Client Progress Tracking & Feedback Form

Purpose:
This form tracks your progress during coaching, helps evaluate achievements, challenges, and adjustments needed to the coaching process.

1. Goal Tracking

For each goal you’ve set in your coaching plan, please reflect on the progress below.

Goal #1:
Title / Description:

  • Add a Text Field (Client can enter the title/description of the goal)

Current Status:

  • Add a Dropdown (Options: Not Started, In Progress, Completed, Behind Schedule)

Progress Update:

  • Add a Text Area (Client describes the progress made toward this goal)

Obstacles & Challenges:

  • Add a Text Area (Client provides details on challenges encountered)

Support Needed:

  • Add a Text Area (Client describes what support or resources are needed to overcome challenges)

Goal #2:
Title / Description:

  • Add a Text Field (Client can enter the title/description of the goal)

Current Status:

  • Add a Dropdown (Options: Not Started, In Progress, Completed, Behind Schedule)

Progress Update:

  • Add a Text Area (Client describes the progress made toward this goal)

Obstacles & Challenges:

  • Add a Text Area (Client provides details on challenges encountered)

Support Needed:

  • Add a Text Area (Client describes what support or resources are needed to overcome challenges)

Additional Goals:

  • Add a Text Area (Client can list any additional goals)

2. Overall Progress & Satisfaction

How would you rate your overall progress in coaching?

  • Add a Dropdown or Radio Buttons (Options: 1-10 rating scale)

Are you satisfied with your progress so far?

  • Add Radio Buttons (Options: Yes, Somewhat, No)

What aspects of coaching or your progress are you most satisfied with?

  • Add a Text Area (Client describes areas they are satisfied with)

What areas need more focus or improvement?

  • Add a Text Area (Client describes areas needing improvement)

3. Coaching Effectiveness Feedback

Rate the effectiveness of the coaching sessions:

  • Add a Dropdown or Radio Buttons (Options: 1-10 rating scale)

Does the coaching style meet your preferences and needs?

  • Add Radio Buttons (Options: Yes, Somewhat, No)

Has coaching helped you overcome challenges and move closer to your goals?

  • Add Radio Buttons (Options: Yes, Somewhat, No)

Please provide any suggestions to improve the coaching experience (communication, pacing, techniques, etc.):

  • Add a Text Area (Client provides feedback or suggestions for improvement)

4. Next Steps & Planning

Action Steps You Will Take Before the Next Session:

  • Add a Text Area (Client describes actions to take before the next session)

Focus Areas / Goals for Next Session:

  • Add a Text Area (Client outlines focus areas or goals for the next session)

New Challenges or Obstacles to Address:

  • Add a Text Area (Client mentions new challenges or obstacles to address)

Additional Support or Resources Needed:

  • Add a Text Area (Client describes what additional support or resources are needed)

5. Acknowledgement & Consent

By signing below, I confirm that the information provided is accurate to the best of my knowledge, and I agree to proceed with the coaching process as planned.

Client Signature:

  • Add a Signature Field (Client electronically signs here)

Date:

  • Add a Date Picker (Client selects the date)