Coaching worksheet
Coaching session notes template
Coaching works better when the work does not disappear after the call. Use this template before, during, and after sessions to keep goals, insights, and action steps visible.
Before the session
Answer these before the call so the session starts with direction.
- What has changed since the last session?
- What did I complete, avoid, or delay?
- What is the one topic that would make this session useful?
- What decision, habit, conversation, or blocker needs attention now?
- What do I want to leave the session knowing or doing?
After the session
Use these prompts within 24 hours, while the session is still fresh.
- Did I take the action I committed to?
- What made it easier or harder than expected?
- What did I learn from doing, avoiding, or modifying the action?
- Does this goal still matter, or does it need to be rewritten?
- What should I ask my coach next time?
During-session note fields
Capture enough detail to remember the work without turning the session into transcription.
Main topic
The core issue, goal, or decision discussed today.
Key insight
The most useful realization, reframe, or pattern I noticed.
Coach question that helped
A question worth keeping because it changed how I looked at the situation.
Decision made
Any decision, commitment, boundary, or priority chosen during the call.
Open loop
Anything unresolved that should come back next session.
Action-step tracker
| Action step | Why it matters | First small move | Deadline or check-in date | Likely blocker | Support or accountability needed |
|---|---|---|---|---|---|
| Write here | Write here | Write here | Write here | Write here | Write here |
| Write here | Write here | Write here | Write here | Write here | Write here |
| Write here | Write here | Write here | Write here | Write here | Write here |
What not to put in coaching notes
Do not use coaching notes as a substitute for medical records, therapy notes, legal records, financial advice, or emergency planning.
Keep the notes focused on goals, actions, reflections, decisions, habits, and follow-through. If your notes are mainly about crisis symptoms, safety, diagnosis, or regulated advice, use the appropriate licensed professional instead.
Use this with your next coach
Bring the template into your discovery call or first paid session so progress is easier to track from the beginning.