAccountable Blog

Master CoachAccountable and become the best dang coach you can be. Also, news.

Archive for May, 2015

Using Form-Based Worksheets

The basic style of Worksheets within CoachAccountable is as a Word doc that is freely editable, both by coach creating the worksheet, and client filling it out.

But with Form-Based Worksheets, coach can create Worksheets with the free style editability of a Word doc BUT with form elements interspersed, which in turn are specifically what a client is meant to fill out.

“Form elements” refers to check boxes, radio buttons, drop down menus, text boxes, signature areas, image prompts, and computed values.

Let’s see how this works.

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Using Worksheets – The Basics

Worksheets are CoachAccountable’s way of letting you create, manage, and organize written assignments for your clients.  Similar to Microsoft Word or Google Docs, they allow you to create a series of questions in free-style fashion with blank spaces for your clients to fill in (OR in form-based fashion with text boxes, radio buttons, etc. – more on that HERE, but here we’ll just cover the basics, as the title of the post implies).

Everyone seems to chuckle at the WTF check-in.

Here’s a look into how they work, and how to use them to their fullest in your coaching programs.

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Confidentiality and Privacy

A common concern with using a web-based system like CoachAccountable is one of privacy: the information that is captured and stored over the course of a coaching relationship is of course of a highly personal and often sensitive nature.  To use a system like CoachAccountable, wherein that information is stored and managed with a third party, requires confidence that such private matters will stay private.

This is a worthy and well-founded concern, and the expectation of confidentially is most reasonable and in fact should be present.

To address that concern I’d like to first contrast CoachAccountable against web-based companies like Google and Facebook, whose business model is to give away the platform for free and monetize customer relationships by owning and selling the customer data.  CoachAccountable on the other hand is a platform which charges for use of the product itself, and does not traffic in the sale or sharing of data in any way whatsoever.

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