Coaching Session Planner Template

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Ensure your coaching sessions are meticulously planned and effectively executed with the Coaching Session Planner template. This comprehensive guide helps you organize sessions, prepare materials, and implement a strategic approach for each client.

By following this template, you can enhance the efficiency and effectiveness of your coaching sessions, leading to increased client satisfaction and better outcomes.

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Coaching Session Planner for Priority Matrix

Coaching Session Planner in Priority Matrix

Organize and prepare for coaching sessions to enhance client satisfaction and results.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Identify Client's Goals - due in 1 day
    ☐ Discuss with client to understand their objectives ☐ Document the goals for future reference
  • Task 8: Prepare for Next Session - due in 1 day
    ☐ Review coaching materials for next session ☐ Prepare notes and talking points
  • Task 9: Follow-up with Client - due in 2 days
    ☐ Check in with client after each session ☐ Address any questions or concerns
  • Task 2: Develop Session Plan - due in 3 days
    ☐ Create an outline of topics to be covered in each session ☐ Allocate appropriate time for each topic
  • Task 4: Schedule Coaching Sessions - due in 1 week
    ☐ Coordinate with client to schedule sessions ☐ Set reminders for sessions

High Impact, Long Term

  • Task 3: Prepare Coaching Materials - due in 1 week
    ☐ Prepare presentation slides ☐ Compile relevant readings ☐ Design exercises and activities
  • Task 5: Review Client's Progress - due in 2 weeks
    ☐ Assess client's progress towards their goals ☐ Provide feedback and suggestions for improvement
  • Task 7: Conduct Mid-Program Review - due in 1 month
    ☐ Evaluate effectiveness of coaching sessions so far ☐ Discuss with client to get their feedback ☐ Make necessary adjustments to the program

Low Impact, Quick Wins

  • Task 6: Update Session Plan - due in 3 weeks
    ☐ Revise session plan based on client's progress ☐ Update coaching materials as needed

Low Priority / Etc.

  • Task 10: Reflect on Coaching Practice - due in 1 month
    ☐ Reflect on coaching techniques and strategies ☐ Identify areas for improvement ☐ Seek feedback from peers or mentors