Coaching Client Progress Report

Coaching Client Progress Report

As a Certified Professional Coach, many of you are working with companies and coaching their employees – either internally or externally.  The coach must determine how to handle reporting on the progress from coaching sessions. Coaching Client Progress Report

The challenge: Satisfy the prospective sponsor (or company) that when you coach their employees (coaching clients) the reporting on progress will be useful — and then follow through, while at the same time ensuring confidentiality for the employee (or client).

The approach: Start by outlining the parameters of confidentiality and reporting in your agreement (according to the Code of Ethics).  Consider your format for reporting.  One example includes a listing of goals, actions steps, and status updates such as the form provided on the Certified Master Coach login page.   This form is accessible for CCC Certified Master Coach program graduates. 

Alternatively, tailor a form for the company based on their review process.  Some coaches design reports individually based on the coaching focus.  However you format your report, work with your coaching client to complete the form prior to submitting it to the sponsor company.   By working with your coaching client on the report, you are ensuring confidentiality.  Additionally, because your coaching relationship is based on trust, this demonstrates to the client that the coaching conversations are private.

How do you handle progress reports in a coaching relationship?

Cathy Liska

For content specific to coach training and coaching, guest blog posts are welcome.

Most blog posts here are written or curated by Cathy Liska, Guide from the Side®, CDP, MCC.

Cathy is CEO/Founder of the Center for Coaching Certification, CCC. As Guide from the Side®, she is a sought-after trainer and coach with over 30 years of experience in business management and ownership. Cathy built her diverse team at CCC that includes trainers, customer service, and coaches. She was Co-Leader for ICF’s Ethics Community of Practice, on the Leadership Team for the review and updating of the Code of Ethics in 2024, and active in the Ethics Water Cooler. To ensure she stays current in related areas of expertise, Cathy has earned the following: ICF’s Master Certified Coach (MCC), Certified Coach Trainer, Certified Consumer Credit Counselor, Certificate of Excellence in Nonprofit Leadership and Management, Grief Support Group Facilitator, Certified in the Drucker Self-Assessment Tool, Certified Apartment Manager, Certified Civil and Family Mediator, and Certified in DISC.

Cathy’s clients range from attorneys to corporate executives, government to nonprofit, entrepreneurs to children, under or unemployed to newly retired. She specializes in communication, management, conflict, and leadership. Her personal mission statement is “People.” Cathy is known for her passion to serve others so they achieve the results they want.

Podcast: https://www.coachcert.com/podcast.html

Publications: Coaching Perspectives (a series of books with chapters by coach training graduates) https://www.coachcert.com/resources/recommended-reading/coaching-perspectives-series-by-the-center-for-coaching-certification-and-more.html

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