Templates & Tool Design

Practitioner Template Toolkit

Overview:

A suite of reusable templates for coaches and therapists to streamline programme design, session tracking and client check-ins. Built with consistency, privacy and security in mind.

Problem Solved:

Manual tools and ad hoc documents risked inconsistent tracking and data exposure. These templates standardised workflows while integrating lightweight security measures for client confidentiality.

Key Features:

Session Planner - Auto-calculates volume/load while locking sensitive fields

Progress Tracker - Structured template for assessments and updates

Client Check-In Logs - Pre-formatted wellness trackers with minimal data handling risk

Protected Templates - Locked formulas and optional password protection

Team-Ready Structure - Templates structured for safe sharing across staff

Tools & Techniques:

Excel · UX-Oriented Design · Role-Based Input Protection · Privacy-Aware Structure