Worksheet

Monthly training business review

A one-page review with six boxes: sessions delivered, unbilled sessions, open invoices by age, feedback by module, coaching actions due and past clients to call. Fill it on the same day each month. Over a year it shows which programmes earn and which come back.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “What Corporate Trainers and Coaches Should Track Each Month”, www.gullysystem.com/blog/what-corporate-trainers-and-coaches-should-track-each-month