Free coaching templates

Free, practical templates for running professional coaching: session preparation, progress reviews, between-session accountability and a software-stack audit. Copy or print each one, adapt it to your practice, and use it with or without Exantur. Nothing is gated behind a signup.

• Coaching session preparation template

  A short, reusable template for preparing a coaching session in a few minutes: the client’s desired outcome, what has changed since last time, current blockers, evidence and examples to explore, a working agenda, and the decisions to capture.

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• Coaching progress review template

  A structured template for reviewing a client’s progress across an engagement: the baseline you started from, the evidence of change, what actually shifted, the remaining gap, lessons learned, and the next focus.

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• Between-session accountability template

  A simple template for capturing what a client commits to between sessions and following it up: the commitment, who owns it, the due date, evidence of progress, any blocker, and the next check-in.

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• Coaching software stack audit worksheet

  A qualitative worksheet for reviewing your coaching software stack tool by tool: what job each does, whether it earns its place, where data is duplicated, where you copy between tools, and a keep / consolidate / drop decision.

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