Checklist

Coaching Conversation Checklist & Conversation Record

A practical, interactive checklist and fillable template to plan, run, and record coaching conversations that build autonomy. Includes pre-meeting preparation prompts, opening questions, active listening cues, discovery question examples, commitment capture fields, and a short reflection and rating to support follow-up.

Interactive Tool

Coaching Conversation Checklist & Conversation Record

Welcome

Use this checklist to prepare for, run, and record coaching conversations that help people learn, take ownership, and make progress. Complete the pre-meeting prompts, pick opening and discovery questions that suit the situation, capture commitments in clear owner-and-date terms, and record brief coach and participant reflections for follow-up.

The sample powerful questions below can be used as-is or adapted. This form saves the conversation so you can track progress over time.

Sample powerful questions (pick a few)

  • What outcome would make this conversation worthwhile for you?
  • What are you most proud of since we last spoke?
  • What is getting in the way of the result you want?
  • If you could remove one constraint, what would you try?
  • What options have you already considered?
  • Which of those options feels most like yours — and why?
  • What would be a small next step you could try this week?
  • How will you know if the step is working?
  • What support or resources would increase the chance of success?
  • What would success look like in two weeks? In two months?
Enter the date and approximate time (or scheduling link). Use your preferred date format.
Name of the person being coached.
Your name or the person running the coaching conversation.
What do you hope this conversation will accomplish? Phrase as a concrete outcome the participant cares about.
List 1–3 focused topics or situations to explore during the conversation.
Helpful pre-meeting steps increase the conversation's usefulness.
Choose an opening question to start the conversation warmly and with purpose.
Optional.
Use these consciously to strengthen the participant's ownership and clarity.
List the discovery questions you actually asked (copy from the sample list or adapt).
Short bullets: patterns, assumptions, constraints, strengths, or surprises you noticed.
Write specific, testable commitments (what will be done). Prefer short sentences starting with a verb. Example: 'Run two user interviews by Friday.'
Who will do it? Use names or role identifiers.
Enter a date or checkpoint (e.g., 'Next 1:1 on 2026-09-15' or 'In two weeks').
Does the participant need help, clearance, data, or time? Be specific so follow-up is actionable.
Who will do what next and how will progress be checked? Keep entries concise.
Ask the participant to rate their confidence in completing the commitment.
1.0 10.0
Invite the participant to name what they learned or decided in one or two sentences.
Coach notes about what went well and one improvement for future conversations.
Quick rating to help track whether coaching is achieving its purpose.
Optional context, links to documents, or follow-up items to attach.
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