Business Development PDF Free Download

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Business Development PDF Free Download

Business Development PDF free Download. Think more deeply and widely.

Their signed application form

A copy of your certificate

Congratulations! You have now completed your coaching course and submitted your case studies. Whilst you

await your feedback from your final case studies, you can start considering setting up your coaching practice.

When working as a coach, you will have one of two options:

1) Working within an existing organisation as an employed member of staff

2) Becoming a self-employed coach with your own coaching practice

Employed versus Self-employed

A common conflict is between whether to become employed or self-employed. If you are going to be

coaching through an organisation, such as a school or youth service, then you should be insured through

them (do check with the organisation though) and will have a set contract and working hours. You will

however, want to consider voluntary regulation to afford you support and guidance should you need it.

However, you may choose to work for yourself, in which case you will need to ensure that you have

registered and employ all statutory requirements.

Insurance

On receipt of your final certificate, you will be eligible to become insured to work. The level 4 Diploma in Child

and Adolescent Mental Health Coaching is eligible for insurance with Holistic Insurance.

As a graduate with Dandelion Training you can apply online for insurance at

https://www.holisticinsurance.co.uk/onlinepropose/

This can be completed completely online. You will need to provide:

On your insurance certificate, your course will be labelled ‘Child and Adolescent Mental Health Coach’. Your

insurance policy will need to be updated annually and made available for parents to view. Insurance is a

statutory requirement. Working without insurance could lead to legal ramifications.

The conditions of your insurance are as follows:

It is a condition of this insurance that parental or guardian consent is obtained prior to the

treatment/activity. If the therapist does not have CRB/DBS/PVG clearance then at least one parent or

guardian must be present at all times. If CRB/DBS/PVG Clearance is not applicable then

parental/guardian consent must be given for the child to be in your sole custody.

You must ensure that this is stipulated in your terms and conditions for parents to sign where you are

coaching children under the age of 18 years.

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Regulation

Whilst it is not a statutory requirement to be registered with a regulating body, as a sign of professionalism

and working within a code of ethics, it does demonstrate your compliance. This is important if you intend to

complete contractual work with other organisations.

In addition, regulation allows parents and professionals to check your credentials and provides a third party

assurance of your skillset.

Further, regulation offers you support and guidance should you have any issues and supports you with

neutral advice.

The Level 4 Diploma in Child and Adolescent Mental Health Coaching is accredited by the ACCPH

(Accredited Counsellors, Coaches, Psychotherapists and Hypnotherapists).

This allows you to register with the ACCPH and be part of their online directory of authorised coaches.

Once registered you will be sent a certificate and update your registration annually.

You can register with the ACCPH by contacting:

https://www.accph.org.uk/about/contact

In addition, the Level 4 Diploma in Child and Adolescent Mental Health Coaching is also an internationally

accredited qualification with the International Authority for Professional Coaching and Mentoring.

This allows you to also register with the IAPC&M as an internationally accredited coach. The IAPC&M

additionally offer a wealth of support with setting up your business.

To register with the IAPC&M you will need to complete a verification route as an Accredited Practitioner

Coach. Once registered you will be sent a certificate and update your registration annually.

You can register at:

https://coach-accreditation.services/accredited-coach-practitioner-application-options/

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Have registered by the 5th October in the second tax year after you started working if you earned more

than £1000 from self-employment in the previous year

You national insurance number

Name, address and contact details

A name and details for your business including (date of trading, trading activities and if you are working

from home)

Keep records and receipts for your business expenses

Keep records of your business income

Complete a self-assessment each year

Pay your tax and national insurance

Paper returns – by 31st October – midnight

Online returns – by 31st January – midnight

Pay tax owed – by 31st January – midnight

Registering as Self-employed

If you intend to work as a self-employed coach, you will be required to register with HMRC as a sole trader.

There is no cost to registering as a sole trader, and you will be required to complete an annual self-

assessment and pay your tax and national insurance.

The requirement is that you must:

Please be aware that not registering as self-employed where you are taking payments may nullify your

insurance and leave you without protection should you need it.

To register with HMRC you will need to visit:

https://www.gov.uk/register-for-self-assessment/self-employed

You will need:

Once you are registered you will receive a UTR number (Unique Tax Reference) and will be required to:

Accounts and Records:

You can submit your annual self-assessment yourself, or submit this to an accountant to complete for you.

Either by post or online. Your self-assessment is due each year, and if you miss the deadlines you will be

fined. Self-assessments run for each tax year (approximately April – April) check with HMRC for each year.

Deadlines (as of 2022):

For example if you work from April 6th 2021 – April 5th 2022, you will need to submit and pay your tax by

31st January 2023.

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Using the words LTD, limited, LLP or Public limited company unless you have registered accordingly.

Using any offensive or sensitive terms

Using an existing trademark

Implying connection to government or local authority

Accounts and Records:

You will need to consider how you record your accounts. You may choose to have a spreadsheet which you

update weekly / monthly and attach your receipts in chronological order.

You may choose to utilise an online accounts system where you input your details and scan your receipts. It

is advisable to start this from day one and schedule it into your diary to reduce stress at end of year.

You do not have to have a separate bank account, but having a business account for your income and

outgoings can reduce paperwork and make it easier to tally your accounts.

Choosing a Company Name

When choosing a name for your business you can trade under your own name, or a business name. You do

not have to register your business name, but you must include it on official paperwork.

Note: Do check if your company name has been registered already as a company who has registered it is

within their rights to send you a cease and desist letter should you inadvertently copy them. This can be

costly should you need to rebrand.

As a sole trader, you are prohibited from:

Registering with the ICO

As your work will include working with sensitive personal data, you will be required under the UK General

Data Protection Regulations (UK GDPR) and Data Protection Act 2018 to register with the Information

Commissioner's Office (ICO) and pay an annual data processing fee.

https://ico.org.uk

You will be required to complete a short questionnaire online and then register with the ICO, who provide you

with a certificate of registration.

Registering with the ICO is a legal requirement, but also represents your commitment to high standards when

managing personal data of clients.

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Lawfulness, fairness and transparency – having a legal basis and being transparent about this, whilst

acting in the person’s best interests

Purpose limitation – only process information for the purpose it was intended for

Data minimisation – only collecting and keeping the information you actually need

Accuracy – taking reasonable measures to have the most accurate data possible

Storage limitations – do not keep information that you do not need, or keep longer than stipulated

Integrity and confidentiality – only people who are processing the data have access to it

Accountability – as the data processor, you are complying with GDPR

Your preference

The parent/child requirements

A confidential space with no disruptions

Where working from home, removing traces of your own life to avoid boundary crossing e.g. photos of

family and ensuring your family are not intruding

If working from home, it is recommended that you contact your house insurance, as some policies will not

cover home working and this will contravene your home cover

GDPR

In addition to your ICO registration, you will also be required to hold a General Data Protection Regulation

Policy, stipulating HOW and WHY you will use data in your business.

This includes both paper and electronic data, as well as information you collect through social media,

websites and third party sites. If you have a website, you should have your GDPR policy accessible.

Your policy will stipulate why you collect data and how long you hold it for. You should therefore give

consideration to all data you collect and the reasons WHY you need it.

There are 7 data protection principles to consider:

You can read more at: https://www.gov.uk/data-protection

Location

When working with children, you will need to consider WHERE you will work. You can work face to face or

online, but this will vary depending on:

When working online, you will need to ensure a system for collecting information, signed contracts and T&Cs

and payments, as well as secure internet connection. In addition, a working space where you will not be

interrupted or overheard by your family or housemates.

If you work face to face, you will need to consider:

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Being aware of your safeguarding responsibilities

Attending regular safeguarding training

Having a safeguarding policy in place

Covering safeguarding in your terms and conditions

Having local safeguarding contacts

Reporting safeguarding concerns, should they arise

Email and Phone

Whilst not a legal implication, you will need to consider how parents can contact you with enquiries. Further,

that where relevant your family/partner cannot access your client emails, texts or calls which could lead to a

data breach, even by accident. Therefore, it is recommended that you set up a separate email address for

your coaching work which is password protected and only for business use. This allows you to better manage

your data protection systems.

You may choose to have a separate contact number/phone for clients where your family do not access the

phone and it is password protected. This also allows you to protect data, reduce risks and also implement

boundaries whereby where you are not working or on annual leave, you can switch off your phone and

implement positive self-care.

Safeguarding

When working with children, you have a minimum requirement to adhere to safeguarding policy. This

includes:

It is advisable to attend safeguarding training annually and keep a copy of your certificate. You can also

subscribe to updates in safeguarding by following:

https://www.gov.uk

https://www.nspcc.co.uk

DBS

You are not required to have a DBS (Disclosing and Barring Service) certificate as a coach. But, where

working with children it is best practice. If you have a DBS in place already, you can subscribe to the update

service and pay an annual fee to keep this registered. Therefore, if you work as a consultant for other

organisations they are easily able to check your DBS is in place.

Where you do not have a DBS in place, you are not able to lone work with children as a coach, therefore

parents will need to be in the room/be visible to the child. You can apply for a basic DBS through:

https://www.gov.uk/government/organisations/disclosure-and-barring-service

Enhanced disclosures cannot be applied for by a sole trader, but can be obtained through organisations such

as charities should you be doing voluntary work as a coach.

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In a password protected therapy notes system

In a locked filing cabinet

On a separate email address

Not accessible to anyone outside of your business

Password protected

Parental Responsibility

Whilst it is not a legal requirement, as per your course manuals, being aware of parental responsibility laws is

an important piece of information as a coach. You may have situations where parental animosity impacts

children, such as a separated parent wanting their child to access coaching but the other parent having

majority custody refusing. Therefore, being clear about parental responsibility is beneficial and increases

confidence, should these situations arise.

This may be in the form of a parental responsibility policy which you can refer to and reference to parents

should you need to provide clarity. You can keep up to date with changes at:

https://www.gov.uk/parental-rights-responsibilities/who-has-parental-responsibility

Note Keeping

When working with children, and in mental health, you have a legal requirement to keep records of your

coaching sessions, and that should a safeguarding incident occur, these may be called upon. Therefore,

keeping succinct notes of your sessions, and the key issues covered is important.

You do not need to keep a monologue of every comment made, but should record notes of what was done,

key information collected and if you completed activities you may keep copies of the forms. You will need to

stay up to date with insurance requirements, but generally this is to keep records for a period of 7 years, or

until children turn 21. Where there are safeguarding concerns always apply the 21 years rule.

All records MUST be kept securely. Either:

Where you have client emails these should always be:

When you come to destroying notes, think carefully about how you destroy these. This should be followed in

lines with confidential waste destruction.

When working with children under the age of 18, you will need to ensure that you collect:

Full name - Address - Date of birth - Parent name - Contact number (parent) - Contacts of any other

professionals involved with the child

Note: Where you are aware of children having police involvement, you MUST ensure that you have explicit

permission to work with the child to prevent any implication in criminal cases. Where this arises during your

work, pause work until you have written permission.

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Be a registered business

Be insured to work

Be registered with the ICO

Have a GDPR policy in place

Have a separate email address for coaching (advised)

Have a safeguarding policy in place

Have a confidential space to work in

Adhere to DBS requirements

To have a signed contract with parents (under 18)

To have a signed contract with client (over 18)

To provide your terms and conditions and have these signed (may be part of your coaching contract)

What problems do I solve?

What solutions can I offer?

Who do I help?

What ages do I work with?

What issues might the child be having?

What problems do I solve?

What solutions do I offer?

What services do I offer for these issues?

Minimum Standards

When working with children, you have a minimum requirement to:

Promoting your services

When promoting your service you are considering:

When working with a wide range of issues this can be a tricky situation to navigate – what do you prioritise in

your messaging?

You may choose not to niche, and this is not an issue, but do take time to consider what you do and why, to

help you promote yourself and your services. Consider:

Many coaches get lost in comparing themselves to others. You are unique and will offer your own approach

to coaching – do not try to be someone else – it will quickly create conflict in yourself and lead to mixed

messages or feeling inauthentic! Whilst you will need to do field research of local services to consider price

points and offerings, do not fall into the trap of comparing your brand new business to one which has existed

for years.

Also, be aware that whilst some coaches will have sparkly and beautiful websites, that this does not mean

that they have diaries full of clients. Comparison is quite literally the thief of joy! Focus on what YOU are

doing and the QUALITY that you are offering.

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Professional – are your legal and administration systems in place?

Consistency – do you do what you said you would?

Quality – do children get quality sessions?

Authenticity – are you living by what you say? Do you show up as the person you advertised?

Value – do children and parents get value for their investment?

The ACCPH coaches directory (if registered)

The IAPC&M directory (if registered)

The Dandelion Directory (once qualified)

A website – you can start with a basic site and grow this with your business

Social Media Business Pages

A mailing list to send out updates to leads (you may offer a marketing lead to capture these)

Advertise to ‘cure’ anything

Advertise to ‘fix’ anything

Give medical advice – always refer to a professional

Diagnose or offer diagnosis

Be truthful

Be transparent about your qualifications

Be transparent about your regulatory body so that parents can fact check your credentials

Do not make claims that cannot be fact checked

Do not add people to your mailing list if they have not consented

Advertising to client groups outside of your qualification and scope of practice

Promoting your services

The core of your marketing is:

Take time to consider: What do you want to be known for? E.g. do you want to be known for being

professional and impactful – then think about how you can show up consistently, plan quality sessions and

help children make progress

You can use a range of different methods to advertise your services, including:

You can also consider:

You will also want to consider:

When marketing your services, you must adhere to the Advertising Standard Agencies requirements and

ensure that you do not:

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You can carry them into sessions and discuss

You can format them to your preference

You may prefer a physical diary in your hand

You have no back up if it is lost

Can easily become messy

Parents will need to contact you to book

You will need to send out confirmations for bookings which are open to human error

You will need to complete all paperwork manually

You will need to organise methods for payments

Once formatted will book sessions, take payments, fill in contracts and terms and conditions and intake

forms.

Payments are taken up front which allows you to activate cancellation policies effectively

Payments are transferred to your bank directly and often have lower charges

You are paid in advance for your appointments

Parents can move and book sessions without your input

If parents do not block book, when busy they may need to wait for longer periods for appointments

You will need to cover your system in your GDPR policy and ensure passwords are kept safe

You will need to ensure you consider how you share your diary link to ensure that sessions are suitable

Booking Systems

Coaches have different approaches to their booking systems. Some will prefer paper diaries, other online.

Paper Diaries:

Online Diaries:

Cancellations from parents - When putting together your terms and conditions, consider what your

cancellation policy is, and how this will be implemented. If you are taking paper diary bookings, consider how

you have these signed before bookings and how you will implement the cancellation charge. Your time is

your salary, and where there are lax systems you can quickly become demoralised. Taking time to execute

these from the outset sets boundaries and expectations.

Cancellations from you - You will also need to consider your own cancellation policy in the event you need

to cancel and have this stipulated.

Movements - You may consider your movement window as well. You may choose to set a boundary such as

movements need to be outside of 24 or 48 hours to ensure that you have time to fill spaces and ensure your

coaching is taken seriously.

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1:1

Group sessions

Discuss with your mentor and review your needs

Decide that working with a coach or therapist is necessary for you to work through your own needs

Online courses and webinars

Face to face courses

Reading and research

Contra-indicators - You need to ensure that you are always working within your scope of practice. Simply,

you cannot help everyone and working outside of this leaves you open to both mitigation and breach of

insurance and regulation. Consider how you will check the child’s needs, whether this is a checklist when you

first speak to parents and a second check at booking to safeguard yourself and the child.

Referring - In your terms and conditions, ensure that you reference that where you are aware that a child’s

needs are outside of your scope of practice, or that you become aware of this that you will refer to a suitable

person or direct for support, this may be to the therapy directories.

Mentoring and Supervision

It is best practice to attend regular supervision/mentoring as a coach to allow you opportunity to reflect on

your current practice and enhance your skills. As well as to fact check any questions you have and to identify

any potential risks or challenges. Mentoring or supervision can be:

Mentoring can allow you to develop as a personal, coach and also ensure that you are consistently checking

your own practice and adherence to legal requirements. As well as accessing other ideas and approaches for

your client sessions.

Personal Support and Coaching

Coaches need coaches. An important aspect of working as a coach is to recognise your own needs. There

will be times in your coaching career that you will find that a client will trigger feelings or memories for you.

In these situations you may:

There is no shame in needing support, and an important part of being an effective coach is to recognise

when YOU need support and to access this. It is important to always be aware of your own self-development.

When coaches neglect this need they can be at risk of making mistakes, misreading situations or

professional burnout.

CPD

The learning as a coach is never over. You will embark on a lifetime of learning and research, often finding

yourself reading up on subjects relevant to your work and clients. CPD can include:

Your CPD can be used to enhance your current skills or to develop new skills and knowledge. You may come

across ideas and want to learn more, or identify areas of work you want to develop and become more

knowledgeable about. It is best practice to keep a record of your CPD each year.

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Services and Networks which may be useful:

For insurance contact Holistic Insurance:

https://www.holisticinsurance.co.uk/onlinepropose/

For regulation contact Richard at the ACCPH

https://www.accph.org.uk/

For regulation contact the IAPC&M

https://coach-accreditation.services/accredited-coach-practitioner-

application-options/

For legal documents such as privacy policies:

Lucy Legal - https://www.lucylegal.co.uk/privacy-policy

For business coaching to get started:

Emma Holmes - Rebels and Rockstars -

https://www.rebelsandrockstars.com/

For starting a Youtube Channel:

Matt Hughes - Youtube for Business -

https://youtubeforbusiness.co.uk/

Business Development

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Business Development PDF Free Download

Business Development PDF free Download. Think more deeply and widely.

Uploaded by _jeremy_larson_ on 4/15/2026

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