Onboarding and Admission
Tools for welcoming new clients, agreements and the first sessions.
Coaching Intake Questionnaire
Collect key information from the prospect before the first session so you can structure the coaching process.
Professional Coaching Agreement and Informed Consent
Formalize the commitments, expectations, and rules of the coaching process between coach and client.
Welcome Letter
Customizable template to welcome your new client and detail the coaching starter package.
Code of Ethics and Coaching Agreement
Mutual commitment document between coach and client: philosophy, conduct, confidentiality, warnings, and process agreement.
Welcome Letter
Formal welcome letter template for the coaching process.
30-Day New Employee Work Focus Check-In
Thirty days in: 22 statements one per screen, a heat map, a job-fit balance, a confidence thermometer, induction milestones and an internal follow-up.
60-Day New Employee Work Focus Check-In
Sixty days in: a sorter for 22 statements, a flower of the areas, a clarity and support quadrant, the change since day 30, milestones and an internal…
90-Day New Employee Work Focus Check-In
Closing the first 90 days: a 22-statement matrix with a profile line, rings for the areas, the 30-60-90 trajectory, milestones and an internal…
Assessment and Evaluation
In-depth client assessments: wheels of life, SWOT, Big Five, wellbeing tests and more.
Personal SWOT Analysis
Analyze strengths, weaknesses, opportunities, and threats in life or career, then build a concrete CAME strategy.
Integral Wellbeing Wheel
Assess 8 wellbeing dimensions to identify improvement areas and prioritize the coaching work.
Human Needs Audit (Maslow)
Analyze which level of basic needs is covered and where to focus the change process.
Neurological Levels Alignment
Use this tool when a client knows what to do but does not do it, revealing a clash at a higher logical level.
Wellbeing Audit: PERMA Model
Measure Seligman five wellbeing dimensions and identify the pillar that needs the most attention.
Skills Wheel Pro
Assess and visualize skill mastery, define target levels, and build a professional development plan.
Life Wheel Turbo
Assess 12 life dimensions, define goals and actions, and track progress through a monthly report.
Life Wheel Pro
Assess satisfaction across fundamental life areas and generate a visual map of balance, goals, and recommendations.
Virtues Wheel Pro
Explore and rate personal virtues to strengthen the client character strengths.
Emotional Intelligence Wheel
Assess, develop, and lead through 4 key emotional dimensions and 12 essential competencies.
Neurological Levels Wheel
Explore the 8 levels of change, from environment to transcendence, using Robert Dilts model.
Abundance Wheel
Assess the 4 verbs that turn your prosperity wheel and create an action plan rooted in abundance.
Competency Wheel
Assess 10 key professional competencies, identify development gaps, and create a prioritized action plan.
Inner Exploration Questionnaire
Explore the client beliefs, goals, challenges, and aspirations through 46 questions in 3 sections.
Life Assessment
Assess the most important areas of life and visualize the client current balance and priorities.
Life Wheel
Assess satisfaction across 8 main life areas with a complete guide for the coach.
Life Wheel
Assess satisfaction across 10 key life areas and identify where to focus for the greatest impact.
Big Five Personality Assessment
Discover your personality profile across the five major traits using the BFI-44 questionnaire.
Rosenberg Self-Esteem Scale
Measure global self-esteem with the validated Rosenberg scale and identify a starting point for growth.
SWOT Action Analysis
Compare self, manager, and peer perspectives across strengths, weaknesses, opportunities, and threats.
Life Wheel with Action Plan
Compare your current and target levels across 9 life areas and create a concrete action plan to close the gaps.
Initial Situation
Create a measurable baseline across 6 key life areas and identify the first coaching priority.
Grit Scale
Assess passion and perseverance toward long-term goals using Angela Duckworth validated Grit Scale.
Custom Coaching Wheel
Customize 8 areas, assess satisfaction, and visualize balance for life, leadership, wellbeing, or business.
DiSC Assessment
Discover your dominant behavioral style and how it affects communication, leadership, and professional relationships.
DiSC Assessment — Shuffled
The same 28 DiSC statements, in shuffled order and without saying what each one measures, so the answers are not conditioned.
DiSC Assessment — Forced Choice
The classic DiSC format: 28 groups of four words where you choose the one that describes you most and the one that describes you least. Forcing a…
VIA Strengths Assessment
Identify 24 character strengths and discover the signature strengths that energize the client and create authentic performance.
Saboteur Inventory
Detect the inner saboteurs that limit performance and wellbeing, then identify how to neutralize them through awareness.
Multiple Intelligences Assessment
Map the client profile across Howard Gardner eight intelligences and connect natural talents with learning and work.
Interactive Enneagram
Explore the 9 Enneagram personality types, identify the main type, and understand motivation, fear, and growth patterns.
Simplified MBTI Model
Discover the client personality type across the 16 MBTI types through preferences for energy, perception, decisions, and structure.
Johari Window
Visualize four self-awareness quadrants to expand perception, feedback, authenticity, and relationship quality.
Life Timeline
Map key life events, emotional impact, and narrative patterns to uncover resources, learnings, and turning points.
Strategic Risk Matrix
Cross the SWOT quadrants into six types of risk, score each intersection, and leave with written risk statements, a response plan and a register with…
Sessions and Follow-up
Guides, checklists and forms to structure and follow up every session.
Session Checklist
Prepare, lead, and review each coaching session with a structured 22-point professional checklist.
Powerful Questions Library
Explore 50 powerful coaching questions organized by GROW phases, with search and favorites.
Session Notes
Document goals, learnings, client language, action plans, and follow-up notes in a professional session record.
GROW Session Master Script
Guide a complete coaching conversation from connection and agreement through exploration, options, and commitment.
First Session Checklist
Guide the inaugural coaching session through welcome, administration, process alignment, and initial coaching.
Progress Measurement
Compare previous and current assessments, visualize change, and identify the next development priorities.
Feedback Form
Collect client ratings, learning, recommendations, referrals, and suggestions after a coaching session.
Introductory Session Checklist
Follow a structured first-session checklist with tasks, details, completion tracking, and notes.
Life Satisfaction Questionnaire
Assess current wellbeing and satisfaction to begin a coaching process with clarity and direction.
Coaching Closing Questions
Consolidate learning, celebrate achievements, and envision the path ahead with twelve closing questions.
Coachee Session Journal
Capture post-session insights, emotions, commitments, and next steps in a guided journal.
Coaching Process Dashboard
Track milestones, sessions, tools, commitments, and progress metrics across the coaching process.
Start and Closing Assessment
Compare the beginning and closing of coaching to visualize perceived transformation.
Commitment and Follow-up Map
Manage commitments between sessions with Kanban tracking, obstacles, and progress.
Change Readiness Test
Assess readiness for change, identify the current stage, and receive focused interventions.
Personal Resources Inventory
Map talents, experience, relationships, material resources, and achievements available for current goals.
Client Feedback Report
Questionnaire capturing the client view of the contracting, the relationship, their learning and the results of the process, with explicit consent so…
Process Satisfaction Assessment
Measure NPS and process quality through a structured closing survey for the coachee.
OSKAR Session Script
Five-step session script built on what already works, with two marks on one scale to show the gap and a commitment thermometer.
CLEAR Session Script
Hawkins’ five-step session script, with the contract you cannot skip, the lane the conversation is running in, and a review crossing two scales.
STEPPA Session Script
Session script that measures emotion instead of setting it aside: goal thermometer, intensity for each emotion, and a week-by-week pace check.
The Miracle Question
De Shazer’s question taken into detail: the slices of the day after, the exceptions already happening, and the scale with both anchors.
Beliefs and Mindset
Tools to detect and transform limiting beliefs and thinking patterns.
Limiting Beliefs Audit
Bring automatic thoughts to light and identify the central limiting belief beneath visceral responses.
The Self-Fulfilling Prophecy Cycle
Map how belief, energy, action, and outcome reinforce one another, then design an empowering cycle.
Socratic Belief Disputation
Challenge a limiting belief with evidence, counterexamples, consequences, and a new empowering truth.
Cognitive Distortions
Identify ten common cognitive distortions and use them as a starting point for change.
Think Differently
Transform negative thoughts into constructive perspectives with a four-step cognitive reframing process.
Changing How You Think
Use the CBT ABCDE model to restructure thought patterns and change emotional and behavioral outcomes.
ABCDE Curve
Assess and reorganize time management by classifying activities according to impact and consequences.
Changing Limiting Beliefs
Identify, challenge, and integrate new beliefs that support lasting change.
Immunity to Change Map
Kegan and Lahey’s four columns that only open in order, the fear box that reveals the hidden commitment, and the experiment that tests the big…
Values, Purpose, and Identity
Explore core values, life purpose, IKIGAI and identity.
Core Values Audit
Identify and prioritize the values that guide decisions, then assess alignment with current reality.
Superpowers Audit
Map five innate strengths, assess mastery, and apply them strategically to a meaningful goal.
Discovering Your IKIGAI
Explore the four IKIGAI circles and synthesize them into a powerful statement of purpose.
Essential Values Pro
Identify, prioritize, and commit to the essential values that support purposeful decisions and actions.
Life Map
Create an integrated map of mission, vision, life areas, actions, and annual progress.
Life Goals
Define a meaningful goal, design its action plan, and track weekly progress.
Bringing the Real Self Closer to the Ideal Self
Explore the gap between your current self and ideal self and map a path of transformation.
Self-Expression
Work with the shadow to overcome performance anxiety and recover personal authority.
Purpose and Joy
Explore the relationship between purpose, contribution, and genuine joy.
Career Anchors
Discover the competencies, motives, and values guiding your career decisions.
Unlimited Power · Essential Values
Identify and prioritize the values that shape decisions and personal power.
Pleasure or Pain
Explore the emotional drivers of motivation and create stronger associations with your goals.
Who Am I?
Explore identity across desire, emotions, self-image, and strengths.
Mission and Purpose
Turn talents and values into a clear life mission and purpose.
IKIGAI
Build a living IKIGAI map with four circles, intersections, and a purpose statement.
Golden Circles
Find your WHY by collecting the moments when you felt most alive, distilling them into a single sentence and then filling in the HOW and the WHAT,…
Wheel of Life · 7 Pillars
A 7-pillar Wheel of Life inspired by Zig Ziglar: score each aspect of your physical, spiritual, financial, personal, mental, family and career life,…
Performance Improvement Plan · Meeting 3 (Second Follow-Up)
The second follow-up of the improvement plan: a requirements mosaic, consistency of improvement, outstanding requirements, employer support, an…
Emotional Management
Emotional intelligence, regulation, NLP and mindfulness techniques for coaching.
Frustration Tolerance Protocol
Separate facts from drama, regulate frustration intensity, recover perspective, and choose concrete controllable actions.
Anger Management Protocol
Use an emergency time-out, cool down physiological activation, and return to the conversation with a clear commitment.
Emotional Audit — Plutchik's Vocabulary
Name primary and secondary emotions with precision, locate their intensity, and turn emotional data into insight.
S.T.O.P. Technique — Emergency Brake
Pause reactivity with a DBT emergency brake: stop, breathe, observe, and proceed with a wiser action.
Clinical A-B-C-D-E Model
Use Albert Ellis REBT to identify irrational beliefs, dispute them, and create a more rational emotional response.
5-4-3-2-1 Grounding Protocol
Regulate anxiety by anchoring attention through the five senses and resetting the body alarm response.
NAVY SEAL Protocol: Box Breathing
Guide four-part breathing cycles to regulate the nervous system and recover calm under pressure.
NLP Clinical Script — Your Safe Refuge
Guide a safe-place visualization to create calm, safety, and a reusable emotional anchor.
Neurological Anchoring Protocol (NLP)
Install a physical anchor that helps the client access courage, calm, confidence, or another resource state on demand.
Emotional Journal
Track emotions across ten days, identify triggers and body signals, and turn emotional patterns into coaching insight.
Emotional Anchors
Program a physical stimulus to access a high-resource emotional state through a structured NLP anchoring process.
Emotional Brain Styles
Assess six emotional brain dimensions inspired by Richard Davidson and map resilience, attention, and social awareness.
Parts Integration
Reconcile internal conflict through NLP metaphor work, integrating symbolic resources and divided parts.
Emotional Intelligence
Assess Daniel Goleman four emotional intelligence dimensions and identify priorities for personal and relational growth.
How to Change an Emotional State
Apply ten practical techniques to shift emotional state deliberately and compare before and after intensity.
Emotional State Control
Use eight coaching questions to challenge automatic evaluations and recover emotional response power.
Creating a Powerful Mental State
Activate seven emotional power sources, map inner resources, and design a personal ritual for state access.
Mental Rehearsal
Program the mind for success through detailed visualization, rehearsal steps, and a bank of mental practice scenes.
Grief Wheel of Life
Eight areas of grief rated from 1 to 10 by tapping the wheel, words for what weighs in each one, the order of what to care for first, a gentle plan…
Wellbeing and Resilience
Tools to manage stress and burnout and to build gratitude and resilience.
Kindness Bingo
Complete a vertical, horizontal, or diagonal line by practicing intentional acts of kindness one step at a time.
Get Your Daily D.O.S.E.
Activate dopamine, oxytocin, serotonin, and endorphins through daily habits that support natural wellbeing.
Five-Step Gratitude
Use a simple five-finger gratitude practice to cultivate happiness and wellbeing anywhere, anytime.
Stress Analysis 3.0
Identify stress sources, measure intensity, and design personalized strategies for management and prevention.
Burnout Tool
Detect professional exhaustion signals and design a recovery plan to prevent or reduce burnout risk.
Life Roles Inventory
Analyze life roles by importance, satisfaction, and time investment using radar, bubble chart, and rebalancing plan.
Body and Emotional Scanner
Run a weekly check-in of physical sensations linked to emotions across seven body zones and generate a wellbeing report.
Five Elements Model (TCM)
Assess the five traditional Chinese medicine elements to identify dominant energy, weak element, and holistic coaching guidance.
Meaningful Relationship Map
Map supportive, neutral, and draining relationships to understand network balance and define relationship actions.
Integral Self-Care Plan
Assess seven self-care dimensions, design practical rituals, and build a weekly commitment plan for wellbeing.
Sports Performance Wheel
Evaluate athletic performance dimensions, visualize strengths and gaps, and define improvement priorities.
Athlete Mental Profile
Assess key mental performance dimensions for athletes and generate an archetype, strengths, and development strategies.
Season Goals Map
Plan season goals, performance peaks, tapering periods, milestones, and competition priorities.
Competition Journal
Record pre- and post-competition states, performance notes, insights, and adjustments for the next event.
Sports Motivation Test
Identify intrinsic motivation, extrinsic motivation, and amotivation using a self-determination based scale.
Optimal Performance Zone
Identify the emotional, energetic, and cognitive states that unlock peak performance and design a repeatable ritual.
Training Load Control
Track weekly training load, recovery, monotony, and strain to prevent overload and optimize performance.
Guided Visualization Plan
Create a personalized mental visualization script for pre-competition preparation and confidence.
Mental Strengths Inventory
Assess six mental strengths for athletes, identify top resources, and create a development roadmap.
Defeat Analysis Pro
Transform a defeat into learning by reviewing emotions, controllable factors, lessons, and a next-action plan.
Goals and Planning
GROW model, SMART, Eisenhower, Pareto and structured action plans.
S.M.A.R.T. Goal Engineering
Turn vague goals into executable, sharply clear coordinates with specific, measurable, achievable, relevant, and time-bound criteria.
Executive G.R.O.W. Model
Use Sir John Whitmore structured coaching framework to transform goals into concrete action commitments.
Eisenhower Priority Radar
Classify tasks by urgency and importance so time goes to what truly creates results.
Decisional Balance
Weigh the best and worst of acting or not acting before deciding, then design ways to reduce the risks of the chosen option.
Pareto Law 80/20
Identify the vital 20% of activities that generate most results and redirect energy toward maximum leverage.
The Quarterly Operating Cycle
Plan a 90-day sprint with clear goals, weekly milestones, and progress reviews to accelerate results.
Understanding Our Goals
Choose three main goals and explore the deeper why behind each one to strengthen clarity, focus, and motivation.
Brainstorming in Action
Generate action ideas by deciding what to stop, reduce, keep doing, increase, or start, then choose what you will do.
PDCA Inspection Cycle
Use the Plan, Do, Check, Act cycle as a practical continuous improvement method for operational execution.
Getting Things Done
Use David Allen GTD method to clear open loops and make work flow with intention and clarity.
Personal OKRs
Define personal Objectives and Key Results, measure progress, and keep focus on what truly matters this quarter.
Values vs Goals Compass
Align goals with core values and visualize the coherence between what you value and what you want to achieve.
Digital Vision Board
Create a digital vision board across eight life areas, define clear intentions, and compare current and desired satisfaction.
Personal Purpose Statement
Build a personal purpose statement in five steps: values, strengths, audience, impact, and method, with three ready-to-use versions.
90-Day Map
Plan your quarter with one main objective, three monthly milestones, and week-by-week tracking of tasks, energy, and progress.
Life Backlog
Organize pending life goals in a backlog prioritized by impact and urgency to decide what to execute first and what can wait.
10x Goals
Transform conventional goals into objectives ten times more ambitious, compare the ambition gap, and design bold actions.
Goal Tree
Visualize a main objective broken into sub-objectives and concrete actions using a hierarchical tree with progress tracking.
Business Model Canvas
Alexander Osterwalder’s Business Model Canvas: the nine blocks of the business in their classic layout with notes, how proven each block is on a…
DMAIC Improvement Project
An improvement project with the Six Sigma DMAIC method, phase by phase: define the problem, measure the indicator from baseline to target, analyse…
Productivity and Habits
Habit trackers, time management and systems to perform at your best.
Daily Control Panel
Track and visualize up to five key habits day by day, using streaks to turn consistency into visible motivation.
Daily Schedule
Organize each hour of the day intentionally to maximize focus, energy, and personal productivity.
Weekly Timesheet
Track and analyze how you invest time each week to detect patterns and optimize your schedule.
Habit Control
Use a daily habit tracker to visualize progress, strengthen consistency, and build positive routines.
Time as an Ally
Identify time thieves, prioritize with the Eisenhower Matrix, and organize daily work without sacrificing wellbeing.
Tolerations
Detect what you are tolerating but not addressing, so hidden drains can become clear action commitments.
BRAIN Multiple Intelligences
Discover and strengthen nine intelligences through a complete self-assessment based on Howard Gardner model.
Time Thieves
Identify, measure, and reduce habits that consume time without creating value through a weekly rescue plan.
Learning from the Best
Model people who already achieved what you want by identifying their behaviors, motivations, and success strategies.
Past Goals as a Resource
Recover motivation by using past achievements as a source of resources for the current objective.
Finding Resources · Recalling Successes
Create an empowered state by remembering past changes and accessing internal resources already available.
Daily Planning
Prioritize the most important tasks of the day before starting, with focus, energy, and progress tracking.
Time Management
Reflect on time habits, identify the problematic triad, and build an action plan for a truly productive day.
Time as an Ally
Use time with intention by eliminating time thieves and prioritizing what truly matters.
Intensive Weekly Planner
Organize three key projects, delegate, protect wellbeing, and apply rituals that strengthen concentration.
Weekly Planner
Organize the week intentionally by defining key projects, distributing daily activities, and caring for integral wellbeing.
Priority Jar
Align how you spend your time with what truly matters: identify your big rocks, order your priorities, and decide what to change.
Performance Improvement Plan · Meeting 1
The first meeting of an improvement plan with an employee: support person, position, areas to improve with their gap, employee response, agreed…
Performance Improvement Plan · Meeting 2 (First Follow-Up)
The first follow-up of the improvement plan: status of each requirement with a status bar, support provided, employee response, next actions, an…
Performance Improvement Plan · Meeting 4 (Final Review)
The final review of the improvement plan: outcome of each requirement with a final scoreboard, overall progress, employee response, proposed and…
Facilitator’s Performance Management Compliance Checklist
For the facilitator of an improvement plan: 64 checks across four stages, a heat map, compliance by stage, a psychosocial wheel, an action register…
Manager / Supervisor Feedback · Initial PIP Assessment
The manager's assessment before the initial meeting of an improvement plan: strengths and areas to improve in a two-sided map, items with standard,…
Manager / Supervisor Feedback · PIP Follow-Up
The manager's feedback before each follow-up of an improvement plan: a progress map by item, employer support with a gauge, workplace factors, an…
Life Design
Lifeline, personal retreat, future design and building the ideal life.
Design Your Life — Session 1: Audit
Apply Stanford Design Thinking to approach your life like an engineer redesigning a flawed product.
Expanding Your Comfort Zone
Identify the boundaries of your comfort zone and design concrete steps to expand it safely.
Odyssey Plans
Visualize and prototype three radically different five-year futures to break the paralysis of choosing one path.
The Ecology Check
Verify that your goals are coherent with your life, values, and environment before committing to them.
The Reverse Timeline
Walk through your personal story from the future back to the present to discover patterns and reframe your path.
The Architecture of Your Perfect Day
Design your ideal day hour by hour to create a clear vision of the lifestyle you want to build.
Expansion Zone Pro
Map your comfort, fear, learning, and growth zones to plan challenges that expand you.
The Circle of Control
Separate what you can control from what you cannot so your energy goes to high-impact actions.
Open Sesame
Explore six meaningful life moments to celebrate or reframe what made you who you are today.
Dream List
Capture, prioritize, and organize your dreams so they become visible possibilities and concrete next steps.
The Best Year of Your Life
Use ten Aristotelian habits to design an extraordinary year through consistent decisions that matter.
My Best Summer
Imagine and commit to ten experiences that would make this your best summer yet.
Recognize Your Comfort Zone
Reflect on the limits of your comfort zone, what blocks your growth, and what you would gain by stepping out.
Professional Skills Inventory
Self-assess 50 key competencies and compare your current level against the profile you want to build.
Career Map
Visualize professional growth routes with milestones, requirements, and a concrete action plan.
Job Satisfaction Test
Evaluate work satisfaction across key dimensions and identify priorities for professional wellbeing.
Work-Life Balance
Track weekly hours and energy across work and personal life to detect imbalance and design corrective actions.
Exit Interview / Role Reflection
Extract lessons and close a work stage with clarity, awareness, and purpose through a structured reflection.
Personal Brand Canvas
Define your unique value proposition, audience, and channels to build an authentic differentiated personal brand.
Career Decision Matrix
Compare professional options using weighted criteria and a final score to make clearer career decisions.
Networking Planner
Map key contacts, relationship goals, and follow-up actions to build a strategic professional network.
Personal Productivity KPIs
Build a weekly dashboard for habits, completed tasks, and personal energy to make progress visible.
What’s Really in the Way
A diagnostic for a job search that is not moving: seven areas rated on a radar, a funnel of the last 90 days, the line that matches what is happening…
Choice Point
A map of the choice point: the situation, thoughts and emotions of the moment, what hooks you and moves you away from a meaningful life and what…
Communication and Boundaries
Nonviolent communication, active listening, communication styles, boundaries and interpersonal skills.
Nonviolent Communication (NVC)
Transform charged conversations into observations, feelings, needs, and clear requests using the NVC framework.
I.D.E.A.L. Problem-Solving Protocol
Structure conflict resolution step by step: identify, define, explore, act, and learn from the result.
Boundary Architecture
Clarify flexible, firm, and non-negotiable boundaries with consequences and action criteria.
Posthumous Forensic Audit — Grief and Breakups
Review a relationship rupture with distance, patterns, lessons, and a cleaner closing narrative.
The 5 Love Languages
Identify how each person gives and receives appreciation to reduce relational friction and fill the emotional tank.
10 Ways to Value Employees
Turn recognition into concrete actions with ten practical ways to value another person consistently.
FAST — Assertive Conversation
Prepare difficult conversations with fairness, apologies, values, and truthful limits before speaking.
Feedback 360°
Collect, organize, and convert multi-source feedback into commitments and specific improvement actions.
Feedback Burger
Structure difficult feedback in three layers so the message is received, processed, and turned into action.
The 5 What-Fors
Ask why-for five times to uncover the real need beneath a desire, request, or stated position.
Powerful Questions for Leaders
Use a bank of coaching questions by context and theme to focus attention and generate deeper reflection.
Effective Questions for Interviews and Sessions
Learn to turn closed or leading questions into open prompts that create descriptive, reflective answers.
Who Are You?
Explore identity beyond roles by asking the same question nine times, each round moving deeper.
Learn With Your Eyes
Develop active observation and visual listening to detect nonverbal signals during coaching sessions.
Presentation Preparation
Prepare any presentation, meeting, pitch or workshop in seven steps: context, purpose, audience, the outcome you want (feel, know, do and commit to),…
Influence Styles Assessment
Discover how you influence others: 72 statements about how you propose, ask, listen, motivate and step back, with your profile across 5 styles and 12…
Teams and Leadership
Team coaching tools: DISC, Belbin, group dynamics and leadership.
High-Performance Team Checklist
Assess a team across key criteria such as talent, commitment, skills, relationships, and collaboration culture.
Realigning a Team's Course
Realign a team through five steps: clarify direction, identify deviation, secure agreement, and define next actions.
Goal Definition
Define, validate, and commit to a coaching objective with tasks, resources, strategies, and commitment level.
Intensive Weekly Planner
Plan weekly project actions, personal balance, and proof-of-progress activities with clear priorities.
Feedback · Group Performance
Observe group conversations, dysfunctional behaviors, team climate, participation, listening, and overall functioning.
Optimized Functioning
Guide a group through awareness, consequences, and a concrete change plan to improve how it currently functions.
Who Are You, Really?
Explore identity, values, purpose, qualities, and the legacy the person wants to leave through deep reflection.
Hierarchy of Group Satisfaction
Assess eight group needs from survival and safety to belonging, esteem, purpose, and self-actualization.
The Five Steps New Employees Should Know
Guide onboarding through five essential steps so new employees integrate effectively and quickly.
Powerful Employees and Clients
Design strategies to empower employees and clients, creating high-value relationships and trust.
Ground Rules for Handling Conflict
Define clear rules for addressing team conflicts constructively, fairly, and decisively.
Team Coach
Diagnose and plan team development by assessing group dynamics, strengths, and improvement areas.
The 21 Rules of Group Coexistence
Create shared group rules that strengthen respect, participation, trust, and team accountability.
Markers of a Living Initiative
Six-monthly review of an initiative, team or community across nine markers, measuring each through three lenses — what can be counted, what is felt…
Leadership Styles
Identify your leadership style mix using Goleman’s six styles and when each one is most effective.
Leader Energy Inventory
Assess sustainable leadership energy across physical, emotional, mental, and spiritual dimensions.
Delegation Map
Evaluate tasks by importance, urgency, and team capability to decide what to delegate, train, retain, or eliminate.
SBI Feedback
Structure clear feedback using Situation, Behavior, and Impact scripts ready to deliver.
Stakeholder Map
Classify stakeholders by power and influence, then define a management strategy for each quadrant.
Leader Dashboard
Evaluate leadership effectiveness across vision, people, results, communication, and development indicators.
Individual Development Plan (IDP)
Build a 12-month competency development roadmap with gaps, actions, milestones, and follow-up.
Competency Wheel
Assess key competencies with a radar view, compare self and external ratings, and prioritize growth.
Belbin Team Roles Matrix
Map the 9 Belbin roles, detect team imbalances, and identify missing role coverage for projects.
Team Trust Barometer
Assess trust, conflict, commitment, accountability, and results with a priority action plan.
Team Agreements Canvas
Define team operating norms across communication, decisions, conflict, values, and success measures.
Interactive Agile Retrospective
Facilitate team retrospectives with dynamic formats, action items, and team temperature analysis.
Team Psychological Safety
Measure psychological safety using Edmondson’s scale and define interventions for team learning.
Conflict Thermometer
Assess team conflict intensity, type, management style, escalation risk, and intervention priorities.
Team Communication Map
Map communication frequency and quality between team members to detect silos, bottlenecks, and weak links.
Team Session Minutes
Document team meetings with attendees, agenda, decisions, commitments, owners, and next steps.
Adair’s Three Circles
The split the leader declares between task, team and individual, drawn live and set against the week they actually had.
Leader's Compass
12 leadership situations to discover your style (Directive, Collaborative or Delegating) and how effectively you adapt it to how ready each team is,…
The Leader's Mirror
The leader rates their behaviour in a recurring situation and its effect on the team (mirror bars), draws the wheel of what the team shows today and…
6-Month Team Morale Check-In
Every six months the manager reviews 10 areas of how the team’s work is managed: a radar, a team morale index, an overall status, a comparison with…
6-Month Work Focus Check-In
Every six months the employee rates 25 statements about their job: a radar by area, answers by area, ranked priorities, follow-up and an internal…
When the Leader Becomes the Bottleneck
Carlos’s case for moving from leading by doing to developing the team: phrases to underline, an iceberg, links to what the team learns, a task split…
My View on Team Performance Management
How the leader influences their team's performance: an anticipation gauge, the gap between expected and observed results, facts versus…
Performance Follow-Up Guide
For leading a follow-up conversation with a team member: a stage bar, observing the facts, a question bank to choose from, an agreement with a date,…
SCARF Practice for Difficult Conversations
Preparing a feedback conversation with the SCARF model: questions and phrases for each domain, a conversation script, a check from the other person's…
Team Development and Growth Roadmap
A 90-day action plan for developing the team: a diagnosis of the team and of the leadership, one priority capability, up to three team members,…
Coach Administration
Contracts, invoicing, proposals and running your coaching business.
Coaching Invoice
Generate professional coaching invoices with automatic totals and a print-ready preview.
Client Record
Record complete personal, contact, work, and family information for each client.
Action Log Sheet
Track SMART actions committed during the session, including importance, time estimate, deadline, and needed support.
My Referral Team of 50
Build a strategic referral team by tracking people who can refer ideal coaching clients.
Newsletter Subscriber List
Manage people interested in receiving your coaching inspiration newsletter, with verification and CSV export.
Coaching Receipt
Generate professional payment receipts with instant preview and PDF export.
Complimentary Session Vouchers
Create personalized vouchers so clients can gift a free coaching session to friends and colleagues.
Service Invoice
Professional invoice template for coaching services with line items, payment details, and print-ready preview.
Payment Receipt
Professional payment receipt template for coaching services, with references, amount, services, and contact details.
Client Intake Form
Record personal, contact, family, and work information for each coaching client with completion tracking.
Client Action Tracker
Track actions committed by the client across sessions, including due dates, completion dates, notes, and progress statistics.
Gift Coupon · Free Session
Generate personalized free coaching session coupons for friends, referrals, and new potential clients.
Financial Coaching
Work on the client's relationship with money: assessment, beliefs, budgeting, debt, financial freedom and more.
Mindful Budget
Monthly map of income and expenses with balance and savings rate, so clients can see where their money is going.
SMART Financial Goals
Turn a vague money-related desire into a clear, measurable, time-bound goal using the SMART framework.
Money Beliefs Map
Identify limiting beliefs about money and rewrite them into empowering versions with guided reframes.
Financial Health Thermometer
Financial health assessment across 12 key signals with a 0 to 100 score and level to detect priority areas.
Financial Wellbeing Wheel
Assess financial health across 8 areas with a real-time visual radar.
Financial Freedom Number
Calculate how much capital you need to live from passive income and estimate how many years it may take to reach financial freedom.
Debt Payoff Plan
Organize debts with the snowball or avalanche method and estimate payoff date and total interest.
Your Story with Money
Timeline of your relationship with money to uncover the messages and experiences that shaped current patterns.
Money Archetype
Quiz that reveals the dominant financial archetype, with strengths and shadows.
Net Worth
Add assets, subtract liabilities, and visualize real net worth with debt ratio.
Emergency Fund
Calculate the financial cushion needed, measure current coverage in months, and plan contributions to complete it.
Values and Spending
Compare values with actual spending and measure how aligned money is with what truly matters.
Income Map
Map income sources, measure diversification, and detect the risk of depending on a single stream.
Emotions and Money
Identify emotional triggers behind spending and saving decisions to choose with awareness instead of impulse.
Financial Habits
Assess financial habits, get a health index, and choose the few key habits to install this month.
Coach Development
Tools for you as a coach, not for your client: improve your practice and grow your business. Pricing, supervision, ethics and rituals.
Fee and Profitability Calculator
Calculate the session rate you need to reach your target income based on real hours, costs, taxes, and your current rate.
ICF Ethics Test 2025
Self-assess your coaching practice against the 2025 ICF Code of Ethics, including AI standards and multiple-role scenarios.
Heron — Intervention Styles
Assess your coaching intervention style across John Heron’s six dimensions and balance authoritative versus facilitative modes.
Ethics Risk Audit
Audit 17 ethical risk areas in your coaching practice and identify the priorities that need protection before they become problems.
Coach's Morning Ritual
A guided 5-minute ritual to prepare your coaching day: energy, focus, intention, sessions, and embodied value.
Coach's Evening Ritual
A guided closing ritual to review what worked, learn from what needs attention, release what is not yours, and prepare tomorrow.
Ideal Client Generator
Define up to three ideal client profiles with pain, desire, objections, channels, awareness level, messaging, and channel strategy.
Content Editorial Plan
Generate a two-week coaching content calendar with pillar, format, and starter prompt for each post.
Checkmate BIRP Breakdown Practice Lab
A practice lab for writing defensible BIRP notes from real PRP sessions: six exercises with feedback, a weak language detector, and the full note.
Organizations
Measurement instruments for companies and teams: engagement, leadership, team effectiveness, culture, change and more.
Belonging and Inclusion
Whether each person feels they have a place, a voice and the same chances as anyone else here.
Signals of Burnout Risk
Early signals of work-related exhaustion at team level. It is an occupational risk measure, not a health diagnosis.
Change Readiness
Whether people understand the change, want it, know how to do it and are able to sustain it. Each of the four fails for a different reason.
Culture Profile: Today and Needed
Four ways of working, seen twice: how this place is today and how it would need to be. The gap between each pair is the conversation.
Job Demands and Resources
How much the job asks of a person and what they have to answer with. The gap between the two is what wears people down.
Exit Conversation
Why someone is leaving and what would have changed it. The only moment when the full truth usually gets said.
Leadership 360
The same questions answered by the person and by those around them. The finding is not the score: it is the distance between the two.
Line Manager Effectiveness
What the team actually experiences with their immediate manager: direction, support, fairness and growth.
Meetings and Decisions
How much time goes into meetings, what comes out of them, and where decisions get stuck.
Onboarding Check-in
How the first months are going for someone who has just joined. Designed to be repeated at 30, 60 and 90 days and compared.
Team Psychological Safety
How safe it feels to speak up, disagree and be wrong in this team.
Retention Risk
How likely people are to still be here in a year, and what is holding them: the future they see, the bond they have, or simply the lack of an…
Stay Conversation
What holds the people who are still here. Asked while they can still be acted on, not on the way out.
Team Agreements
Which working rules this team already has without writing them down, and which ones it needs to agree out loud. What scores lowest is what the…
Team Effectiveness
Where this team actually loses traction: direction, roles, the way of working, or the relationships.
Team Development Stage
Which stage this team is living in right now, and therefore what it needs next. Not a good-or-bad score: the highest dimension is where the team is.
Trust and Team Dynamics
Five layers that stack: trust, healthy conflict, commitment, mutual accountability and shared results.
Values: Stated and Lived
The values on the wall against the ones people recognise day to day. The distance between the two is the finding.
Engagement and Energy at Work
How much energy, meaning and involvement people bring to the work itself.
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