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
- Getting Started with Websites and Website Hosting - Nat Carling, CT Webmaster
- Telephone Recording for Coaches - A Coaching Tree Whitepaper - Ariadne Moisiades, CPCC, PCC
- Student Coach to CPCC: 10 Tips on Preparing for Your Exam - Joanne Leblanc, CPCC, ACC
- 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
- Moving Toward Mastery - Joanne Leblanc, CPCC, ACC
- How to Choose a Professional Coach - Ariadne Moisiades, CPCC, PCC
- Mentoring and the Co-Active Model - Joanne Leblanc, CPCC, ACC
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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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