In this stage, the coach, along with the representatives of the client groups, plan the coaching activities. The coach meets with the individual team members and encourages them to share as much information as they can. Team members will be able to provide more details when they come for a one-on-one meeting with the coach. The team wouldn't share information around the presence of their leader, and it is necessary to engage them alone.

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For teams that have sub-teams, representatives from each team will get included for planning activities.

The outcome of the team coaching contract is an agreement that contains the expectations of the coach and the team. The expectations are the boundaries of coaching, confidentiality, roles, objectives, challenges, decision making, duration, and so on. Contracts help creates a foundation for the team and the coach. It also contains opportunities to make informed choices about how both parties can work together.

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