Coaching Plan Template

Streamline your coaching process with our intuitive Coaching Plan App. Manage client data, track progress, and design personalized plans seamlessly.

By Joshua Napilay on Jun 20, 2024.

Fact Checked by Ericka Pingol.

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Coaching Plan Template PDF Example
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What is a Coaching Plan?

A Coaching Plan is a comprehensive, strategic tool specifically designed to facilitate the achievement of personal or professional goals. This plan is essential to any successful coaching relationship.

This personalized roadmap focuses on each individual's unique needs, aspirations, and situations, making it a versatile tool that can cater to a wide range of contexts, from career growth and personal development to health and fitness goals.

A well-structured Coaching Plan typically includes several key components. First, it identifies the areas that require improvement or development. This could be anything from communication skills in a professional context to stress management in a personal context.

Next, it sets clear, realistic, and measurable objectives. These are the specific goals that the individual aims to achieve within a certain timeframe. The objectives should be SMART - Specific, Measurable, Achievable, Relevant, and Time-bound.

Following this, the Coaching Plan outlines a detailed action plan. This includes the specific steps or actions the individual needs to take to achieve their objectives and the resources they might need. The plan also includes timelines for each objective and regular check-ins or review periods to track progress, make necessary adjustments, and provide feedback.

Lastly, a Coaching Plan incorporates various feedback mechanisms to ensure ongoing improvement. This could include self-reflection exercises, peer feedback, or regular reviews with the coach.

In essence, a Coaching Plan is not merely about achieving set goals. It's a holistic approach to personal and professional development that fosters growth, enhances performance, builds confidence, and improves overall quality of life.

For coaches juggling multiple clients, leveraging a tool like Carepatron's Practice Management Software can be a game-changer. This software helps organize information, track client progress, streamline processes, and facilitate seamless communication, enhancing the coaching process's effectiveness and efficiency.

Printable Coaching Plan Template

Download this Coaching Plan Template to organize your coaching sessions.

How does it work?

A Coaching Plan provides a structured approach to achieving personal or professional goals. Here's how it typically works:

1. Identify the Coachee's Needs and Goals

The first step in developing a Coaching Plan is understanding the coachee's needs, aspirations, and goals. This involves in-depth discussions to clarify what the individual wants to achieve, where they currently stand, and the gaps they need to bridge.

2. Set SMART Objectives 

The next step is setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives based on the identified goals. These are clear, realistic targets that provide direction and focus.

3. Develop an Action Plan

An action plan outlines the steps the coachee needs to take to reach their objectives. It includes strategies, tactics, resources needed, and potential obstacles.

4. Establish Timelines and Milestones

Setting timelines and milestones is important to keep the coachee motivated and on track. These provide a roadmap for progress and a way to celebrate small wins.

5. Implement Feedback Mechanisms

Regular feedback is crucial for ongoing improvement. This could involve self-reflection, peer feedback, or reviews with the coach.

6. Regular Check-ins and Adjustments

The plan should be regularly reviewed and adjusted to remain relevant and effective.

Using a printable Coaching Plan can make this process easier and more organized. A printable plan can be filled out manually, providing a tangible document that can be referred to at any time. Plus, having a physical copy can make it feel more official and motivating.

Coaching Plan Example (sample)

A Coaching Plan can vary widely depending on the individual or team's specific goals, needs, and context. However, to give you a sense of what one might look like, let's consider a sample Coaching Plan for a professional seeking to improve their leadership skills.

Objective: Enhance leadership skills and competencies over six months.


  1. Improve communication effectiveness.
  2. Foster stronger team collaboration.
  3. Enhance decision-making abilities.

Action Steps:

  1. Attend a leadership communication workshop.
  2. Implement weekly team-building activities.
  3. Undertake a course on strategic decision-making.


  1. Complete the communication workshop within the first month.
  2. Start team-building activities in the second month and continue throughout.
  3. Complete the decision-making course by the end of the sixth month.

Review and Feedback:

  1. Bi-weekly check-ins with the coach to track progress.
  2. Monthly self-reflection exercises.
  3. Peer feedback after three months and at the end of the plan.

This is a basic example; a comprehensive Coaching Plan would go into much more detail and may include additional components. For ease of use and accessibility, many coaches and individuals prefer to use printable Coaching Plans or Coaching Plans in PDF format. These can be easily shared, updated, and referred to as needed, making them a convenient tool for managing personal or professional development.

Download this Coaching Plan Template Example:

Coaching Plan Example (sample)

When would you use this Template?

A Coaching Plan template is an incredibly versatile tool that can be used across many different fields whenever there's a goal to be achieved. The structured approach helps clarify objectives, devise a strategy for achieving these goals, and track progress over time. Here are some instances when it would be appropriate to use this resource:

  • Life Coaching: Life coaches can use a Coaching Plan to help clients outline and pursue personal growth goals. Whether it's improving self-confidence, managing stress, or transitioning careers, the template can guide the process and measure progress.
  • Corporate Training: In a corporate setting, HR professionals or managers may use a Coaching Plan to help employees develop essential skills, improve performance, or prepare for leadership roles. It can serve as a roadmap for professional development, clearly outlining steps to success.
  • Health & Wellness Coaching: Health and wellness coaches can use this template to design customized fitness or nutrition plans for their clients. It aids in setting realistic health goals, planning actionable steps, and tracking progress over time.
  • Educational Coaching: Teachers or academic coaches can utilize a Coaching Plan to set learning objectives, plan lessons, and monitor students' academic progress. It provides a structured way to enhance learning outcomes.
  • Executive Coaching: Executive coaches can use a Coaching Plan to help business leaders develop their leadership skills, manage teams more effectively, or navigate organizational changes.

A Coaching Plan can be useful anytime needed to help someone improve skills, change behaviors, or achieve specific goals. It provides a clear, step-by-step guide to success, making the coaching process more organized, systematic, and effective. It's a go-to resource for practitioners aiming to facilitate meaningful, lasting change in their clients' lives.


Clarity and Direction

A free coaching plan template provides clear direction by helping to define specific goals and the steps needed to achieve them. This prevents wasted time or effort on non-productive activities and keeps the focus on what truly matters.


With a structured plan in place, the coach and the coachee have a tangible document outlining agreed-upon goals and actions. This fosters a sense of accountability, significantly enhancing motivation and commitment.


Using a pre-formatted template saves time and energy that would otherwise be spent on creating a plan from scratch. It also ensures that key elements are noticed. This leads to a more efficient and effective coaching process.


Using a standardized template ensures consistency across all coaching sessions. This is particularly beneficial in a team or organizational setting where multiple individuals may receive coaching.

Measurement and Evaluation

A well-structured coaching plan provides a baseline for measuring progress and evaluating effectiveness. This data-driven approach allows for ongoing adjustments and improvements, ensuring the coaching process remains responsive and impactful.


The template is free and accessible to everyone, regardless of their financial resources. This democratizes the coaching process, allowing more individuals and organizations to benefit from structured, goal-oriented coaching.

Research & Evidence

The concept of a coaching plan has its roots in the broader field of personal and professional development. Over the years, numerous studies and research have shown the effectiveness of a structured approach to achieving one's goals, whether they are personal, professional, or educational.

Coaching as a practice traces its origins back to sports psychology in the 1950s and 60s, but it was in the late 20th century that it became widely recognized as a powerful tool for personal and professional development outside of sports. The formalization of coaching and structured plans gained momentum with the founding of the International Coach Federation (ICF) in the mid-1990s.

Since then, numerous studies have validated the effectiveness of coaching and the use of coaching plans. For instance, a study published in the Journal of Positive Psychology found that coaching significantly increases goal attainment, resilience, and workplace well-being and reduces depression and stress.

Another Academy of Management Journal study found that executive coaching leads to improved management performance, increased self-awareness, and improved goal-directed self-regulation. These results highlight the importance of a structured approach, like a coaching plan, to facilitate successful coaching outcomes.

In education, research supports the use of coaching plans as well. An Institute of Education Sciences report found that teacher coaching positively impacts teachers' practices and can improve student achievement.

The history of coaching plans is deeply rooted in psychology, business, and education. The body of research and evidence supporting their use is robust, demonstrating their effectiveness in helping individuals achieve their goals, improve their skills, and enhance their well-being.

Why use Carepatron as your Coaching Plan app?

Carepatron stands out as a superior Coaching Plan App thanks to its purpose-built design and features tailored to meet the diverse needs of coaching professionals. Let's delve into the specifics that make it an indispensable Coaching Plan Software for modern coaches.

  • Intuitive User Interface: Carepatron boasts a user-friendly interface that simplifies the process of crafting, updating, and auditing your coaching plans. The app's clean design and easy-to-understand navigation ensure you can focus on your coaching work without getting bogged down by complicated software operations.
  • Robust Goal Setting and Progress Tracking: Carepatron enables you to establish explicit, quantifiable goals for every client. Its robust tracking tools allow you to monitor progress in real-time, offering a clear snapshot of a client's achievements and areas that require modification.
  • Interactive Collaboration Tools: Carepatron’s unique collaboration feature allows you to work in tandem with your clients on their plans. This interactive approach enhances commitment and instills a sense of ownership in clients. These collaborative tools are also perfect for team coaching, enabling seamless coordination and communication.
  • Adaptable and Versatile: Carepatron shines in its adaptability. Whether you're a life coach, corporate trainer, or wellness expert, this app can be tailored to your needs. It allows you to customize coaching plans to align with each client's goals and circumstances, ensuring a personalized coaching experience.
  • Uncompromising Security and Confidentiality: With Carepatron, client confidentiality isn't an afterthought; it's a priority. The app ensures all data is securely stored and safeguarded, providing you and your clients peace of mind.
  • Universal Accessibility: Carepatron is designed for the modern mobile coach. You can access your coaching plans from any location and on any device. This universal accessibility makes it the perfect companion for coaches who work remotely or are constantly on the move.
Practice Management Software


  1. 2023 Planning Day For Coaches. (n.d.).
  2. CoachHub. (2023). What is Coaching? Everything You Need to Know in 2023! CoachHub.
  3. Gaur, S. (2023, June 13). A detailed Roadmap for a sales coaching plan (2023) | JustCall blog. SaaS Labs, Inc.
  4. Lavinsky, D. (2023). Coaching Business Plan Template. Growthink.
  5. Panel, E. (2023, February 23). Changes 15 Coaching Pros Plan To Make In Their Practices In 2023. Forbes.
  6. Zhou, L. (2023, April 24). How to create a simple life coaching business Plan (2023). Luisa Zhou.
Who uses the Coaching Plan?
Who uses the Coaching Plan?

Commonly asked questions

Who uses the Coaching Plan?

Coaching plans are used by professionals such as life coaches, business coaches, sports coaches, and educators. They're also used by individuals seeking to achieve personal or professional goals.

When do you use the Coaching Plan?

A coaching plan is used at the onset of a coaching relationship. It's used throughout to guide sessions, track progress, and make necessary adjustments to ensure goal attainment.

How is the Coaching Plan used?

The coaching plan is a roadmap. It outlines goals, strategies to achieve those goals, and benchmarks for progress. It guides coaching sessions, keeps both parties focused on objectives, and measures outcomes.

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