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Templates / Proposal

Free Leadership Coaching Proposal Template

A leadership coaching proposal covers the outcomes being coached for, how sessions run, what’s included, the fees, and the terms for changes and payment.

Leadership Coaching Proposal template preview

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en

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Last updated:

October 2026

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Leadership pressure usually shows up mid-week, in a meeting that drifts or a conversation that gets avoided, and the buyer wants next steps that hold up when the heat’s on. The worry is paying for coaching and still getting vague talk instead of changed behaviour, so a Leadership Coaching Proposal puts the work into plain promises and puts a decision in front of the person funding it. The pages sit in a blue‑green palette with Zilla Slab headings over Inter body text, so the commitments read like firm steps, not motivation copy.

The proposal starts with Overview, which names what “better leadership” has to look like at work, then Who you are working with introduces the coach and how the coaching stays practical. Recent projects and Portfolio show example engagements, then How this works week to week explains the rhythm, from intake and goals through stakeholder themes and fieldwork. The client reaches Fees with context already in place, then Payment and Changes to the work answer the parts that usually trip decisions up: what happens between sessions, how confidentiality works if HR is paying, and what changes or missed sessions mean.

  • Overview Defines the outcomes the coaching is aiming for and how the work gets turned into actions that show up in meetings and hard conversations.
  • Who you are working with Introduces the coach, the coaching style, and how boundaries work when HR is funding the engagement.
  • How this works week to week Explains the session rhythm, intake and goals, stakeholder themes, and the fieldwork that gets tested between sessions.
  • Fees Holds the single priced option so you can replace the template price with your own monthly fee.
  • Next steps Carries the acceptance flow, the signature, and a fee summary so the client can confirm and you can book the intake call and sessions.

In Plutio, you send the proposal, replace the price for the single option listed, and the client accepts and signs online. The signed copy records the selection and the fee summary from Next steps, leaving both sides with the same starting point for the coaching.

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.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a leadership coaching proposal

PartWhat it covers

Overview

Explains what the coaching is meant to change at work and how sessions turn into specific actions and fieldwork.

Who you are working with

Introduces the coach and sets expectations on practicality, progress, and boundaries when HR is paying.

Recent projects

Frames the kind of leadership coaching engagements included as examples, before the detailed portfolio entries.

Portfolio

Gives concrete engagement examples, so the client can see the kinds of leadership situations the coaching covers.

How this works week to week

Describes the meeting rhythm and the steps from intake and goals through stakeholder themes and session plans.

Fees

Includes a priced items block for the single option, which you swap to your monthly price before sending.

Next steps

Includes an online signature and a fee summary, then spells out what gets booked and when invoicing starts.

Payment

States when invoices go out, when they’re due, what the client needs to do between sessions, and how confidentiality works with HR.

Changes to the work

Covers scope changes, rescheduling, pausing or ending at month boundaries, and ownership of any written materials created.

Who it is for

Leadership coaches sending proposals to founders, senior leaders, and HR sponsors who want coaching tied to on-the-job behaviour, not general leadership development talk.

The proposal in full

Overview

You lead with steadier authority under pressure, and your managers get clearer direction, cleaner accountability, and fewer avoidant conversations that keep work stuck.

I’ll help you lead in a way that shows up in your next one-to-ones, meetings, and hard conversations. You’ll leave with clear leadership moves, fewer slow-running meetings, and managers who stop second-guessing. If you’d like to go ahead, the next step is a short intake call.

I start by getting specific about what “better leadership” has to look like in your week, then I test it against what key stakeholders are experiencing. From there we turn the themes into a simple plan, and each session ends with fieldwork to run in your real meetings and conversations, not homework that stays on paper.

Who you are working with

I’m Hannah McKinnon, a leadership coach. I do this work for people who have to lead through change, hold standards, and keep relationships intact while the work still ships. Most of my clients come in right after a restructure, a promotion, or a shift in expectations from the board or owner.

I keep coaching practical on purpose. I’ll ask you for real examples from your week, I’ll help you choose one or two moves to practise, and I’ll bring you back to what happened when you tried them. If HR is funding the work, I keep the boundaries clean so you can speak freely and still show progress.

Recent projects

Here are a few leadership coaching engagements that show the kind of shifts I help leaders make in real workplaces.

Portfolio

New GM transition coaching. A newly appointed GM needed to reset expectations with inherited managers after a restructure. We tightened meeting decisions, clarified non-negotiables, and rebuilt one-to-one rhythms so issues surfaced early instead of landing as blow-ups.

Difficult conversations coaching. A head of department was avoiding performance conversations because they kept escalating. We scripted openings, practised staying on the issue, and built a follow-up pattern so agreements turned into changed behaviour within weeks.

Senior team facilitation. A senior team had long meetings that ended with vague actions and private disagreement. I facilitated workshops to name the decisions that were stuck, assign owners, and agree on how to challenge in the room instead of after.

“Meetings got shorter, and I stopped avoiding the conversations I needed to lead.”

General manager, a multi-site operation

How this works week to week

You and I meet on a steady rhythm, usually every one to two weeks. Each session starts with what happened since last time, then we work one live leadership challenge through to a plan you can use immediately.

1. Intake and goals First session We’ll set the outcomes you need to see at work, in plain terms you can measure, like faster decisions in meetings or cleaner follow-through from managers. I’ll ask for a few current situations so we can choose where to start and what “better by Tuesday” looks like. 2. Stakeholder themes Early weeks If it fits the brief, I’ll speak with a small set of stakeholders you choose and pull the themes together. You’ll see where your intent and their experience are lining up, and where mixed messages or missing decisions are creating drift. 3. Coaching with fieldwork Each session We’ll work on one or two leadership moves that match what you are walking into next, like a one-to-one you’ve been putting off or a meeting that keeps running long. You’ll leave with a short fieldwork task to run, and we’ll review what happened in the next session. 4. Progress and next 90 Every 4-6 weeks We’ll look at what is changing in your meetings, your one-to-ones, and the way decisions land. Then we’ll reset the plan for the next stretch, including what to keep practising, what to raise with your boss, and what you can stop doing because it is not working.

Fees

Most leaders start with the middle option so there’s enough runway for goals, stakeholder themes, fieldwork, and a first progress review. Prices are per month.

Priced items

Next steps

If you’re ready to lock in leadership coaching, here’s how we’ll start and when you’ll be booked.

1. Sign this proposal to confirm the coaching you want to start. 2. I’ll send the first invoice at the start of the first period, payable within 7 days. 3. We’ll book your intake call and your first two sessions.

Signature

Fee summary

Payment

I invoice at the start of each month of leadership coaching. Each invoice is payable within 7 days of its date. There’s nothing to pay up front beyond the first month when we begin.

What you’ll need to do. Between sessions, you’ll complete the fieldwork we agree in the session, bring real examples from your week, and block time for one practice conversation or meeting reset.

Stakeholder input. If we’re doing stakeholder themes, you’ll confirm who I can speak to and make the introductions. I’ll share a themes summary with you, not a transcript or named comments.

Confidentiality and HR. If HR is paying, the content of sessions stays confidential. If you want updates shared, we’ll agree in writing what gets shared, with who, and how often, before I send anything.

Changes to the work

If the scope changes, I’ll confirm the change in writing before I do the extra work. The price only changes once you’ve approved it, so there are no surprises in the invoice.

Session changes. If you need to move a session, tell me as soon as you can and I’ll offer the next available times. Missed sessions can’t be credited if I don’t have a chance to rebook the slot.

Pausing and ending. You can pause or finish leadership coaching at the end of a paid month. If you want to stop mid-month, the month already invoiced is still payable and sessions can be used within 60 days.

Notes and ownership. Any worksheets, plans, and written summaries I create for you are yours to use inside your role. I don’t share your material with anyone else unless you ask me to in writing.

Questions about this proposal template

What should a leadership coaching proposal include?

A leadership coaching proposal typically covers the outcomes you’re aiming for, how sessions run week to week, the fees, and the terms around payment and changes. This template also includes example engagements, next steps, and an acceptance signature.

How do you keep leadership coaching from turning into vague talk?

A coaching engagement stays concrete when the proposal defines work outcomes in observable terms and makes the session rhythm and between-session fieldwork explicit. This proposal includes a week-to-week flow that ties sessions to real situations and agreed actions.

How many coaching sessions does leadership coaching usually take to show results?

The number of sessions varies with the goals, the leader’s role, and what needs to change in the team. This proposal describes an intake-and-goals start and an ongoing rhythm, so the buyer can agree to a structure instead of a fuzzy timeline.

Can a leadership coach include stakeholder input in the coaching?

Stakeholder input can be included when the engagement allows for it and the leader chooses who the coach can speak with. This proposal describes stakeholder themes as an early step and clarifies that the output is a themes summary rather than named comments.

What does a coach need from a client between coaching sessions?

Most engagements need the client to bring real examples from the week and run agreed fieldwork between sessions. This proposal spells out between-session expectations like practice conversations or meeting resets.

How does confidentiality work when HR pays for leadership coaching?

Coaching confidentiality usually means the content of sessions stays private, even when HR funds the work, unless everyone agrees to specific updates. This proposal states that boundaries stay clean and updates only get shared when agreed in writing.

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