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.

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.