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Coaching Intake Session Checklist

The document outlines a structured intake process for coaching sessions, including key elements such as session purpose, administration details, and the coach-client relationship. It emphasizes the importance of managing expectations, clarifying roles, and assessing the client's current situation and goals. The checklist serves as a guide to ensure a comprehensive and effective coaching intake session.

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Mónica Murillo B.
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44 views2 pages

Coaching Intake Session Checklist

The document outlines a structured intake process for coaching sessions, including key elements such as session purpose, administration details, and the coach-client relationship. It emphasizes the importance of managing expectations, clarifying roles, and assessing the client's current situation and goals. The checklist serves as a guide to ensure a comprehensive and effective coaching intake session.

Uploaded by

Mónica Murillo B.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Intake Process and Questionnaire

We have put together this structured intake session checklist to help you prepare for your first
coaching session. An intake session is about setting the scene, helping manage your clients
expectations ie. what they can expect from you as their coach and vice versa, understanding what
they want to achieve, ensuring any administrative processes are clear and answering any
questions.
This is by no means an exhaustive list and the order is not cast in stone. What you will cover, and
in what order will depend on what ground you have already covered prior to them deciding to
undertake coaching.
Introduction
• Purpose and duration of the intake session
• Clarification of what coaching is / is not
Administration
• Agreement of number of sessions scheduled and dates
• Payment terms
• Coaching contract/agreement
• What the service includes
• What notes will be written up/fed back
• Methods of communication
• Ground rules for missed or late sessions
The coaching session
• Getting the most from your session – clearing inner space
• Structure of session
• Who will take notes
• What is needed for each session – pens/paper, diary
The coach –client relationship
• What the client can expect from their coach
• What client wants from their coach
• Openness and honesty
• Confidentiality
• Equality in the relationship
• Agenda belongs to the client
• Responsibility and accountability for achievement of actions
Assessment of where client is now
• Wheel of Life
• Pre-coaching questionnaires
• Other assessments
• What is important to the client – values

28
Goals
• What the client wants to achieve from coaching – long, medium, short term
• Priority areas
Wrap up
• Any questions/concerns
• Confirmation of next session – date/time

29

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