Sample Coaching Plan: Building an Effective Plan

Successful coaching begins with having a sample coaching plan that is a no-brainer for the players to follow. This base plan should include all of the building pieces that you need to motivate change within clients. In this article, I’ll share a few tips to help you build your coaching plan. If you’re new to coaching or running your own coaching business, developing an effective coaching plan for your new business is a great idea. In a sample coaching plan, you should have several strategies to ensure your business runs effectively.

Sample Coaching Plan, Life Coaching Business

What is a coaching plan?

Coaching plans are a way to help you get the most out of your coaching sessions. If you’re new to coaching, they can be a way to make sure you don’t waste your time in the wrong areas. And if you’re already working with clients, coaching plans can help you create an actionable plan for how to get results in your business.

A sample coaching plan consists of a set of questions that helps you narrow down what your clients want to achieve from your coaching business and how it will help them reach their goals. With this information, you can decide which areas of your business need attention.

Coaching plans are typically developed in the beginning stages of coaching, with regular updates throughout the life of the coaching engagement. You can think of a coaching plan as a roadmap for your coaching engagement. It provides structure and order for you and your client, helping both parties stay on track during your work together.

The essential components of a coaching plan

Every coach is different, but most coaches have the same basic tools they use to help their clients reach their goals.

Coaching plans include:

Goals and objectives. You need to know what you want to accomplish before you can figure out how to make it happen. Your coaching plan should include a general goal for what you want to achieve with this particular client and specific objectives you’ll work towards over your relationship.

Action steps. These steps are specific actions that will help you reach your goal. They should be broken down into small, manageable pieces so that they’re easier to accomplish and track any progress required to achieve a specific goal.

Progress tracking. This is an essential part of any coaching plan; you want to make sure that you hold yourself accountable as much as possible so that your client can see how they are improving over time.

Deliverables. The deliverables are specific results or outcomes from completing each objective. For example, if you’re building a new client base and one of your objectives is creating an onboarding curriculum for your clients then the deliverable would be a completed onboarding curriculum document ready for distribution by the end of Week 2 of coaching.

How to develop your coaching plan

As a life coach, you are working with someone who has chosen you precisely because they believe you can help them achieve their goals and aspirations. Your first task is to develop a coaching plan that will allow you to work with your client effectively.

To do this, you need to understand how your client thinks and what they want from their coaching experience. You must also know how they want to be coached and what coaching style works best for them.

To develop your coaching plan as a life coach, follow these steps:

Understand your client’s goals – You must understand precisely what your client wants from their coaching experience before you start working together. This isn’t always easy because most people don’t know exactly what they want until they have achieved it! However, by asking open questions such as “What is important for you right now?”, “Why are you here?”, “What would success look like?” or “What do you want out of this?” it should become clear what direction they want their life to take.

Create a vision statement – This is the big picture of how you want your life coaching business to look like in 5-10 years. It should be specific enough so that it gives direction but not too rigid so that it limits creativity and flexibility.

Create a mission statement – This is an extension of the vision statement but focuses on what type of person you want to be as an outcome of being a life coach. How do you want people who interact with you to feel? What values do they need to see for them to trust you? What kind of impact do you want to have on others? These are questions that will help determine what kind of strategy to use.


Regardless of your level of preparation, it’s a good idea to keep a few core concepts in mind when creating sample coaching plans. There is no one size fits all solution for creating a perfect coaching plan, but by at least considering the advice in this article and putting it into action, you should be knocking out a winning plan in no time.

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Jeannie Cotter
Writer, Coaches Training Blog community

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