Coaching Intake Form Template
What is Coaching intake form template?
A Coaching intake form template is a document used by coaches to gather relevant information from clients before starting a coaching session. This form typically includes personal details, goals, challenges, and expectations to ensure a productive coaching relationship.
What are the types of Coaching intake form template?
There are several types of Coaching intake form templates available, including:
General Coaching Intake Form Template
Life Coaching Intake Form Template
Career Coaching Intake Form Template
Health and Wellness Coaching Intake Form Template
Executive Coaching Intake Form Template
How to complete Coaching intake form template
To effectively complete a Coaching intake form template, follow these steps:
01
Fill in your personal details such as name, contact information, and demographics.
02
Specify your goals, challenges, and expectations for the coaching sessions.
03
Provide any relevant background information that may help the coach understand your situation better.
04
Review the completed form for accuracy and completeness before submitting it to your coach.
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Questions & answers
How do I create a coaching intake form?
How to structure your intake form. After collecting the basic information (name, date of birth, and so on), you can divide your intake form into three clear sections: The client's goals, their personal history, and their coaching preferences.
How do you document a coaching conversation?
What you discussed – The key points discussed. for example, if it was a coaching conversation, then record evidence-based examples and feedback. Follow-up action steps – What action you and the direct report agreed to take after the session. Date of conversation – Always date any document of record.
Should coaching sessions be recorded?
That said, we recommend recording details during the session to avoid missing essential information. Coaching logs also help clients stay on track with their goals and work on areas of improvement. Clients can revisit old logs to keep a check on their action steps.
What do you document for coaching?
1. Pre-Coaching Documents: These are forms and assessments that are completed by the coach and the client before the coaching begins. They help to establish the goals and objectives of the coaching, as well as to gain a better understanding of the client's strengths, weaknesses, and challenges.
How do you document a coaching session?
Your coaching log template should include the following sections: date, duration, client name, session number, session goal, session summary, coaching techniques, feedback, action plan, and follow-up. Each section should provide clear and concise information that reflects the purpose and outcome of the session.
What questions are asked in coaching intake interview?
Specific Intake Questions Why is the client seeking coaching services? If the client has received coaching services before, what worked well, and what would he or she like to do differently? Is the client currently receiving counseling services? What are the current medications (with dosages) that the client is taking?
