1:1 coaching package template
A 1:1 coaching package template is the structure around a set number of private sessions: how the client books, what they fill in before and after each call, and how you both see progress at the end. This one is 12 weekly 60-minute sessions, each with the same cycle: the client prepares, attends, reflects, then acts on the action items you write. An intake opens the package and a 90-day reflection that mirrors it closes it.
- 0:00Open from the prep form5 min
- 0:05Action items and wins10 min
- 0:15The focus30 min
- 0:45Commitments10 min
- 0:55Close5 min
The 12-session coaching package: three stages
There's no teaching curriculum: the coaching conversation is the content. Every session module has the same four parts: a Session Prep form the client fills in before the call, the booking card for the session, a Session Reflection after it, and an Action Items list you fill in once the call is over. What changes is where you are in the engagement.
- 1
Start
Get to know each other and set the goals.
- Session 1
Intake review
- Intake: Your Story & Goals, filled in before the call
- Session 1 Prep, booking, Reflection
- Session 1 Action Items
Go through the intake together. The satisfaction rating is the baseline you'll compare with in session 12.
- Session 2
Set the goals
- Session 2 Prep, booking, Reflection
- Agree the goals for the engagement
- Session 2 Action Items
- Session 1
- 2
Core work
Each session builds on the last.
- Sessions 3–10
Sessions 3 to 10
- Session Prep before every call
- The session, booked from your availability
- Session Reflection with a 1-10 progress rating
- Action Items you write after the call
- Frameworks and exercises added to the Resource Library as you share them
Read each prep form before the call. The progress ratings from the reflections show the trend across the sessions.
- Sessions 3–10
- 3
Looking back
Reflect on progress and prepare the client to continue on their own.
- Session 11
Begin the transition
- Session 11 Prep, booking, Reflection
- Session 11 Action Items
- 90-Day Reflection, filled in before the last session
- Session 12
Final session
- Session 12 Prep, booking, Reflection
- Intake and 90-Day Reflection side by side
Don't let the last session be a casual goodbye. Walk your client through their own numbers: most people underestimate how far they've come.
- Session 11
1:1 coaching session structure: one 60-minute session
The program type books a 60-minute session and leaves the coaching to you. This agenda is one way to run it around the prep form and the action items. Copy it into your session notes.
| Time | Block | What the facilitator does |
|---|---|---|
| 0:00–0:05 | Open from the prep form5 min | You've read the Session Prep before the call. Start from what the client wrote they want to focus on, and check it's still the priority. |
| 0:05–0:15 | Action items and wins10 min | Go through last session's action items: what got done, what didn't and what got in the way. Celebrate the wins from the prep form. |
| 0:15–0:45 | The focus30 min | Work on the topic the client brought. Ask more than you tell, and keep coming back to the goals from the intake. |
| 0:45–0:55 | Commitments10 min | Agree two or three specific actions for the week, each with what done looks like. You add them to the session's Action Items after the call. |
| 0:55–1:00 | Close5 min | The client names their biggest takeaway. Remind them to fill in the Session Reflection and book the next session. |
Three checkpoints: intake, every session, 90 days
The intake satisfaction rating and the 90-Day Reflection rating are the before-and-after. The session reflections in between give a progress rating for every session. All of them are private to the client and you.
Intake: Your Story & Goals
- 1Tell me about yourself and what brought you to coaching.
- 2What are your top 3 goals for our work together?
- 3How would you rate your current satisfaction in your coaching focus area? (1 to 10)
- 4What does success look like for you after our sessions together?
- 5What have you already tried? What worked? What didn't?
- 6How do you prefer to be challenged? Gently, directly, or push me hard
- 7Is there anything I should know before we begin?
Session Reflection
- 1What was your biggest takeaway from this session?
- 2What are you committed to doing before our next session?
- 3How would you rate your progress toward your goals? (1 to 10)
90-Day Reflection
- 1What progress have you made toward your initial goals?
- 2What's shifted in your thinking or approach?
- 3What's been most valuable about our work together?
- 4What do you want to focus on going forward?
- 5How satisfied are you now compared to when we started? (1 to 10)
Four questions before every session
The client fills these in before each call, and you read them before it starts. Five minutes of reading replaces ten minutes of catching up.
Action items that work
- Work on your leadership presence
- Think about your career options
- Have one difficult conversation with a direct report this week and journal about it
- List three roles you'd apply for, and send one message about one of them by Friday
- 1What do you want to focus on in this session?
- 2What progress have you made since our last session?
- 3Any wins or breakthroughs to share?
- 4Is there anything urgent I should know before our call?
Four rules for the coach
In a coaching package, the rhythm carries the client between sessions.
Read every prep form
It's the most useful habit in structured 1:1 coaching. The client has written what they want to focus on, what progress they've made and what's urgent: use it.
Keep action items small
Make each one concrete enough that done or not done is obvious. The list is a commitment device, not a to-do list.
Trust the rhythm
Prepare, attend, reflect, act, every session. Don't reinvent the structure each week: let the process disappear so the coaching is the focus.
Keep each client private
One program per client, the member directory hidden and no feed. Don't add shared channels: privacy is what makes honest reflection feel safe.
What supports your client between calls
Three things carry the work between sessions, plus the booking that brings the client back.
Messages
A private channel between you and your client, with a first message that sets how and when you reply.
Action Items
A task list in every session module. You fill it after the call, so the commitments stay visible to the client.
Resource Library
The frameworks, exercises and materials you share after sessions, collected into the client's own toolkit.
Coaching Session booking
The client books each 60-minute session from your availability, one a week, from a card in the session module.
1:1 coaching package template · upcoach.com/templates/one-on-one-coaching-package-template