A Simple 3 Step Process to Measure Coaching Progress - Towards ANY Coaching Goal!

Brighten Up Your Life Coaching Program Exercise Page 1

Brighten Up Your Life Wheel

We all want happy clients, and for clients to be happy they need to feel like they're making progress. So, how do you measure progress towards goals?

Well, when our clients have tangible goals like a new job or promotion or getting healthier it's easy to see progress like getting job interviews, distance run or weight 'lost'. But if a client's goals are 'to be happier' or 'have more confidence' - how can we measure that? Well, it's easier than you might think.

Another Way to Measure Progress

Although I share below how to do this with a goals sheet, you can also follow this same process using The Wheel of Life Template or the Brighten Up Your Life Exercise (a customised wheel of life, exclusive to our popular Renew You, Love Your Life Coaching Program).

Here is my Simple 3-Step Process for measuring progress:

  1. SET-UP: I use a Coaching Goals Sheet to record 3 goals the client and I work on together - and 7 goals for the client to they work on on their own.
  2. GET SMART: I make sure the client's goals are 'SMART'. The 'M' is for Measurable - and it's essential to know HOW both you and the client will know they've made progress towards their goal. You can ask, "How will I know you've made progress towards this goal?"
    Hot Tip:
    Where the client's goals are intangible, for example, "Be more content with my life" or "Have more confidence" I CREATE the MEASURABLE part by asking them to give a score out of 10 as to how content or confident they feel CURRENTLY. Then I write the score and date on my copy of their goals sheet asking them to do the same on theirs.
  3. PROGRESS REVIEW: Then after 2-3 months (depending on the client and how things are going) I'll start a session with a goals and progress review. I'll ask:
    • What progress do they think they've made towards each goal and what evidence do they have of this progress?
    • If it's a less tangible goal, I'll ask them to score how content or confident they feel NOW? Then I share their original score with them (and there has ALWAYS been an improvement, even if it's only one point!)
    • How do they FEEL about their progress?
    • What adjustments or changes (if any) would they like to make to their goals?
    • And sometimes I'll ask how will they reward or appreciate themselves?

It really is that simple. Whenever I do a progress review like this my clients are ALWAYS surprised by the progress they've made - and when we help our clients see how far they've come it's a real gift for them.

And while progress is obviously discussed at each session, excepting 'Aha' moments the changes will generally be incremental. A monthly review can be enough to see tangible progress, but I find a progress review every 2-3 months is very effective. This gives the client more time to make visible, tangible progress. And it works wonderfully to keep the client on track and inspire them to keep moving forwards.

Review Progress Now!

If you've already completed a Wheel of Life Template, Brighten Up Your Life Exercise or some other customised wheel exercise with your client you can RE-score the Wheel with your client at your next session - and compare how the scores have changed.

Tip: I've actually used the same wheel worksheet several times with individual clients to review progress, simply dating and scoring each review in a different colour! It's really powerful as an overall life review and to show progress over time. Like this idea? You may also like: 12 Awesome New Ways to use the Wheel of Life!

In Summary

So, how do you measure progress towards goals? You prepare for it! Coaching is about personal development. But it's also a business for us and a financial investment for our clients - in themselves and their futures. So, help them justify that investment. When you help your clients feel they've spent wisely hiring you, they'll work harder, tell others, they'll stay with you longer and they'll be happier. That's a win-win-win-win-win!

If you liked this article about Goals and Measuring Progress, you may also like:

Image of Person on Mountain Top by NRThaele via Pixabay

7 Comments

  1. Ka-Myra Menzie

    I am a student in human services and just happened to come across your website. This is a great idea for helping your clients make progress in their goals and to keep an inventory of the goals and aspirations I have for myself. I am very glad I happened upon this. Thank you

    Respectfully,
    K.M.

    Reply
  2. Barbara Walters

    Thank you for making this template free and available. I have watched some people with learning challenges struggle to the wheel of life during coaching exercises. This template will make their lives easier. Now they will feel like a part of the group. I am in the human services field as well.

    Reply
  3. Ruth

    Thank you for this website and all the free tools.
    I am always appreciative of what others have already done and
    grateful to have it made available for my use so I do not have
    to reinvent the wheel, so to speak.

    Reply
  4. lekea itero

    Thank you for the 3 step process. I find utilizing the SMART goal approach more effective as it encourages clients to be more concrete regarding goal setting. The scaling questions also help with assessing for client's willingness to follow through with a commitment they make.

    Reply

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