Success Guide & Introduction

The Six-Step Process

Congratulations on becoming a certified Six-Step Process trainer or coach!

You will be the catalyst to help many people transform their personal and professional lives. You will be most successful as a trainer or coach when you put in the effort to understand the material and incorporate the tools and processes into your own life.

Below are some commonly asked questions that will help you be a successful trainer or coach:

People love the Six-Step Process because you can customize it to your audience and teach it at the pace you feel would generate the greatest return. You can do these sessions live or virtual, and either way, it will still have an enormous positive impact.

Below are some of the various ways other trainers have delivered this training:

– Two 90-minute to 2-hour sessions (live or virtual)

– One 3-4 hour session

– On-demand training. There are situations where participants would benefit from first going through the on-demand Six-Step Process course followed up by your training and accountability.

These are the most common approaches to train on the Six-Step Process. You can take any of these ideas and come up with the approach that works best for your team and situation.

Frequently, the most effective approach is to deliver the training in this flow:

A. Order the appropriate number of participant kits and make sure that each person has the materials.

B. Deliver the training in the format that works best for you (live, virtual, multiple sessions vs one session, etc.).

C. When appropriate, have participants select an accountability partner at the end of the training and make sure they have a date in approximately a month from the day you finish the training. The follow-up is designed to share their progress, plan, and how they’ve used it.

D. Invite participants to read or listen to the Start With The Vision book within the next 30 days.

E. If they’re in a leadership role, have them choose on high-leverage issue they could use the Six-Step Process for as a team (on issue that would really improve, solve, or fix something). Invite them to schedule a time and date when they will go through the Six-Step Process regarding that issue.

The Six-Step Process is PERFECT for this kind of personal and detailed interaction! There are many coaches who clients take an assessment of some sort, and then they use the Six-Step Process to develop the improvement plan.

What some coaches have found to be effective is the following approach (you can certainly adjust any of these ideas based on your situation):

A. Order a participant kit for the person (or group) you will be coaching.

B. Have the person take the personal productivity assessment located at www.BYBassessment.com to get an objective score and starting point. Make sure that you also keep a copy so that you can measure the improvement. If they’ve taken another high-quality assessment, then use that as the starting point.

C. Have them watch the on-demand course before you coach or mentor them. This will give them a baseline introduction to the Six-Step Process so that you can coach, mentor, and teach them the application of the process.

D. Ask them what they want to accomplish? In other words, start with Step #1 and get clarity on their vision for the area they want to focus on. Then, walk through the Six-Step process and help them develop their who-what-when plan. Set up debrief dates with them to evaluate how they’re doing.

E. Create an accountability plan. If they haven’t gone through the Do What Matters Most course, you may also want to get them that content, so they’re familiar with pre-week planning. Then, when they develop the pre-week planning habit, they’re more likely to be successful with their plan.

First, don’t worry about perfection! The content and process will stand on its own when people use it. However, you want to do as much as possible to create a learning environment where people can focus and apply the process. One of the many great things about the Six-Step Process is that it’s mostly hands-on work and you are primarily the facilitator.


Below are some ideas on what you can do to create a great learning environment:

A. Watch and re-watch the three-hour certification recording. Some great ideas are shared at the beginning of that recording that you can use in your training.

B. If meeting in person, check the AV (audio, projector, etc) beforehand. Have the projector on and some nice music playing in the background when people enter the room. It’s like a restaurant, you want to make sure the presentation is excellent.

C. Have the participant kits set up at each table with a pen. Make sure they have the Six-Step Process template as well.

D. When meeting in person, the ideal is to have crescent seating of four people. Sometimes, that isn’t possible, so do the best with whatever you have. One of the keys to success is to have an even number at a table so that people can have a partner to shares ideas with throughout your training.

E. Practice! While perfection is never the standard, you want to feel comfortable with the content. Make sure you’ve downloaded the most recent PowerPoint and that you use the trainers guide to practice teaching while using the slides as a support rather than a crutch. It only takes a few times of practice to really feel comfortable with the content.

F. If meeting virtually, learn how to use a breakout room. After each habit, it’s often helpful to put people into a breakout rooms in groups of four to red team their plans.

G. When you are finished, ensure that you have an approach to help with accountability. It could be a combination of accountability partners, a follow-up meeting, etc.

It depends! What we mean is that it really depends on what your training objective is. For example, if you are trying to get it out to as many people as possible, then you can have 100+ people in a training. If personal interaction is important and you want to pause for comments or stories, then a group size from 5 – 60 works wonderfully! Above 60, it becomes increasingly difficult to be personable and answer individual questions.

Yes, as soon as you completed your certification, you should have received a link to download your certification badge and pin. It adds credibility and is a big accomplishment, so please feel free to add this certification badge or pin to any place you would like…you earned it!

Every quarter there is a BYB certified trainer call. You will receive both an email and calendar invite for each call. These are important to either attend live, or if you can’t make it in-person, to watch the recording.

There will be important updates, adjustments to the content, new research, etc. that is shared on every call.

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