Coaching Preparation Form
(Note: some clients fax or e-mail this information prior to the coaching session)

Preparing for the coaching session will allow you to optimize your results and out time together. Prior to our session you may wish to answer the following questions:

• 1. How am I, today, right now? How has my week been?
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  2. What do I want to get out of the call today?
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  3. What action did I take since our last session? What are my wins/challenges?
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  4. What do I have to report? What do I want to be held responsible for?
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  5. What issues do I want to deepen on our call today? What are the challenges, concerns, achievements, or areas of learning to be addressed?


• 6. What else?

Another Way to Prepare for the Session

• How You Are?
• • How you are feeling about yourself – good stuff and bad stuff?
• • How you are looking at your life?
• • How you are feeling about others?


• What Has Happened Since the Last Call?
• • What has occurred to you since the last call?
• • Shifts, wins and insights?
• • Any new choices or decisions made?
• • Personal news


• What You Are Working On?
• • Progress report on your goals, projects and activities
• • What you’ve done that you are proud of?
• • What you are coming up against?


• How I Can Help?
• • Where you are stuck?
• • Where you are wondering about something?
• • A distinction
• • A plan of action
• • A strategy or advice


• What Is Next?
• • What is the next goal or project to take on?
• • What is the next goal or distinction to understand?
• • What do you want for yourself next?