Free Business Coaching Plan Template
A business coaching plan covers onboarding, baseline review, weekly coaching actions, what happens when the client stalls, and a quarterly reset with a scorecard.
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The plan sounds clear in a coaching call, but the week gets loud and the hard actions slip. A Business Coaching Plan gives the work a place to live, so accountability shows up as owners and follow‑ups instead of another “good chat”. The board uses safety ochre and engineered violet accents under Syne headings, so the steps read like a set of boundaries, not motivation posters.
The columns move from Onboarding into Baseline review and plan, where the financial baseline and cashflow get reviewed and the offers, capacity, and pricing get mapped into a 90‑day plan and scorecard. Weekly coaching and actions holds the running rhythm: actions get recorded with owners and dates, actuals get added to the live scorecard, and overdue items get chased and recommitted. When documents or approvals don’t arrive, Waiting on client keeps the blockers visible, including pulling an ops manager or bookkeeper into a session, before Quarterly reset and scorecard brings the reset and the next period actions.
- Onboarding Starts with discovery and priorities, then gathers baseline documents and numbers before the work moves on.
- Baseline review and plan Holds the baseline and cashflow review, then captures the 90‑day plan and scorecard inputs.
- Weekly coaching and actions Tracks weekly session actions with owners and dates, and keeps the scorecard updated with actuals and follow‑ups.
- Waiting on client Collects missing documents and approvals, notes blockers, and pauses flagged initiatives until the input arrives.
- Quarterly reset and scorecard Runs the quarterly reset and scorecard review, then records the next period actions so the cycle can start again.
Once the board is in your workspace, add your dates and assign the cards to the people doing the work using tasks. The project stays ordered by how the coaching runs, so weekly actions, stalled items, and quarterly resets don’t end up spread across notes, inbox threads, and “we’ll get to it next time”.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 16 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Onboarding | Discovery, document collection, and the steps that kick off an engagement, kept together so nothing starts without the baseline.
|
Baseline review and plan | A place to review baseline numbers and cashflow, map offers and pricing, and capture the 90‑day plan and scorecard.
|
Weekly coaching and actions | Weekly session actions with owners and dates, scorecard actuals, and the follow‑up loop for overdue commitments.
|
Waiting on client | Requests for missing inputs, blockers, and paused initiatives, including pulling in an ops manager or bookkeeper when needed.
|
Quarterly reset and scorecard | Quarterly review and reset work, leadership and accountability workshop items, and the next set of actions for the new period.
|
What happens when you install it
- A project is created with its board, 5 columns and 16 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Business coaches, founder coaching providers, and leadership development advisors who need a repeatable board for onboarding, weekly actions, and scorecard resets.
Questions about this project template
Are you going to look at my actual numbers, or is this just mindset stuff?
The board includes a baseline review step that calls out reviewing financial baseline and cashflow, then turning that into a 90-day plan and scorecard. Weekly coaching also includes updating a live scorecard with actuals.
What do you need from me each week so this doesn’t drift?
Weekly coaching cards include recording actions with owners and dates, updating the scorecard with actuals, and following up on overdue actions. The project also uses a “Waiting on client” column for missing documents or approvals so gaps don’t disappear into chat.
How do you handle it when I’m behind and avoiding things?
The weekly coaching step includes follow-ups on overdue actions and resetting commitments, so the board keeps the hard items in view until they’re handled. Blockers that depend on client input move into “Waiting on client” instead of getting quietly dropped.
Can we bring my ops manager or bookkeeper into some sessions?
The “Waiting on client” column includes inviting an ops manager or bookkeeper into a session when the work needs their input. That keeps the handoff and the decision visible as part of the plan.
How many cards are in the coaching board?
The board contains 16 cards spread across the five columns. The cards cover onboarding, baseline review, weekly actions, waiting states, and the quarterly reset cycle.
Do I need to add dates, or does the board schedule the work for me?
The board carries the order of the work rather than a calendar, so your own dates get added to match the coaching cadence. Assign the cards to the people responsible so owners are clear week to week.
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