What to Put in Your Group and Team Coaching Program Launch Kit | by Jennifer Britton PCC

Two people in Team Coaching session reviewing Welcome Kit

Ongoing program launches are part of the world of the group and team coach. And whether we're kicking off a team coaching engagement that runs for part of a year, a team building weekend or a group that's meeting for a month on a particular topic, onboarding and supporting new clients in a group or team coaching process is a key part of success.

Throughout my Coaching Business Builder book, I get coaches thinking about the systems and processes that are going to create WOW experiences every time.

In this article we're looking at what to put in your group or team coaching program launch kit to create that WOW experience, as well as make the process smooth and easy for you.

What to put in your launch kit—in 3 areas

1) Marketing and Sales

Consider these items that will help you market and sell your program:

  • Program description—what attendees can expect.
  • Past clients' testimonials.
  • Case studies of the work in action.
  • How to register.
  • How to pay.
  • What happens once someone has paid? What are the next steps?
  • An automated message welcoming clients to your program, that gives them clear instructions on what to do next.
  • How can participants invite others to your program?

2) 12 things to think about for your clients

Consider these items that will help your clients feel comfortable about the process, maximise their learning—and engagement—and help them find everything they need to get started:

  1. Welcome Letter or Kit: A short introduction that welcomes people and lets them know what to expect and shares your group or team coaching process.
  2. Policies and Procedures: How you will handle cancellations, payments, share what coaching is and is not.
  3. Pre-work: Any articles, videos, or audios you want people to watch, read or explore before they come together to start the conversation.
  4. Exact Course Dates and Times plus login details (and backup).
  5. Client Pre-Questionnaires or other information they need to complete and sign off before you start.
  6. A Link to the Group Communication Portal you use to keep the conversation going between calls eg. Mighty Networks, Facebook Groups, Slack, Council etc.
  7. Journals, Worksheets and Module notes. Consider creating a one-pager for people to take notes on during your sessions.
  8. Contact Details for you or your support/assistant in case there are any technical challenges.
  9. Access to your Learning Management System where worksheets, module notes and one-pagers are located so people can take notes on these during your sessions. Examples include Teachable, LearnDash® for WordPress websites, Kajabi, Thinkific—the options are endless.
  10. Frequently Asked Questions (FAQs): This might include what to expect, how to connect, how much time to earmark between calls and if there is any one-on-one time included.
  11. How to get the most out this program: Tips from past participants and/or from you.
  12. A Welcome Package (especially for in-person programs): This could include a handwritten note, any products you offer that are related to your work, such as a book/eBook, set of cards or a journal.

3) Administrative items to make your life easier

  1. Choose your virtual platform (Zoom, Microsoft Teams) plus a backup option (contact phone, dial-in numbers and email address) in case of issues.
  2. Make sure the following are easy to find:
    • Client list and their contact details (emails and/or phone numbers).
    • Any presentation slides you are using.
    • Folder of completed client questionnaires and/or one-page plans of their goals.
    • The handouts or worksheets you'll be sending whether digital and/or physical paper-based.
    • Your notes of key points to cover at each session.
    • All your important links in one place (for example, login details, or where to go to find _____).
  3. And don't forget a glass of water—in case of a 'frog in throat'!


There are many ways you can create a WOW experience for your groups and teams. And I hope this provides you with some ideas to get you going.

There's a lot to consider, so focus on adding one new item to your system each time you start a new group. Over time, it all adds up.

I'll leave you with some questions to consider:

  • What do you already do well?
  • What could you improve?
  • Which ideas resonated with you?
  • What did I miss? What suggestions or ideas do you have to add? Simply comment below!

Now it's time to get out there and enjoy the conversations!

Resource for youCoaching Business Builder Workbook

Get Jennifer's Coaching Business Builder book on her website as a physical book here and as a digital .PDF here. Also available on Amazon (but do consider supporting small and local rather than Amazon when you can).

If you liked this article about a Welcome Kit for Group & Team Coaches, you may also like:

Jennifer Britton

Contributing Author:

Jennifer Britton, MES, CHRP, CPT, PCC, is the author of seven books and has influenced a generation of coaches in the realms of team and group coaching. You may have read her writing, including Effective Group Coaching (Wiley, 2010), the first book in the world to be published on the topic of group coaching; From One to Many: Best Practices for Team and Group Coaching; or her latest, Reconnecting Workspaces: Pathways to Thrive in the Virtual, Remote and Hybrid World (2021).

Since 2006, Jennifer's Group Coaching Essentials and Advanced Group and Team Coaching Practicum programs have become known as the must-do training in the area of group coaching. Focused on providing coaches with best practices in designing, marketing and implementing group coaching, these programs have helped thousands of coaches launch their own group and team coaching programs in a wide variety of settings (public, corporate, non-profit). Together both courses are approved for 18.75 ICF CCEUs. These are the first two of 10 course pathways leading to certificates in Group and Team Coaching.

Potentials Realized's ICF-CCE programs are geared for aspiring group and team coaches, especially those wanting to work toward the New Advanced Credential in Team Coaching (ACTC) with the ICF.

Also check out our neuroscience course for group and team coaches (NLE-A), Team Coaching Essentials  and ACTIVATE Your Team and Group Coaching Superpowers. Prefer podcasts? Listen in to the Remote Pathways podcast, which explores the many different pathways to remote work, business and leadership.

Learn more about Jennifer & see all their articles here >>

Image of Two people reviewing Welcome Kit for Team Coaching by Branislav Nenin via Shutterstock

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