Essential Coaching Forms & Templates
Comprehensive collection of forms and templates for managing your coaching practice, client relationships, and business operations. All forms are customizable and designed to enhance your professional coaching services.
📋 Client Management Forms
Client Intake Form
Purpose: Comprehensive client onboarding and background information gathering.
- Personal and professional background
- Current challenges and opportunities
- Previous coaching or therapy experience
- Goals and expectations for coaching
- Communication preferences and scheduling needs
- Confidentiality agreement and consent forms
Client Session Record
Purpose: Track session notes, progress, and action items.
- Session summaries and key insights
- Client progress tracking and milestones
- Action item follow-up and accountability
- Breakthrough moments and challenges
Client Feedback Form
Purpose: Gather structured feedback from clients to improve your coaching effectiveness.
- Post-session feedback collection
- Program evaluation and testimonials
- Areas for coach improvement
- Client satisfaction ratings
Client Outreach Templates
Purpose: Professional communication templates for client outreach.
- Initial contact and inquiry responses
- Follow-up communications and check-ins
- Program invitations and opportunities
- Re-engagement and retention emails
🎯 Assessment Forms
Wheel of Life Assessment
Purpose: Visual tool to assess client satisfaction across life domains.
A "Wheel of Life" is a visual tool used in life coaching to assess and understand different aspects of a person's life, allowing them to identify areas where they might need to focus more energy to achieve greater balance and satisfaction across their personal and professional spheres.
Life Domains Include:
- Career & Professional Development
- Financial Wellbeing
- Health & Fitness
- Relationships & Family
- Personal Growth & Learning
- Recreation & Fun
- Physical Environment
- Community & Contribution
Online Tool: Wheel of Life Assessment
Values Clarification Assessment
Purpose: Help clients identify core values that guide decision-making.
- Values identification exercises
- Priority ranking worksheets
- Values-goals alignment checks
- Decision-making frameworks
Strengths Assessment Forms
Purpose: Identify and leverage client strengths and talents.
- Strengths discovery questions
- Talent inventory worksheets
- Strength application exercises
- Development planning templates
Coaching Feedback Template
Purpose: Structure for giving and receiving coaching feedback.
Coaching feedback helps people identify areas for improvement, and can motivate and promote self-awareness. It's a critical part of the coaching process.
- Feedback delivery frameworks
- Self-assessment questionnaires
- 360-degree feedback collection
- Progress review templates
📄 Business & Legal Forms
Coaching Service Agreement
Purpose: Legal framework for coaching relationships and expectations.
- Service scope and boundaries
- Payment terms and cancellation policies
- Confidentiality agreements
- Professional standards and ethics
- Liability and limitation clauses
Client Consent Forms
Purpose: Ensure informed consent and legal protection.
- Coaching process explanation
- Limitations and boundaries
- Emergency contact information
- Data protection and privacy
- Photography/testimonial permissions
Intake & Discovery Forms
Purpose: Comprehensive client assessment and goal setting.
- Background and history questionnaires
- Goal identification worksheets
- Challenge and obstacle assessments
- Success criteria definitions
📊 Progress Tracking Forms
Goal Achievement Tracker
Purpose: Monitor client progress toward specific objectives.
- SMART goal documentation
- Milestone tracking sheets
- Progress measurement tools
- Success celebration templates
Session Planning Forms
Purpose: Structure coaching sessions for maximum effectiveness.
- Pre-session preparation checklists
- Session agenda templates
- Post-session summary formats
- Action planning worksheets
Follow-Up Prep Guide
Purpose: Structure for preparing effective follow-up sessions.
- Session preparation checklist
- Progress review format
- Goal adjustment framework
- Accountability check-ins
📁 Form Categories Quick Reference
| Category | Forms Included | Primary Use |
|---|---|---|
| Client Management | Intake, Records, Feedback, Outreach | Day-to-day client interaction |
| Assessment | Wheel of Life, Values, Strengths | Client discovery and evaluation |
| Business & Legal | Agreements, Consent, Contracts | Professional protection and clarity |
| Progress Tracking | Goals, Sessions, Follow-up | Measuring client development |
🎯 Using These Forms Effectively
Implementation Best Practices
- Customize for Your Brand - Add your logo, colors, and contact information
- Adapt to Your Process - Modify fields to match your specific coaching approach
- Digital Integration - Use with your preferred coaching platform or CRM
- Client Privacy - Ensure all forms comply with GDPR and local privacy regulations
- Regular Updates - Review and refresh forms quarterly based on client feedback
Form Introduction Strategy
- Onboarding Phase - Introduce essential forms during client intake
- Explain Value - Help clients understand how forms enhance their experience
- Keep It Simple - Start with core forms and add complexity gradually
- Feedback Loop - Ask clients about form effectiveness and adjust accordingly
Digital vs. Physical Forms
Digital Advantages:
- Easy sharing and completion
- Automatic data organization
- Environmental sustainability
- Real-time collaboration
Physical Advantages:
- No technology barriers
- Personal, tactile experience
- Works in any environment
- Some clients prefer paper
🔗 Related Resources
- Templates - Session structures and communication templates
- Tools - Software and technology for form management
- Business Development - Complete business setup guidance
📞 Support & Customization
Need help customizing these forms for your specific coaching practice? Consider:
- Professional Template Services - Branded form design and customization
- Legal Review - Have agreements reviewed by legal professionals
- Digital Platform Integration - Connect forms with your coaching software
- Client Experience Design - Optimize forms for client satisfaction
Professional forms create trust, clarity, and structure in your coaching relationships. Choose the forms that best serve your clients and adapt them to reflect your unique coaching style and approach.