This Action Items Template is designed specifically for coaches and trainers to ensure clarity, accountability, and consistent progress for their clients. It helps you document agreed-upon tasks, deadlines, and follow-up plans from each session, making it easier to track client commitment and success over time. Use this template to keep both you and your clients focused and moving forward.
Session Details
e.g., 2024-07-26
Enter the date of the coaching or training session.e.g., Sarah Jenkins (Life Coaching)
Input the full name of the client.e.g., Overcoming procrastination & setting Q3 goals
Briefly describe the main topic or theme of the session.Agreed-Upon Action Items
e.g., Research 3 potential networking events for career growth
Describe the specific task the client committed to completing.e.g., 2024-08-02
Specify the deadline for completing Action Item 1.e.g., Pending / In Progress / Completed / Deferred
Update the current status of Action Item 1.Coach/Trainer Actions
e.g., Send recommended reading list on time management
Detail any specific actions the coach/trainer committed to.e.g., 2024-07-27
Set the deadline for the coach's action.e.g., Completed
Record the completion status of the coach's action.Next Steps & Follow-Up
e.g., Difficulty finding time for research due to busy work schedule
Note any potential obstacles the client might face in completing actions.e.g., Shared a link to a productivity app; offered a quick check-in call
List any support or resources provided by the coach/trainer.e.g., Review progress on networking, deep dive into confidence building
Outline the intended focus for the subsequent coaching session.e.g., 2024-08-09
Enter the scheduled date for the next client session.How to Use This Template
- Open the Action Items Template in CraftNote after each client session.
- Fill in the 'Session Details' to contextualize the action items.
- Document all 'Agreed-Upon Action Items' with clear descriptions and due dates, ensuring client buy-in.
- Record your own 'Coach/Trainer Actions' to maintain accountability on your end.
- Review 'Next Steps & Follow-Up' at the start of the next session to track progress and discuss outcomes.
Customization Tips
- Add a 'Priority Level' field (High, Medium, Low) to action items for clients with many tasks.
- Create a separate section for 'Milestones' if you're working on a long-term project with a client, breaking down large goals.
- Integrate a 'Client Reflection' field where clients can add their thoughts on completing (or not completing) an action item before the next session.