This Weekly Recap Template is designed specifically for coaches and trainers to efficiently document client progress, challenges, and next steps. It ensures continuity between sessions and provides a structured way to track accountability, helping clients stay on track with their goals.
Client & Session Details
Sarah J.
Enter the full name of the client.YYYY-MM-DD
Record the date this weekly recap covers.Dr. Emily R.
Your name or the name of the coach conducting the recap.Weekly Achievements & Wins
Successfully launched new marketing campaign; Completed 3 workouts; Meditated daily for 15 mins.
List 2-3 significant accomplishments or positive outcomes from the past week.Goal 1: 70% complete; Goal 2: On track; Goal 3: Started research.
Summarize progress made on specific goals discussed in previous sessions.Challenges & Roadblocks
Time management issues with new project; Struggle to maintain consistent sleep schedule.
Identify any difficulties, setbacks, or challenges faced by the client.Realized delegating tasks is crucial; Understood the importance of setting boundaries.
Document any new understandings or lessons learned from the challenges.Accountability & Action Items
Called 3 potential leads (completed); Scheduled gym sessions (partially completed).
Assess the completion status of action items from the last recap.Schedule 5 discovery calls; Plan healthy meals for 5 days; Journal for 10 mins daily.
Outline specific, measurable actions for the client to complete before the next session.Spouse for workouts; CraftNote reminders for calls.
Note any external accountability methods or partners in place.Reflections & Next Steps
Feeling motivated but slightly overwhelmed; Optimistic about upcoming week.
Capture the client's general emotional state or perspective from the week.Client shows strong commitment; Needs more support in time blocking.
Add your professional insights or observations about the client's progress and needs.Deep dive into productivity hacks; Review nutrition plan.
Indicate the primary topic or goal for the upcoming coaching session.How to Use This Template
- Open the Weekly Recap Template in CraftNote after each client's final session of the week, or at a designated check-in time.
- Fill in the 'Client & Session Details' accurately to ensure proper record-keeping.
- Collaborate with your client (if applicable) to complete the 'Weekly Achievements & Wins' and 'Challenges & Roadblocks' sections, focusing on specifics.
- Review past action items and set clear, new 'Action Items for Next Week' in the 'Accountability & Action Items' section.
- Utilize the 'Reflections & Next Steps' to summarize the week and plan for future sessions, saving the completed recap in the client's CraftNote profile.
Customization Tips
- For fitness coaches, add a 'Workout Log' field within the achievements to track specific exercises, sets, and reps for detailed progress.
- Business coaches can include a 'Key Performance Indicators (KPIs) Update' section to monitor business metrics relevant to client goals.
- Life coaches might add a 'Well-being Score' (e.g., 1-10) for areas like energy, mood, and sleep to track holistic client progress over time.