Coaching Session Checklist: After a Session
How to wrap up a coaching session.
Reflect on your session.
- Think back on what worked well.
- Think of areas you can improve on when it comes to your coaching approach.
Record your findings.
- Write a session summary. (This will help you maintain continuity, track progress and ensure accountability throughout the coaching process.)
Follow up with your client.
- Send your client links to promised resources (e.g. articles, frameworks) in the platform.
Plan for the future.
- Update your client’s goals and tasks.
- Note patterns and/or themes to address in future sessions.
Look after yourself.
- Take a moment to decompress and recharge after sessions—especially if they’re back-to-back. (Tip: A well-being exercise can help.)