Pre Coaching Session Form Templates - Page 2

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What are Pre Coaching Session Form Templates?

Pre Coaching Session Form Templates are standardized documents used by coaches to gather important information from clients before the coaching session. These templates help ensure that both the coach and the client are on the same page and have a clear understanding of the goals and objectives of the session.

What are the types of Pre Coaching Session Form Templates?

There are several types of Pre Coaching Session Form Templates, including: Client Information Form, Goal Setting Form, Coaching Agreement Form, and Progress Evaluation Form.

Client Information Form
Goal Setting Form
Coaching Agreement Form
Progress Evaluation Form

How to complete Pre Coaching Session Form Templates

To complete Pre Coaching Session Form Templates, follow these steps:

01
Fill in your personal information accurately
02
Clearly define your goals and objectives for the coaching session
03
Review and agree to the terms stated in the Coaching Agreement Form
04
Regularly update the Progress Evaluation Form to track your development

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Video Tutorial How to Fill Out Pre Coaching Session Form Templates

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Questions & answers

How to structure your intake form. After collecting the basic information (name, date of birth, and so on), you can divide your intake form into three clear sections: The client's goals, their personal history, and their coaching preferences.
The intake form typically includes questions about the person's background, education, work experience, personal interests, and goals. Using a client intake form will help you gather all this information before the session and create the right coaching program for your prospective clients.
Specific Intake Questions Why is the client seeking coaching services? If the client has received coaching services before, what worked well, and what would he or she like to do differently? Is the client currently receiving counseling services? What are the current medications (with dosages) that the client is taking?
Your coaching log template should include the following sections: date, duration, client name, session number, session goal, session summary, coaching techniques, feedback, action plan, and follow-up. Each section should provide clear and concise information that reflects the purpose and outcome of the session.
Enter basic details. Client first name. Ask what the client aims to achieve from the coaching. Provide the client with the coaching agreement. Receive the signed agreement. Determine payment terms. Ask if the client would like to schedule another session. Set up next appointment. Explain your coaching philosophy.
5 Steps in Creating a Coaching Form Identify the type of concern or issue to discuss. Describe the specific issue or concern in detail. Formulate action items to address the problem. Set a follow-up session. Complete the form with signatures.