Free Hybrid Coaching Session Template

Hybrid Coaching Session


Prepared by: [Your Name]

Date: [Date]


I. Introduction

The session will begin by reviewing the client’s progress since the last meeting, setting the stage for the objectives of this session, and outlining the plan for both in-person and virtual interactions. The client’s current goals and challenges will be discussed to ensure alignment.

II. Goal Setting

In this part of the session, we will define clear, actionable goals. This will involve identifying specific outcomes the client wants to achieve during this session, as well as long-term objectives.

A. Short-Term Goals

  • Clarify immediate tasks and milestones to accomplish by the end of the session.

  • Prioritize key areas for focus, based on the client’s current needs.

B. Long-Term Goals

  • Discuss overarching ambitions or objectives for personal or professional growth.

  • Set a timeline for future sessions and checkpoints.

III. Coaching Discussion

The main part of the session will involve an interactive coaching conversation, where the coach will guide the client through a deep-dive discussion on specific challenges or opportunities. Part of this session may involve activities or exercises conducted in person, while others can be completed virtually.

A. In-Person Interaction

  • Review recent successes or areas for improvement.

  • Participate in activities such as role-playing or problem-solving exercises, depending on the goals set.

B. Virtual Interaction

  • Use digital tools to track progress or review relevant materials.

  • Engage in online exercises, such as assessments or guided reflection exercises.

IV. Action Plan

After discussing the client’s challenges and exploring potential solutions, an action plan will be developed. This plan will include clear steps and deadlines for both in-person and online tasks.

A. Immediate Actions

  • Set immediate steps to address the most pressing issues discussed.

  • Outline resources or materials to review online after the session.

B. Long-Term Actions

  • Define strategies to continue developing skills or strategies in between sessions.

  • Establish check-in dates for follow-up, either virtually or in person.

V. Follow-Up

The session will end with a summary of the progress made, an outline of follow-up actions, and the scheduling of the next meeting. This ensures continued engagement and accountability.

VI. Next Session

  • Schedule the next hybrid session, considering the client’s availability and preferences for in-person or online interaction.

  • Establish topics for discussion in future sessions based on progress and evolving goals.



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