1. Diagnosis

The coachee feels anxious and overwhelmed by the volume of casework and lacks a clear structure for breaking complex cases into manageable parts.

2. Behaviour Observations

What you might see or hear that points to this pattern.

• The coachee becomes anxious and overwhelmed when facing high volumes of casework without a clear organising structure.
• The coachee does not naturally segment a complex case into discrete sections before attempting to work through it.
• The coachee underestimates their own knowledge and confidence when approaching client contact.

3. Session Objective

The objective of the session is to help the coachee develop a practical structure for tackling complex cases efficiently. Help the coachee move from a state of anxiety about volume to a sense of active management by chunking issues, prioritising sequentially, and sitting with each section before moving on. Get the coachee to recognise that the structure works for them and to identify how to carry that structure into their daily working environment.

4. Session Tactics

How to prepare for and structure the 45-minute call review.

Use a feed-forward interview to work through a live case with the coachee rather than reviewing a recorded call. Guide the coachee to break the case into distinct issue-chunks, convert each chunk into bullet points, and sit with those bullet points before progressing to the next section. When the coachee identifies the sequential sections of a case, help them articulate what they need to find out and what they need to do within each section. Draw the coachee's attention to physical and emotional cues — such as a drop in tension or a sense of flow — that signal the structure is working. At the close of the session, invite the coachee to name what they will transfer from their most effective working context into the office environment.

5. GROW Experiments

Experiments the coachee might choose to try. These are offers, not prescriptions — the coachee selects what feels right for them.