Does this measure coaching ROI?

No. It evidences change with observed examples and, optionally, a consistent rating. It deliberately avoids manufactured ROI figures.

How often should I run a review?

At meaningful milestones and at the close of an engagement. More often risks turning coaching into constant assessment.

Is anything stored here?

No. It is a template to copy, print or adapt; nothing you enter is saved.

Coaching progress review template

A structured template for reviewing a client’s progress across an engagement: the baseline you started from, the evidence of change, what actually shifted, the remaining gap, lessons learned, and the next focus. It uses observed evidence rather than invented scores or ROI formulas.

The progress review template

Copy it into your notes, or print it as a worksheet. Nothing here is stored.

COACHING PROGRESS REVIEW
Client: ______    Period reviewed: ______    Goal(s): ______

1. Baseline (where we started)
   Situation / behaviour / rating at the start: ______

2. Evidence of change (observed, specific)
   What the client did or said differently: ______

3. What actually shifted
   ______

4. Remaining gap (to the goal)
   ______

5. Lessons learned
   What worked / what did not: ______

6. Next focus
   The one thing to work on next: ______

When to use it

Use it at a milestone, mid-engagement, or at the close of a coaching arc. It is a reflection and evidencing tool, not a performance appraisal.

How to use it

Start from a real baseline you can name, then gather specific, observed evidence of change rather than general impressions. Keep "what shifted" honest, including where little moved. The remaining gap and next focus turn the review into direction, not just a report.

Example

Baseline: avoided difficult feedback conversations entirely. Evidence: gave two pieces of direct feedback this month and described both. What shifted: less avoidance, still some over-softening. Remaining gap: being clear about consequences. Lesson: rehearsal helped more than theory. Next focus: stating the "so what" plainly.

Mistakes to avoid

Inventing a precision the evidence does not support (a "37% improvement" from a feeling). Reviewing only wins and skipping what did not move. Confusing activity (sessions attended) with change (behaviour that differs). Turning the client’s reflection into your assessment of them.

A note on measurement

Where you use ratings, use the same simple scale at baseline and review and record who rated it. Do not convert coaching into a single ROI number unless you have a defensible, agreed method; observed evidence is usually more credible than a manufactured figure.

Adapt it

For goal-heavy engagements, run one review per goal. For sponsor-funded coaching, add an aggregate, individual-protecting summary rather than exposing personal detail.

How this works inside Exantur

In Exantur, goals carry coach and coachee ratings over time and reporting rolls the picture up without breaking client confidentiality, so a review is assembled from what is already recorded. Optional; the template works with any notes.

Frequently asked questions

Does this measure coaching ROI?: No. It evidences change with observed examples and, optionally, a consistent rating. It deliberately avoids manufactured ROI figures.
How often should I run a review?: At meaningful milestones and at the close of an engagement. More often risks turning coaching into constant assessment.
Is anything stored here?: No. It is a template to copy, print or adapt; nothing you enter is saved.

Reviews built from what you already recorded

Exantur tracks goals with coach and coachee ratings over time.

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