Coaching - One Stop Shop

A coaching template. Includes the client's profile, internal notes, and all your sessions with ...

Sessions
5
Steps
21
Last edited
Jan 7, 2025
Created by
Nova

About this process

πŸ‘‰A coaching template. Includes the client's profile, internal notes, and all your sessions with your client.

The process in detail

5 sessions Β· 21 steps
01

Motivation & Activation Worksheet (Sample)

3 steps
  1. 1

    What we do affects how we feel.

  2. 2

    Some other small actions that can help you feel better.

  3. 3

    Activity Block (activation worksheet)

Read the full text
1. What we do affects how we feel.

Now you have a list with 3-to-10 actions you need to take the following 90 days. We know that an action has to come before motivation. So behavioral motivation is about changing yourself to experiment with different behaviors when you least feel like doing them. What we do affects how we feel. When we engage in activities that give us pleasure and a sense of accomplishment, we feel good. So one critical method to get back to feeling good is to get you back doing 😍the things your love to do. For example - Just 15 to 20 min of moderate exercise a day can have a significant effect on improving mood and reducing anxiety. Which of the following things do you want to try? πŸ‘‡

Choose one or more
  • Walking
  • Gardening
  • Yoga
  • Swimming
  • Playing sports
  • Exercise class
2. Some other small actions that can help you feel better.

Choose at least 2 that you are commiting to do at least once a week.

Choose one or more
  • Returning a phone call
  • Catching up on emails
  • Vacuuming a room in the house
  • Picking up groceries
  • Helping a friend
  • Meeting with a friend for coffee
  • Taking a bubble bath
  • Listening to music
  • Reading a book
  • Looking at art
  • 3 min meditation session
  • Spending time with animals
3. Activity Block (activation worksheet)

Take one to three actions this week and evaluate how you feel before and after. Keep track of your mood here. Open the board to access your activation worksheet πŸ‘‡

Work on the whiteboardActivation worksheet
Activation worksheet
  • ACTIVATION WORKSHEET
  • Activity block 3 What I was going/ What I plan to do and when I plan to do it?
  • Activity block 2 What I was going/ What I plan to do and when I plan to do it?
  • Activity block 1 What I was going/ What I plan to do and when I plan to do it?
  • Add text...
  • Add text...
  • Add text...
  • Activity block 3 Is this about pleasure, achievement or exercise?
  • Activity block 2 Is this about pleasure, achievement or exercise?
  • Activity block 1 Is this about pleasure, achievement or exercise?
  • Pleasure
  • Achievement
  • Exercise
  • Pleasure
  • Achievement
  • Exercise
  • Pleasure
  • Achievement
  • Exercise
  • Activity block 3 Mood & Rating before (0 to 100)
  • Activity block 2 Mood & Rating before (0 to 100)
  • Activity block 1 Mood & Rating before (0 to 100)
  • Bad Mood
  • Good Mood
  • Bad Mood
  • Good Mood
  • Bad Mood
  • Good Mood
  • Activity block 3 Mood & Rating after (0 to 100)
  • Activity block 2 Mood & Rating after (0 to 100)
  • Activity block 1 Mood & Rating after (0 to 100)
  • Bad Mood
  • Good Mood
  • Bad Mood
  • Good Mood
  • Bad Mood
  • Good Mood
  • Notes
02

Meeting Notes [Internal]

5 steps
  1. 1

    Main discussion points

  2. 2

    Client Participation (check all that apply)

  3. 3

    Client mood

  4. 4

    Notes & Observations

  5. 5

    Plan for next session & add any links or documents to the session.

Read the full text
1. Main discussion points
Write a note
2. Client Participation (check all that apply)
Choose one or more
  • Active
  • Non-verbal, but engaged
  • Withdraw
  • No apparent interest
  • Disruptive
  • Leadership
  • Offered feedback
  • Supportive
  • Not supportive
3. Client mood
Choose one or more
  • 😌 Stable
  • 😒 Depressed
  • 🀧 Sad
  • 😀 😑 Angry
  • 🀑 Euphoric
  • 😀🀨 Irritable
  • 😰 Anxious
4. Notes & Observations
Write a note
5. Plan for next session & add any links or documents to the session.

Record any major observations, follow-up questions, or items to check on in the next session, along with any plans that need to be implemented or actions shared with the client in the conclusions.

03

My tasks [Internal]

2 steps
  1. 1

    πŸ“‹ My tasks

  2. 2

    🎒🎑 Direct Links & Resources

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1. πŸ“‹ My tasks
Add tasks
2. 🎒🎑 Direct Links & Resources
Upload files or add links
04

Application form (Sample)

8 steps
  1. 1

    πŸ§‘β€πŸŽ¨πŸ‘©β€πŸŽ€πŸ‘©β€πŸ’ΌπŸ§‘β€πŸ­πŸ‘¨β€πŸŒΎπŸ¦Έ Tell Me about You.

  2. 2

    βœ”β€οΈ What Is Your Ultimate Goal In Life?

  3. 3

    πŸ§ πŸ«πŸ«€ What Does Your Intuition Tell You About This Goal?

  4. 4

    If You Can Change One Thing About The Goal What It Would Be?

  5. 5

    How Would Your Best Friend Describe You?

  6. 6

    Meetings & communication

  7. 7

    πŸ•° Meetings & communication: Book your next appointment

  8. 8

    Additional team notes (Internal)

Read the full text
1. πŸ§‘β€πŸŽ¨πŸ‘©β€πŸŽ€πŸ‘©β€πŸ’ΌπŸ§‘β€πŸ­πŸ‘¨β€πŸŒΎπŸ¦Έ Tell Me about You.
Write a note
2. βœ”β€οΈ What Is Your Ultimate Goal In Life?
Write a note
3. πŸ§ πŸ«πŸ«€ What Does Your Intuition Tell You About This Goal?
Write a note
4. If You Can Change One Thing About The Goal What It Would Be?
Write a note
5. How Would Your Best Friend Describe You?
Write a note
6. Meetings & communication

When should we schedule our meetings?

Choose one or more
  • Monday - mornings
  • Monday - afternoons
  • Tuesday - mornings
  • Tuesday - afternoons
  • Wednesday - mornings
  • Wednesday - afternoons
  • Thursday - morning
  • Thursday - afternoon
  • Friday - morning
7. πŸ•° Meetings & communication: Book your next appointment

πŸ”₯πŸ•°How often do you want to meet with me?

Choose one or more
  • A couple days a week
  • 1 day a week
  • Every 2 weeks
  • 1 day a month
  • Every 2 months
  • 3-4 times a year
  • 1 session a year
8. Additional team notes (Internal)

How do you perceive the client? What are the barriers do you see? What are the next step?

Write a note
05

Priorities in life

3 steps
  1. 1

    Intro: The art of cultivating happiness.

  2. 2

    Let's get things moving.

  3. 3

    Your plants.

Read the full text
1. Intro: The art of cultivating happiness.

Some will say that happiness and freedom involve making conscious choices.

Others will refer to this as the pleasure of enjoying taking care of things and cultivating them, in other words, the β€οΈπŸ™art of cultivating happiness.

It can be interpreted in some ways as being able to understand that to do "something new" or change something in your life (or even at work), you may have to change something right now, or remove something, or become better at doing something so you can have more time. It also means that when you make the decision, you consciously know that there are certain things that will be affected by itβ€”maybe people around you, maybe your work, maybe your future, maybe other things that you do or how you do them.

In some way, it can be interpreted as making conscious decisions; happiness sometimes is just knowing what you want now (what you are adding, changing, or removing from your life) and consciously making that decision, knowing that it is possible and how it could affect everything else, so you know what to expect and are happy with the decisions you made without regrets.

Others will just interpret this as the ability to cultivate happiness. In some way, our happiness is similar to the plants we own. πŸͺ΄πŸŒ³

πŸͺ΄Plants represent things in your life that you want to maintain, grow, and cultivate; they can be relationships, things related to work, finances, or even material things.

All plants will need certain care, but not only that, they will need your time. Nothing will remain or grow if it's not cultivated and treated with love, and to cultivate and love 'something,' you need time. Of course, not all 'plants' need the same amount of time or the same type of care, so this framework helps you use these plants as a metaphor for 'all the things' in your life that you want to keep in your life.

2. Let's get things moving.

To start using this framework, consider all the things you want to keep in your life or add, and even start considering which ones you need to remove, improve, or change. It's not going to be easy; you may start by writing a list or adding multiple sticky notes to the board without touching the plants section just yet.

When you have the list, think about the following statements:

β€’Nothing is static; life changes, you are changing, and people change, so don't expect that things will remain the same.
β€’There are always unknowns; that is always true.
β€’There is always pain.
β€’What's true today doesn't have to be true tomorrow.
β€’There is no truth, only perception.
β€’Nothing will stay in your life and provide satisfaction and happiness if you are not committed to taking care of it, cultivating it, loving it, and giving it enough time.
β€’There is never going to be a good time to 'do' or 'start' that thing.
β€’Time doesn't expand when you add more activities or more goals to your 'wish list'; you also have to readjust your life to make time for it.
β€’Your actions directly affect other people.
β€’Words are great, actions are even better.

These are just some self-reflective sentences that may spark something in you, or maybe not. You can take them or leave them.

3. Your plants.

Start writing the names of the selected 'things' that you want to take care of right now and in the future. If you need more plants, that's fine; unlock the plants and copy and paste them.

In general, you should focus on the big things; there's no need to say that you want to sleep 8 hours if that is already obvious to you. You may add your husband, your kids, maybe your friends, maybe that project that is very important to you, maybe a sport, ...

Now think about πŸ™‚ what it would need to thrive, and consider the time you think it will need from you. While you are doing this, also write down how much time you think you can give it. When you are done, evaluate if you have time for everything. Is this realistic?

πŸ₯… Is there a new goal that you have in mind, a new thing you want to do, or something you want to achieve or even a new person in your life? How are you going to adapt things?

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Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNovaΒ·Official process
Last edited Jan 7, 2025Β·5 sessions Β· 21 steps