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SayPro Coaching Session Template: A template for documenting the goals, action steps, and outcomes of each coaching session.

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SayPro Coaching Session Template

Purpose:
To provide a standardized, structured format for documenting each coaching session, capturing session goals, agreed-upon action steps, and outcomes. This template helps coaches and participants track progress systematically and maintain continuity between sessions.


Template Overview

The SayPro Coaching Session Template is designed to guide coaches through the key elements of a productive coaching conversation. It ensures clear goal-setting, actionable planning, and thorough follow-up, all documented for transparency and ongoing reflection. The template supports personalized development aligned with SayProโ€™s core focus areas: emotional intelligence, communication, problem-solving, teamwork, and leadership.


Template Sections


1. Session Information

  • Participant Name:
  • Coach Name:
  • Date:
  • Session Number: (e.g., 1st, 2nd, etc.)
  • Duration: (e.g., 60 minutes)
  • Location/Mode: (In-person, virtual, phone)

2. Session Goals

Document the specific objectives or focus areas for this session. These goals should be clear, realistic, and aligned with the participantโ€™s overall development plan.

  • Goal 1:
  • Goal 2:
  • Goal 3:

3. Review of Previous Action Steps (if applicable)

Summarize progress or challenges related to action steps from the prior session.

  • Action Step 1: Status/Outcome
  • Action Step 2: Status/Outcome
  • Action Step 3: Status/Outcome

4. Key Discussion Points

Record the main topics covered, insights gained, and any important reflections shared by the participant or coach.

  • Discussion Point 1:
  • Discussion Point 2:
  • Discussion Point 3:

5. Action Steps and Commitments

List actionable steps agreed upon by participant and coach to be completed before the next session. Include deadlines and any resources or support needed.

Action Step DescriptionResponsible PartyDeadlineResources/Support Needed
e.g., Practice active listeningParticipantNext sessionCoaching materials, exercises
e.g., Reflect on leadership styleParticipant2 weeks laterJournal prompts

6. Participant Insights and Reflections

Capture participantโ€™s thoughts, feelings, and self-assessment during or after the session.

  • Reflection Summary:

7. Coach Observations

Coachโ€™s notes on participantโ€™s engagement, progress, strengths, and areas needing further development.

  • Observations:

8. Challenges or Barriers Identified

Any obstacles discussed that may hinder progress, along with possible strategies to overcome them.

  • Challenges:
  • Proposed Solutions:

9. Session Summary and Next Steps

Brief recap of the sessionโ€™s achievements and confirmation of the plan moving forward.

  • Summary:
  • Next Session Date:

10. Signatures (Optional)

  • Participant Signature: _____________________ Date: ___________
  • Coach Signature: _________________________ Date: ___________

Benefits of Using the Template

  • Consistency: Ensures all coaching sessions are documented uniformly
  • Clarity: Keeps session goals and outcomes transparent for both parties
  • Accountability: Tracks commitments and deadlines to support follow-through
  • Reflection: Facilitates deeper participant self-awareness and coach insights
  • Continuity: Provides a documented history for reviewing progress over time

Conclusion

The SayPro Coaching Session Template is a vital tool to maximize the effectiveness of coaching engagements. It empowers both coaches and participants to stay focused, organized, and aligned with developmental objectives, fostering measurable growth and sustained motivation.


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