Coaching and mentoring glossary
Plain-English definitions for coaching software, client delivery, progress, retention, and practice operations.
A
Action Completion Rate
Action completion rate is the percentage of accepted client actions due in a period that were completed by the agreed review point.
Action Item Tracking
Action item tracking is the practice of recording agreed actions, owners, due dates, status and proof of completion between coaching or mentoring sessions.
C
Client Churn in Coaching
Client churn in coaching is the rate at which paying clients stop working with a coach or mentor over a defined period.
Client Health Score
A coaching client health score is a transparent combination of selected engagement signals used to identify relationships that need human review.
Client Onboarding
Coaching client onboarding is the process that turns a signed agreement into a prepared, bounded and usable coaching engagement.
Client Progress Tracking
Client progress tracking is the structured recording of a coaching client's agreed actions, milestones and relevant outcomes over time.
Client Renewal Rate
Client renewal rate is the percentage of eligible coaching engagements that continue into a new paid term during a defined period.
Coaching Agreement
A coaching agreement is the recorded understanding between coach, client and any sponsor about how a coaching engagement will work.
Coaching Baseline
A coaching baseline is a dated record of the client's relevant starting position before or near the beginning of an engagement.
Coaching CRM
A coaching customer relationship management system (CRM) is a structured record of prospects, clients, engagements and relationship activity for a coaching practice.
Coaching Dashboard
A coaching dashboard is a single view of the client signals that matter for coaching progress: goals, sessions, action items, engagement, metrics and recap history.
Coaching Engagement Metrics
Coaching engagement metrics are the measurable signs that a client is participating in the work between paid sessions.
Coaching Intake Form
A coaching intake form is a structured set of questions used to collect the context needed to prepare for a coaching engagement.
Coaching Package
A coaching package is a defined commercial offer that combines an intended result, a period of support, delivery elements, boundaries and a price.
Coaching Practice Management
Coaching practice management is the set of systems and routines used to run a coaching business.
Coaching Progress Report
A coaching progress report is a dated summary of agreed goals, activity, milestones, relevant outcomes, context and next decisions within a coaching engagement.
Coaching ROI
Coaching ROI (return on investment) is the financial gain a client attributes to a coaching or mentoring engagement, expressed as a ratio or percentage of what the coaching cost.
Coaching Workflow
A coaching workflow is the repeatable sequence of decisions, records and actions used to move a client relationship from enquiry through delivery and renewal.
Credence Good
A credence good is a product or service whose quality and value the buyer cannot judge with confidence even after purchase and use.
F
M
Mentee Retention Rate
Mentee retention rate is the percentage of mentees who remain active clients over a defined period, such as a quarter or a year.
Mentoring Analytics
Mentoring analytics are the organised measures and evidence used to understand participation, follow-through, progress and outcomes in a mentoring relationship or programme.
Mentoring Programme
A mentoring programme is a structured series of mentoring relationships, sessions, goals, activities and review points designed to help mentees make progress.
Milestone Tracking
Milestone tracking is the dated recording of meaningful points that show a coaching engagement has moved from one defined state to another.
S
Session Notes
Session notes are the written record of what happened in a coaching or mentoring session: decisions, observations, action items, client context and follow-up points.
Session Prep
Session prep is the work a coach or mentor does before a client session to review context, goals, data, open actions and likely decisions.