Develop a Coaching Plan in seven steps (Free Coaching Program Template) (PDF)
Be it an online coach or deal with clients face to meet, you're aware that every case is unique. Based on the kind of coaching you do, clients may need your professional help to propel their careers, reach personal goals, grow their businessesor create healthier routines. But even if you cater to a very specific niche, each individual comes to you with different requirements and requirements.
However, it doesn't mean you need to create a new coaching strategy from scratch for each of your clients. Using a coaching program template is a much more efficient way to deliver a great personalized experience every time.
In this article we'll review the fundamental elements that make up an effective coaching plan and discuss how using an outline template will help you grow your coaching company as well as improve the quality of the services you offer. Also, we've provided a foolproof completely customizable template is a great starting point to create your own signature coaching plan.
What are the reasons you should have templates for your coaching programs?
The first thing to consider is are you really in need of a coaching program template? Perhaps you're thinking in order to achieve the most effective performance, you must design an entirely new program to meet the needs of each client. This isn't necessarily wrong You should tailor the approach you use to meet each client's needs. You can also save a lot of time by developing a basic program structure, and altering it on an individual basis.
Below are the principal advantages from using a coach program templates .
Create a process to organize your work
While creating your template map out all of the non-negotiable elements of the coaching plan, starting from initial client assessment, up to gathering comments after coaching. This can help you remain organised when planning sessions with new clients.
Make your own experience
The coaching program you choose to implement is the key ingredient. Make sure it reflects your unique value proposition (a.k.a. the ways in which your coaching offerings are better than your competitors'). Following a well-structured process with each client will help ensure that you provide an excellent service that is unique and recognizably yours.
Save time (and cash)
Depending on your location, specialization, and an array of other factors, you can be charging clients anywhere from $80 up to $500 for an time they coach. These numbers speak for themselves -- your time is better used for coaching instead of admin tasks. A good program template helps you reduce any preparation time to a minimum while also opening your schedule to potential clients.
Scale your business
One of the benefits of having a repeatable process is that it will assist your business in growing. An effective coaching template can make onboarding new clients an easy task. It can also help you branch out into groups coaching as well as online training courses that can open up opportunities for revenue for your business.
How to organize a coaching program
Whatever your field of expertise or what nature of the coaching you provide your program for coaching will need to include these components:
1. Initial evaluation
During your first meeting with a customer it is important to figure out about them and what issues they're seeking to solve through coaching.
Your coaching program template will include an outline of your initial discussion, covering your client's:
- Actual conditions
- Frustrations
- High-level goals
- Expectations
It is also a good idea to discover if the coach has previously had coaching experience. If they do research the things they enjoyed and didn't like about as well as if they had an preferred method working with coaches. In particular, do they like working with workbooks? Are they open for "homework?"
2. Goals SMART
Based on the initial assessment then, establish what success should take for the individual. Determine and prioritize the abilities that need improvement in order to achieve their desired outcome.
Frame these skills as goals Utilizing the SMART (Specific measurability, achievable, Relevant, Timely) approach whenever possible.
The way you map out your client's growth will be contingent on the kind of coaching you practice. For example, a coach for runners might outline a goal like this:
Do 10 km in just 50 minutes within six weeks.
However, a life coach working with a customer who is looking to boost confidence could set this type of objective:
Participate during team gatherings at least once per month.
3. Techniques and activities
The coaching program covers the tactics that you could employ to assist your student succeed. They can include:
- One-on-one coaching
- Plans for exercise (if you're an exercise trainer)
- Diet plans (if you're a coach for nutrition)
- Self-guided activities with the help of your resources
- Roleplay, storytelling, etc.
4. Resources
In this section, list all of the materials that you'll use for the coaching program. Include them in the coaching template will ensure you always have available the tools you require to pick and choose based on each individual client's needs.
There are many ways to incorporate proprietary resources as well as other useful resources. When using resources you haven't made yourself, be sure that you credit the creators.
The resources you list could contain:
- Worksheets
- Checklists
- Templates
- Team exercise plans
- Roleplay scenarios
- Videos
- Additional reading
- Exercise plans
- Calorie calculators
- Stories, examples and anecdotes
- Additional reading materials
- Journaling prompts
5. Plan for week-by-week sessions
Once you have established the goals you want to achieve and then gathered strategies and sources, you're ready to map out the step-by-step journey towards the success of your client.
Determine the milestones you're looking to accomplish in each session. A person who wants to advance their career might be required to achieve three significant milestones:
- Improve time management skills
- Improve communication skills
- Develop confidence
Each of these milestones could require a separate meeting -- and every session will have its own goals that will require a unique mixture of resources and tactics.
This is an illustration of HTML0:
| Milestone | Improve time management skills |
| Discussion topics |
The benefits of a well-managed time for mental health and productivity
How to prioritize tasks How to determine and establish boundaries |
| Goals | Revise your list of tasks together with the supervisor and create a realistic to-do list each week, complete with deadlines that are achievable. |
| Essential sources |
Productivity hacks
Roleplay scenarios |
Repetition this process of planning for every milestone. The following is your weekly outline.
6. Evaluation of progress
End your coaching sessions by reflecting on your client's performance.
Go back to your initial assessments, and then invite your client to discuss the impact your program had on their circumstances. The exercise can help to reinforce your newly acquired skills. It's also a great time to let the floor open to any questions they may be asking before you leave.
7. Collecting feedback
To make sure you're meeting your customers' needs and constantly improving the quality of your services Ask each client to provide their feedback within the first week after they complete your coaching program.
If you're coaching face-to-face, you can simply ask the client questions and take notes. Otherwise, you can create an easy Google form with the following questions:
- How would you rate the quality of this program?
- What is the thing you found most helpful?
- What is something you'd like to improve?
- What is your likelihood to recommend this coaching program to a friend or colleague?
- Are you able to provide any additional comments or feedback?
Free Coaching Program Template
To make the process of defining your coaching program simpler, we've created an completely customizable free template :
For the template to be used you can print it. Or, follow these steps to design an editable copy of your own:
- Download the file to Google Docs.
- From the top menu Click the File button. .
- From the drop-down menus, choose Create a copy .
So, what's next?
After you've developed a unique coaching system, it's time to grow your coaching business. The easiest way to begin generating passive income take your coaching online.
You can expand your business by adding self-guided courses for coaching to your existing offerings. Our easy-to-use online platform for course design helps coaches, educators, and creators of digital content create unique, personalized eLearning experience to help grow profitable businesses online.
Begin today to get started to see how courses, course design, and selling tools will assist you grow your business. No tech skills required.