Free Resources for Coaches
We've created and collected the following resources for the coaching community. We hope you find them useful!
Sample Forms, Templates and Downloads
- Get Your Year in Gear - Use this questionnaire to help your client review the past year and plan for the next
- Client Call Record - Use this handy form to keep notes during your clients' sessions
- Workshop Evaluation Template - A customizable form to collect feedback (and testimonials!) when you give a workshop or presentation (.docx format)
- Getting Started with Websites and Website Hosting - Nat Carling, CT Webmaster
- Telephone Recording for Coaches - A Coaching Tree Whitepaper - Ariadne Moisiades, CPCC, PCC
- Attracting More Clients: Building Your Business Starts with Building Relationships - Ariadne Moisiades, CPCC, PCC
- Questions to Ask When Interviewing a Coach - Ariadne Moisiades, CPCC, PCC
- How to Choose a Professional Coach - Ariadne Moisiades, CPCC, PCC
We've collected the following links in the hope that they will be helpful to the coaching community. If you see a link that should be here and isn't, please let us know!
- The International Coach Federation
- The Coaches Training Institute
- The Center for Right Relationship
- Lucid Living
- The Co-Active Network
- New Coach Connection
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Avoid Heartache During Coach Training and Certification
As an added bonus, you'll also receive our monthly TipLetter, Branching Out. To browse the archives of Branching Out, just click the "tipletter" link at the top of the page!
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Setting up a new client
- Welcome packet and intake questionnaire
- Coaching agreement template
- Recurring payment agreement template
Managing your practice
- Invoice template
- Client hours log - to streamline recordkeeping and track certification hours
- Agenda for a successful sample session
- Client call record for capturing important session notes
- Call prep form for clients
- Weekly goals and action planning worksheet
- Visioning exercise
- Perspectives wheel exercise
- Wheel of life exercise
- Values exercise
- Client check-in questionnaire: mid-term
- Client completion questionnaire
- Annual year-end client survey