Job Coach Templates

Job Coach Templates

There is a huge number of templates that someone in the Job Coach role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Job Coach. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Progress Report
2. Individualized Education Plan (IEP)
3. Lesson Plan Template
4. Job Search Tracker
5. Career Assessment Form
6. Skills Inventory Spreadsheet
7. Training Evaluation Form
8. Time Management Schedule
9. Interview Preparation Checklist
10. Professional Development Log

Reports

Reports are often prepared by a Job Coach to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Job Placement Report
2. Student Progress Report
3. Job Readiness Assessment Report
4. Employer Satisfaction Survey Report
5. Job Search Activity Report
6. Career Development Workshop Attendance Report
7. Individualized Education Plan (IEP) Progress Report
8. Vocational Training Evaluation Report
9. Job Retention Rate Report
10. Job Placement Follow-up Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Job Coach does and how they do it.

1. New Employee Onboarding SOP
2. Job Placement SOP
3. Career Counseling SOP
4. Resume Writing SOP
5. Interview Preparation SOP
6. Job Search Strategies SOP
7. Vocational Training SOP
8. Workplace Accommodation SOP
9. Performance Evaluation SOP
10. Job Retention Support SOP

Presentations

Job Coach presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Progress Report Template
2. Career Exploration Workshop Template
3. Job Search Strategies Presentation Template
4. Interview Skills Training Template
5. Workplace Etiquette and Professionalism Template

Legal Docs

There are several key times when a Job Coach needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Contract Template
2. Non-Disclosure Agreement Template
3. Performance Improvement Plan Template
4. Termination Letter Template
5. Accommodation Request Form Template

Health & Safety Templates

Health & Safety templates for a Job Coach ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Attendance Template

Calendars

Setting up Job Coach calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Work Schedule Calendar
2. Student Appointment Calendar
3. Training and Professional Development Calendar
4. School Events and Holidays Calendar
5. Individualized Education Plan (IEP) Meeting Calendar

Invoice Templates

Several types of Job Coach invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Coaching Services Invoice
2. Workshop and Training Invoice
3. Career Assessment and Development Invoice
4. Job Placement and Support Invoice
5. Consultation and Advisory Services Invoice

Survey Templates

For a Job Coach to get insights related to the work they do, they need to send out Job Coach surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Job Satisfaction Survey
2. Career Development Survey
3. Training Needs Assessment Survey
4. Employer Feedback Survey
5. Job Placement Success Survey

Meeting Agendas

Having premade Job Coach meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Individual Coaching Session Template
2. Group Coaching Session Template
3. Progress Review Meeting Template
4. Career Planning Meeting Template
5. Job Search Strategy Meeting Template

Budget Templates

To manage finances well, a Job Coach would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Personal Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Education Program Budget

Dashboards

Dashboards are a useful way for a Job Coach to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Student Progress Dashboard
2. Job Placement Dashboard
3. Attendance and Punctuality Dashboard
4. Skills Development Dashboard
5. Career Exploration Dashboard

Proposal Templates

For bidding or requesting work, a Job Coach needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Individualized Education Plan (IEP) Proposal
2. Career Development Workshop Proposal
3. Job Placement Program Proposal
4. Vocational Training Partnership Proposal
5. Special Education Transition Services Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Job Coach templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.