COACHING SESSION NOTES TEMPLATE
From CoachevaOS (coachevaos.com) - free to use and adapt

Client name:
Session date and time:            Session number:
Session type: 1:1 / group / check-in call

1. CHECK-IN (since last session)
- Wins:
- Challenges:
- Actions completed from last session (yes / partly / no, and why):

2. FOCUS FOR TODAY
- What the client wanted to work on:
- Why it matters to them right now:

3. KEY DISCUSSION POINTS
-
-
-

4. INSIGHTS AND BREAKTHROUGHS
(In the client's own words where possible)
-

5. COMMITMENTS / ACTIONS BEFORE NEXT SESSION
| Action | Owner | Due date |
|        |       |          |
|        |       |          |

6. METRICS (if you track them)
- e.g. weight, sleep, revenue, applications sent, confidence 1-10:

7. COACH OBSERVATIONS (private)
- Energy and engagement (1-5):
- Risk signals (missed actions, low energy, payment due, going quiet):
- Ideas for next session:

8. NEXT SESSION
- Date and time:
- Prep needed:

Keep notes factual and respectful: clients may ask to see what you hold about them.