Coaching Session Notes Template

📍 CoachingAgreements.co.uk 🇬🇧 England & Wales Version 1.0 — 2025

1. Session Header

Client Name   Session Number  
Session Date   Session Duration  
Session Type
Video
Phone
In-person
 Coach Name  

2. Pre-Session Check-In

Client's current mood / energy level
(circle 1–10)
1
2
3
4
5
6
7
8
9
10
Low / struggling High / energised
What has happened since last session?  
Homework / actions from last session
Completed
Partially completed
Not completed
Reflections:
 

3. Session Focus

Agreed agenda / focus for today  
Key topics covered
1.  
2.  
3.  
4.  
5.  
Main themes emerging  

4. Key Insights & Themes

Note significant insights, breakthroughs, or recurring themes that arose during the session.

•  
•  
•  
•  
•  

5. Commitments & Actions

Record all commitments made by the client (and coach where relevant) before the next session.

# What Who By When Done (Y/N)
1        
2        
3        
4        
5        

6. Next Session

Next session date & time  
Agreed focus for next session  
Pre-session homework / preparation  

7. Coach Observations (Private)

🔒 For coach's eyes only — not shared with client.
These observations are for your own professional reflection, supervision preparation, and CPD. Store securely and separate from any client-facing notes.

Observations, patterns, emotions noticed, supervision notes:

 

Coaching approach / techniques used this session:

 

Items to raise in supervision:

 

8. Confidentiality Note

These notes are confidential. They are held securely by the coach and not shared without the client's explicit written consent, except in the event of a significant risk of harm to the client or others, or where required by law. In line with ICF Core Competency 6 (Maintains Agreements) and EMCC ethical guidelines, the coach maintains strict confidentiality within the coaching relationship. Session notes are stored in line with UK GDPR, retained only as long as professionally necessary, and held in a password-protected or locked format at all times.