Client Guide: How to Complete Your Genratec Consultation Summary
Completing your Consultation Summary is more than an administrative task—it’s a practice in leadership, authorship, and accelerated integration of your coaching work. This guide will help you make the most of the process and clarify how each section contributes to your growth.
Why It Matters
“We do not learn from experience… we learn from reflecting on experience.”
— John Dewey
The Consultation Summary is your personal space to:
- Reflect on what you’ve learned
- Track progress with precision
- Surface breakdowns and breakthroughs
- Capture evolving insights and distinctions
- Identify patterns of growth, procrastination, or avoidance
Writing it down not only clarifies your thinking, but also sharpens your ability to observe and lead your own development.
Section-by-Section Guidance
1. Name & Company
Provide your full name and business or professional context. This anchors the work in your real-world domain of action.
2. Is this report on time? Yes / No
This is not a box-ticking exercise—it’s a mirror.
Are you honouring the agreements that support your transformation?
If not, observe what’s happening without judgement. Was it a matter of priority, distraction, resistance, or disorganisation? Note that and bring it to the next session.
3. Current Tasks / Projects / Promises – Actions Underway
Describe what you’re actively working on right now as a result of your coaching engagement. Be specific. Include dates, names, targets, or metrics.
Example:
- Prepare draft proposal for leadership retreat – due Friday 10 March 4pm
- Daily journaling practice (10 mins each morning) – in progress
- Meet with CFO to clarify budget structure – scheduled for Thursday 8th 3:30pm
4. Progress on Previous Tasks / Projects / Promises
Look back at your last summary and reflect:
- What did you complete? At what percentage?
- What’s stalled or avoided?
- What insights emerge from the movement (or lack of it)?
Be honest. Be precise. Don’t explain away—observe.
Example:
- Delegated Q2 hiring strategy – 100% complete. Presented in leadership meeting.
- Team feedback session – 40% complete. Postponed due to resourcing issues.
- Organising CRM data – 0%. Not yet scheduled. (Bring to session.)
5. Consultation Main Gains and Focus Area
Think of this as your headline from the session. Ask yourself:
- What distinction hit home?
- What shift in worldview occurred?
- What idea or exercise is shaping your next move?
Example:
Main gain: I realised I’ve been treating overwhelm as a signal to withdraw, rather than a prompt to prioritise and renegotiate commitments.
Focus: Developing clear language to set boundaries in the moment, not after burnout.
6. Self-observed Strengths and Limitations
This section allows you to:
- Acknowledge strengths that showed up (decisiveness, honesty, clarity)
- Observe limitations or growth edges (avoidance, blaming, perfectionism)
Use language like “I noticed…” or “I observed myself…” to keep it grounded in awareness, not judgement.
7. Consultation Signed Off
By signing your name, you are taking responsibility for your development and declaring that this reflection is complete—for now.
If you don’t feel it’s complete, don’t sign. Bring that to your next session. The incompletion itself may hold a key breakthrough.
Tips for Getting the Most From Your Consultation Summaries
- Don’t wait too long – Complete your summary 24–48 hours after your session.
- Don’t write to impress – This is for your leadership, not your coach’s approval.
- Use it as a journal of your evolution – You’ll see patterns emerge over time.
- Bring summaries to sessions – They provide source material for coaching leverage.
“The quality of your results is a function of the quality of your observation and reflection.”
— Alan Froggatt
This isn’t homework. It’s practice. The more you use this tool, the more powerful your coaching will become.
Genratec Consultation Summary Template
Instructions for Use:
Please complete this summary 1–2 days following your consultation. Use the time after your session to reflect, take action, and observe any emerging insights, changes, or results. Your completion of this summary is part of your active participation in the programme.
Email Subject Line Format:[YYYYMMDD] [Your Full Name] Consultation Summary
Example: 20221108 Firstname Lastname Consultation Summary
Name & Company:
[Insert your full name and company or role]
Is this report on time?
Yes / No (please strike one)
This indicates your agreement to keep this core practice active in your participation.
Current Tasks / Projects / Promises – Actions Underway:
- [Task or Action with due date]
- [Task or Action with due date]
- [Task or Action with due date]
Progress on Previous Tasks / Projects / Promises:
Reflect on last session’s commitments. Indicate progress made as a percentage and add brief commentary.
- [Task/Project Name] – [Progress %] – [Commentary or Observation]
- [Task/Project Name] – [Progress %] – [Commentary or Observation]
Consultation Main Gains and Focus Area
What were the key takeaways, breakthroughs, or distinctions from your session? What is your focus moving forward?
- [Main gain or insight]
- [Focus area]
Self-observed Strengths and Limitations
Strengths:
- [Observed strength]
- [Observed strength]
Limitations:
- [Observed limitation]
- [Observed limitation]
Consultation Signed Off
[Insert your full name]
Signing off indicates you have completed this consultation summary to a standard that is meaningful to you and are ready to carry this work forward.
Note: You are encouraged to review past consultation summaries periodically. The record you create will support cumulative insight, accountability, and integration.