Coaching Session Preparation Template

More leadership-and-coaching templates

Maximize the effectiveness of your coaching sessions with this detailed template. It guides you through the process of reviewing client information, identifying strengths and weaknesses, and preparing a tailored coaching strategy.

From drafting session plans to preparing materials and conducting pre-session consultations, this template ensures you are fully prepared to achieve the best outcomes for your clients.

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Coaching Session Preparation for Priority Matrix

Coaching Session Preparation in Priority Matrix

Prepare and organize comprehensive strategies for effective coaching sessions.

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Proposed Tasks

High Impact, Immediate

  • Review Client's Background due in 1 day
    ☐ Subtask1 Review client's business background, ☐ Subtask2 Understand client's needs and expectations from the coaching session.
  • Identify Client's Strengths and Weaknesses due in 3 days
    ☐ Subtask1 Identify client's strengths, ☐ Subtask2 Identify client's weaknesses.
  • Prepare Coaching Strategy due in 1 week
    ☐ Subtask1 Outline possible solutions for client's issues, ☐ Subtask2 Prepare a detailed coaching strategy.

High Impact, Future

  • Draft Session Plan due in 1.5 weeks
    ☐ Subtask1 Draft a detailed plan for the coaching session, ☐ Subtask2 Include specific tasks and activities.
  • Prepare Materials for Session due in 2 weeks
    ☐ Subtask1 Prepare all necessary materials and resources for the session, ☐ Subtask2 Include visual aids and handouts.
  • Review Session Plan due in 2.5 weeks
    ☐ Subtask1 Review the drafted session plan, ☐ Subtask2 Make necessary adjustments based on the client's needs.

Low Impact, Immediate

  • Finalize Session Plan due in 3 weeks
    ☐ Subtask1 Finalize the session plan, ☐ Subtask2 Ensure that all necessary materials and resources are ready.
  • Conduct Pre-Session Consultation due in 3.5 weeks
    ☐ Subtask1 Conduct a pre-session consultation with the client, ☐ Subtask2 Discuss the session plan and get client's approval.

Low Impact, Future

  • Prepare for Next Session due in 4 weeks
    ☐ Subtask1 Review feedback from previous session, ☐ Subtask2 Prepare for next session based on feedback.
  • Update Coaching Strategy due in 5 weeks
    ☐ Subtask1 Update coaching strategy based on client's progress, ☐ Subtask2 Prepare for next session.