Session Notes Template for Health & Wellness Coaching Coaches

Use in FirstRep document

Client Information

Gathering essential client data helps tailor the coaching experience.

Aa Client Name *

Enter full name

D Date of Birth *

Select date of birth

... Contact Information *

Enter email and phone number

Health History

Understanding health background is crucial for effective coaching.

... Current Health Conditions *

List any chronic conditions

... Medications

List current medications

... Previous Lifestyle Changes

Describe past attempts to change lifestyle

Goals and Objectives

Setting clear goals aids motivation and accountability.

... Short-term Goals *

List goals for the next 1-3 months

... Long-term Goals *

List goals for the next year

... Motivation for Change *

What motivates you to make these changes?

Session Reflections

Reflecting on sessions enhances accountability and progress tracking.

D Session Date *

Select session date

... Key Takeaways *

What did you learn this session?

... Challenges Faced

Describe any challenges encountered

... Next Steps *

What will you focus on before the next session?

Lifestyle Habits

Tracking daily habits can reveal patterns affecting health.

... Nutrition Journal

Log of meals and snacks

... Physical Activity

Describe your weekly exercise routine

... Sleep Patterns

Record sleep habits and duration

Stress Management Techniques

Identifying effective stress management strategies is key.

... Current Techniques

What techniques do you currently use?

... New Techniques to Try

List new stress management strategies to explore

# Frequency of Use

How often do you use these techniques?

Why Use This Template

Enhanced Client Engagement

Regular notes keep clients engaged and accountable.

Personalized Approach

Tailoring notes to individual needs improves effectiveness.

How to Use

Fill out each section after every coaching session.

Review this document with your client regularly.

Customization Tips

Add personalized fields based on client needs.
Include motivational quotes to inspire clients.
Adjust session reflection prompts as needed.

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Frequently Asked Questions

How often should I fill out the session notes?

Fill out the session notes after each coaching session to maintain accurate records.

Can I modify the template?

Yes, you can customize the template to better fit your coaching style and client needs.