Client Assessment Form
A comprehensive form to assess new clients and understand their goals and needs.
What's Included
- Comprehensive client information section
- Goal identification questionnaire
- Current situation analysis
- Barriers and challenges section
- Learning style and communication preferences
Why Client Assessment Matters
A thorough client assessment is the foundation of effective coaching. This form helps you gather crucial information about your clients so you can:
- Understand their true goals: Move beyond surface-level objectives to identify what truly motivates your client
- Identify obstacles: Discover potential barriers that might impede their progress
- Establish baselines: Set clear starting points to measure progress against
- Tailor your approach: Customize your coaching style to match their learning preferences and communication style
- Set realistic expectations: Develop achievable milestones based on their current situation
When used at the beginning of your coaching relationship, this assessment form helps create clarity, alignment, and a strong foundation for successful coaching outcomes.