The EFI Coaching Starter Kit
Upon enrollment, you receive a complete, ready-to-use toolkit for building your executive function coaching practice. Everything is open source, printable, and yours to keep forever.
What You Receive
Every enrollee receives immediate access to these professional-grade materials. No drip content, no locked modules — everything from day one.
Downloadable Templates
Assessment Tools
Hours of Asynchronous Brief Content
Business Templates
Assessment Toolkit
Everything you need to conduct a professional intake and create an Executive Skills Profile for every client.
- ESQ-R Questionnaire (printable + interactive digital version)
- EF Skills Checklist (11-skill reference card)
- Structured Intake Form with "Goodness of Fit" section
- Intake Interview Scripts (initial contact + debrief)
- Parent/Guardian Consultation Guide
Coaching Session Materials
Structured documentation templates and client-facing tools for running effective, professional coaching sessions.
- SOAP Format Session Notes
- Progress Tracking Sheets
- SMART Goal Monitoring Logs
- Between-Session Accountability Forms
- "Fade Plan" Scaffolding Worksheets
Client Planning Tools
Visual planning materials based on the Ward & Jacobsen "Get Ready, Do, Done" framework and Barkley's temporal management strategies.
- "Get Ready, Do, Done" Planning Mats (3 complexity levels)
- Red/Green/Yellow Color-Coded Visual Planners
- Daily Planning Worksheets
- Weekly Project Planning Sheets
- Priority Matrix Templates
- Task Breakdown Worksheets
Time Management Toolkit
Specialized tools for addressing "time blindness" — one of the most common and impactful EF deficits, grounded in Barkley's temporal horizon research.
- Temporal Mapping Worksheets
- Analog Clock Exercise Sheets
- "Prediction vs. Reality" Tracking Sheets
- Weekly Time Horizon Calendars
- Time Estimation Calibration Logs
Business Launch Kit
Templates and frameworks for starting your independent EF coaching practice, aligned with ICF and NBEFC professional standards.
- One-Page Business Plan Template
- Service Agreement Template (ICF-aligned)
- Service Menu & Pricing Worksheet
- Client Discovery Call Script
- Niche Specialization Guide (with examples: college transition, adults with ADHD, corporate executives, parents)
- Referral Network Building Playbook
Curated Reading & Resource Library
A module-aligned collection of source briefs, Harvard research papers, implementation notes, and an essential book list for building your EF knowledge base.
- Barkley's "30 Essential Ideas" source briefs and segment annotations
- Harvard "Executive Function: Skills for Life" research summary + working paper
- Developmental EF overview briefs for parents and educators
- Module-mapped citation packets with implementation prompts
- 6 essential books annotated by module relevance
- Harvard EF Activities Guide (PDF download)
From Enrollment to Practice
Enroll & Get Immediate Access
Upon enrollment, you get immediate access to all 6 modules, your complete Starter Kit, the interactive ESQ-R assessment, and all downloadable resources. No waiting, no drip content.
Study the Modules & Use the Tools
Work through the 6 modules at your own pace, using the Starter Kit templates in practice sessions. Each module builds on the last — from neuroscience foundations through hands-on coaching methodology.
Complete the Capstone & Get Certified
Submit your three-part capstone practicum: an intake simulation packet, a case study intervention plan, and an original coaching resource. Pass rubric review, earn your CEFC designation, and launch your practice.
“The Starter Kit alone was worth the investment. I had a professional-looking practice up and running quickly without building every template from scratch.”
Ready to Get Your Kit?
Enroll today and receive immediate access to your complete Starter Kit, all 6 modules, and the full resource library.