Use the Coaching Notepad

 For Independent Coaches 

 For Coaches within Enterprise & Coaching Firm 

 

The Coaching Notepad is a powerful tool designed to support you during live coaching sessions. It provides quick access to all the information and resources you need to guide your coachees effectively and keep sessions productive.

 

 How to Access the Coaching Notepad

You can access the Coaching Notepad in two ways:

1. Quick Session – From the main menu, click Quick Session to launch the notepad for an unscheduled session.
2. Upcoming Appointments – From the Coach Dashboard, select an upcoming session and start the notepad directly from the appointment details.

 

 What You Can Do with the Coaching Notepad

 

For 1-on-1 Sessions

The Coaching Notepad includes quick-access tools to help you centralize everything you need during a live coaching session:

• Assessment Results – Instantly view your coachee’s completed assessments.
• Private Notes – Pull up notes you prepared beforehand to guide the discussion.
• Assigned Questions – Access the questions you previously assigned to the coachee.
• Actions & Progress – Monitor the status of actions and tasks you’ve assigned.
• Live Note-Taking – Capture new insights and key discussion points during the session.
• Assign New Actions – Directly assign a new action to your coachee, which will automatically appear in their Action List for tracking and progress updates.
• Schedule Next Session – Book the following coaching session directly from the Notepad to keep momentum and ensure accountability.
• Post-Session Sharing – Share session notes with your coachee once the session ends to reinforce accountability and alignment.

 

 

 

 For Group Sessions

• Live Note-Taking – Capture new insights and key discussion points during the session.
• Assign New Actions – Directly assign a new action to your coachee, which will automatically appear in their Action List for tracking and progress updates.
• Schedule Next Session – Book the following coaching session directly from the Notepad to keep momentum and ensure accountability.
• Post-Session Sharing – Share session notes with your coachee once the session ends to reinforce accountability and alignment.