Coaching Session Notes Template
A structured template to document every coaching session — capture goals, discussion points, breakthroughs, action items, and progress tracking in a consistent format.
Coaching Session Notes
Client: [Client Name]
Date: [Session Date]
Session #: [Number]
Duration: [60 min]
Previous Action Items Review
1. [Action item from last session] — Completed
2. [Action item from last session] — In Progress
3. [Action item from last session] — Not Started
Session Goals
1. [Primary goal for this session]
2. [Secondary goal or topic to address]
Discussion & Key Insights
[Key discussion point and insight gained]
[Breakthrough moment or realization]
[Challenges identified and explored]
Action Items
1. [Action] — Due: [Date]
2. [Action] — Due: [Date]
3. [Action] — Due: [Date]
Coach-Only Observations
[Private notes on client progress, patterns, areas to probe in future sessions]
How to Use This Template
Review previous session
Start each session by reviewing action items from last time. Note what was completed, in progress, or missed to establish continuity.
Set session goals
Align on one or two goals for the current session. This keeps the conversation focused and outcome-driven.
Document insights live
Capture key discussion points, breakthroughs, and challenges as they emerge. Do not rely on memory after the session ends.
Assign clear action items
End every session with specific, time-bound action items. Send a summary to the client within 24 hours for accountability.
Customize in Dewx
Inside Dewx, tell Dew: "Prepare coaching notes for [Client Name]'s session." Dew pulls in previous session history, outstanding action items, and client goals to pre-fill a session template. After the session, Dew generates a client-facing summary and schedules follow-up reminders.
Related Templates
Frequently Asked Questions
What should coaching session notes include?
Effective coaching session notes should include the client's name and session date, goals discussed, key discussion points, breakthroughs or insights, action items with deadlines, and progress on previous commitments. This template covers all of these in a structured, repeatable format.
How do I track progress across multiple coaching sessions?
Review the previous session's action items at the start of each meeting. Note what was completed, what was delayed, and why. Over time, patterns emerge that help you adjust the coaching approach. Dewx tracks this automatically across all your client sessions.
Should I share coaching notes with the client?
Yes, sharing a summary of action items and key takeaways reinforces accountability. Keep your private observations separate from what you share. This template distinguishes between shared notes and coach-only observations.
How does Dewx help with coaching session documentation?
Dewx captures session notes in real time, auto-generates action items from your conversation, tracks progress across sessions, and sends follow-up reminders to clients. Dew can summarize patterns and suggest focus areas for future sessions.
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