DISCOVERY SESSION WORKSHEET Dear client , Completing this short confidential worksheet allows me to better understand your challenges and the support you might be needing.
Your answers also allow me to arrive prepared for our call and make sure you get the most value out of our time together.
Preferred Name
What name do you prefer to go by?
{"type":"text","name":"PreferredName","width":40,"value":"","size":"Normal","validation":"","validationMessage":"","placeholder":""}
Your Role Occupation/Job Title
{"type":"text","name":"__generic10","width":75,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}
Employer
{"type":"text","name":"__generic11","width":75,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}
Years at this job
{"type":"text","name":"__generic12","width":20,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""} Sponsoring Manager (if you are being sponsored)
{"type":"text","name":"__generic13","width":75,"value":"","size":"Normal","validation":"NE","validationMessage":"Please fill in this item.","placeholder":""}
Are you?
an individual contributor a team leader a functional lead a CEO other {"type":"radio","name":"__generic","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"an individual contributor\na team leader\na functional lead\na CEO\nother"} {"type":"text","name":"__generic2","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please fill in this item.","placeholder":"complete if you answered 'other'"}
Tell me a little bit about your role...
{"type":"textarea","name":"__generic3","width":100,"value":"","size":"Small","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"Just a couple of lines. If you have direct reports please include how many you have. "}
Your Challenges Which of these challenges rings true for you right now ?
You can choose more than 1 option but think about the most pressing issue(s).
I've started a new role and I need to hit the ground running. I need to present a strategy to my leadership team and then make it happen I need to get my team to deliver on time My stakeholders are angry and I need to resolve their issues fast I keep doing it all myself because I am the only person I can trust How do I align my team so we work more effectively and joyfully I lack the confidence I desire and spend my time working hard to prove myself I am facing a serious crisis I am leading a high stakes project and we need to get everyone aligned My boss and I are not getting along I'm exhausted and feel stuck I'm embroiled in the day to day Other {"type":"checkbox","name":"challenges","width":100,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"I've started a new role and I need to hit the ground running.\nI need to present a strategy to my leadership team and then make it happen\nI need to get my team to deliver on time\nMy stakeholders are angry and I need to resolve their issues fast\nI keep doing it all myself because I am the only person I can trust\nHow do I align my team so we work more effectively and joyfully\nI lack the confidence I desire and spend my time working hard to prove myself\nI am facing a serious crisis\nI am leading a high stakes project and we need to get everyone aligned\nMy boss and I are not getting along\nI'm exhausted and feel stuck\nI'm embroiled in the day to day\nOther"}
{"type":"text","name":"ClientChallenges_comment","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please fill in this item.","placeholder":"complete if you answered 'other'"}
Say a bit more about your challenge(s).
{"type":"textarea","name":"challenges_comment","width":100,"value":"","size":"Small","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"Share the context for your challenge and what you think is getting in the way? "}
What matters to you? What is the outcome you are aspiring for? {"type":"textarea","name":"Outcomes","width":100,"value":"","size":"Small","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"What really matters to you? Right now, what is your best guess around the outcome you are seeking. Don't try to perfect this, just provide some thoughts."}
What have you tried so far, if anything?
{"type":"textarea","name":"Actions","width":100,"value":"","size":"Small","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"Hiring a coach, tolerating the situation, working harder, faster, longer. This could be anything or nothing so far."}
Why are you reaching out now, in particular?
{"type":"textarea","name":"__generic5","width":100,"value":"","size":"Small","validation":"NE","validationMessage":"Please fill in this item.","height":80,"placeholder":"E.g. Has something specific happened?"}
Coaching Readiness I respect raw honesty. There will be no judgment nor any consequences for the truth.
Growth and Change I am invested in my own development and growth. I am open to change, learning, and personal development.
100% Sometimes If I feel like it I need strategies for how to make others change {"type":"radio","name":"desire2grow","width":50,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"100%\nSometimes\nIf I feel like it\nI need strategies for how to make others change"}
Self-Responsibility
I am willing to take responsibility for the choices and actions that have been creating my results.
If I have to I prefer not to I don't know how to Totally open {"type":"radio","name":"selfResponsible","width":25,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"If I have to\nI prefer not to\nI don't know how to\nTotally open"}
Openness to Feedback
I am willing to have my coach provide me with feedback and value it as a way to learn about myself.
No thanks Sometimes Often Always {"type":"radio","name":"open2Feedback","width":25,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"No thanks\nSometimes\nOften\nAlways"}
Tolerance for Vulnerability
I am ready to disclose myself in a vulnerable way to my coach.
No way! Prefer not to Sometimes I'm wide open {"type":"radio","name":"__generic24","width":25,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"No way!\nPrefer not to\nSometimes\nI'm wide open"}
Time and Space
In addition to the coaching sessions, I am able to invest time in-betweens sessions working towards my coaching outcomes.
Less than 30 min/week 30 min/week 60 min/week 90 min/week 2 hours/week More than 2 hours/week {"type":"radio","name":"__generic26","width":50,"value":"","size":"Small","validation":"C1","validationMessage":"Please make a selection for this item.","options":"Less than 30 min/week\n30 min/week\n60 min/week\n90 min/week\n2 hours/week\nMore than 2 hours/week"}
Is there anything else you'd like to share? {"type":"textarea","name":"__generic15","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please fill in this item.","height":100,"placeholder":"Reservations, background to your challenges, more about you and your answers above."}
'Save' allows you to save this worksheet as a work-in-progress, allowing you to resume your work later. 'Complete' means you are submitting your final responses to your coach.
