Data Meeting Planning Forms | Instructional Coaching

Are you new to instructional coaching? An administrator who leads data talks? Or someone who has started hosting data meetings and wants a more organized, systematic approach?

If you are looking for a clear structure to plan, facilitate, and reflect on data meetings, this resource is designed to support you every step of the way.

Purpose of This Resource

Hosting data meetings can quickly feel overwhelming—especially without clear systems in place. These Google-ready and printable data meeting forms are designed to guide instructional coaches and administrators through a 5-step process for preparing and facilitating effective data meetings.

The templates help you:

• Plan intentionally before the meeting
• Keep conversations focused and purposeful
• Capture key discussion points and next steps
• Reflect on the effectiveness of the meeting afterward

This structure supports productive, organized data conversations that lead to actionable outcomes.

What’s Included

This resource includes three practical templates to support data meetings from start to finish:

• Data Meeting Planning – Blank Template
  A flexible planning tool for coaches and administrators who prefer to customize their preparation process.
  Includes printable and PDF fillable versions.
• Data Meeting Planning – Guided Questions Template
  Provides structured prompts to help guide data analysis, discussion, and decision-making.
• Data Meeting Coach Reflection Sheet
  Designed for post-meeting reflection to evaluate what worked, what needs adjustment, and next steps.
  Includes printable and PDF fillable versions.

Ideal For

• New instructional coaches
• Administrators leading data talks
• PLC facilitators
• Instructional leadership teams
• Anyone seeking a clear system for organizing data meetings

Formats Included

• Google-ready templates
• Printable versions
• PDF fillable options (where noted)

Questions, Bulk Orders, or Purchase Orders

If you are interested in purchasing multiple copies, need a purchase order, or have questions about this product, please reach out: hello@simplycoaching.co

We’re happy to help!

Refund Policy

The resources you purchase are delivered electronically. Unlike a t-shirt or a book, you can't return a PDF, PowerPoint or Google Doc, or another file. For that reason, all sales are considered final and nonrefundable. Please review resource descriptions, preview files, cover photos, and teacher reviews before purchasing.

Terms of Use

© Simply Coaching Company. All rights reserved. This resource is the intellectual property of Simply Coaching Company and Nicole S. Turner. Your purchase grants a limited license under the terms below.

Single Coach License

This purchase is licensed for one individual instructional coach. One purchase equals one coach user.

Permitted Use

The licensed coach may use this resource as part of their coaching work with teachers they directly support, including printing pages for coaching conversations and using materials in trainings, PLCs, and sessions the licensed coach facilitates.

Restrictions

You may not share the digital files with other coaches, administrators, teams, or staff. You may not upload the resource to shared drives, shared folders, learning management systems, or any online platform where others can access the files. You may not translate, modify for redistribution, or resell this resource.

Multiple Coaches or School and District Use

If more than one coach will use this resource, you must purchase additional licenses or request a school or district license.