Resource: coaching call reflection form

You hang up the phone or press “leave meeting” on Zoom after a great coaching call. You’re seeing your situation in a new way, and you’ve got some clarity about what you need to do next to reach your goal. Your heart feels light, and you are motivated to take the steps you designed for yourself.

Fast forward a week or two. Your to-do list is about to consume you. Your calendar looks like a rainbow has bled on it. You just want a nap. What happened to all that energy you had coming out of the coaching call?

Chances are, your insights and actions needed a bit more attention to lock them in. That’s why I have created a coaching call reflection form. Intended as a bookend to the coaching call preparation sheet, the questions on this form prompt coachees to write down what it is they want to carry forward from a coaching session. Boiling an hour-long conversation into the essential takeaways – and making connections between a single session and the overall arc of the coaching relationship – can solidify the learning and planning and provide a reference point when the glow of a coaching call fades.

Here are the questions contained in the coaching call reflection form:

• What insight did you gain in the coaching call that you would like to retain?

• What action steps did you design for yourself?

• What accountability (e.g., support, designated time) do you need to carry out those steps?

• What do you want me to follow up on in our next coaching call?

• How do your takeaways from today’s coaching call move you further toward your overall goal(s) for coaching?

Don’t let all the good work you did in a coaching session be for naught! You earned those perspective shifts and dug deep to come up with solid steps appropriate to you and your context. To download a Word version of the coaching call reflection form, go here.