Coaching Engagement Starter Sheet

This exercise is a way for you to begin reflecting on and establishing some goals for our work together, as well as understand some of the internal resources and experience you bring into coaching. It also helps me get to know you!

Please spend between 1-2 hours on this, meaning, don’t rush it.

Make the time you need to explore and document with patience and intention.

First name

Last name

Phone

Street Address

City

State

Zip code

What makes this the right time to engage in coaching? What makes this different than other times you’ve considered change?

At the end of this engagement, how would you define success? What do you want to get out of our coaching? Be specific and name as many items as seem appropriate!

Tell me about your professional and leadership identity. How do you add value to your organization and work? How do you want to be known as a leader? What is your vision for how this may grow and evolve through our work together?

What are the 1-3 most important things you’d like to accomplish with respect to your work and career?

What are the other important things you’d like to accomplish within the next 4-6 months?

What are five of your gifts or talents?

What are some of your greatest achievements? And what characterized those experiences?

What are five things you’ve been procrastinating on? How do you get in your own way?

What made progress and growth possible for you in the last year?

Tell me about you in narrative form. What are some key moments, who are some key influences and relationships, what inspires you, and what are important times or experiences in your biography that shape who you are today?

Is there anything else I need to know as your coach? This might be other things going on in your life, or something else frequently on your mind, for instance.

Are you a previous client?

Yes

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