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Coaching Intake Form
Kyle Gordon
2022-03-27T18:16:45-06:00
Coaching Intake Form
Name
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First
Last
Email
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Phone
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Name of your organization?
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Website URL of your organization?
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Title
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Time in this position?
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Please provide context for why you are looking for an executive coach. Please be as specific as you can as you outline the outcome(s) you are looking to accomplish through coaching.
We need to establish a baseline for why you want or need coaching and what kind change/growth you are looking for and what timeframe and budget you have to invest in this important project.
Please identify/describe the kind of coaching you are looking for:
Performance Coaching
which primarily focuses on improving a deficit, gap, weakness in accomplishing specific tasks, goals or reaching a specific level of performance. Prioritize numerically what is needed most. If you don’t see a category that fits with your coaching needs, please add it to the list and provide a clear definition for us to discuss.
Development Coaching
which primarily focuses on personal growth to continue to prepare for the future.
Prioritize numerically what is needed most. If you don’t see a category that fits with your coaching needs, please add it to the list and provide a clear definition for us to discuss.
I am looking for:
(Required)
Performance Coaching
Development Coaching
PERFORMANCE COACHING
Primary Focus
(Required)
Project/Technical Skills
Relational & Interpersonal Skills
Communication Improvement
Improve/Overcome Patterns/Habits/History
Goal Clarity & Accomplishment
Skill Development
Leader in New Role
Application: Equity, Diversity, Inclusion
OTHER
Select All
Select all that apply.
Why are Project/Technical Skills an area needs improvement?
Why are Relational & Interpersonal Skills an area needs improvement?
Why is Communication Improvement an area needs improvement?
Why is Improve/Overcome Patterns/Habits/History an area needs improvement?
Why is Goal Clarity & Accomplishment an area needs improvement?
Why is Skill Development an area needs improvement?
Why is Leader in New Role an area needs improvement?
Why is Application: Equity, Diversity, Inclusion an area needs improvement?
Please Explain OTHER:
DEVELOPMENT COACHING
Primary Focus
(Required)
Team Building Skills
Leadership & Influence
Executive Presence
Succession Development
Career Transition/Trajectory
Work-Life Balance
Onboarding/Transition
Awareness: Equity, Diversity, Inclusion
OTHER
Select All
Why is Team Building Skills an area needs improvement?
Why is Leadership & Influence an area needs improvement?
Why is Executive Presence an area needs improvement?
Why is Succession Development an area needs improvement?
Why is Career Transition/Trajectory an area needs improvement?
Why is Work-Life Balance an area needs improvement?
Why is Onboarding/Transition an area needs improvement?
Why is Awareness: Equity, Diversity, Inclusion an area needs improvement?
Please Explain OTHER:
Additional Information
Take your time to thoughtfully consider your weaknesses, strengths, and personal and professional goals so that we can customize a coaching plan that will get you to your goals as effectively as possible. Be as descriptive as possible and don’t feel that you must be confined to this form.
Describe the benefits of a successful coaching experience.
Describe the consequences of not doing anything, or of a bad coaching experience.
Who and what will be impacted by no change or a major change as a result of your coaching?
Please describe the timeframe and budget that you are willing to carve out for this important investment.
What other details would be helpful to know?
Who can we thank for referring you to us?
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