RESOURCE LIBRARY

Client Exercise | Needs Assessment

Hierarchy of Needs Prioritization Exercise

Based on Maslow’s Hierarchy of needs, the CoachedIt Hierarchy of Needs Prioritization Exercise was created to help individuals and organizations determine their needs and prioritize them in a meaningful, unbiased way.

Coaching Areas:

General, Life, Business

Annual Goal Setting: From 1-year goal to monthly interim goals

Annual Goal Setting

Annual Goal Setting Worksheet

This simple goal mapping worksheet allows you to take your large annual goals and map them out into actionable monthly goals so that you can work towards success throughout the year. Works great as a supplement to the CoachedIt SMART goals tool.

Coaching Areas:

General, Life, Academic, Business, Career, Other

Accountability Log and Habit Tracker

Planner | Habit Tracker

Accountability Log

To reach our full potential, we must hold ourselves accountable to change. This accountability log allows you to track daily habits. Whether you’re adding something into your routine or taking it out, this log is a powerful tool to help you track your progress.

Coaching Areas:

General, Life, Accountability, Career, Financial, Academic, Business

Goal Accountability Log and Tracker with to-do list

Goal Setting | Planner | Tracker

Goal Accountability Log

Once you’ve identified your goal, it’s time to hold yourself accountable to it. This goal accountability tracker allows you to document tangible, actionable steps towards reaching your goals.

Recommended use: coaches and clients can work through creating a SMART goal and identifying motivating factors to keep the client working towards the goal. Create a to-do list in the key action items section, and have clients report back on their progress each session.

Coaching Areas:

General, Life, Accountability, Academic, Business Career, Business, Finance, Other

Personal SWOT Analysis Tool with instructions

Client Exercise | Strengths & Weaknesses

Personal SWOT Analysis

While traditionally used in the business setting, the SWOT analysis has also been increasingly used as a tool for individuals to evaluate their career potential and entrepreneurial goals, allowing them to take a deep look inward and determine the strengths, weaknesses, opportunities, and threats in their lives as they pertain to a particular goal.

Coaching Areas:

General, Life, Business

Client Intake Questions.png

Form Builder | Business Tool

Client Intake Questions

In short, an intake form is a tool that may be used by a coach to get to know more about a client prior to their first session. It is an opportunity to gain a preliminary look at the client’s outlook and perspective, why the client is seeking coaching, any potential barriers or opportunities for growth. We’ve created this exhaustive list of questions to help you design an intake form that works for you and your coaching practice.

Coaching Areas:

All, General, Life, Accountability, Academic, Business, Career, Education, Financial, Life, Relationships, Spirituality, Other

Coaching session debrief and self reflection worksheet

Session Reflection Exercise

Review & Reflect

The CoachedIt Review & Reflect worksheet is a post-session worksheet coaches can give to clients to reflect on key takeaways and lessons from the coaching session, and to identify opportunities for growth moving forward.

Coaching Areas:

All, General, Life, Accountability, Academic, Business, Career, Executive, Finance, Fitness

Coaching Program Evaluation Questions

Form Builder | Business Tool

Form Builder: Coach Evaluation

As a coach, it is important to collect feedback from clients to ensure that your services are producing value and results. To help you do this, the CoachedIt team has curated a list of questions that you can pick and choose from to create the most insightful questionnaire for your coaching practice or program.

Coaching Areas:

All, General, Life, Accountability, Academic, Business, Career, Executive, Finance, Fitness

Create your daily to-do list based on your priorities.

Daily To-Do List and Priority Log

Daily Priority Planner

Having a busy day, or just have trouble staying on track with your to-do list everyday? Use this simple but powerful organizer to create objectives for your morning, afternoon, and evening, create a daily to-do list, and take note on important things that come up as you go through your day.

Coaching Areas:

General, Life, Accountability, Academic, Business, Career, Executive, Finance, Fitness

Coaching Icebreaker for Kids and Students

Client Exercise | Youth & Elementary

Getting to Know Me

Getting to Know Me is a 1-page icebreaker for coaches working with elementary-aged students. This tool is a great intake exercise to learn about coaching clients’ interests and aspirations.

Coaching Areas:

General, Life, Academic, Accountability, Youth

Free marketing tools and successful techniques for coaches

Learning Tool | Guide

CoachedIt Guide: Online Tools to Increase Your Brand Visibility

Getting the word out about your coaching business and service offerings can be difficult, so we’ve created a list of free online tools you can use to help spread the word about your business so that you can spend less time worrying about how to get clients in the door and more time coaching.

Coaching Areas:

General, Life, Business, Marketing, Sales

Skills and Interest Matching Assessment

Client Skills & Interest Assessment

Interest Alignment Tool

The CoachedIt Interest Alignment Tool (IAT) is used to assess whether one’s skills and duties are aligned with their interests. The IAT is best suited to evaluate how well one’s current job or schooling aligns with their overall professional interests and career of choice.

Coaching Areas:

Academic, Business, Career, Executive

Weekly goal planning log

Goal Setting | Planner | Tracker

Weekly Goal Log

This simple goal mapping worksheet allows you to take your weekly goals and map them out into smaller daily goals for you to work through and develop action items for each day. Pairs great with the CoachedIt Daily Goal planner.

Coaching Areas:

General, Life, Academic, Business, Career, Other

Coach client lead list log to keep track of marketing efforts.

Contact List Template | Data Entry

Client Lead Template

Use this template to keep track of all your prospective clients, log marketing activities, and log any notes you may have.

Coaching Areas:

All, General, Administrative, Coaching Operations

CoachedIt Meal Log.png

Meal Planning Tool | Meal Tracker

Meal Log

Whether you’re building a meal plan for your fitness client or you want to provide an easy way for your client to keep track of their meals, this 1-page weekly meal plan template makes it easy for you to track your diet and food intake.

Coaching Areas:

Health, Fitness, Wellness, Accountability

How to launch a successful coaching course or program in six steps

Content Creation & Launch Checklist

Coach Checklist: Launching a New Course

We created this 6-step formula for success to help coaches create a rockstar coaching programs and courses in the easiest and most efficient way possible.

Coaching Areas:

All, General, Life, Accountability, Academic, Business, Career, Executive, Finance, Fitness

Monthly Financial Budget Planning & Reflection.jpg

Form Builder | Business Tool

Monthly Budget Worksheet

This 3-page monthly budget worksheet allows you to plan, track, and reflect on your monthly budget and spending habits to help you stay on track of your financial goals.

Coaching Areas:

All, Finance, Business, Life, Accountability Other

Goal Setting Worksheet

Setting SMART Goals

The SMART method is a goal-writing framework that will help ensure that your goals are meaningful and well-aligned with your lifestyle and priorities. Following the framework helps you set reasonable expectations and create a pathway to success that works for you.

Coaching Areas:

General, Life, Academic, Business, Career, Other

CoachedIt Daily Goal Planner.jpg

Planner | Tracker

Daily Goal Planner

Start each day off with intent using the CoachedIt Daily Goal planner. This resource is great for keeping you on track and allows you to keep all your important to-do items and notes in one place. With a new affirmation for each day of the week, all you have to do is print and go!

Coaching Areas:

General, Life, Accountability

Time Management Exercise: Track and Analyze

Time Management | Time Tracker

MyTime Analysis

Whether you’re wondering where the time in your day went, or just want to gain a better understanding of how you spend your time, the CoachedIt MyTime Analysis Tool will help you break it all down so that you have a clear view of how you allocate your time each day.

Coaching Areas:

General, Life, Business, Academic, Other

Positive affirmation exercise and prompts

Positive Affirmation Exercise

Positively Me

Positively Me is a positive affirmation exercise that can help build confidence by helping clients uncover positive aspects of themselves and their lives.

Coaching Areas:

Life, Confidence, General

CoachedIt Lean Business Plan Worksheet.j

Business Planning Tool | Worksheet

Business Planning Brainstorm

Whether you’re brainstorming your business plan for your coaching business or a coach working on assisting a client with theirs, this business plan exercise helps you think through all the critical questions needed to ensure success for your business.

Coaching Areas:

All, General, Administrative, Business, Operations

Plan workouts, log reps, and mark completion with this exercise log.

Workout Tracker

Exercise Planner

Our exercise planner is a great way to plan out and/or keep track of all your workout routines for the week, including an easy way to make note of the area of the body you’re working on and mark whether you’ve completed the planned routine.

Coaching Areas:

Health, Fitness, Wellness, Accountability

Project management tool: project status report for coaches and consultants

Project Management Template

Project Status Report

Whether you’re reporting back to a coach-consult client, or keeping track of your own work, this project status report template is the perfect tool to help you map out your thoughts, present effective project updates, and take organized notes.

Coaching Areas:

All, General, Life, Accountability, Academic, Business, Career, Executive, Finance, Fitness

CoachedIt 5-Step Job Application Process

Career Tips | Infographic

CoachedIt Guide: Landing  the Perfect Job

From searching and applying to interviewing, we’ve written about all the steps involved in helping you or your clients land the ideal job opportunity so that you can be on track to have the career of your dreams.

Coaching Areas:

All, Finance, Business, Life, Accountability Other

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