So, About Those New Mentor Coaching Forms...

What Are the New ICF Mentor Coaching Forms and How Do You Use Them?

The Session Observation Form and Competency Review Form

ICF has just introduced two new standardized forms that are reshaping how mentor coaching is documented and delivered. If you're unsure what they capture, why they were created, or how they change what you need to do as a mentor coach, you're not alone.

In this live conversation, Carrie Abner, ICF VP of Credentials and Standards, and Khyla Freeman, ICF Assessor Manager, join Jille Bartolome, MCC, MCS, to walk through what these forms really mean in practice, and what they'll ask of you.

Session Observation Form

Used 3 Times in a Mentor Coaching Engagement as part of Evaluating a Coaching Session

This is the form you'll use when you review a recorded or observed coaching session with your mentor coaching client, one-to-one. Think of it as the close-up lens. It's where you document what happened in that specific session: their strengths, where they're growing, and the skill progression you're seeing in real time. This is where your honest, structured, in-the-moment feedback lives.

Competency Review Form

Used Once at the End of a Mentor Coaching Engagement as part of the Cumulative Competency Review

This one asks you to step back and look at the whole picture. Across all of your evalautions of a mentor coaching client, you'll track the proficiency they've demonstrated, the skill gaps still in progress, ethics verification, your own feedback as their mentor coach, and space for their reflection along the way. If the Session Observation Form is the close-up, this is the wide shot.

The Close-Up and the Wide Shot, Working as One

Picture these two forms as a conversation between the details and the arc. One lets you capture a single session with care and precision. The other lets you watch how those sessions add up into real growth over time for your client. Both are grounded in the ICF Core Competencies and the credential level your client is pursuing, and together they give you something honest to work from: a clear, evidence-based sense of where your client actually is, and what comes next.

In the Live Session, We'll Cover:

What the Session Observation Form and Competency Review Form are, and why ICF introduced them
Who is affected and when the new documentation requirements take effect
What it means if you're mentor coaching toward ACC, PCC, or MCC
What changes on January 1, 2027, and what changes on April 1, 2027
What you need to do if you currently provide mentor coaching to other coaches
How to write clear, evidence-based, competency-aligned feedback in each form
The difference between session-level observation and cumulative competency review
Your questions answered LIVE, with Carrie Abner and Khyla Freeman of ICF

Get ahead of the January 2027 rollout

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We are Meeting on

Thursday, October 1st at 6 p.m. Eastern

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So, About Those

New Mentor Coaching Forms.....

Thursday, Oct 1st at 6 p.m. Eastern

You will receive and email with Zoom connection information

YOUR GUIDE ON THIS PATH

Jille Bartolome, MCC, MCS

Master Certified Coach · Founder, CoachPath Academy

Jille brings 30 years of experience in coaching, mentor coaching, training coaches, and guiding coaches to become confident, skilled professionals who lead with purpose. As the founder of CoachPath Academy, she has built a reputation for creating learning experiences that are both deeply human and rigorously professional.

MentorPath Academy is the natural evolution of that work, bringing Jille's expertise in mentor coaching directly to the coaches who need it most, right when they need it.