Development Client Questionnaire

This questionnaire covers a wide range of topics to help assess the client's needs, evaluate their commitment, and understand their expectations. It provides valuable information for both the coach and the client to determine if they're a good fit for each other and to set the foundation for a successful coaching relationship. This is not a coaching contract and does not constitute a coaching engagement agreement.

Client Information

First name

Last name

Address

Email

Phone

Position

Company name

Needs Assessment

What are your primary reasons for seeking development coaching?

List your top three professional goals for the next 6-12 months:

What specific skills or areas would you like to improve through coaching?

Describe any challenges or obstacles you're currently facing in your professional life:

Have you worked with a coach before? If yes, please describe your experience:

Yes

No

If yes, please describe your experience.

On a scale of 1-10 (1 being lowest, 10 being highest), how satisfied are you with your current professional situation?

Please explain your answer.

What aspects of your work or career do you find most fulfilling?

What aspects do you find most challenging or frustrating?

Time Commitment

How often would you like to have sessions with your coach?

Every week

Every two weeks

Once a month

Other

How much time per week can you realistically dedicate to coaching sessions and related activities?

1-2 hours per week

2-4 hours per week

Other

Are you willing to complete assignments or tasks between coaching sessions?

Yes

No

Not sure

On a scale of 1-10, how committed are you to making changes in your professional life?

What potential obstacles might interfere with your coaching progress?

Expectations

What do you expect to gain from the coaching relationship?

How will you measure the success of your coaching experience?

Do you prefer:

In-person sessions

Zoom sessions

Phone sessions

A mix of methods

What's your preferred method of communication between sessions?

Work email

Personal email

Phone

Text

Have you participated in an assessments for your development before? Please describe.

Are there any specific tools or assessments you're interested in using during the coaching process?

What concerns, if any, do you have about the coaching process?

Is there anything else you'd like your potential coach to know about you or your goals?

Financial Commitment

Have you reviewed pricing for your coaching?

Yes

No

Who will be responsible for paying for the coaching services?

Self

Employer

Other

By completing this questionnaire, you agree that the information provided is accurate to the best of your knowledge. This information will be used to assess your needs and determine the best coaching approach for you.

Signature

Signature field is empty.

Date

Month

Day

Year