TAB Coaching Session Prep Planner

To get the most out of each coaching session, take a quiet moment to consider how you want to use your time with me in our next session.

Name*
First Last
Email*

Your form submission will be sent to this address for your future reference.
Date of Session*
MM slash DD slash YYYY
1. What things did you accomplish since our last session or board meeting?*
2. What issues, challenges or opportunities are you facing that you would like to discuss?*
3. What issue, challenge or opportunity would you like feedback on at the next board meeting?*
4. What would you most like to accomplish during our coaching session?*
5. Is there any feedback you would like to give me?
Name
This field is for validation purposes and should be left unchanged.

What Others Say:

“Connecting with Susan Katz has been the most rewarding experience for my professional career, and ultimately my personal life! When I first started working with Susan, I was extremely skeptical of the process and the potential outcomes, but I was knee deep in analysis paralysis and needed a lifejacket – stat! Susan has been that voice of reason and support, a confidant who has not only helped me identify the baseline questions and their solutions, but then has also provided the connections and ideas to help me grow and succeed.

Through Susan’s group coaching, I learned achievable techniques to streamline my workload and better manage my team. These improvements then allowed me to spend more time completing my own projects, and ultimately, this meant I had the energy in the evenings and weekends to pursue things other than work! I would encourage anyone who is looking to improve their business or professional trajectory to reach out to Susan, and let her supportive and insightful demeanor guide them through the process!”

—Nan Rohrer, Rohrer & Associates

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