How to Choose Coaching Homework Your Client Can Use

Start with the purpose of the next conversation

A worksheet is useful when both coach and client can explain what it is for. Before selecting an exercise, ask what the client wants to notice, understand, or try before the next session. “Explore which part of this decision feels difficult” gives you a clearer starting point than “complete a values exercise.”

Match the exercise to the question

Use an emotional check-in when the client wants language for what is present. Use a values compass when priorities are pulling in different directions. Use a Wheel of Life when the client wants a broad snapshot before choosing one area for attention. These are conversation aids, not diagnostic tests, and the client can decline or adapt them.

Keep the first assignment small

Choose a short exercise that fits the client’s available time and preferred way of reflecting. Ask whether they would rather write, use a visual prompt, or talk it through at the next session. A long workbook is not automatically more valuable than two well-chosen questions. Preview the entire assignment on a phone before sending it.

Agree on the review before you send

Tell the client what you will do with their response and when you will discuss it. Agree a realistic date and whether a reminder would help. Review the questions and delivery settings before confirming the assignment. Do not send extra intake material simply because it is available.

Fictional example: a promotion decision

Rae is deciding whether to apply for a role with more travel. Instead of sending several career worksheets, the coach asks whether a values compass could help Rae describe the tension between growth and family time. Rae agrees to identify one question to ask the hiring manager. At the next session, they will discuss the answer and whether the role still fits.

If the client does not complete it

Ask what got in the way without treating non-completion as a lack of commitment. The exercise may have been unclear, too long, inaccessible, or no longer relevant. Offer to reflect together, shorten it, or choose a different approach. A useful conversation matters more than a completion percentage.

Choose one template and try the client view

The templates below include instructions and separate fictional examples. Explore the preview, select the template for a client, and review it before sending. At your next session, discuss what the exercise helped the client see and choose the next action together.