Coaching Through Scarcity Workshop

April 21, 2016

Trainer: Devin Stubblefield, Education Design Lead

Agenda:

Introductions and Overview of the Training

Discovery: Defining Scarcity

Activity: Scarcity Triggers

BREAK

Interpretation: Search for Meaning - Scarcity and Behavioral Economics

LUNCH

Ideation: Generate Ideas - Design around Clients Experiencing Scarcity

Activity: Idea Brainstorm

Experimentation: Coaching Approach Prototypes

BREAK

Using Coaching Tools with Clients in Scarcity

Evolution: Moving Forward

Questions and Reflection

1

What triggers bring on SCARCITY in a household?

Step 1: In the spaces provided in the chart above, write down situations that may

cause a feeling of scarcity and/or lack for a typical client that comes into your

agency.

Step 2: Begin to brainstorm all conditions required to be in place to regain control

in each area.

Triggers

2

Coaching through Scarcity Brainstorm

What We Know:

What we Don’t Know:

3

Match Client Persona with Coaching Approach

Client Persona Characteristics

Key phrases or frequently quoted statements

Life experience

Emotions

Values

Use of technology

Social and cultural environments

Demographics - age, sex, marital status

Financial status

What they want from your agency

Additional Important Information:

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

Coaching Approach:

☐ Raise Awareness ☐ Introduce financial tools ☐ Simple Dialogue ☐ Brainstorm

☐ Exploration of Issues ☐ Curiosity, get more info ☐ Designing Actions ☐ Hold Accountable

☐ Empathetic ☐ Bottom Lining ☐ Visioning ☐ Hold the Focus

Client Type: _____________________

4

© 2015 The Prosperity Agenda. All rights reserved. theprosperityagenda.org

The Coaching Conversation Model

Use this model as a guideline to help you lead a

client-driven dialogue through the six distinct stages.

Use powerful questions and focused-listening, to

facilitate a discussion that stimulates clients’

thinking, growth and change that leads to action.

The Stages of the Coaching Conversation

1. Clearing/Clarity/Focus – Ask the client to establish a clear focus and desired

outcome for the session.

2. Motivation/Benefit – What will that desired outcome or goal bring them? How

will their life be different?

3. Exploration – Where are they now? Establish a baseline with what resources/

and support they currently have. What do they need to know?

4. Action Planning – Design action steps or an action plan. What will it take to

accomplish the plan?

5. Accountability – How will the client hold him or herself accountable? Design a

structure for accountability and success.

6. Completion – What is the learning or value from the session? Commitment?

Next steps?

5

Client Resources

To what extent does the client have enough resources to increase his/her financial

capability? Listen to the client’s story about what’s going on.

Rate the resources mentioned on the following scale: (low) 0 - 5 (high) or ? (unknown)

Financial - Having money to purchase basic goods and services; having knowledge of money management/asset building

Emotional - being able to choose and control emotional responses without self-destructive behavior

Mental – Having mental abilities and skills (reading, writing, computing) to deal with daily life

Spiritual – Having a belief in a Higher Power or faith

Physical – Having physical health and mobility

Support Systems – Having friends, family, or back up services available in times of need

Role Models – Having exposure to adults who model appropriate, nurturing behavior

Social – Understanding social policies, standards, customs, or rules in relationships, schools, or workplace

6

Beliefs Drives Behavior = Results

List up to three of your limiting beliefs about money:

Pick ONE limiting belief to work through with your coach:

7

The Asset Trio

What’s in place now:

_______________________

_______________________

_______________________

_______________________

_______________________

What’s still needed:

_______________________

_______________________

_______________________

_______________________

_______________________

What’s in place now:

_______________________

_______________________

_______________________

_______________________

_______________________

What’s still needed:

_______________________

_______________________

_______________________

_______________________

_______________________

What’s in place now:

_______________________

_______________________

_______________________

_______________________

_______________________

What’s still needed:

_______________________

_______________________

_______________________

_______________________

_______________________

8

How might we design ways to be more effective working

with people experiencing scarcity?

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