How to Coach Yourself and Others Techniques For Coaching | Page 184

In terms of verbal communication, a summary is a brief rundown
covering the main points covered in your conversation, made to:






Check each person's understanding of what has been said to that
point
Note any important points from the conversation that you feel
need to be highlighted
Bring the conversation to a close
Restate any contracts or agreements made during the
conversation
Refresh each others memory of what has been discussed

It is vital when summarizing that you are as concise as possible!
However, there are 3 ELEMENTS that a summary MUST contain:
o Important FACTS obtained from the other person
o Important INFORMATION given to the other person
o Any CONTRACTS or AGREEMENTS made with the other person
THE THREE STEP PROCESS OF SUMMARIZING
STEP ONE:
Introduce the summary. To do so, you could say:
"So Tom, let's just review what we have discussed today………"
STEP TWO:
Summarize the discussion.
Only mention those things that are critical and necessary and make
sure you include the 3 ELEMENTS that must be included in a summary,
i.e. Facts, Information and Agreements.

501