Free Executive Coaching Tools

60 worksheets, assessments, and frameworks with print-ready PDF downloads

Find the right Executive Coaching tool for the client’s situation

Start with what the client needs to explore or change, then narrow by coaching phase and format. Each resource includes a practical use case, estimated completion time, and a free print-ready PDF so the tool can support work in session or between sessions.

Quick Match - find the right tool in 3 clicks
Step 1
Focus Area
Step 2
Coaching Phase
Step 3
Tool Type
Executive

Circle of Influence

Client is spending significant energy on things they cannot change

30 minFramework
14 downloads
Executive

Empathy Map Canvas

I need to understand what a key stakeholder is really thinking and feeling before a difficult conversation

30 minFramework
11 downloads
Executive

Sales Funnel Planner

A client has marketing activity but no visibility into where prospects are dropping off before becoming clients

45+ minPlanner
Executive

Annual Review and Planning

A client is preparing for their annual review or a new year planning session

45+ minPlanner
Executive

Barrier Resolution Planner

A client knows what they need to do but keeps hitting the same wall

30 minPlanner
Executive

Business Continuity Planner

I've never written a contingency plan and I realize I'd be scrambling if something disrupted the business

45+ minPlanner
Executive

Client Analysis Worksheet

A coach or business owner wants to systematically analyze their current clients to understand patterns in who they serve best

30 minAssessment
Executive

Client Journey Mapper

A coach or business owner wants to map every touchpoint a client experiences from first awareness through offboarding

30 minFramework
Executive

Competitive Landscape Analysis

I know my competitors exist but I've never systematically mapped where I sit relative to them

45+ minFramework
Executive

Delegation and Team Empowerment Worksheet

A leader who's doing too much themselves and can't figure out why they can't let go

30 minWorksheet
Executive

Eisenhower Priority Matrix

A client is constantly in reactive mode and wants to get ahead of their work

15 minFramework
Executive

Energy Audit

A leader feeling drained without being able to say exactly why

15 minAssessment
Executive

Executive Presence Self-Assessment

A leader who's been told they lack executive presence but doesn't know what that means for them specifically

15 minAssessment
23 downloads
Executive

Executive Self-Assessment Suite

A client wants to understand their executive strengths and development gaps

45+ minAssessment
Executive

Feedback Delivery Worksheet

A leader who avoids giving direct feedback until it becomes a performance issue

15 minWorksheet
Executive

Financial Planning Suite

I know roughly what I charge but I've never checked whether my pricing actually reflects my costs and goals at the same time

45+ minPlanner
Executive

Growth Pipeline Tracker

A client is running business development activities but has no systematic way to track what's in motion and what's stalled

30 minTracker
Executive

Growth Zones Assessment

A client is avoiding something important and keeps finding reasons not to move forward

15 minAssessment
Executive

Johari Window

A client wants to understand how others perceive them versus how they see themselves

30 minFramework
Executive

Leadership Development Plan

A leader who's been promoted but hasn't yet defined what their leadership looks like at the new level

45+ minPlanner
Executive

Life's Journey Timeline

A leader wants to understand how their past has shaped their current leadership approach

30 minWorksheet
Executive

Marketing Audit Worksheet

I have marketing activities running but I'm not sure which ones are actually working

45+ minWorksheet
Executive

Mindful Choices Worksheet

A leader operating on autopilot in situations that deserve more intentional responses

15 minWorksheet
Executive

Operational Systems Audit

I want to audit how well my business actually operates across all major functions

45+ minAssessment