A free resource shelf for coaches

Useful pages.
Meaningful conversations.

Worksheets for a focused conversation. Workbooks for a longer journey. Download the collection, choose what fits your client, and make it your own.

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ZIP · 43 MB · A4 + Letter · No account or email required

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A small place to start

What matters
this week?

One priority. One manageable step.

01

Choose one exercise

Start with your client’s situation. Every page is optional; adapt the language and pace.

02

Fill it in or print it

Choose A4 or Letter. Use a PDF reader, save with your changes, then reopen to check your answers.

03

Find the next step

Turn reflection into a manageable action and a time to review. Share only what you choose.

Inside the download

A page for the work you’re doing.

26 worksheets and 3 standalone workbooks, plus an index and usage notes.

29 resources

Worksheet

SMART Goal Planner

Turn one chosen goal into a SMART plan: Specific, Measurable, Achievable, Relevant and Time-bound. Use the questions to revise the goal, not to judge yourself. You may skip questions that do not fit or discuss them with your coach.

3 pages in A4 · 3 in Letter

Worksheet

Post-session Action Plan

Capture a concrete action after a session. A learning experiment or deliberate pause can be a valid choice. You may skip questions that do not fit or discuss them with your coach.

2 pages in A4 · 2 in Letter

Worksheet

Pre-session Reflection

Prepare briefly for a coaching session. For a first session, describe your current situation instead of changes since last time. You may skip questions that do not fit or discuss them with your coach.

1 pages in A4 · 2 in Letter

Worksheet

Task Initiation Worksheet

Choose one task and make the start more manageable. A smaller step can help, but it does not guarantee that starting will be easy. You may skip questions that do not fit or discuss them with your coach.

3 pages in A4 · 3 in Letter

Worksheet

Boundaries Worksheet

Prepare a boundary in a situation you feel safe considering. Account for power, dependence and obligations; choosing support, negotiation or postponement is valid. You may skip questions that do not fit or discuss them with your coach.

3 pages in A4 · 3 in Letter

Worksheet

Session Notes

For the coach’s private session record. Separate client statements, observations and interpretations. Record only what is needed and store according to your confidentiality arrangements. You may skip questions that do not fit or discuss them with your coach.

2 pages in A4 · 2 in Letter

Worksheet

Coaching Welcome & Preferences

A coaching welcome and preferences packet: use these pages to discuss aims, ways of working and practical arrangements. Your coach should explain their separate agreement, scope, confidentiality and cancellation terms; this reflection is not a contract. You may skip questions that do not fit or discuss them with your coach.

3 pages in A4 · 3 in Letter

Worksheet

Habit Chain Tracker

Track practice of one habit over 30 days. This is a learning log, not a perfect-streak test. Record the start date and use the notes below for planned rest, skipped or not-applicable days. You may skip questions that do not fit or discuss them with your coach.

2 pages in A4 · 2 in Letter

Worksheet

Weekly Priority Sieve

Clear your head and choose realistic weekly priorities, leaving room for changing capacity. You may skip questions that do not fit or discuss them with your coach.

2 pages in A4 · 2 in Letter

Worksheet

Weekly Win & Momentum Recap

A brief weekly reflection. Small progress and learning count, including in a difficult week. You may skip questions that do not fit or discuss them with your coach.

1 pages in A4 · 1 in Letter

Worksheet

Values & Decision Comparison

Define values and compare a real decision. Values can compete or change with context; the matrix does not produce a correct answer. You may skip questions that do not fit or discuss them with your coach.

3 pages in A4 · 3 in Letter

Worksheet

Small Habit & Cue Planner

Link a small behavior to an existing cue. Environmental support may help; no plan guarantees effortless consistency. You may skip questions that do not fit or discuss them with your coach.

2 pages in A4 · 2 in Letter

Worksheet

Pre-Session Reflection & Intention

Brief session preparation. For a first session, use a recent period instead of “since last time.” You may skip questions that do not fit or discuss them with your coach.

1 pages in A4 · 1 in Letter

Worksheet

Weekly Habit Stack Commitments

Choose one realistic action and fallback. For a habit, link it to a cue that already occurs. You may skip questions that do not fit or discuss them with your coach.

1 pages in A4 · 1 in Letter

Guided workbook

The Executive Search Playbook

For experienced professionals preparing a focused job search. Produce a role brief, evidence bank, outreach plan and decision record. Allow 20–30 minutes per chapter across two or more weeks. Hiring outcomes vary; there are no response-rate or compensation guarantees. You can use every page independently of a program.

16 pages in A4 · 18 in Letter

Guided workbook

The Executive Playbook

For leaders who want to improve a specific aspect of their day-to-day practice. Work through five 20-minute sessions with time to try actions between them. Produce a role focus, delegation agreement, feedback draft and learning review. Respect confidentiality and your organisation’s policies; this is not a formal performance or employment process.

14 pages in A4 · 14 in Letter

Guided workbook

The Life Design Codex

Four 20-minute sessions: choose a change, try it, and decide what to keep. Skip freely.

11 pages in A4 · 12 in Letter

Worksheet

Values in Action

Name one or two values in your own words before rating life areas. Use 0 for little alignment and 10 for the alignment you want. Recall a meaningful moment; there are no right answers.

2 pages in A4 · 2 in Letter

Worksheet

Choosing My Priorities

10–15 minutes. Choose a priority for this week and make room for it. Use short phrases.

2 pages in A4 · 2 in Letter

Worksheet

Life Balance and Next Steps

10–15 minutes. Rate satisfaction today: 0 = very little, 10 = as much as you want. Equal scores are not the goal; skip areas that do not fit.

2 pages in A4 · 2 in Letter

Worksheet

One Meaningful Goal

Choose a goal that matters to you. Explore observable progress, feasibility and a small first step; you can revise the goal.

1 pages in A4 · 1 in Letter

Worksheet

Transition SWOT

Name a transition and time horizon. Consider your resources and circumstances; distinguish facts from assumptions or predictions.

2 pages in A4 · 2 in Letter

Worksheet

My Support and Options

You do not need to decide everything today. Map safe, available support using names, roles or a simple list. Services and routines can help too; you do not have to contact anyone.

3 pages in A4 · 3 in Letter

Worksheet

Evidence of My Strengths

Recall one or two ordinary situations you handled, even imperfectly. Small examples count. Notice help and circumstances as well as your actions.

1 pages in A4 · 2 in Letter

Worksheet

My Next Confidence Step

Choose a situation you are willing to approach and a small experiment. Rate confidence from 0 (none today) to 100 (complete confidence today). Learning matters more than performance.

2 pages in A4 · 2 in Letter

Worksheet

Commitments and Capacity

Consider actual energy and time this week, including fixed duties, rest and personal needs. Begin with a small list and one feasible adjustment.

2 pages in A4 · 2 in Letter

Worksheet

Preparing a Boundary Conversation

Choose a conversation you feel safe preparing. Your limit describes what you can do; a request invites another person to respond. You can decide whether and when to proceed.

2 pages in A4 · 2 in Letter

Worksheet

Weekly Reflection

Name the week and revisit your previous chosen action, if any. Look back with curiosity: this is a chance to learn, not grade yourself.

1 pages in A4 · 1 in Letter

Worksheet

From Intention to Action

Name one intention you choose to act on. Make the next step small enough to begin, with a smaller version for days with less capacity.

1 pages in A4 · 1 in Letter

Yours to put to work

Free to use with your clients.

Use the CoachSheets-authored resources in your coaching sessions, including paid sessions. Adapt the prompts for your clients, keep the source credits, and label your changes. The ZIP includes full usage and font notices.

These are reflection and planning tools, not diagnostic assessments. Choose what suits your scope of practice. Session Notes is a private coach record.

A few practical details

PDF fields have limited space. Continue longer answers on an extra page labelled with the exercise and field number. Keep a blank original and check that your reader saves your changes.

The workbooks work on their own. You don’t need a paid program or a companion worksheet.

Download the collection

Edition 2026-09-guided-activities-v3

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