Session Notes Template

COACHING SESSION NOTES TEMPLATE SESSION INFORMATION ================== Client Name: _______________________ Session #: ________________________ Date: _____________________________ Time: Start: ______ End: ___________ Duration: _________________________ Session Type: ☐ In-Person ☐ Video ☐ Phone Coach: ____________________________ PRE-SESSION PREPARATION ====================== ☐ Reviewed previous session notes ☐ Reviewed client's action items from last session ☐ Prepared session materials/resources ☐ Set up session environment ☐ Confirmed technology (if virtual) Last Session Action Items Review: 1. ________________________________ Status: ☐ Completed ☐ In Progress ☐ Not Started 2. ________________________________ Status: ☐ Completed ☐ In Progress ☐ Not Started 3. ________________________________ Status: ☐ Completed ☐ In Progress ☐ Not Started SESSION OPENING (5-10 minutes) ============================= Client's Current State: Energy Level: ☐ High ☐ Medium ☐ Low Mood: _____________________________ Recent Developments/Updates: _________________________________ _________________________________ What the client wants to focus on today: _________________________________ _________________________________ SESSION AGENDA ============= Primary Focus Areas: 1. ______________________________ 2. ______________________________ 3. ______________________________ Time Allocation: Opening & Check-in: _____ minutes Focus Area 1: _____ minutes Focus Area 2: _____ minutes Focus Area 3: _____ minutes Action Planning: _____ minutes Closing: _____ minutes DETAILED SESSION NOTES ====================== FOCUS AREA 1: ______________________ Key Discussion Points: • ______________________________ • ______________________________ • ______________________________ Insights/Breakthroughs: _________________________________ _________________________________ Questions Asked: • ______________________________ • ______________________________ • ______________________________ Client's Responses/Realizations: _________________________________ _________________________________ FOCUS AREA 2: ______________________ Key Discussion Points: • ______________________________ • ______________________________ • ______________________________ Insights/Breakthroughs: _________________________________ _________________________________ Questions Asked: • ______________________________ • ______________________________ • ______________________________ Client's Responses/Realizations: _________________________________ _________________________________ FOCUS AREA 3: ______________________ Key Discussion Points: • ______________________________ • ______________________________ • ______________________________ Insights/Breakthroughs: _________________________________ _________________________________ Questions Asked: • ______________________________ • ______________________________ • ______________________________ Client's Responses/Realizations: _________________________________ _________________________________ COACHING TOOLS USED ================== ☐ GROW Model ☐ Wheel of Life ☐ Values Assessment ☐ Goal Setting Framework ☐ Visualization Exercise ☐ Journaling/Reflection ☐ Role Playing ☐ Perspective Taking ☐ Action Planning ☐ Accountability Setup ☐ Other: _______________ Tools Effectiveness: Most Effective: ____________________ Least Effective: ___________________ Client's Preferred Approach: ________ PROGRESS ASSESSMENT ================== Progress on Current Goals: Goal 1: ___________________________ Rating (1-10): _____ Progress Since Last Session: ________ Goal 2: ___________________________ Rating (1-10): _____ Progress Since Last Session: ________ Goal 3: ___________________________ Rating (1-10): _____ Progress Since Last Session: ________ Overall Session Rating: Client Engagement: ☐ High ☐ Medium ☐ Low Session Productivity: ☐ High ☐ Medium ☐ Low Client Satisfaction: ☐ High ☐ Medium ☐ Low CHALLENGES & OBSTACLES ===================== Challenges Discussed: 1. ______________________________ 2. ______________________________ 3. ______________________________ Strategies Developed: 1. ______________________________ 2. ______________________________ 3. ______________________________ Resources Recommended: • ______________________________ • ______________________________ • ______________________________ ACTION ITEMS FOR NEXT SESSION ============================= Client Commitments: 1. ______________________________ By When: ______________________ 2. ______________________________ By When: ______________________ 3. ______________________________ By When: ______________________ Coach Follow-up Actions: ☐ Send session summary ☐ Provide resources discussed ☐ Schedule next session ☐ Send reminder about action items ☐ Other: _______________ OBSERVATIONS & INSIGHTS ======================= Client's Communication Style: _________________________________ Emotional State Throughout Session: _________________________________ Recurring Patterns Noticed: _________________________________ _________________________________ Areas of Growth: _________________________________ _________________________________ Areas Needing More Support: _________________________________ _________________________________ CLIENT QUOTES ============= Notable things the client said: "_______________________________" "_______________________________" "_______________________________" NEXT SESSION PLANNING ==================== Recommended Focus Areas: 1. ______________________________ 2. ______________________________ 3. ______________________________ Potential Tools/Approaches: _________________________________ Materials to Prepare: _________________________________ Follow-up Questions to Explore: • ______________________________ • ______________________________ • ______________________________ SESSION CLOSING =============== Client's Key Takeaways: 1. ______________________________ 2. ______________________________ 3. ______________________________ Client's Commitment Level (1-10): ____ Energy/Motivation at End of Session: ☐ Increased ☐ Same ☐ Decreased Next Session Scheduled: Date: ____________________________ Time: ____________________________ Format: ☐ In-Person ☐ Video ☐ Phone COACH REFLECTION ================ What went well in this session? _________________________________ _________________________________ What could have been better? _________________________________ _________________________________ Adjustments for future sessions: _________________________________ _________________________________ Professional development notes: _________________________________ _________________________________ CONFIDENTIALITY REMINDER ======================== All information in these notes is confidential and should be stored securely according to professional coaching standards and applicable privacy laws. Notes completed by: ________________ Date: _____________________________ Time: ____________________________