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Executive Coaching Pre-Session Form

Are you an executive coach looking to provide a comprehensive, personalized experience for your clients? Then consider using the Executive Coaching Pre-Session Form. This form template helps to ensure that you have all of the necessary information to get to know your client, understand their goals, and develop a comprehensive coaching plan.

The Executive Coaching Pre-Session Form is designed to ask your client the essential questions needed to create a successful coaching relationship. By collecting background information about your client’s lifestyle, work and personal goals, and any challenges they are currently facing, the form allows you to gain a better understanding of their needs and develop an effective strategy for them.

Not only does the Executive Coaching Pre-Session Form provide you with valuable information to help kickstart the coaching relationship, but it also helps to build trust with your client. By getting to know your client’s story, you create an atmosphere of openness and understanding, which lays the groundwork for successful, long-term coaching.

The Executive Coaching Pre-Session Form is an invaluable tool for any executive coach looking to provide an engaging and effective experience for their clients. By using this form, you can ensure that you have all the information you need to create a successful coaching plan and develop a strong relationship with your client.

Executive Coaching Pre-Session Form

  1. What actions, results or accomplishments do you want to celebrate since your last coaching call?

  2. What are your top three goals for this quarter? Good to reflect and update if needed.

  3. How would you rate your progress towards accomplishing your quarterly goals on a scale of 1 - 5? 1= Off track 3= Somewhat on track 5=Absolutely on track

  4. What were you hoping to accomplish that you didn't? What challenges did you face?

  5. What do you want to accomplish in your executive coaching session? Choose one primary focus for the call and be as specific as possible. List questions, resources required, challenges and opportunities we should discuss.

  6. How can your Executive Coach best support you today? Choose one or two focus areas.

  7. Anything else you'd like to share?

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