Coaching Log Template

Fully editable with custom branding. Send, print or embed online.

Coaching Log Template

Fully editable with custom branding. Send, print or embed online.

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First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Coaching Log Template

Fully editable with custom branding. Send, print or embed online.

Coaching Log Template

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Coaching is essential to the development and growth of any individual or team. But to be a consistently successful coach, you need to clearly understand what makes a good coaching log. 

This document can be used to track the progress of your student or employee, monitor their assigned tasks, and measure their performance. 

We'll explain everything you need to know about writing a winning coaching log template. 

Keep reading to learn how to make your coaching sessions more effective and efficient!

Note: Try our free coaching log today and get access to all our other templates as well. You'll receive our contract, proposal and coach invoice templates on top of the log. Claim your 7-day free trial here.

What is a coaching log?

A coaching log is a document coaches use to track their progress and achievements. It can be used as an accountability tool so coaches know where they stand on client coaching. Essentially, coaching logs are the historic performance reports for a coach and contain snapshots in time of your clients progress. They detail what took place in session notes and what the key takeaways were from each coaching session.

A template can make the process of writing a coaching log easier and can help you stay on track. 

The importance of a coaching log

Building a successful coaching business is all about progress and development. Without a tracking system, it's virtually impossible to measure client coaching. 

That's why using a template is such a great idea. Not only does it make the process easier, but you'll also be able to track everything from time, goals to results. 

This is vital information for growth, and can help you pinpoint areas that need improvement. A coaching log is one of the most important coaching tools you can use in your business. By keeping track of your progress, development, and goals, you'll be on your way to a successful coaching career.

The purpose of a coaching log

Successful coaching is all about progress. So, it's important to track it all along the way. A coaching log is a valuable tool for tracking the progress of your coaching sessions. 

It can serve as a reference for improving your skills, and can be a valuable tool for reflection. The coaching logs templates provided includes space to record the date, time, objectives of session, participants, and other pertinent information. 

It can also be helpful in reflecting on what went well and what could be improved upon. So, make sure to keep a coaching log handy and use it to track your progress as a coach.

Note: We'd also recommend you track your time for coaching so you know which tasks take the most of your/client's time. You can do so using the best coaching tool--Bonsai. Our all-in-one product suite has time tracking, task management, tax, and template software you can use to streamline your business. Claim a 7-day free trial here.

How do you write a coaching log template?

Coaching is an important part of personal and professional growth, and it can be a daunting task to take on. That's why it's so important to have a winning coaching log template that you can use repeatedly. 

The template should be cohesive and provide all the necessary information for your clients, including goals, progress, and results. 

Additionally, having a clear mission statement for your coaching program is important. This will help you stay focused and on track and ensure that your clients reach their full potential. With a winning coaching log template, a client coaching can be a rewarding and successful experience for you and your clients.

What to include in your coaching log

Include everything you do to help clients achieve their goals in your coaching log. This could include:

Checking in with the client regularly (e.g ., every two weeks)

Recommending resources or other support materials Regular sessions (e.g ., every week) 

Encouraging the client to take action on what they have learned 

Identifying any potential barriers to success and providing suggestions for how to overcome them Monitoring the client's progress and providing feedback on areas of strength and weakness Regular check-ins (e.g ., every month). By adding in client name, client date, coaching session date and any key highlights including teaching points during the session you'll be able to create your own coaching log. Don't start from scratch though, use our tried and true coaching log template to save time, and resource.

Moving on to a different goal or phase of work with the client It is also helpful to keep track of any deadlines or milestones that the client has agreed to meet, as well as any adjustments made to those goals in response to feedback from you.

Recording Assignments and Progress

Choose a daily or weekly recording log format, and include the date, type of coaching session, tasks/tasks completed, and feedback/notes. After each session, review your recordings to see what worked well and could be improved. 

Finally, use a similar template to make your coaching log easier to follow. Doing so will save you time and ensure that your logs are always in order.

How can I make my coaching log template more effective?

Coaching log's effectiveness depends on the coaching type you are doing, the goals you are trying to achieve, and your style. 

However, here are a few tips that may help make your coaching log more effective: 

1. Finally, document everything in an easy-to-read format so that others can learn from it. This will help to build camaraderie and ownership among your team and also provide valuable insights for future sessions. 

2. By having a clear structure and following the right steps, you'll be able to track your progress and keep track of your goals more easily. This can help identify areas where you need to improve or focus on, and it will also help you stay motivated and focused on your goals. 

3. Always start by defining what you want to achieve with your coaching sessions - this will set the tone for the log. 

Once you understand your goals well, it will be much easier to track progress and measure results.

Results achieved

As a coach, it is important to track your progress and find ways to improve. By using the coaching log, you can document all the achievements and successes of your sessions. This will help you both evaluate how well your coaching is working and fine-tune future interventions accordingly. 

Another great way to measure the effectiveness of your coaching would be through client testimonials or case studies. Whether you prefer bullet points or tables as a format for recording session data, each entry includes date, time, participants and other pertinent information. 

Doing so will make it easy for others (e.g., managers) to keep track of what has been done and assess its impact on results overall. Lastly - always ensure that you include summaries of each session in reports/annual reviews.

Conclusion

Now that you know what a coaching log is and the importance of recording your coaching sessions, it's time to learn how to write a winning template. By following the steps outlined in this blog, you will be able to create a informative and useful log. 

Make sure to keep track of your progress and assignments to measure the effectiveness of your coaching sessions.

Frequently Asked Questions
Questions about this template.