The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the top coach in your field then you need an action plan. It should be concrete and tangible. Using coaching templates when working with clients is a powerful instrument to use to help guide and lead your clients through a transformative experience.

Using coaching templates is very beneficial for

  • The client's objectives should be visualized and record them in ink to ensure that you do not wander off
  • Prepare therapeutic contracts to bring you and your patient to agree on certain things
  • Individualize standard coaching frameworks to meet your client's specific demands
  • Monitor your session's development and adjust it at any time
  • Create a structure for your coaching so that you are able to keep the focus of your clients' core issues.

In order to help you reach your goals to get there, we've put together the most comprehensive list of coaching templates for coaches similar to you. The first step is to determine the qualities of a great coaching template , and then explore free coaching templates covering five main categories are available for you to use.

Skip ahead:

What's the features of the best template for coaching?

    Inline your style of coaching    

An instructional template can be a go-to guide to follow in how to work with your client. A good template is designed to remind you of your authentic style. It is easy it is to get lost in the various methods of coaching that are in fashion these days!

    The framework you are describing in full    

A good coaching template allows the coach to explain what are going to do with your clients with detail. There are blanks on the template to define your framework for coaching, and can act as the skeleton of each session you plan.

    Write down your coaching method.    

Everyone knows that coaching is rarely (almost never!) a one-time consultation. After all, it is an opportunity to help people grow to their true potential, which isn't something that can be accomplished in a one-time appointment. So, the template for coaching must be adaptable to accommodate your process and strategies to meet your objectives.

    Estimate the time frame or the number of sessions of coaching    

While coaching may be repetitive, it cannot continue endlessly. You have to restrict it to a specific duration. In order to do that, you'll need to begin with a minimum number of sessions, which could be modified or decreased as per changing needs. A good template takes into consideration that.

    Assistance in the management of your coaching business    

Finally, you also need help managing your coaching business. This includes aspects around the various payment options, the sign-up process, or offering bonuses with discounts. It is also necessary to organize in-person handouts as well as intake forms to aid your clients in signing to sign up. A good coaching template will have the ability to manage these elements as well.

In this regard, let's take a look at 25 coaching template to help you increase the results of your coaching career.

These are the top coaching templates to use

Here are some important ones that will assist you with running your program:

         Receipt Sample Template    

When you receive fees for coaching It is a good idea to give out a payment receipt. The template for receipts is an excellent one which can assist you in creating an excellent professional impression. The basic components remain the same, you can modify them according to your personal preferences.

         Life Coaching Bill Template    

After a successful launch, you'll be required to begin sending automatized invoices to simplify your collection process. The invoice template was specifically made for coaches who work with people and is professional looking. You can always modify its details to suit your needs.

         "My 50" Referral Team Template    

For coaches, social proof is one of the most effective ways to create new business opportunities. If you are looking to increase your client relationships to generate an inflow of hot leads, make use of this template.

         Free Session Vouchers Template    

Complimentary sessions are a great method to connect with your current clients in coaching and build loyalty. They are always successful since they're absolutely free! So we'd say save this template and utilize it when you are planning to give sessions for free. The elegant template could help you organize events or workshops.

         Newsletter Form to sign-up    

When you've gotten clients, the next step is proper onboarding and leading clients effectively on their journey. Let's look at templates that can help then.

Here are the best intake templates for coaching that you can use

Templates for intake are extremely helpful for taking on new clients, and making sure that they have signed consent forms in order. The law is in force in most countries, and you could have to gather certain identification information in some countries. Below are intake forms that may be adjusted and changed in accordance with your geographic location.

         Coaching Intake Session Checklist and Template

For coaches, the initial session is always crucial as it's the chance to review a large amount of your clients' details to account for. The best way to collect and utilize that data is by using the intake checklist template that collects broad data about the client. It is recommended to follow this template for free to ensure that you do not miss any essential particulars.

         Client Information Template for Sheets

In certain states there are laws that require you to store all client information offline. However, there may be other situations where you could be able to meet with your client in person. In times like these, this template of a client's information sheet could prove useful. This template will help you prepare and quickly record your customers essential information, such as contact details as well as problem areas. For reference in the future.

         Welcome Letter Sample Template

If you've already spoken to the client and they are eager to sign up for the coaching program you offer it is best to introduce them with a welcoming letter. This is a great template to warm them up and ensure that they kickstart their journey to transformation in a positive way.

         Wheel of Life

An essential part of coaching is to help your clients in identifying the areas of their greatest concern prior to coaching. A template called the Wheel of Life coaching template can be a great tool to serve to accomplish this. It addresses a variety of problems in life, including finances, relationships as well as health issues. The idea was found by Paul J. Meyer and can be printed in the form of a pie chart. We'd say save this template for use with clients during the beginning stages of.

         Thermometer for Emotion

An emotion thermometer can be another handy template to use when you've got clients onboarded. It can be used to aid them to quantify their feelings concerning different feelings. If they feel furious and angry, they will mark a greater number, and so on. The thermometer can be customized temperature of your emotions to meet the needs of your coach if you're trying to deal with different feelings and emotions.

The above examples of coaching templates are intended typical for use in the classroom, let's look at free templates for coaching that are suitable for various audience types.

Here are the best templates for coaches that are suitable for general audiences.

         A Life    

This Life Story Worksheet is an effective coaching tool for your clients to tell their story of their life in the past, how they see it now, and how they would like it to be when they grow older. It helps you to not just guide them but also presents an opportunity to introspect and discover true insight about their own lives. It's a great start for an empowering journey.

Most people do not understand the distinction between thoughts and feelings. But even at times, people will not understand different emotions and their nuances. In particular, the majority of people view emotions in terms of basic emotions such as "hate" or "love". They often say they "hate certain things" however, they really, are trying to say, they dislike or are trying to avoid something.

It is essential for you as a coach to show your clients how to differentiate the wide range of emotions. The template for coaching on emotion faces can be a fantastic handout that you can give your clients in order to correctly associate faces with different emotions. It helps you establish trust with your clients.

         Making New Habits The Tips Sheet    

If your client finds it hard to create healthy new habits You must assist them by being your coach. Give them this helpful guide to building habits that includes a variety of tips to help them assess their lifestyle. If they can use this information as a starting base, they'll be more in a position to substitute them with healthier practices. It is possible to modify the specifications to suit your needs as a coach also.

         Goal Exploration    

If you're planning to assist them with their careers, businesses or in life generally, most of your clients will often require help in exploring their own goals. This template for coaches is ideal for those who are difficult to define and discover their objectives.

         Mandalas    

A Mandala is a Buddhist-inspired pattern of drawing. It is a tradition in the eastern tradition as a form of meditation. Modern-day coaches often use mandalas for coloring, with the purpose of lessening anxiety and improving focus. You can always hand these to your clients in order to help to reduce stress and help them focus better.

If you need to work toward building trust with your client who is difficult and ask them to color a picture of a mandala is a fantastic way to break the ice. For others, you can print the image and ask them to colour it in regularly when they're feeling stressed.

Then, let's go into a few specific categories.

These are the top instructional handouts to niche groups for coaching.

We'll all agree that all coaching clients aren't exactly alike. They're unique beings that have distinct needs. These handouts are extremely helpful in dealing with them. It could help you get motivated to design your own too. So here they are:

         Business Coaching - Tolerations Coaching Form    

If you have coaching clients in search of business tips the template you have created can serve as a useful tool for your coaching program. Successful business is a process that requires skills and techniques that clients need to develop. This template could help determine your client's areas of weakness and guide the client to make improvements.

Career Coaching Toolkit

If you're in search of an example of a template for coaching that helps guide your client to choose the best profession, this free template is a great pick. It comes with step-by step user guide that describes how you can improve your career.

Small Business Coaching Toolkit

Many small business owners often have low self-esteem, and may require a more specialized strategy. This makes small business coaching distinct from traditional business coaching. If you're looking to address this issue with your coaching services This free coaching template is excellent as it is packed with a wealth of useful advice.

Self-discovery Toolkit

Sometimes, clients do not realize what they are looking for. Clients seek out coaching to uncover themselves and improve their lives. For this there is this self-discovery toolkit that provides clear instructions on how to transform individuals' lives. It also provides an extensive outline of your program.

Vision and Goal-Setting Toolkit The Vision and Goal-Setting Toolkit

Many clients turn to coaches to help set objectives and to improve the way they view their lives. This model for coaching makes a great pick in situations that warrant a framework for helping clients set their goals and see their vision for the future more clearly.

Check out these miscellaneous templates as well.

Coaching is an incredibly diverse field; most coaches have very different demands. Therefore, we've compiled various miscellaneous templates that can help you improve your business style and offer superior services to your customers.

         Positive Experiences Template    

In the end, all coaches help clients develop self-confidence and have positive thoughts. A handout that encourages participants to record all the positive experiences in their lives helps deepen confidence in themselves. Utilize this template to assist your client to remember the positive events which have occurred throughout their life.

         Strengths Template for Lists    

The majority of people who seek coaching see a need to improve in some area. As a coach your duty to guide them to discover their strengths and boost their self-esteem. By doing this, you can increase the confidence of your clients. Use this template as a client handout for the best results on that front.

         Exercises in Gratitude    

Most people who're unhappy have one thing they share. They are not grateful for the things that they possess. If you could aid your clients in understanding this and urge them to be more thankful for everything they have, they will lead happier lives. The gratitude exercises can be very beneficial when you work with clients with a lot of frustrations and anger.

         Template for Looking Backand Looking Forward    

Your job is to help people to look at their futures with optimism and make a decision on what they'll do to improve their lives. If you encounter a situation in which your client is struggling or feeling depressed, help your client to take a step back and recall all the positive experiences that happened within their lives. But, it's crucial to inform them that certain bad things are common to all people, so it is best to reassess their experiences in a positive way. This template for coaching will assist you in these situations.

         Deep Breathing Template    

This is the best coach template to use in that scenario. Deep breathing scientifically helps people relax, and also allows them to reduce their anxiety and anxiety levels. This handout can be used to help your client to understand how to breathe deep without causing injury to them. You can give them the handout when you've established rapport. aid them to relax during the session and when they return.

  Coaching templates are great. However, sometimes, you require more.

There are several templates to support you at every stage in your career as an instructor. Templates for coaching free of charge help you to make it easier for you to provide an excellent experience to your clients.

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