Coaching Log – Session Records, Client Goals and Coaching Hours for Life, Career and Business Coaches

In this 20-page coaching log for a one-to-one practice, each client is known by a short code rather than a full name. The roster on page 3 has ten numbered rows for a client code, name or initials, focus, a contact reference and the next session, and the page asks you to leave emails, passwords and full personal details off it. The how-to page has a box for the key that matches codes to people, so you can keep that somewhere separate.

What a session record holds

Pages 6 to 13 are eight copies of the same session record, numbered 01 to 08. Each one takes the client code, the session date, its length in minutes and the next date, then the topic, key insights and progress since the last session. Three action rows have an owner and a due date, which makes it clear whether the next step sits with you or with the client, and a final box holds the focus for next time. When you run out, print the page again.

Goals over weeks and months

• Client profile. Preferred name, start date, session cadence, coaching focus, context and strengths, what success looks like and how they like to be held accountable.
• Goals and commitments. Two goals, each with a success measure and target date, and an agreed next step.
• Goal progress checkpoint. Three goals reviewed side by side for current position and next milestone, with boxes for what’s working and what to adjust.
• Milestone timeline. Six milestones for one goal, with target and actual dates, a status and the barriers in the way.

Hours, packages and your own review

The two hours logs give ten rows a month for date, client code, focus, minutes and session type, with total minutes and total hours to fill in at the bottom. The how-to page says plainly that the log records the minutes you coached and nothing more, so how you report those hours elsewhere is up to you. The package and payment record notes a package, the sessions it includes and eight rows of amounts due and paid, with the outstanding balance worked out by hand.

The last two pages are for the coach: a reflection with four questions, including “Where did I listen deeply?”, and a monthly review of patterns across sessions, boundaries and workload, and what you want to learn next.

The color version draws its table lines and page-number tabs in terracotta, while black and white and neutral are quieter for printing. If you fill a PDF on screen, save a copy and reopen it to check your entries.