Coaching Session Preparation Template

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Effective coaching requires thorough preparation and a clear strategy tailored to each client. This template guides you through the essential steps to review client information, develop a coaching strategy, prepare materials, and conduct successful coaching sessions.

By following this template, you can ensure each coaching session is well-organized and focused, leading to better client outcomes and satisfaction.

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Coaching Session Preparation for Priority Matrix

Coaching Session Preparation in Priority Matrix

Prepare and strategize for each coaching session to maximize client performance improvement.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Review Client Information - due in 2 days
    ☐ Review client's past performance ☐ Understand client's goals and objectives ☐ Identify areas of improvement
  • Task 2: Develop Coaching Strategy - due in 3 days
    ☐ Identify key areas of focus for coaching ☐ Prepare a detailed coaching plan ☐ Identify potential challenges and solutions
  • Task 4: Client Consultation - due in 5 days
    ☐ Discuss the coaching plan with the client ☐ Gather feedback and adjust the plan as necessary
  • Task 6: Pre-Session Briefing - due in 1 week
    ☐ Conduct a pre-session briefing to clarify any doubts ☐ Provide client with session agenda and materials
  • Task 7: Conduct Coaching Session - due in 1 week
    ☐ Execute the coaching plan ☐ Keep track of session progress

High Impact, Long Term

  • Task 3: Prepare Coaching Materials - due in 4 days
    ☐ Create session agenda ☐ Prepare relevant coaching materials and resources
  • Task 5: Review and Finalize Coaching Plan - due in 1 week
    ☐ Review the coaching plan based on client feedback ☐ Finalize the coaching plan
  • Task 9: Client Feedback - due in 10 days
    ☐ Collect client feedback ☐ Discuss any issues or concerns

Low Impact, Quick Wins

  • Task 8: Post-Session Review - due in 1 week
    ☐ Review session outcomes ☐ Identify areas of improvement for future sessions
  • Task 10: Update Coaching Plan - due in 2 weeks
    ☐ Update the coaching plan based on client feedback and session outcomes