effective-coaching-evaluationCoaching Evaluation is a systematic way to determine the outcome and merit of effective coaching.

Coaching is a dynamic and individual process. Our clients’ plans and goals are never static because development and change are never linear. Goals will and should change and evolve during a coaching relationship.


To manage the upcoming deviations it’s important to monitor and evaluate the ongoing process continuously. This helps to easily determine whether adaptive action and additional guidance are required.


This article will introduce you to the key steps and approaches of monitoring and evaluating the effectiveness and success of your coaching. It shows you ways to let your clients document their experiences, progress and thoughts. You as a coach can use this information to measure the effectiveness of the coaching. Before we can evaluate we have to monitor the process.

Step 1: Coaching and Monitoring – How to measure coaching effectiveness


What is monitoring in Coaching?

Monitoring is a process for systematically and continuously collecting information during the coaching process. It includes the ongoing documentation (done by the client) and the tracking of experiences when implementing the action steps the client agreed to take.

Monitoring in coaching includes collecting information to assess the coaching’s performance and the progress toward intended changes and goals. Measuring coaching effectiveness through the help of monitoring makes it very easy to find out to find out whether circumstances during the process have changed or evolved.


coaching and monitoringMonitoring enables a continuous assessment of all the single steps the client has taken. When done on a regular basis it will help you answer questions evaluating the effectiveness of the coaching.

Adjusting the next steps to the client’s needs becomes. Monitoring a client’s progress can significantly improve the long-term success rate of your clients and the quality of your coaching.


It is important that this information is collected in a planned, organized and routine way (daily/weekly) and in a shared space where both the coach and the client have access at any time. Monitoring or process tracking in coaching can answer questions such as:


  • How well is the client doing? (performance, action, implementation)
  • Are we doing the right things/steps? (any deviation, roadblock, something that doesn’t work as expected)
  • What impact has the coaching? (client will see her progress and get a clear picture of the process)


Monitoring in coaching reviews and shows


  • whether the client’s resources are utilized and mobilized
  • whether actions and plans are being undertaken and
  • whether the intended changes, outcomes and goals are being achieved


Effective coaching: How to implement monitoring in your coaching


evaluating the effectiveness of coachingAs mentioned before it is important that your clients share thoughts, experiences and progress with you in an organized way and on a regular basis. It is enough if you share tools like a weekly coaching evaluation form or coaching effectiveness questionnaire.

Your clients should answer and share them with you before the next session. This might be new to some of your clients, but after a few times it becomes a routine which trains and improves their awareness and focus on their real-life experiences. Consciousness is the key to a successful process.

A performance monitoring and coaching form sample could be:

  • A weekly review
  • A pre-session questionnaire
  • Journal entries with questions that get clients to reflect
  • A shared to-do list


CleverMemo comes with some sample evaluation forms and questionnaires like the ones just mentioned. You can assign them with just one click (including due date and automatic reminders). Your clients share their answers in their coaching stream where the entire communication is automatically streamlined and organized. It is real-time progress tracking and monitoring on autopilot.

If all these information is easily accessible for you as a coach, evaluating the effectiveness of coaching becomes a matter of minutes.


Step 2: Coaching evaluation made easy – Measuring the success of coaching

When thinking of ways to evaluate the effectiveness of the coaching it’s good to start with it at the beginning of a coaching relationship and not when it’s almost over.

While monitoring is routine and ongoing, evaluation is a systematic and objective assessment of the implementation and outcome of an on-going or completed intervention. Monitoring allows you to continuously evaluate the steps of your coaching, react to your client’s situation and needs and to easily adjust the next steps.


What is Coaching evaluation?

coaching evaluation questionnaireEvaluation is used to measure the expected changes and impact of the coaching over time. Evaluation is important to determine if your coaching is on track to meet the clients desired outcome, to understand “what works” and to identify if the coaching is meeting the expected changes and impacts.

A good coach depends on being able to help the client achieve set goals and outcomes during the coaching process. But every client is individual and it’s in the nature of coaching that different clients get different things out of our service. This has a really big impact on evaluation, in that no set absolute criteria for results can be established across all our coachees. This fact makes the combination of monitoring and evaluation such a powerful tool for offering high-quality coaching.

When evaluating the effectiveness of coaching the following key points should be considered:

  • Efficiency: How are the sessions and inputs converted into actions and results?
  • Effectiveness: How far are the single steps taken contributing to achieving the desired outcomes?
  • Relevance: How are the experiences and results in line with the needs, priorities and aspirations of the client?
  • Impact: How significant is/was the change towards the accomplishment of the overall goal?
  • Benefit: How does the coaching’s impact compare with the wishes and needs of the client?
  • Sustainability: To what extent can the positive changes be expected to last after the coaching has been finished? Does a follow-up coaching make sense?

You can use these questions as a sample coaching evaluation form.



A quick session review is a mid-way between monitoring the process and coaching self-evaluation. Every session offers the chance to improve your coaching skills and to become a better coach. This review only takes 5 minutes and could include questions like:

  • How did the session go? (Tip: Give yourself a rating from 1-10 – 10 being the best)
  • Which methods, tools or questions have worked exceptionally well?
  • What would you do differently if you could repeat the session?

(You can find the complete session review tool already integrated into CleverMemo)


Conclusion: Effective Coaching – Monitoring and Coaching Evaluation for a thriving business

Monitoring a client’s progress can significantly improve the long-term success rate of your clients as well as the quality and effectiveness of your coaching. You can share questionnaires and tools to let your clients track and trace their experiences and thoughts on a regular basis. Doing this it becomes very easy and effective to evaluate the single steps during a coaching process.


It also helps your clients to realize the progress they make with every session and to stay focused on their goals. They train their self-awareness and share their experiences in real-time with you. The understanding of their process, habits, challenges is the key to a long-term and sustainable change and development. And successful clients are your key to word of mouth, referrals and a thriving coaching business.


Click here to start your free CleverMemo trial and see how easy it is to implement the steps mentioned in this article