Coaching Session Feedback

Thank you for taking the time to complete this survey. Your feedback helps us track participant progress, improve our coaching process, and ensure we provide the best possible support. Please answer each question as accurately as you can. Your insights and notes are a valuable part of helping participants move toward financial stability and long-term success.

Please fill out the following form as detailed as possible.

How would you rate the overall session today?*

Answer the next 2 questions only for returning participants.

What progress did the participant make since the last session?

Did the participant complete their assigned tasks from the previous session?

Yes

Feedback from today's coaching session

How much time did you spend with the participant today?*

How was the participant’s engagement level during this session?*

Very engaged

Somewhat engaged

Neutral

Disengaged

What was the primary focus of today’s session?*

Budgeting

Credit

Wealth Building

Housing Stability

Homeownership

Other

List any financial tools, strategies, or resources you provided to the participant.*

What specific goals did the participant set for the next session?

Were there any challenges, barriers, or concerns raised by the participant that need follow-up?

Did you feel the participant understood the information covered today?

Yes, completely

Somewhat

Unsure

What recommendations or next steps do you suggest for the participant?

Is additional support (referrals, resources, or services) needed for this participant?

How confident are you that the participant will follow through on their next steps?

Additional notes or observations from today’s session.

What is your full name?

Signature

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I declare that the info I’ve provided is accurate and complete.

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