|
|
Coaching
– Getting Started
I use the following form at the start of a new coaching relationship.
It collates some practical information, but also helps me identify
what individuals want their coaching to achieve, and how we can
work together most effectively.
Client Profile and Intake
Form
|
|
Coaching Priorities
and Desired Outcomes
|
|
1.
|
|
2.
|
|
3.
|
|
4.
|
|
5.
|
|
|
Background Data
|
|
Learning style (data
from formal assessment or via discussion)
|
|
Diagnostic data available
(MBTI, EQ, 360 feedback?)
|
|
Job/Career history
|
|
Relevant personal
information (health, non-work interests and aims, family)
|
|
| Current Personal
Leadership Strengths and Challenges |
|
|
|
| Client Information |
|
Company details
|
|
Title & role
in company
|
|
Contact information
|
|
| Company Context |
| Main technologies,
Products, Services |
| Main applications,
markets and customer base |
| Financial highlights |
| Ownership & any
main partnerships |
| Current support, mentoring,
advisory arrangements |
|
| Main Business /
Financial Goals |
| Short term (up to
one year) |
| Longer term |
|
|
|
|
|
|
|