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Report structures

The health coaching check in report.

A health coaching report follows habits rather than a plan on paper. The four sections are goals and habits, adherence, progress and next focus, and none of it is a clinical note or a medical record.

Health coaching lives or dies on the week between sessions, and the report is the only thing in that week with the coach's voice in it. What makes one work is that it records what the client actually did rather than what the plan said, because a plan followed four days out of seven is information and a plan marked as failed is a client who stops answering.

01The four sections

The four names this kind of work gets, and nothing to fill in.

  1. 01Goals and habits
  2. 02Adherence
  3. 03Progress
  4. 04Next focus

You are not choosing this from a gallery. You answer one question when you sign up and these four become the shape every comes back in. Any of them can be renamed, added to or removed, and your version is what you get from then on.

02A finished report

Not a blank table. The document, written out.

Invented client: Rosa, 41, working on morning energy, session 6 of 12, fortnightly.

Goals and habits
Protein at breakfast on work days, which is the habit we have been building since session three. Lights off by eleven on Sunday to Thursday, added this session at her suggestion rather than mine.
Adherence
Breakfast held on four work days out of five. The one it missed was the day she left at six for the Manchester trip, which she flagged herself before I asked.
Progress
Third fortnight running at four breakfasts or better, the longest stretch since we started. She described waking before the alarm twice, which has not appeared in any previous session.
Next focus
A breakfast that survives a six o'clock start, since that is now the only day it fails, and the first week of the eleven o'clock rule.

Every person, session and number above was written for this page. No real client is shown. The four section names are not samples: they are the sections the product fills in today.

03What clients ask for

Three things the reader of this report is actually looking for.

  • Whether anything is actually changing, in terms they recognise rather than in numbers they do not.
  • One thing to try, not five, because five is what they have already failed at alone.
  • Not to be told off. A report that reads as a scorecard is one a client stops opening.

04What goes wrong

Four mistakes, and each one costs a renewal rather than a mark.

  • Writing a plan rather than a record. The plan belongs in the session; the report says what happened to it.
  • Recording only the misses, which is the same information told in the way least likely to produce another week of effort.
  • Straying into diagnosis or medication, which is a clinician's work and not a coach's, whatever the client asks for.
  • Numbers with no context, so a week of travel reads as a collapse rather than as a week of travel.

05How it gets written

Five steps, and four of them take no time at all.

  1. 01Record the session

    Record on a phone, a laptop or the call software you already work on, with everybody in the session having agreed out loud first.

  2. 02Upload the recording

    Upload the file when the session ends, or paste a transcript if your call software already made one.

  3. 03Read the draft

    The draft comes back in about a minute, in the four sections: Goals and habits, Adherence, Progress, Next focus.

  4. 04Correct it

    Change anything that is wrong and add anything the recording missed. Nothing goes anywhere until you have done this.

  5. 05Send it

    It goes to the client under your own name and stays on their own page with every report before it.

06Where this came from

Two sources outside this company.

Nearby

Try it on one session

Bring one recording and read what comes back in these four sections. No account and no card, and the 7 day trial needs no card either.