Coaching Forms Packet: Materials & Forms to Support Your Business Coaching Practice
by Mari A. Lee, LMFT, CSAT-S
I created this business coaching materials packet in response to requests from clinical colleagues who provide business coaching and were in need of a comprehensive packet to support their business coaching clients.
Part of building a successful coaching practice includes having a solid legal and ethical foundation. This includes having appropriate materials and forms that include a business goal worksheet, a specific form for tracking progress on the business coaching client goals, a way of taking payment, and paperwork that clearly states coaching policies and boundaries that are signed off by the client. This is imperative in reducing liability and providing the client with a focused and guided process.
Please note that this material is for business coaching and not life coaching. If you are interested in life coaching forms, those are located here.
I created this coaching materials packet as a support for other professionals who coach but are doing so without coaching client consent forms, and coaching worksheet materials. These well meaning professionals are scheduling coaching calls without any intake information, a process of tracking progress on their client’s goals, a means of taking payment, or clearly stated coaching policies and boundaries that are signed off on by the clients.
In doing so, they were leaving themselves open to liability, as well as unintentionally not giving their coaching clients a focused and guided process. We all start somewhere as coaches, but the most successful coaches have a solid and consistent foundation to work from in supporting their clients. I have outlined the forms I have used for years in my own practice as a support on the following page.
Each document template is formatted in Microsoft Word for ease of use. Documents included in this packet are: The Coaching 360 Form, The Coaching Consent Form, The Coaching Session Progress Report Form, The Coaching Credit Card Form/Payment Agreement.
Business Coaching Forms Packet Product Description
I have provided my own business coaching foundations package to help support your first steps as a business coach. Each document template is formatted in Microsoft Word for ease of use and customization. As an added support, I have highlighted the areas where you can insert your own practice information. Documents included in this packet are:
1. The Business Coaching Forms Packet Guide - This is a personal letter from me to you discussing each form, as well as giving copyright permission for you to brand all of the materials with your own coaching logo, address and information.
2. The Business Coaching 360 Intake Worksheet - This is a multi-page worksheet that the client fills out prior to their coaching session. The coach reviews the 360 as part of the coaching prep and as a way of formulating a coaching plan for the client. This is in Word format and can be easily saved to a fillable PDF form for your client’s use.
3. The Business Coaching Consent Form - This two page document clearly outlines the difference between business coaching and therapy, the boundaries in working with coaching clients, and manages expectations on the client outcome.
4. The Business Coaching Session Progress Report Form - This form allows you to easily track your coaching client's goals, progress, check in dates, what is hindering progress, and business coaching session notes.
5. The Coaching Credit Card Form/Payment Agreement - This document outlines your payment agreement that the coaching client fills out with a signature and date.
I created this coaching materials packet as a support for other professionals who coach but are doing so without coaching client consent forms, and coaching worksheet materials. These well meaning professionals are scheduling coaching calls without any intake information, a process of tracking progress on their client’s goals, a means of taking payment, or clearly stated coaching policies and boundaries that are signed off on by the clients.
In doing so, they were leaving themselves open to liability, as well as unintentionally not giving their coaching clients a focused and guided process. We all start somewhere as coaches, but the most successful coaches have a solid and consistent foundation to work from in supporting their clients. I have outlined the forms I have used for years in my own practice as a support on the following page.
Each document template is formatted in Microsoft Word for ease of use. Documents included in this packet are: The Coaching 360 Form, The Coaching Consent Form, The Coaching Session Progress Report Form, The Coaching Credit Card Form/Payment Agreement.
