The Ultimate List of Coaching Templates

Feb 6, 2023

If you want to be the best coach then you need an action plan. It should be concrete and tangible. Utilizing coaching templates while working with clients can be a great instrument to use because they can help you direct and direct your clients to a transformative experience.

The use of coaching templates can be super helpful to

  • Visualize your client's goals and record them in ink so you won't wander
  • Prepare therapeutic contracts to bring you and your patient to agree on certain things
  • Modify standard coaching frameworks to meet your client's specific demands
  • Keep track of your session's development and adjust it whenever necessary.
  • Add structure to your coaching, so that you don't lose concentration or divert from your clients' core issues.

To help you get there, we've compiled the ultimate list of coaching templates for coaches just like you. The first step is to determine what makes an excellent template for coaching and explore free coaching templates in five categories you can use.

Skip ahead:

What are the attributes of the most effective template for coaching?

    Inline your style of coaching    

Coaching templates are an essential guideline to follow when working with your clients. So, it is important to choose a template that will remind you of your way of working. We've all experienced how easy it can be to become caught up in all the coaching styles in vogue these days!

    Define your framework with completeness    

A great coaching template allows the coach to explain what are going to do with your clients with detail. The template includes blanks that outline the coaching structure, which could serve as the basis of each session you plan.

    Write down your coaching method.    

It is well-known that coaching is not (almost always!) only a once-off consultation. It is, after all, an opportunity to help people grow to reach their potential which can't possibly occur in a day. So, the template for coaching must be adaptable to accommodate the process you employ and your strategy to reach your goals.

    Calculate the duration or the number of sessions of coaching    

Even though coaching is recurring but it is not able to continue for a long time. You have to restrict it to a particular duration. In order to do that, you'll need start with a basic number of sessions. These could be modified or decreased depending on the changing demands. The right template can take into consideration that.

    Assistance for managing your coaching business    

In addition, you'll need help managing your coaching business. This is a concern with numerous payment options, signing up processor giving bonuses in terms of discounts. You'll also need to manage handouts and intake forms that assist your customers in signing in. A good coaching template will have the ability to manage these elements also.

With that, let's take a look at 25 coaching template that can help you improve the results of your coaching career.

These are the top templates for coaching that you can use

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

         Receipt Sample Template    

When you receive a coaching fee It is a good idea to give out a payment receipt. The template for receipts is a great one to help you make an impressive professional image. The basic components remain similar, you can alter them to suit your personal preferences.

         Life Coach Invoice Template    

Once successful, you will need to start sending out automated invoices at scale to streamline your payment collection. This template for invoices is specially created for life coaches and appears professional. You can always modify its details to suit your needs.

         "My 50" Referral Team Template    

For coaches, social proof is one of the most powerful areas that can create new business possibilities. If you are looking to increase your existing client base to create an increase in new leads, then you should utilize this form.

         Complimentary Session Vouchers Template    

Free sessions are an excellent opportunity to get your existing clients in coaching and build loyalty. They are always successful since they're cost-free! We suggest you save this template and utilize it whenever you plan to offer complimentary session vouchers. The elegant template could be convenient when conducting workshops or conferences.

         Newsletter Registration Sheet    

After you have acquired clients, the next stage is to ensure that they are properly onboarded and leading your clients in a way that is effective. We'll look at some templates that can help then.

These are the top intake templates for coaching that you can use

The intake templates can be extremely useful when you are taking on new clients, and making sure that you have their consent forms in order. The law is in force for most countries and you may have to gather certain identification information in some countries. Below are intake forms that may be adjusted and changed depending on your location.

         Coaching Intake Session Checklist and Template

Coaches, your first session is always very important since it's the time to review a large amount of the details about your clients to account for. One of the best ways to gather and use that information is by using an intake session checklist template which gathers wide data about the client. We'd suggest closely following this template for free to ensure that you do not miss any essential particulars.

         Client Information Template for Sheets

In certain states, you may be required to keep all information about your client in a secure location. There are occasions where it is possible to have a face-to-face meeting with your client. In times like these, this client info sheet template is a great resource. It'll help you be prepared to easily document your clients essential information, including contact numbers and problem areas., for looking up in the future.

         Welcome Letter Template

If you have already contacted the customer and they're willing to join the coaching program you offer it is best to invite them to join with a friendly letter. This format is ideal for that warm-up and to help them begin their journey to transformation with a positive attitude.

         Wheel of Life

The most important part of coaching is to help your clients in identifying the areas of their greatest concern prior to coaching. This Wheel of Life coaching template is a fantastic tool for the purpose. It covers a range of problems in life, including relationship, money and health. The idea was discovered in the work of Paul J. Meyer and can be printed in the form of a pie chart. We'd say save this coaching template to share with clients during the initial stages.

         Thermometer for Emotion

An emotion thermometer is another useful tool to share for clients that you've enrolled. You can use it to help them quantify their feelings concerning different feelings. When they are angry, they mark a higher number, and so on. It is also possible to customize the temperature of your emotions to meet your needs as a coach trying to deal with various emotions and feelings.

The above examples of coaching templates are intended typical for use in the classroom, we will look at some free coaching template examples for different audience types.

Here are the best coaching template examples to help a broad audience

         Life Story    

The Life Story Worksheet can be an effective coaching tool that allows your clients describe their life story from the past, the way they see it now, and how they would want it to be in the near future. This helps you not only guide them but also presents an opportunity for them to look at themselves and uncover the truth about their lives. It's an excellent base for embarking on a transformational journey.

Many people are unable to comprehend the distinction between thoughts and feelings. Even when they do, they may not know the different feelings and their specifics. As an example, most people think in terms of basic emotions such as "hate" and "love". They often say they "hate something" but, in fact, mean to say, they dislike or simply want to avoid some thing.

It is important for you as a coach to show your clients the differences in the variety of emotions. The template for coaching on emotion faces can be a fantastic handout that to give your clients in order to accurately associate faces with various emotion. Trust us, this helps you establish trust with your clients.

         Establishing New Habits: Tips Sheet    

If your client finds it challenging to establish healthier habits You must serve as your coach. Just give them this handy guide to building habits that includes a variety of tips to help them assess their lifestyle. As a start place, they'll be in a position to substitute them with healthier routines. The program can be modified to fit your needs. details to meet your specific coaching needs as well.

         Goal Exploration    

If you're planning to help them with their careers, businesses or just life, most of them will require help in exploring their objectives. This template coach is great for those who are challenging to identify and explore their goals.

         Mandalas    

A Mandala is a Buddhist-inspired style of drawing. The tradition of Mandalas has been utilized in the eastern tradition for meditation. Modern-day coaches often use mandalas to stimulate coloring and have benefits of decreasing stress and focusing. You can always hand these to your clients to help to reduce stress and improve focus.

If you're working towards building relationships with an uneasy client and ask them to color a picture of a mandala is a fantastic way to break the ice. In the case of others, you could print it out and ask them to color it regularly whenever they're feeling stressed.

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

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

Everyone will agree that coaching clients are not the same. Each one is a unique individual that have particular requirements. The handouts we've listed below are extremely helpful in dealing with these individuals. It could help you get at ease in creating your own. Here are the guidelines:

         Business Coaching - Tolerations Coach Form    

If your clients who you coach are looking for business advice the template you have created can be a valuable tool in the coaching process. Doing successful business requires abilities and strategies that customers require to learn. This template could help to identify your client's business areas of weakness and guide clients to develop their skills.

Career Coaching Toolkit

If you're in search of a coaching template example that helps guide your client to choose the best job, this template can be a good choice. The template comes with a step-by-step guide you can improve your career.

Small Business Coach Toolkit

A lot of small-scale business owners have low self-esteem, and require a different strategy. Small business coaching is different from regular business coaching. If you're looking to address this issue through your coaching service This free coaching template excels since it's filled with valuable advice.

Self-discovery Toolkit

In some cases, customers do not have an idea of what they would like to achieve. Clients seek out coaching to discover themselves and transform their lives. If you are in this situation there is this self-discovery coach toolkit. It clarifies how you can transform people's lives and lay out an extensive outline of your program.

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

A few clients seek out coaches to set objectives and to improve the way they think about their lives. This template for coaching is a great pick in situations where a framework is needed to help clients establish their goals and visualize their prospects better.

Take a look at these diverse templates, too.

The coaching industry is a broad field and most coaches have very different needs. We've also put together some additional miscellaneous templates to aid you in developing your business style and offer better services to your clients.

         Positive Experiences Template    

In the end, all coaches help clients build self-esteem and harbor positive thoughts. A handout that encourages clients to write down all of the positive experiences in their lives helps deepen confidence in themselves. Use this template to help your client remember all positive things that have happened within their lives.

         Strengths List Template    

Many people who are seeking out coaching sense they need to be better in some specific area. Coaches, it's your job to help them discover their strengths and boost their self-esteem. Doing so also enhances confidence and self-confidence. Make this template a client handout for most effective results on this front.

         Exercises to Gratitude    

People who are unhappy generally have one thing they share. They don't feel grateful for all the blessings they have. If you can assist your clients to understand this, and encourage them to be more thankful for everything they have, they will lead happier lives. This gratitude exercise is great if you have clients who are plagued by frustrations and anger.

         Template to Look back, looking forward    

Your task is to assist people to look at their futures with optimism and make a decision on what they'll take to make their lives better. If you encounter a situation where your client is feeling down, guide them to look back and remember all the good things that have taken place throughout their life. But, it's vital to remind them that certain bad things are common to all people, so it is helpful to review their experiences in a positive way. This template for coaching will assist in those instances.

         Deep Breathing Template    

This is the ideal coach template to use in that scenario. The science behind deep breathing can help individuals relax and helps the person to lower their anxiety and stress levels. You can use this handout for your client to learn how to breathe deeply without causing injury to their own body. You can give them the handout after you have established rapport, and help them relax both in the course of the lesson and after they are back.

  Templates for coaching are fantastic. Sometimes, however, you'll need more.

There are many templates available to assist you in your work when you are coach. Free coaching templates will make it easier in order to speed up and provide the best experience for your clients.

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