ICF observation and competency review forms — overview

RaeNotes fills in ICF's official mentor coaching forms from the markings you place on your recordings: a Session Observation Form for each observed session, and a Competency Review Form across three sessions. Every rating, verdict and piece of evidence on the form comes from what you marked, with the words that were actually spoken.

What RaeNotes fills in

Form What it covers Where you get it
Session Observation Form (ACC, PCC, MCC) One recording: a rating for every behavioral statement, the evidence behind it, the Competency 1 qualifiers, and your strengths and development feedback. On the recording, with Export → Microsoft Word → the ICF template of the recording's level. See Fill in a Session Observation Form.
Competency Review Form (ACC, PCC, MCC) Three observed sessions: which statements the coach demonstrated, whether each competency meets the requirement, the session log, and cumulative feedback citing moments from the sessions. In your library, select three recordings → Competency review. See Prepare a Competency Review Form.
Scores tab preview What the Session Observation Form will show, live, while you mark the session. On the recording, the Scores tab. See Preview the form in the Scores tab.

Which competency model to use

Each form is built for one competency model. Mark the recording against the model of the credential level you are mentoring for:

  • ACC MSR with BARS (2025) — the ACC forms
  • MCC MSR with BARS (2025) — the MCC forms
  • Minimum Skills Requirements for PCC (2025) — the PCC forms

When you export, RaeNotes offers only the form of the recording's model; the others are greyed out.

How RaeNotes decides

ACC and MCC: one rating per statement

ACC and MCC rate every behavioral statement on a scale: Exceeds Standard, Meets Standard, Below Standard, Does Not Meet Standard or N/A. A session reports one rating per statement:

  • A statement you marked once shows that rating.
  • A statement you marked several times shows the rating the Statement ratings resolution picks: Most frequent rating (the default), Lowest or Highest. The same choice applies to the export, the Scores tab and the competency review.
  • With Most frequent rating, when two or more ratings were given the same number of times, the highest of them is shown. For example, a statement marked Meets Standard once and Below Standard once shows Meets Standard, and one marked once each Exceeds, Meets and Below Standard shows Exceeds Standard.
  • The statement is demonstrated when that rating is Exceeds or Meets Standard.
  • The evidence listed under a statement is the markings at that rating. A statement marked without a rating shows no rating and no evidence.

PCC: observed or not observed

PCC markers are Observed or Not Observed. Following ICF's PCC rubric, a marker is observed when the session holds the evidence the rubric asks of it: one clear piece for some markers, more than one for others. Pieces from different sessions do not add up. Competency 2 is observed when at least two different mindset markers (4.1, 4.3, 4.4, 5.1, 5.2, 5.3, 5.4, 6.1, 6.5, 7.1, 7.5) are observed.

Competencies: the two-thirds rule

A competency meets the requirement when at least two thirds of its statements, rounded up, are demonstrated: 3 of 4, or 2 of 3. Competencies 1 and 2 are attested by you as the mentor coach rather than counted.

Competency 1 qualifiers

On every level, Q1 (alignment with the ICF Code of Ethics) is ticked from statement 1.1, and Q2 (alignment with the role of a coach) from statement 1.2:

  • ACC and MCC: Observed for Exceeds or Meets Standard, Not Observed for Below or Does Not Meet Standard, and neither for N/A or a statement you did not rate.
  • PCC: Observed once you mark the statement, Not Observed when you mark it only as contra-evidence.

Whose markings count.

  • The Session Observation Form counts the authors you choose in the export dialog, everyone by default. RaeNotes' AI markings are included only when you tick Export AI Assessment competencies/markers.
  • The Scores tab counts everyone but RaeNotes' AI by default, and lets you choose.
  • The Competency Review Form counts only the markings of the mentor coach you select on it.

Next steps

Any questions? Contact us