Coaching program template

1. Initial assessment
Client’s current
circumstances

Client’s frustrations

Client’s high-level
(self-described)
goals

Client’s expectations

Client’s previous
experience with
coaching

Other notes
2. Goals (Specific, Measurable, Achievable, Relevant, Timely)

Goal 1 e.g. Run 10 km in under 50 minutes in 6 weeks

Goal 2

Goal 3

Goal 4

Goal 5

3. Tactics and activities

Tactics

e.g. one-on-one coaching, storytelling

Activities

e.g. exercise plan, self-guided study, roleplay

4. Resources

Documents Link to worksheets, checklists, etc.

Roleplay scenarios

Videos

Additional reading

Exercise plans

Examples, stories, anecdotes

Other

5. Week-by-week session plan

Week 1

Milestone 1 e.g Improve time management skills

Discussion topics e.g. How to prioritize tasks, how to set boundaries

Goals e.g. Revise list of tasks with manager and plan a realistic to-do list for the
week, complete with achievable deadlines.
Key resources e.g. Productivity hacks, roleplay scenarios
Week 2

Milestone 2
Discussion topics

Goals

Key resources

Week 3

Milestone 3
Discussion topics

Goals

Key resources

6. Progress evaluation
Client’s current
circumstances

Were client’s
frustrations
resolved?

Did client reach their

goals?
Were client’s
expectations met?

7. Collecting feedback

On a scale from 1 to 5 (1 - very poor, 5 -

excellent), how would you rate the quality
of this program?

What are the things you found the most

helpful?

What is something you would improve?

How likely are you to recommend this

coaching program to a friend? (not likely
at all / somewhat likely / very likely)

Additional comments or feedback