Session Notes Template for Corporate Wellness Coaches

Use in FirstRep document

Session Overview

Capturing the essence of each wellness session helps track progress and engagement.

D Date of Session *

e.g., 2023-10-01

v Session Type *

# Duration (minutes) *

e.g., 60

Participant Engagement

Understanding engagement levels can help improve future sessions.

# Total Participants *

e.g., 20

# Participation Rate (%) *

e.g., 75

1-10 Feedback Rating (1-10) *

Rate the session

Goals and Outcomes

Defining goals helps measure success and areas for improvement.

... Session Goals *

List goals for the session

... Outcomes Achieved *

Describe outcomes related to goals

... Next Steps *

Outline follow-up actions

Diversity and Inclusion

Acknowledge different fitness levels and ensure inclusivity in programs.

vv Fitness Levels Represented *

... Inclusion Strategies *

Describe strategies for inclusion

ROI Tracking

Measuring ROI ensures stakeholder support and program continuation.

# Estimated ROI (%) *

e.g., 150

... Metrics Used for Evaluation *

List metrics for ROI evaluation

... Stakeholder Feedback *

Summarize feedback from stakeholders

Why Use This Template

Improve Participation

Structured notes help identify what works and what doesn’t.

Demonstrate ROI

Clear metrics and outcomes assist in proving value to stakeholders.

How to Use

Fill out each section after every wellness session.

Review outcomes with stakeholders to align future sessions.

Customization Tips

Adjust session goals based on employee feedback.
Incorporate different fitness levels in activities.
Use visual aids for diverse learning styles.
Schedule sessions during lunch hours for higher attendance.
Regularly update metrics to reflect current engagement.

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Frequently Asked Questions

How often should I fill out the session notes?

After every session to ensure accurate tracking.

Can I modify the template?

Yes, customize it to better fit your organizational needs.