Full Transcript

Welcome to the Assessments training module. In this course, we will start by giving you a general overview of the Assessment component of the coaching journey. We will explore it\'s key components, it\'s purpose and output. After this we will explore our recommendations for how to effectively deli...

Welcome to the Assessments training module. In this course, we will start by giving you a general overview of the Assessment component of the coaching journey. We will explore it\'s key components, it\'s purpose and output. After this we will explore our recommendations for how to effectively deliver an assessment, including scheduling guidance and our top tips for delivering a memorable experience for your students, both prior to, during and after the assessment. Finally, we will outline the next steps you need to take to continue your training journey and implement an assessment at your club. Assessments are a chargeable or free one to one session designed for you to develop a social connection with a student, learn more about their goals and direct them to the most suitable next step within the coaching journey. It is your choice to decide if the Assessment is offered free of charge or on a chargeable basis. It is vital that whichever option you chose the customer understands it is an opportunity to meet the coach, discuss their needs and not receive a lesson. Assessment are offered on a private basis to clients. This is vital so that you can understand the needs of the customer and direct them to the most appropriate coaching opportunities. It is up to you to decide on the durations of the Assessment you would like to offer depending on your needs and the further programming opportunities available. However, we recommend that Assessments should be a minimum of 30 minutes to allow enough time to build a strong relationship with the customer. A vital component of an Assessment is to discover prior to the session a background to the customers needs and goals. This will help you to determine the appropriate setting for their Assessment such as on the course or on the driving range. It is important to distinguish between the role of an Assessment and a lesson. Assessments are not designed to be replacements for your regular lesson durations but an opportunity to connect with a new student, find out more about their goals and recommend them to coaching opportunities to suit their needs. Assessments play a vital role in activating and converting new students into further programming and activities at your club. Assessments are designed to engage new students into your coaching programs. It provides you with an opportunity to capture new leads and then engage them at your facility before they embark on their coaching journey with you. During an Assessment you can form a connection with the new student to help you to build trust and loyalty. You can learn more about them, their needs and aspirations to drive a connection in the long term. The Assessment is a chance to showcase your coaching and your facilities. You can expose students to how you can help their game and the technology and practice facilities available. It is also a chance to introduce them to the club environment, driving footfall and membership growth for your venue. During an Assessment you should aim to discover the goals and aspirations of the students. This will allow you to recommend the appropriate coaching opportunities for them. Once you have found out the aspirations of the student you can direct them to the next step on their coaching journey. This may include private coaching plans or the range of group coaching options. You can also guide them to further opportunities within the club environment. Whilst the Assessment isn't designed to replace your regular lessons, you should ensure that you provide the student with some clear guidance on ways to improve their game and allow them to leave with a nugget of information that will help them improve and ultimately come back for more! Ultimately, Assessments are an opportunity to engage new students in your coaching programs and life at your facility. Therefore, it sits as an activation program in Phase 2 of the coaching journey. An Assessment will provide you with an opportunity to direct a new student to the right program for their needs and this may include any program within Phase 2 or 3. The success of the Assessment is not just down to delivering a great experience on the day. The communication and engagement you have with the student prior to and after the Assessment is vital to drive conversion into your coaching programs and give the student a knockout experience within your coaching business. There are three stages to an assessment which will be covered in more detail later in this training module. Stage 1 is the actions required prior to the Assessment. Once you have captured a new lead you should proactively engage with the student on crucial information about their game as well as communicate information about the upcoming Assessment. Stage 2 is the Assessment Delivery. This isn't just how you structure and deliver the Assessment itself but you need to ensure you are organized, meet and greet the student and provide the chance to communicate key information. Finally, Stage 3 is the after care you provide to the student post assessment. You should prioritise proactively following up with the student after the Assessment. This might be to gather feedback, communicate coaching program information or any specific information related to the Assessment content. In order to deliver an Assessment, you of course need new students and the processes you put in place to capture leads is vital. The exact ways in which you do this will be specific to your coaching business however we have some recommendations that you put in place, based on the success of the program with clients around the world that we have worked with. If you have a business website, you should capture leads through specific web pages and contact forms. This will allow you to showcase the Assessment information and capture crucial information. You should market your Assessments through digital campaigns and in house marketing materials. You can utilise the resources in our marketing toolbox to do this! Of course their is no better tool to capture new leads than word of mouth. You should clearly outline the role of an Assessment to your students and on site staff to drive referrals. The exact way in which you operate your Assessments will be up to you. However, there are some crucial scheduling actions and recommendations you should take to make this program a success within your coaching business. It is up to you to decide on the duration of your Assessment and the further programming opportunities available. However, we recommend that Assessments should be a minimum of 30 minutes to allow enough time to build a strong relationship with the customer. You should decide if you would like to generate leads into your Assessment and handle the booking process yourself or allow students to book their Assessments directly. You can customise how this is setup within GLF Connect. Regardless as to whether the booking process is led by you or the student, we recommend all Assessments are booked into the GLF Connect system. This will drive the customer experience, ensure you collect vital student data and allow you to track key insights. Via GLF Connect, you have the ability to customise your Booking Confirmations and Reminders linked to your Assessments. You can use this to include important information such as the pre-Assessment profile questions. We recommend that you offer Assessments free of charge, however you may decide you would like to charge for them and you should ensure this is setup accurately on your GLF Connect system. Through the Coaches Toolbox on the GLF Connect system, you can access a variety of supporting resources that are specifically tailored to the Assessments. We recommend you utilise the resources for each step of implementation. Firstly, select the Activation Event option from the Adult Academy page. Next, select Assessments on the selection page. You can then access a variety of supporting resources including scheduling tutorials as well as marketing and communication templates. It is vital that you are organized for your Assessment and their are a number of actions we recommend you take after you receive a new Assessment lead or booking. This will drive the experience of the students within your coaching business and ensure you have important information prior to delivering the Assessment. If you receive an enquiry for an Assessment you should respond as quickly as possible. This will help to drive a professional experience and ultimately capitalise on the engagement of the student. You should then book the student into your schedule on GLF Connect and this will automatically trigger a Booking Confirmation. In preparation for the Assessment you should ask the student to provide you with a brief overview of their golfing experience and take the time to answer three simple questions. What do you want to achieve with your golf? When do you want to achieve this by? What would it mean to you to achieve this? This should be sent back by the student ideally 24 hours before their Assessment date. Your GLF Connect system will automatically send a Booking Reminder to your student with key information but you can also follow with a short personalised email or message via the GLF Connect App or web based system. All Assessments should be scheduled and bookings processed through your GLF Connect system. An Assessment program booking filter has been created for you on your system and the Support Team has built a range of training materials to help you get this setup and scheduled correctly. Assessments are categorised under the Assessment Program filter with the various durations options available which can be customised for each coach. Further training is available from the support team to help you learn how to setup the Assessment booking filter and how to book an Assessment within the Scheduling section on the Coaches Toolbox Assessment page. Delivering an assessment effectively is essential to achieving a successful experience for the student and ultimately conversion into further programing with you at your club. Let\'s take a look at how we recommend you structure an assessment delivered over a 30 minute duration. At the start of the assessment and in the first 10 mins provide a friendly welcome. You should begin with an informal discussion covering some crucial points. You should confirm and find out WHY they have booked the assessment, find out who they play with and their scoring ability. During this time listen to main points of feedback about their game and explore previous lesson experience. You should also check suitability of equipment and find out what their motivators are. You can also use this time to review any information from the pre-assessment questions. In the middle part of the assessment you should aim to gain their trust. You should observe them hitting some shots in the chosen practice environment and ask further questions. Determine their knowledge of their own game and any tips or thoughts they have that may prohibit improvement. Confirm that what you are observing is what happens on the course and you should built trust by confirming that you will help them achieve their goals and build their confidence in your abilities by telling them about your coaching style. During this time provide them with a small intervention that will help their game and allow them to feel they have left the session with information that they can act on to improve. The next important component of the assessment is to recommend a plan that will suit the students goals. You should discuss the lesson programs you offer including the options, payment structure and make a confident recommendation. Outline the plan of how the time will be spent within that recommendation and be ready to respond to any concerns of the student. Finalise the assessment by getting the next session booked and if the student is signing up to a coaching plan, this should be the on course discovery session. You should be prepared to deal with any objections and be flexible with your recommendations to suit their needs. Crucially, provide lesson feedback after the assessment via GLF Connect and spent this time educating the student about it's importance and ensure they have access to the system. Via the Assessment page on the Coaches Toolbox you can view an example Assessment conducted by Andrew Simmonds, the Director of Coaching at Orbis Golf. This short 6-minute video will show you an example of how the effectively structure each step of the assessment as outlined previously. A successful Assessment doesn't just end with delivering the assessment itself. Providing post assessment communication is vital and this will help you to gather feedback, communicate coaching program information or share any specific information related to the Assessment content. We recommend that after the assessment you prioritize some important actions. A day or two after the assessment you should follow up with the student on the phone or via email. You can communicate the learning outcomes from the assessment and make a recommendation to a further coaching program such as a Private Coaching Plan as well as ensuring the next engagement is booked in. To record the students learning outcomes from the Assessment the GLF Connect Media feature can be used. You can share lesson notes, images and videos directly to the student. You should ensure that your student is added to any digital campaigns that are sent out on a regular basis as well as make notes in the students profile on GLF Connect so you can review this at a later date. To finalise this training module let\'s explore the recommended next steps for launching the Assessment program at your club. Firstly, you should decide on the duration of the Assessment you would like to offer and ensure your Assessment booking filter and duration is activated on your GLF Connect system along with the correct pricing. Next, create your marketing content including the flyers for your in house and digital campaigns and make any edits to your business website. Thirdly, as and when you generate Assessment leads, you should complete the most important pre-Assessment actions including booking the student into GLF and send the pre-assessment communication.

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