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Coaching notes and client progress

What makes a coaching session note actually useful when you sit down to prepare next time?

Not all notes help. Here is what makes a session note genuinely useful the next time you prepare.

What makes a coaching session note actually useful when you sit down to prepare next time?
Photo: Unknown via Openverse

Long notes go unread

A note that captures everything is a note you will not reread. Volume is the enemy of usefulness.

The point of a note is not to record the whole session but to hand your future self the few things that matter.

Capture decisions and commitments

The most useful things to note are what the client decided and what they committed to do before next time.

Those two items tell you exactly where to pick up, which is the whole job of a prep note.

Note what to revisit

Add a line about anything to circle back to, a topic they deflected or a goal that needs a check-in.

That prompt keeps important threads from getting dropped across many sessions.

Keep it short and dated

A short, dated note that you write right after the session, while it is fresh, beats a long one you never revisit.

Useful notes are brief, specific, and consistent, which is what makes preparing next time quick.

Key takeaways
  • Long notes get ignored
  • Record decisions and commitments
  • Note what to revisit next time
  • Keep notes short, dated, and fresh
Julien Jimenez
Written by

Julien Jimenez

Julien Jimenez is an independent software builder based in Paris. He designs, ships, and operates focused SaaS products for small businesses and independent professionals. Read the full author page.

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