Importance of Coaching Forms to start Professional Coaching Practice

Streamline Your Coaching Process with Our Comprehensive Forms and Templates to make your life easier

 At Coaching & Leadership Mastery, we understand the importance of having well-structured and organized forms to support your coaching practice. That's why we've created a range of coaching forms and templates designed to help you effectively manage your coaching sessions, track progress, and maintain a professional relationship with your clients. Our coaching forms cover various aspects of the coaching process, from intake and goal setting to session notes and feedback. Browse our selection of coaching forms below and enhance your coaching toolkit today.

Form 1: Client Intake Form:

A client intake form is essential for gathering relevant information about your new clients and understanding their needs, goals, and expectations. Our Client Intake Form includes fields for:

• Personal and contact information
• Background and professional experience
• Coaching goals and objectives
• Preferred coaching style and communication preferences
• Availability and scheduling preferences

Form 2: Coaching Agreement

A coaching agreement outlines the terms and conditions of your coaching relationship, ensuring both you and your client have a clear understanding of expectations, responsibilities, and boundaries. Our Coaching Agreement template covers:

• The scope of coaching services
• Session logistics (duration, frequency, location, etc.)
• Fees and payment terms
• Confidentiality and privacy policies
• Termination and rescheduling policies

Form 3: Goal Setting Worksheet

A goal setting worksheet helps your clients identify their desired outcomes and create a roadmap for achieving them. Our Goal Setting Worksheet includes sections for:

• Defining specific, measurable, achievable, relevant, and time-bound (SMART) goals
• Identifying obstacles and resources
• Creating an action plan with milestones and deadlines
• Monitoring progress and celebrating achievements

Form 4: Session Notes Template

A session notes template allows you to document important information, insights, and action items from each coaching session. Our Session Notes Template includes fields for:

• Session date and duration
• Client's progress and achievements since the last session
• Topics discussed and insights gained
• Action items and next steps
• Reflections and observations

Form 5: Coaching Feedback Form

A coaching feedback form provides your clients with an opportunity to share their thoughts, experiences, and suggestions for improvement. Our Coaching Feedback Form includes questions related to:

• Overall satisfaction with the coaching process
• Effectiveness of the coach's communication and support
• Progress towards goals and objectives
• Areas of improvement and additional support needed
• Suggestions for enhancing the coaching experience

Download Our Coaching Forms below. Enhance your coaching practice and deliver an exceptional coaching experience with our comprehensive coaching forms and templates. Click the button below to download our coaching forms and start using them in your coaching sessions today.