Are you a life coach looking to streamline your sessions and create more meaningful impact with your clients? Using free, printable life coaching templates is a powerful tool to help you stay organized, improve your coaching conversations, and provide structure for your clients’ personal development journey. From the first session with a new client to ongoing progress tracking, these templates—available in PDF format—are designed to cater to the specific needs of life coaches, business coaches, and even mental health professionals.
Whether you’re working on a coaching plan, preparing for a discovery session, or simply keeping detailed session notes, these tools are a great way to ensure you’re providing the best possible experience. From free coaching worksheets and session templates to client intake forms and action plans, these resources support the wellbeing of your clients while boosting your own business success. Ready to become a better coach? Dive into these free life coaching tools and transform your coaching program today!
Goal Setting Worksheet
Image Source: The Coaching Tools Company
Your goal setting worksheet creates a clear path to success during coaching sessions. This effective coaching tool helps turn vague dreams into specific and attainable goals that your clients can achieve.
Key components of the Goal Setting Worksheet
Your goal setting worksheet needs these elements to work:
- Clear Goal Statement – Space where you write specific and measurable objectives
- Action Steps – A section that helps break down your goals into manageable tasks
- Timeline – Areas to mark your deadlines and milestones
- Progress Tracking – Regular checkpoints that show how far you’ve come
- Reflection Space – Room to write down what you learned and adjust your approach
A Guide to Goal Setting Worksheet Success
Your client’s journey begins with writing a SMART goal at the top of their worksheet. SMART goals consist of these components:
- Specific: What exactly do you want to accomplish?
- Measurable: How will you track progress?
- Achievable: Is this realistic with available resources?
- Relevant: Does this align with your values?
- Time-bound: When will you achieve this?
The main goal should be broken down into smaller, manageable tasks. Your clients need specific deadlines for each task and should identify any obstacles they might encounter. Success comes from regular check-ins that help review progress and adjust the course as needed.
Benefits of using a Goal Setting Worksheet in coaching
Goal setting worksheets and printable life coaching templates offer valuable advantages to your coaching practice. These tools help your clients find clarity and focus through a well-laid-out approach to goal setting. Your clients can see their commitments and track progress with these tangible records.
Coaching templates provide visual feedback that keeps clients motivated. They can see their progress, spot patterns, and fine-tune their strategies. This methodical approach builds their confidence and keeps the momentum going throughout their coaching journey.
Your clients develop crucial life skills with consistent worksheet use. They become better at planning, managing time, and self-reflection. These tools strengthen their ability to own their goals and make lasting positive changes in their lives.
Wheel of Life Template
Image Source: Mindful Coaching Tools
The Wheel of Life template helps coaches enhance their practice by providing a visual framework that adds clarity and direction to client sessions.
Understanding the Wheel of Life concept
The Wheel of Life provides a visual snapshot of your client’s life balance. This prominent coaching template segments life into eight essential areas:
- Career: Job satisfaction and professional advancement
- Health: Physical and mental vitality
- Finances: Financial stability and resource management
- Relationships: Social and professional bonds
- Personal Growth: Self-improvement and skill development
- Recreation: Enjoyment and leisure pursuits
- Environment: Living and workspace contentment
- Spirituality: Life’s meaning and deeper purpose
How to customize the Wheel of Life for different coaching niches
The printable life coaching template adapts seamlessly to any coaching specialty. Business coaches can transform the categories to reflect sales performance, marketing strategies, and leadership skills. Wellness coaches might expand the health component into detailed segments such as nutrition plans, exercise routines, and mental wellbeing practices.
Clients evaluate their satisfaction levels in each category on a scale of 1-10. This evaluation creates a clear visual representation of their life’s current state. These life coaching tools shine through their adaptability – coaches can adjust categories by renaming, dividing, or merging them to align with their client’s specific goals.
Interpreting Wheel of Life results with clients
These proven benefits will help you guide your clients through their results:
- Instant Clarity – You can quickly spot areas that need attention
- Visual Progress – Your clients can see improvements over time
- Goal Alignment – Goals naturally connect in different life areas
- Action Planning – You’ll develop targeted strategies that work
- Motivation – Your clients get solid proof of their growth
Ask coaching questions to dig deeper into areas with low scores. Your clients need to understand what holds them back. This understanding leads to clear action steps that boost their satisfaction.
The wheel becomes more valuable when you review it with clients regularly. This free coaching template pdf helps track progress consistently. Your clients will see their achievements and stay driven to reach their goals.
The Wheel of Life should be your primary coaching template for first sessions and checkups. Its visual elements and practical insights will improve your coaching results and your client’s success.
Action Plan Template
Image Source: Universal Coach Institute
Turn your goals into achievements with effective action plans using this [coaching template](https://alisonreeves.co/life-coaching-contract-template/). This template gives your clients clear direction and delivers measurable results.
Elements of an Action Plan That Works
A successful action plan template needs these essential components:
- Goal Statement: A clear outcome you want to achieve
- Action Steps: Key tasks that lead to your goal
- Timeline: Target dates for completing each step
- Resources: Tools and support you need
- Progress Markers: Ways to measure your success
Guiding clients to create SMART goals using the Action Plan
You can help clients turn their dreams into concrete achievements with the SMART framework. The process starts when you break down their goal into specific components. Ask them: “What exactly will you accomplish?” Success becomes clear through specific metrics like numbers or percentages.
Each goal should meet these criteria:
- Specific – Define clear outcomes
- Measurable – Use numbers to track progress
- Achievable – Match resources with goals
- Relevant – Line up with key objectives
- Time-bound – Create firm deadlines
Following up on Action Plan progress
A coach’s key responsibility is to keep clients accountable. Regular check-ins help review progress and tackle challenges. These proven tracking methods work best:
- Weekly progress updates
- Monthly milestone reviews
- Achievement celebrations
- Strategy adjustments as needed
Set up simple reporting systems to track task completion. Regular meetings help discuss progress and keep the momentum going. This approach keeps your clients focused and motivated.
Check off completed tasks and celebrate small wins with your clients. Your life coaching tools will support their growth and improvement.
These printable life coaching templates become powerful drivers of change with consistent use. They let you track progress, spot obstacles early, and fine-tune strategies to get better results.
Values Assessment Worksheet
Image Source: Positive Psychology
Personal values drive every decision in life, and this printable life coaching template helps discover your client’s core priorities.
Importance of identifying core values in coaching
Core values serve as your client’s personal compass that guides choices, shapes priorities, and drives behavior throughout life. Helping clients discover their values provides them with a powerful decision-making framework.
Values create the foundation for all coaching tools. They shape:
- Goals: Defines meaningful pursuits
- Decisions: Steers daily choices
- Relationships: Defines interactions
- Career: Drives job satisfaction
- Life Balance: Determines priorities
Steps to complete the Values Assessment Worksheet
Here’s how to use your free coaching template pdf effectively:
- Free Writing Exercise – Let your clients write down everything that truly matters in their lives
- Values Selection – Show them a detailed list of values they can look through
- Elimination Process – Guide them to narrow down their choices until they identify 4-8 core values
- Definition Creation – Work with clients to describe what each value personally means to them
- Priority Ranking – Help them arrange these values based on their importance
Lining up goals with values using the worksheet
Life coaching tools become more effective when they connect to core values. Clients should rate how their current life lines up with each value on a scale of 0-10. This helps identify gaps between importance and current success.
The next step involves creating action steps to bridge these gaps. A client might rate family high in importance but low in current focus. The solution is to add specific family time to their schedule.
The Values Assessment Worksheet needs regular reviews. Values provide the “why” behind every other coaching template you use. They stimulate motivation that creates lasting change.
This coaching template helps clients:
- Make confident decisions
- Set meaningful goals
- Create authentic success
- Build lasting motivation
- Live with purpose
Clients experience greater satisfaction and achievement when their actions line up with their values. Your role guides them through this unique process to find and implement what matters most.
Strengths Inventory Template
Image Source: Insurance Canopy
Find what makes you unique with this strengths inventory template that helps you identify and build on your natural talents. This coaching template will guide you through the process.
Types of strengths to assess
A comprehensive strengths inventory should evaluate these essential areas:
- Natural Talents: Leadership, creativity, analysis
- Learned Skills: Communication, planning, organization
- Character Traits: Resilience, empathy, determination
- Behavioral Patterns: Problem-solving, relationship building
Techniques for helping clients identify their strengths
These proven strategies will help you discover hidden talents with your life coaching tools:
- Direct Questions: Your client’s past successes, favorite activities, and natural tendencies reveal valuable insights
- Success Analysis: Achievement patterns tell compelling stories about core capabilities
- External Feedback: Colleagues, friends, and family members offer unique perspectives
- Energy Mapping: Activities that spark enthusiasm point toward natural talents
- Behavioral Observation: Client reactions during conversations highlight genuine interests
These indicators signal genuine strengths:
- The person’s energy soars during specific activities
- Natural attraction to particular tasks emerges
- Success patterns appear in certain areas
- Learning passion grows around specific topics
- People consistently give positive comments
Leveraging strengths in goal achievement
Success comes from maximizing your strengths. Match your goals with your natural abilities to create powerful results. Your printable life coaching templates need space that connects strengths with specific objectives.
Here’s how to create an action plan that maximizes your strengths:
- List your top three strengths
- Find goals where these strengths make the biggest impact
- Create tasks that tap into your natural talents
- Monitor your progress and energy levels
- Fine-tune your strategy based on results
Look for new ways to apply your strengths. Facing a challenge? Ask yourself: “How can I use my strength in _ to tackle this problem?” This strategy builds your confidence and leads to lasting results.
Make sure your free coaching template pdf includes regular strength assessments. Monthly reviews help you evaluate how effectively you use your natural abilities. Build on what brings the best results.
Habit Tracker Template
Image Source: Saturday Gift
This habit tracking template helps you build enduring habits. The practical template guides your clients to achieve lasting changes with consistent actions.
How to Design a Habit Tracker That Works
A good habit tracker should be straightforward and easy to see at a glance. The right format depends on your client’s preferences.
Your [coaching template](https://alisonreeves.co/life-coaching-contract-template/) should look clean and simple. Adding color codes makes the tracking process more enjoyable and engaging.
Selecting habits to track to create lasting change
Start with 3-5 habits to keep your clients focused without overwhelming them. Choose habits that:
- Connect to bigger goals
- Feel doable every day
- Build on current routines
- Create positive energy
- Deliver visible results
Your life coaching tools should accelerate growth, not add pressure. Help clients select habits that energize them and match their values.
Using the Habit Tracker to build consistency
Your daily routine should include habit tracking. The free coaching template pdf needs a visible spot where you’ll notice it throughout the day. Schedule specific check-in times to update your progress.
Note that striving for perfect streaks isn’t the point. A missed day doesn’t mean failure – it’s just part of your journey. The key is to resume immediately after missing a day.
Connect new habits to your existing routines. Meditation becomes easier when you do it right after brushing your teeth. These natural connections help habits stick faster.
Your habit tracking should include energy level monitoring. Pay attention to activities that energize you and those that drain your motivation. This insight helps you fine-tune your approach.
Weekly progress reviews make a difference. Small wins deserve celebration, and strategies need occasional adjustments. Your printable life coaching templates become valuable tools through consistent use.
A simple tracking system works best. Use checkmarks or stars to mark completed habits. Your notes about successful strategies and needed adjustments help refine the process gradually.
Gratitude Journal Template
Image Source: Pinterest
Make use of gratitude in your coaching practice with this science-backed template. Research proves that gratitude helps reshape your client’s mindset and elevates their success.
Benefits of gratitude practice in coaching
Regular gratitude practice offers proven benefits that your clients will experience:
- Quality sleep with extended rest periods
- Lower anxiety and depression symptoms
- Better empathy and relationship skills
- Healthier body with reduced pain
- Mental resilience during tough times
- Greater self-esteem and confidence
Structure of the Gratitude Journal Template
Your [printable life coaching templates](https://alisonreeves.co/life-coaching-contract-template/) should have these key components:
Design your free coaching template pdf with user experience in mind. Include clear examples and guidelines for each section. Give your clients enough room to write detailed responses and see their growth over time.
Incorporating gratitude exercises into coaching sessions
A quick gratitude check-in can kickstart each coaching session. Your clients can share one thing they appreciate since your last meeting, which creates a positive atmosphere for collaboration.
These powerful coaching tools will boost your gratitude practice:
- Morning gratitude prompts
- Evening reflection questions
- Weekly gratitude reviews
- Monthly celebration check-ins
Specific details make gratitude practice more meaningful. Rather than saying “I’m grateful for my job,” clients should write something like “I’m thankful for my manager’s supportive feedback during today’s presentation.”
The template needs customization based on your client’s preferences. Some clients thrive with digital formats, while others connect better with physical journals. You can guide them to discover their ideal approach for personal growth.
Review gratitude entries together and identify patterns in your client’s sources of joy. These patterns will shape their goals and action plans naturally. The process builds a strong link between gratitude and achievement in your coaching relationship.
Time Management Matrix
Image Source: High Speed Training
Become skilled at managing your schedule with this effective prioritization tool. The Time Management Matrix revolutionizes task handling and helps your clients accomplish more while staying relaxed.
Understanding the Time Management Matrix’s Four Quadrants
Success begins when you grasp each quadrant of this powerful coaching template. Let’s break down what each means:
Helping clients prioritize tasks using the matrix
The matrix serves as a powerful life coaching tool that helps clients focus on what truly matters. Your guidance can direct clients to spend more time in Quadrant 2.
The process begins when clients track their activities for one week. You can help them categorize each task into the appropriate quadrant. Most clients find they dedicate excessive time to Q3 and Q4 activities.
These questions will help clients categorize their tasks effectively:
- “Will this matter in a month?”
- “Does this line up with your goals?”
- “Can someone else handle this?”
- “What happens if you don’t do this?”
Strategies for improving time management skills
These proven techniques will help your clients work more efficiently:
- Schedule Q2 Activities First
- Reserve time blocks for crucial tasks
- Safeguard your planning sessions
- Focus on building relationships
- Reduce Q3 and Q4 Time
- Create clear boundaries against interruptions
- Master the art of delegation
- Remove activities that waste time
The free coaching template pdf needs space to plan weekly activities and review daily progress. Your clients can identify their time-usage patterns easily. Success comes when they move more tasks to Q2.
Each client’s matrix should match their specific requirements. A detailed tracking sheet works well for some clients, and others achieve better results with simple checklists. Time management becomes natural and achievable with the right approach.
Monthly reviews of time allocation show clear progress. Q2 activities demonstrate measurable improvements. These results help refine your client’s task management strategy and create lasting changes in their priorities.
Self-Care Assessment Worksheet
Image Source: Therapist Aid
Take charge of your well-being with this detailed self-care assessment template that helps you identify areas needing extra support and care.
Areas of self-care to review
These essential aspects of self-care need your attention:
Identifying self-care gaps and opportunities
The printable life coaching templates reveal areas that need your attention. These signs indicate potential self-care gaps:
- Decreased energy levels in certain aspects of life
- Persistent feelings of stress and overwhelm
- Unmet simple needs
- Difficulty setting personal boundaries
- Lack of regular breaks
A genuine assessment of each area matters significantly. Life coaching tools deliver the best results when you acknowledge your true needs.
Creating a personalized self-care plan
Let’s turn your assessment into action with these steps:
- Pick Priority Areas
- Select 2-3 areas with lowest scores
- Address what matters most right now
- Begin with achievable changes
- Set Clear Goals
- Define specific self-care targets
- Make each goal measurable
- Choose realistic timeframes
The free coaching template pdf helps you monitor your progress. List specific actions for each area. You might choose “Walk 15 minutes daily” for physical care or “Read one chapter nightly” for mental care.
A weekly check-in helps you stay on track. Your needs evolve with time, so adjust your plan accordingly. Small consistent steps create significant changes in your well-being.
Share your plan with someone you trust to stay accountable. A coach, friend, or family member can support your goals and celebrate your achievements with you.
Place your plan where you see it every day. This simple act helps prioritize your self-care. These coaching templates become valuable tools through regular use.
Monitor your energy levels as you implement your plan. Better self-care influences your mood, productivity, and relationships positively. Use what you learn to adjust your approach and develop stronger self-care habits.
Coaching Session Recap Template
Image Source: Etsy
Keep your coaching sessions on track with an effective session recap template. This practical tool helps you convert your notes into applicable information that benefits both you and your clients.
Essential Components of Your Session Recap
A good coaching template should include these elements that capture the session’s value:
Using the recap template to track progress
Your printable life coaching templates become valuable tracking tools through consistent use. Recording specific details after each session helps you achieve better results. These templates enable you to:
- Spot patterns in client behavior
- Track goal completion rates
- Identify successful strategies
- Monitor client participation
- Adjust your coaching approach
A simple system to store and access your life coaching tools makes a significant difference. Digital copies of your free coaching template pdf stored in well-organized folders allow quick progress reviews before each session.
Enhancing accountability with session recaps
Your recap template can become an accountability powerhouse. Each session should begin with a review of the previous recap, and clients should discuss their progress on action items. This creates a natural accountability loop.
These proven strategies will make your recaps work better:
- Quick Video Summaries
- Record 1-3 minute recaps
- Let clients explain key takeaways
- Share the video to reference later
- Action Step Verification
- Read back committed actions
- Get verbal confirmation
- Set specific check-in times
A strong coaching plan connects each session seamlessly. The recap template builds bridges between meetings and helps clients visualize their progress over time.
Your recaps need clarity and focus. They should contain essential information that gives clients a clear path forward.
Sending recap summaries within 24 hours keeps the momentum strong and clients on track. Your action planning becomes more impactful when everyone remembers what they committed to do.
Documenting both successes and challenges in recaps paints a complete picture of your client’s journey. This insight helps adjust coaching strategies that support their success.
Quick check-ins between sessions about progress can boost client motivation. Your coaching templates become more valuable through consistent communication.
The recap template should be a cornerstone of your coaching process. This structure brings reliability to your practice, and clients value the clear documentation of their progress.
Highlighting wins in recaps, even small ones, builds confidence and motivation. This supportive approach keeps clients focused on their goals.
Conclusion
These ten coaching templates give coaches and their clients everything they need to succeed. Using free coaching templates is one of the best ways to elevate your coaching business and ensure that every coaching conversation is impactful. These printable templates, from log sheets to coaching session frameworks, allow you to track progress, ask powerful questions, and provide step-by-step guidance tailored to each coaching client. Whether you’re a business coach, executive coach, or healthcare professional, these tools are designed to improve life satisfaction and help your clients achieve their goals.
With templates such as coaching plan templates, coaching exercises, and life coaching welcome packets, you can offer a seamless experience for potential clients, ensuring privacy policy adherence and safeguarding personal data. Utilizing a free account or integrating tools like the Carepatron app, you can organize client data securely and maintain a professional touch with resources like invoice templates.
Leveraging platforms like Etsy’s advertising platform or Etsy app for personalized advertising can also expand your reach to potential clients. Ultimately, combining free coaching tools with the right strategies will enhance your coaching effectiveness and lead to better results, 5-star reviews, and long-term success in the global marketplace.
Free: Mindful Marketing Newsletter
Join 6,500 others on our newsletter.