As a professional coach, you understand the importance of the discovery call. It is the foundation for building a successful, trusting relationship with your clients. With the Coaching Discovery Call Questionnaire Template, you can ensure that the critical information needed to build that relationship is captured in a meaningful, engaging way.
The Coaching Discovery Call Questionnaire Template guides your clients through the process of self-discovery, helping them to better understand themselves and their goals. It begins with an introduction that allows you to set the tone for the conversation. This is followed by questions that prompt clients to reflect on their current circumstances, challenges, goals, and values.
By using the Coaching Discovery Call Questionnaire Template as a part of your discovery call process, you can ensure that you and your clients have the critical information needed to move forward in the coaching process. The template is easy to customize, allowing you to tailor it to the needs of your clients and ensure that the conversation is meaningful and productive.
(Optional) If you have any questions that need to be answered during our Discovery Session, please write them here so that we don't forget
The Wheel of Life is a general coaching tool to get to know the coachee better. In coaching we don’t separate private from work, since what we experience in one part will influence the other. The Wheel of Life is a fast and easy way to get an impression of the level of satisfaction in the 8 segments which together cover the coachee’s whole life.
You’re kindly requested to score all 8 segments on a 1-10 scale, with 1 being ‘not at all satisfied’ and 10 being ‘totally satisfied’.
Whilst travelling through life, we all leave footprints. Please briefly reflect on this below.
Our actions are driven by our Values. Your Values represent who you are at this moment. These are principles you highly appreciate. Values are different from ethics and they are not consciously chosen. They are simply an intrinsic part of who you are at your core.
Values are also different from 'standards', or 'the norm' which usually comes from society — they are 'put upon us' by our environment and thus they come from the outside. It is very well possible though that you are serving your Values by respecting certain norms.
In the sessions, we will explore your Values in more depth. In preparation for that, YOU'RE REQUESTED TO CREATE A LIST OF 15-20 VALUES
Coaching is a lot about exploring who you are, what you stand for, what excites you in life, and what your dreams are. Below are some questions to start that process.
Your roots have a huge impact on how you develop and on what matters to you.
A person’s history tells their story from even before birth up until today. The family you were born into shapes you, such as the environment in which you grew up. The schools you went to, your teachers, the religious practices of your family, and important events, however big or small, shape us into who and how we are today.
In the box below, please mention things that you feel had an important impact on you. Feel free to elaborate.
You may already have an idea about your Inner Resources (a.k.a. Leader Within & Allies) and Life Purpose statement. If so, please share the current version.
You’re starting coaching to work on some goals. Yes, coaching is working ☺ You’re investing your time and energy in this journey of exploration and discovery so you want some clear results. To get more clarity on why you want to work on the coaching questions, such as those mentioned in 1, please answer the questions below.
Just some fun facts I feel like sharing.
On this planet since January 1, 1979. I’m passionate about people and nature is where I recharge my batteries. I’m fascinated about the power of coaching conversation which I am honouring through my podcast #Beyond One Lens. I try not to take myself too seriously and strive to be an ‘Imperfectionist’ whilst at the same time take a stand for high professional standards.
