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Log a Coaching Session
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Log a Coaching Session
Coaching Project ID
This is the ID that was sent in the original coaching project assignment email (format looks like CP-YYYY-0000)
The name of the client's business (if applicable)
The date of the coaching session. If logging multiple sessions, enter the most recent TA session date within the current billing cycle/report month.
Date Format: MM slash DD slash YYYY
Duration (in hours)
How long was the session (in hours, round to nearest quarter hour).
Where was the session held?
If this was an out of town coaching session, please enter any mileage you are requesting reimbursement for here.
Is the client a Regular Pay client or is the coaching provided by a particular grant?
Regular (Client Paying)
ARC-Filling the Gaps
ASAP Farmer Coaching
Craft Your Commerce
SBA PRIME-Res Spec
Description of Session
Very short description (255 char. max) of what was discussed, reference how the coaching objective were addressed and any other issues (will be used in reports to clients, grantors, etc.)
Was this this first session for this coaching project/assignment?
How would you rate the client's progress from the prior session(s)?
Unforeseen issues prevented progress
Any details on the client's progress to log?
Any new action items?
Things the client will work on before the next or a future session
New Action Items Detail
Describe any of the new action items to be addressed before the next or a future session.
Additional Comments for MBW (internal)
This is a space for any additional comments or notes for MBW staff and/or future coaches working with this client. This will not be shared with the client.
Flag any new outcomes
We want to capture any current or emerging outcomes from your coaching work! Please flag any of the outcomes mentioned or learned from this session. We'll use these to help guide our year end client surveys.
Jobs Created and/or Enhanced
New Knowledge Gained
Any details on the reported outcomes to capture?
For Follow Up...
Follow Up Items
Please note any of the following action items that you recommend we follow up with the client regarding. Please use the 'Additional Comments' field above to provide any additional detail on any of these items. Thanks!
Recommend Loan Consultation
Request Additional Hours
Recommend Another Coach
Client Did Not Show
Recommend Financial Tools/Quickbooks
Coaching Project SFID
This field is for validation purposes and should be left unchanged.