AGIL3 Coaching Template Training Suite

Lean | Agile | Disciplined Agile | ICF-Aligned | PDU-Certified

Product Description

This powerful all-in-one Notion-based training suite is designed for coaches, facilitators, Scrum Masters, Agile leads, and transformation professionals who want a ready-to-use toolkit that blends practical coaching with proven frameworks.

Grounded in Evidence-Based Management, Lean Change, Disciplined Agile, KATA, Scrum, and the ICF Core Competencies, this course includes over 40 custom templates, AI-enhanced tools, and coaching-ready documents — all designed to support coaching individuals, teams, and organizations toward lasting transformation.

Whether you're preparing for ICF certification, delivering value in Agile environments, or managing change across enterprise systems, this toolkit has you covered.

🎓 Earn 5 PDUs or CEUs toward PMI, SHRM, or coaching credential renewal.
📦 Download includes AI prompts, coaching logs, change canvases, visual tools, and printable certificates.

📚 What’s Included (Table of Contents)

1. Scrum Team Coaching Log Template
2. Evidence-Based Management Metrics Canvas
3. Retrospective + Lean Change Hypothesis Builder
4. Lean Change Canvas (Change Experiments)
5. Disciplined Agile Coaching Toolkit
6. KATA Coaching Templates
7. AMPLIO Change Coaching Board
8. ICF & ICR-Aligned Coaching Agreement
9. Session Reflection & Core Competency Logs
10. Client Progress Tracker
11. Supervision & Self-Reflection Logbook
12. 360° Value Coaching Journal
13. Coaching Hours & CEU/PDU Tracking Sheet
14. Jobs-To-Be-Done & Requirements by Objectives Templates
15. Quickest Valuable Release (QVR) Planning Tool
16. 20-Question Final Course Assessment with Answer Key
17. Printable Certificate of Completion Badge & Cover Art
18. AI Coaching Prompt Library (Agile, Change, EBM, ICF)

🎓 Eligibility for PDUs & CEUs

Earn 5 PDUs (Professional Development Units) by completing this course and self-reporting through:

• PMI (PMBOK-aligned: 2 Strategic, 2 Leadership, 1 Technical)
• SHRM (Behavioral Competency Alignment: Leadership, Critical Evaluation, Relationship Management)
• ICF/ICR (Coaching hours, reflection, and toolkit training)

Instructions for self-reporting are included in your download package.

💡 Who This Is For

• Agile Coaches
• Scrum Masters
• Change Managers
• Lean Six Sigma Belts (White to Black)
• HR & L&D Leaders
• ICF-credentialed Coaches
• Transformation Program Managers
• Project Professionals seeking strategic PDUs

Note to consumer PDS through the self-report system may or may not be accepted. Please check with provider before reporting.

AGIL3 Coaching Template Training Suite

Audit-Ready Course Documentation Packet for PDU/CEU Reporting
Provider: AGIL3 Enterprise Coaching & Value Stream Solutions, LLC
Contact: info@agil3enterprise.com | www.agil3enterprise.com
Hours of Instruction: 5 contact hours (self-paced)
Course Format: Digital course with downloadable templates, assessment, and certificate
Delivery Mode: Asynchronous | Self-paced study | Notion-based templates | PDF + AI Prompt tools

✅ Course Title

AGIL3 Coaching Template Training Suite: Tools for Agile, Change, and Leadership Coaching

🎯 Course Learning Objectives

Upon successful completion of this course, learners will be able to:

1. Design and structure Agile coaching sessions using evidence-based frameworks (Scrum, SAFe, LeSS, Disciplined Agile)
2. Apply Lean Change and KATA techniques to guide experiments and change outcomes at the team and system levels
3. Use AI-enhanced prompts to support powerful coaching conversations aligned to ICF and Agile team roles
4. Integrate client-centered coaching techniques into transformation projects using Jobs-To-Be-Done and RBO (Requirements by Objectives)
5. Use tools from Lean Six Sigma (DMAIC, SIPOC, VSM) for improvement coaching across all belt levels
6. Track, reflect on, and measure coaching effectiveness using a 360° coaching journal and client progress boards
7. Self-assess coaching alignment with ICF Core Competencies and industry-recognized coaching ethics

🧪 Course Assessment Method

Participants complete a 20-question multiple-choice final exam that covers the following competency areas:

Category# of QuestionsAgile Coaching and EBM5Lean Change / KATA3Coaching Ethics and Agreements3Coaching Metrics and Tools3Lean Six Sigma Concepts3Value Delivery / JTBD / QVR3

A score of 16/20 or higher (80%) is required to qualify for the Certificate of Completion.
Answer key and rubric are provided.

📂 Course Materials Provided

Learners receive a downloadable package including:

• 18+ Notion and printable templates for coaching, team experiments, and leadership development
• Full workbook of AI-powered coaching prompts aligned to ICF, PMBOK®, and EBM
• Role-based templates for Scrum Master, Product Owner, Developers, and Business Analysts
• Coaching agreement forms, ethics logs, and supervision reflection tools
• Evidence-Based Management and Lean Change Canvases
• Final Assessment (20 questions) with instructions
• Certificate of Completion (digital badge and printable format)

🧭 Professional Standards Alignment

🧩 PMI (Project Management Institute)

This course maps to the Talent Triangle as follows:

DomainHoursDescriptionLeadership2.0Coaching alignment with team development, trust, and presence practicesStrategic and Business2.0Outcome alignment, JTBD, QVR, value stream coachingTechnical Project Mgmt1.0Agile frameworks, Disciplined Agile, and EBM coaching tools

Total Eligible PDUs: 5 PDUs

PMBOK® alignment includes Stakeholder, Integration, and Resource Management knowledge areas.

🧩 SHRM (Society for Human Resource Management)

This course supports SHRM Competency Development in:

• Relationship Management
• Consultation
• Leadership & Navigation
• Critical Evaluation

Eligible for 5 SHRM PDCs (Professional Development Credits) under self-reporting.

🧩 ICF (International Coaching Federation)

While not an ICF CCE-accredited course, it supports self-reflection, documentation, and tool creation in alignment with:

• ICF’s 8 Core Competencies (2021 revision)
• Ethics and Coaching Agreement best practices
• Coach Supervision Reflection
• Tracking hours for ACC/PCC renewal or application

📜 Certificate Issuance

Participants who complete the assessment and self-directed modules receive:

• Digital badge (PNG, square)
• Printable certificate (PDF with AGIL3 Enterprise branding)
• Documentation for PDU audit, including time log and learning alignment

🔐 Self-Reporting Guidance

PMI Reporting

1. Log into https://ccrs.pmi.org
2. Select "Course or Training"
3. Provider: AGIL3 Enterprise Coaching & Value Stream Solutions, LLC
4. Title: AGIL3 Coaching Template Training Suite
5. Description: Coaching toolkit integrating Agile, Lean, Disciplined Agile, EBM, ICF, and leadership frameworks
6. Contact Hours: 5
7. Delivery: Self-paced
8. Date Completed: [Insert Completion Date]

SHRM Reporting

Report via SHRM Learning Portal as:

• Self-Directed Activity
• Title: AGIL3 Coaching Template Training Suite
• Description: Professional coaching toolkit supporting consultation, evaluation, and leadership coaching

ICF/ICR Reporting

Use this toolkit and logs to support:

• Coaching supervision reflection
• ACC/PCC/MCC application (evidence of training hours and development)
• 360 reflection documents and coaching logs

🏷️ Official Course Identifier

• Course ID: AGIL3-CTT-2025
• Version: 1.0
• Prepared by: Dr. Casey LaFrance, Director
• Approved by: Kristen LaFrance, CEO