Preparing chart notes ahead of sessions allows coaches to stay present in the moment without the need to shuffle through papers to reference notes from previous sessions. The coaching documentation template is an integrated method for using notes from previous sessions to track progress on a single sheet. The Subjective, Objective, Assessment and Plan (SOAP) method provides a uniform system for coaches to document client behaviors in a way that’s easy to reference quickly. The SOAP note is a widely used method of documentation within the healthcare and coaching worlds. This template covers what the client shared, forward movement, backward movement, actions taken by the coach to assist with getting to a goal and assignments completed toward the goal to provide an assessment of overall client trajectory. It will take you category by category to cover needs addressed, actions taken and results. This template is designed to ensure that progress observations don’t get lost in the shuffle of ordinary coaching notes by providing a “quick glance” at a client’s journey. Coaches often use journaling exercises to help clients gain momentum. Guided journaling allows clients to share their post-session thoughts for the following session. These 4-page journaling worksheets are useful for assigning journaling homework. Documenting each individual session is important for moving toward goals because coaches can look back to see progress and setbacks in sequential order. ![]() The session recap template is an outline for documenting all that was covered during a coaching session. This printable wheel of life template also comes with instructions on how to use and a template for creating goals for the areas where clients had a low rating. ![]() This is an important asset to use early on in the coaching process. This printable wheel of life template covers core categories that are proven to be important for living a whole, balanced life. A staple of the coaching field, t this printable wheel of life template also called the life balance wheel, is a visual tool that empowers clients to make a “snap” assessment regarding how balanced, satisfied or fulfilled they feel in life.
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