Coaching templates: every document of a coaching engagement, who fills it, and where it lives

A coaching engagement runs on about a dozen documents: agreement, intake form, coaching plan, session template, question bank, session plan, model worksheet, action plan, accountability record, program outline, somebody else’s form, session record.

Sorted by subject, a template library tells you what exists. Sorted by who fills each one in, it tells you which ones you can write once and which ones wait on another person.

Canva, Notion, Pinterest and The Coaching Tools Company held the first page on 2026-10-07, each grouping its library by subject. Copy the index below and fill it in.

Document	When	Who fills it
Agreement	before session one	you draft, client signs
Intake form	before session one	client
Coaching plan	session one	you and the client
Session report	every session	you

What do you need before session one?

Five documents, and the one the client fills in is the one that can hold up session one.

Document	Filled by	Lives in	Codex
Coaching agreement	you draft, client signs	an e-sign tool	clauses they share
Intake form	the client	a form tool	questions to ask
Coaching plan	you and the client	Carepatron’s printable PDF, 2026-10-07	plan templates
Program outline	you, once	craftedcharts’ 40-page set, 2026-10-07	not published yet
Somebody else’s form	whoever sent it	where they sent it	not published yet

Which worksheet does your coaching model need?

One sheet per model, and the client writes on it during the session.

Document	Filled by	Lives in	Codex
GROW worksheet	the client, in session	Notion’s GROW goals template, 2026-10-07	fillable GROW, GROW as prompts
T-GROW worksheet	the client, in session	the same sheet, Topic first	the Topic box
CLEAR worksheet	you, planning	your template	not published yet
Co-Active sheet	the client, setting the agenda	your template	not published yet
A sheet you did not build	the client	a template shop	tools for coaches

What does the session itself run on?

Two before the call, one during it, one you set once.

Document	Filled by	Lives in	Codex
Session outline	you, during and after	a notes doc	opening to commitments, fixed and flexing
Question bank	you, before	your list	not published yet
Session plan	you, before	your notes	not published yet
One template for both	you, once	your AI stack	every session type

What has to exist between sessions?

All four hold what the client said in the room, and nothing here tracks what they do after it.

Document	Filled by	Lives in	Codex
Action plan	the client commits, you record	a shared doc	the actions box
Accountability record	you	a platform	the record
The model, between sessions	you	your template	the model
The session with no commitment	you, still	the same template	none this session

One r/lifecoaching poster put it this way: “It’s not that much about the tools, but about the systems you create for yourself.”

What is the record, and who keeps it?

The report exists because the session happened, so ask your client about recording and check your jurisdiction.

Document	Filled by	Lives in	Codex
Session report	you, or your AI	your letterhead, PDF or Word	built box by box
Its prompts and pass mark	you, once	your template	must and never, the pass mark
A business-coaching template	you, once	your template	decisions and owners
A coaching platform	you	Paperbell, $970 a year; no documents listed, 2026-10-07	platforms compared
Ember, closed beta	you correct it in the editor	your AI stack; Free covers 4 reports a month	letterhead and sections

I build Ember, so read its row as a disclosure.

Build a template for every row whose middle column does not say you. Those are the ones that wait on somebody else.

Questions people ask next?

What are the 7 P’s of coaching?

There is no agreed list. ycoaching.com.au names Purpose, Perspective, Process, Presence, Preparation, Practice and Performance; SimplyBook.me gives the marketing seven instead; Coach & Coachee starts Presence, Pause, Poise. No document follows from any of them.

Where do the free PDF templates come from?

Carepatron’s coaching plan page offers a free printable PDF and Notion’s marketplace carries the GROW goals worksheet, both read 2026-10-07. craftedcharts sells its set instead, and free here means the blank form.