Comparing coaching platforms?
This checklist helps both coaches and L&D teams assess tools by features, automation, security, and experience, so you can choose the one that fits your goals.
Tech Partner Evaluation Checklist
What Is the Tech Partner Evaluation Checklist?
The Tech Partner Evaluation Checklist is a practical tool designed to help both individual coaches and L&D teams make informed decisions when selecting a coaching platform. Whether you’re setting up your first system or scaling an existing program, the checklist guides you through evaluating key areas like scheduling, automation, security, user experience, and reporting. It’s designed to simplify your selection process and help you find a platform that supports coaching at any scale.
How to Use This Template
Compare key platform features
Assess scheduling, reminders, session tracking, and document sharing.
Evaluate client experience
Look at onboarding ease, dashboard usability, and mobile access.
Review data security and compliance
Check for essentials like GDPR, SOC2, and role-based access.
Customize your scoring
Use checkmarks, 1–5 ratings, or weighted scoring based on your priorities.
Why Coaches & L&D Teams Use This Template
Provides a clear side-by-side view
of multiple platforms
Saves time
during demos and trials by highlighting key areas to focus on
Supports both solo practice and scaled programs
including internal and external coaches
How Coaches & L&D Teams Use This Template
To select a first-time platform
Elena, a solo coach, used the checklist to narrow down tools that matched her 1:1 client workflow and required minimal setup.
To align internal stakeholders
David from the L&D department used the checklist to collaborate with HR and IT while evaluating platforms for a leadership coaching rollout.
To upgrade to a scalable solution
Riya, who runs a small coaching team, used it to prioritize automation, documentation, and multi-user support as they expanded into group coaching.
Frequently Asked Questions
Can this checklist be used by both individuals and teams?
Yes, it’s designed for flexibility. Whether you’re choosing a tool for personal practice or an enterprise rollout, the structure adapts to your needs.
How many platforms can I compare?
You can compare as many as you like. The checklist includes space for side-by-side comparisons, just duplicate sections if needed.
Do I need to score every feature?
No. Use the sections and scoring methods that make the most sense for your evaluation, it’s fully customizable.
