3 Worksheets for Corporate and Personal Coaching

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personal finance excel
Excel Spreadsheets

Throughout our years as spreadsheet developers in excel, we end up relating and receiving demands from the most different audiences. Within many, one that stands out and is in rapid growth is coaching.

What is it: Coaching is a human development and empowerment methodology that uses a variety of different resources to help people achieve their goals and continually improve.

For this reason, we create 3 different spreadsheets that can help you provide the coaching service or also perform self-coaching. Below I will demonstrate how they work:

Excel Spreadsheets

1. Wheel of Life Worksheet

This is a spreadsheet that allows you to evaluate your life in 12 different scopes and create development goals for each of them. Using this information, you can create a very clear action plan and keep up with it constantly.

Excel wheel of life

If you want to know and test this worksheet for free, click here.

2. Personal Planner Worksheet

This is a spreadsheet that has the same basis of evaluation and goal setting of the wheel of life, but with a great detailing of an annual calendar and also a basic financial control.

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If you want to know and test this worksheet for free, click here.

3. Personal and Family Budget Worksheet

Many coaching jobs focus on financial organization or at least go through it as one of the goals to be achieved. In this sense, this is the most appropriate spreadsheet of all, because it has all the financial management resources that one could ask for.

personal finance excel

If you want to know and test this worksheet for free, click here.

We have a session with dozens of worksheets that can help you coaching or mentoring processes. Be sure to visit our website to test them for free!

Excel Spreadsheets

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