Your Life Coaching Session Planner Example + Template

coaching session planner example template

Delivering effective, engaging coaching sessions takes experience and planning – but what should your coaching plan include, and how do you create one?

As a digital provider, using a coaching session planner is by far the most effective way to organize, structure, and bring your sessions to life. Read on to learn about the digital tools and templates involved in planning, so you can start running powerful programs more efficiently and with confidence.

Why You Need A Coaching Session Planner

When it comes to maximizing your impact as a coach, a plan isn’t just important – it’s essential.

That’s because a proper coaching plan is perhaps the best way to ensure you start each session fully prepared, with purpose, and with a clear idea of how you’ll support your clients in achieving their goals.

Broadly speaking, here’s what you should aim to cover in your coaching session plans, according to the experts:[1]

    1. Coaching agreements – laying out the terms and conditions of your collaboration with clients
    2. Goals, objectives, or outcomes – outline your clients’ fundamental objectives for each session for a short-term plan and/or their goals for the duration of your coaching relationship (if you’re creating a long-term program overview)
    3. Coaching toolsthe exercises, activities, frameworks, lessons, and/or resources that you plan to use during and outside of your sessions. These may include:
      • Assessment tools – helping you and your client establish your starting point and chart a path from A (where they are now) to B (their desired outcomes)
      • Tools for action planning – how you’ll help your client identify practical steps forward, and how you’ll help them stay on track outside of sessions (e.g. with homework, worksheets, or habit trackers), and
      • Tools for summarizing key outcomes – helping your client solidify their commitments, learnings, and important insights (e.g. with note templates, diaries, or journals)
    4. Engagement and accountability – your strategies for building and maintaining your clients’ motivation throughout the duration of your collaboration. A few examples include how you’ll communicate, motivational incentives you plan to use, and how you’ll measure progress.

Because this leaves plenty of room for flexibility based on your life coaching niche, let’s take a look at an example.

7 Example Templates For Life Coaches

Life coaching can touch all aspects of life, so what should you cover in your sessions?

Here are a few common topics that can come up during life coaching sessions, plus examples of life coaching tools that might work for you.

preview of Quenza Goal Visualization life coaching exercise desktop
Quenza’s Goal Visualization Expansion is an example exercise template that can in life coaching sessions where problem-solving or planning are key goals.
  1. Vision for the future: Clients come for coaching to attain a particular goal. Therefore, getting them to visualize their future helps clarify their dreams. Quenza’s Goal Visualization (pictured above) and Consulting the Future Self When Making Choices Expansions are two example tools that promote goal-directed behavior by enhancing motivation.
  2. Purpose and values: Life becomes easier when all our actions and behavior align with our purpose and values, so it’s extremely helpful for coaches and clients to have a clear idea of the client’s values. Exercises like Quenza’s Value-Tattoo Expansion can be useful when clients need to creatively connect to their values.
  3. Relationships and transitions: For most clients, an important source of satisfaction comes from their relationships with themselves as well as with others. Expansions like Gratitude in Romantic Relationships help rejuvenate close relationships, while A Letter of Self-Compassion can increase self-compassion.
  4. Health and wellbeing: Most clients have health-related goals as we live in a stress-inducing world. If health coaching is your particular life coaching niche, templates like Progressive Muscle Relaxation and The 5–4–3–2–1 Stress Reduction Technique are two example life coaching session templates that can help clients manage stress better. You’ll find them for free on Quenza’s health coaching platform.

If you’re finding it hard to look for a topic for a life coaching session, you can use an assessment tool like The Wheel of Life below to measure your client’s satisfaction with different domains of their life.

This can help you identify areas to work on.

Wheel of Life Coaching session template preview
The Wheel of Life coaching assessment helps clients focus their attention on the life domains with which they are least satisfied.

Questions To Ask In Your First Coaching Session

The right coaching questions help you and your clients identify a starting point and pave the way for more successful collaboration.

Here are some life coaching questions that can get a client thinking, especially at the very start of a program:

  1. What are your main goals at this time?
  2. What is holding you back from getting what you want?
  3. How have you motivated yourself to change in the past?
  4. What activity makes you the happiest?
  5. What matters the most to you in life?

You’ll also find more example questions in Quenza’s Pre-Coaching Questionnaire template, shown below.

Pre-Coaching Questionnaire Expansion desktop Preview in Quenza
Quenza’s Pre-Coaching Questionnaire includes a few example first session questions to help you learn more about your new client.

Three more example questions from this initial assessment include:

  1. On a scale of 1 -10 how happy are you with your life right now?
  2. What are your major objectives or gains that you wish to achieve from coaching?
  3. What do you expect to achieve in life as a result of hiring me as your coach?

A Coaching Session Plan Template Example

Once you and your clients have established their overarching objectives, you can start to map out sub-goals for each session and the best tools for each.

Quenza Body Image Coaching Session Plan Example Preview
Quenza’s Creating a Positive Body Image coaching program is a 6-session plan that aims to help clients develop a healthy, positive body image through reflection, gratitude, and self-compassion.

One great example of a life coaching session plan template is Quenza’s Creating a Positive Body Image Expansion Pathway, shown above.

This coaching program includes four sessions after an initial video introduction, each of which aims to build a client’s appreciation of the ways their body helps them:

  • What Can Your Body Do?
  • What Can Your Body Do In Terms of the Senses and Movement?
  • What Can Your Body Do In Terms of Health and Creative Endeavors?
  • What Can Your Body Do In Terms of Self-Care and Interpersonal Relations?

In the final session, coaches are encouraged to write a letter of appreciation to their body.

To create a unique program from your own exercises, you can use a coaching application like Quenza.

Done-For-You Evaluation Forms and Scripts

Here are some popular scripts and forms that might inspire you as you plan, whether you ask them during a session or choose to share them in survey form.

3 Best Evaluation and Feedback Forms

All of the following templates can be found in Quenza’s Expansion library, available for free with your $1 trial.

Quenza Coach Evaluation Form Desktop preview
Quenza’s Coach Evaluation Form gives you a handy way to collect feedback and opinions from your clients at any point during your work together.
  1. Coach Evaluation Form: This feedback form, shown above, lets you collect detailed feedback from your clients. In this survey, they can evaluate you on the working relationship, results, and overall satisfaction.
  2. Session Rating Scale: This Expansion template, shown below, records the success of each session in terms of relationship, goals, and approach, helping you identify areas of improvement for you.
  3. Coaching Session Client Feedback Survey: In addition to getting feedback on the coach’s skills, this form explores the client’s favorite part of the session, what they found most challenging, and their action plan based on the session.
Session Rating Scale Client preview in Quenza
Quenza’s Session Rating Scale contains ready-made evaluation questions that you can customize to collect client feedback on your session.

Customizable Coaching Session Scripts

Rather than giving answers or instructing, coaches generally ask questions.

As powerful coaching questions always reflect what a client has just offered, they need to be highly personalized and customized – so it would be unwise to go to a coaching session with a script of pre-set questions.

When it comes to introducing coaches to specific life coaching tools, however, you can find some pre-written texts to follow in every Quenza Expansion.

The Strengths Self-Reflective Questions exercise shown below is one useful example:

Strengths Self-Reflective Questions introductory script screenshot
Quenza’s Strengths Self-Reflective Questions coaching worksheet aims to help clients gain insights into your strengths, as outlined in this customizable introduction.

This worksheet also includes some short phrases to give context to important questions, for example:

“When our goals align with our strengths, we tend to put forth more effort and are more likely to succeed. Think about some of the goals you have for your future. How can you utilize your strengths to achieve each of these goals?”

If you’re looking for more example scripts, take a look at some of the next exercises.

8 More Coaching Planner Templates in Quenza

As long as you know what your goals and objectives are for each session, pulling your resources together is as simple as choosing the templates you want to use, modifying them to suit your client, and giving them a logical order using Quenza’s Pathway builder.

Here are a few more examples of Quenza coaching planner templates that you can use for that:

Setting process goals expansion activity preview in Quenza
Quenza’s Realizing Long-Lasting Change By Setting Process Goals Expansion can be useful for clients who want to build habits that support goal achievement.
  1. You can help clients build positive, goal-oriented habits using the Realizing Long-Lasting Change By Setting Process Goals exercise above
  2. Quenza’s Self Contract is a creative way to foster accountability in your coaches, who can use this contract to solidify and ‘formalize’ their commitment to their personal goals
  3. The Session Notes for Clients Expansion is a customizable coaching session notes template that invites coachees to jot down their thoughts, and
  4. A Strengths Versus Weaknesses Focus helps clients draw on their skills, talents, and unique capabilities on their coaching journeys.

3 Unique Online Tools Included In Quenza

The Quenza platform also has more unique Expansions that you can use as coaching planner templates.

Here are three that are available for free with all subscriptions.

Daily Exceptions Journal

This collection of nine Activities builds client awareness of their strengths and empowers them to face challenges with confidence using gratitude journaling.

screenshot of daily gratitude journal pathway in quenza
The Daily Exceptions Journal is a coaching plan that encourages clients to assess their behavior daily and benefit from daily gratitude practice.

Journaling Through Grief in 40 Days

If a client is dealing with grief and loss, it is important for them to be with negative feelings rather than flee from these feelings. The Expansion below will help them do just that for 40 days.

Quenza Journaling Through Grief Pathway Preview
Quenza’s Journaling Through Grief program aims to help clients with a series of learnings and interactive exercises.

Stress Diary

We all deal with significant stress every day. This set of Activities encourages clients to become aware of their stressors by tracking them, as shown below.

Quenza Stress Diary Coaching Session Template Preview
A journaling Pathway like Quenza’s Stress Diary Expansion (pictured) can be used to deliver your session materials daily to clients automatically at custom intervals.

Final Thoughts

Coaching plans not only help you stay on track, but they also provide you with all kinds of chances to refine and develop your solutions.

With flexible and customizable coaching planner tools such as Quenza provides, you can create helpful templates of your own for different services and packages you provide and focus your energy on personalization.

Use this guide alongside your $1 Quenza trial to create your next digital plan. In a few simple steps, you’ll be able to turn it into client results easily and effectively – from anywhere!

References

About the author

Catherine specializes in Organizational and Positive Psychology, helping entrepreneurs, clinical psychologists and OD specialists grow their businesses by simplifying their digital journeys.

Comments

  1. LC La Fawn Carey-Toles

    Is the Life coaching session planner a part of the quenza monthly fee?

    1. CM Catherine Moore

      Hiya!
      The Pathways feature that allows you to make step-by-step life coaching session plans is absolutely included in all Quenza plans – Standard and Lite.
      You will also find pre-made Pathway Expansions that you can customize and send to your clients, all part of your subscription.
      Cath

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