A coaching wheel is a tool that coaches use to help their clients visualize their lives and create a specific and effective plan for the future. ![]() It helps individuals unlock their potential and make significant strides towards their goals. ✅ Monthly Reflections (Microsoft Word): Reflection template to capture insights and learnings from the month to feed into the next monthly plan.Coaching is an essential tool for personal and professional development. Define your focus and create a checklist for each of your key goals. ✅ Monthly Goal Planner Template (Microsoft Word): Template to map your activity for the month. What needs to happen, and when, to achieve your goal(s)? ✅ Quarterly Goal Planner Template (Microsoft Word): Template to map your activity for the quarter (3-month view). ✅ Yearly Goal Planner Template (Microsoft Word): Template to map your activity for the year (12-month view). ✅ Goal Action Plan (Microsoft Word): Template to map the details of each goal, including the specific action steps needed to progress the goal. Simply add your brand and send to your coachee to complete ✅ SMART Goal Exercise (Microsoft Word): Questions to help shape SMART goals. Great resource for coaches, facilitators and people leaders. ✅ Coaching Questions: Questions to help guide the formation of SMART goals. ✅ Resource Guide: Instructions on how to use the resources » Promote a sense of self-mastery and achievement » Provide a process for goal setting this is supported by a detailed action summary Learning the importance of goal setting, and creating habits to support the process, is one of the most powerful defining factors in determining success. Goal Setting Templates, Planners, Reflection Guides and Imagery ✅ Image files (PDF): Image files blank or with labels, for you to add directly to presentations, workbooks or internal documents as neededģ. ✅ Reflection Questions (Microsoft Word): Simply add your brand and send to your coachee to complete ✅ Coaching Questions: For coaches, facilitators and people leaders to help guide coachees or employees through the process ✅ Editable Templates (Microsoft Word): Easy to use and ready to add your brand, including both a blank Wheel and an example that can be embedded in presentations or workbooks as needed ✅ Resource Guide: Instructions on how to use the model » A great conversation starter for coaching sessions » A benchmark to measure a snapshot of before and after » A powerful tool to help direct where to focus your energy and target your goals » A holistic guide to reflect on balance in your life ![]() It helps provide a targeted view of where to focus your energy to create change. The Wheel of Life exercise captures a snapshot of your life today. And often, one area of life might thrive while others need increased focus. Wheel of Life Resource Guide and Brandable Toolkit ✅ New Client Intake Form – long version, 35 questions (Microsoft Word + PDF): This extended form builds on the foundation of the short form, with 35 carefully curated questions to help form the basis of your initial ‘meet-and-greet’ or as a guide for your first formal coaching conversation. ✅ New Client Intake Form – short version, 12 questions (Microsoft Word + PDF): Simply add your brand and send the form to your coachee to complete before your first coaching session. ✅ Coaching Questions: More than 35 coaching questions for coaches to help guide the onboarding process for new clients ✅ Resource Guide: Details and instructions on how to use client intake forms » Details on procedures and how the coaching experience will work (process) » Expectations, nature, and tone of the coaching engagement (psychological) » Personal insights and clear goals for the coaching engagement (outcomes) ![]() The carefully curated questions in these forms help ensure you capture insights across the three foundational areas essential to good contracting: New Client Intake Forms and Coaching Questions
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