Choosing New · 1-on-1 Coaching

Personal Information and Outcomes

Congratulations! I commend you for deciding to make coaching a part of your life. As part of the coaching process, it will help me to know a little about your life and to be clear about what outcomes you desire. Transformation happens in the details, so please be as specific and detailed as possible. This will support you as we create a roadmap for the next several months and especially during your first few calls.

This is not a test and there are no “right” answers. And while I do ask that you be specific, you do not have to write a book. Relax, take your time, and feel free to use bullet points. If you notice yourself getting stumped by anything, just skip it. This shouldn’t take longer than about 20 minutes.

As a reminder, this and all information you share is confidential. Your answers go directly and only to me.

No need to finish in one sitting — save anytime and we'll email you a private link to pick up where you left off, on any device. Just fill in your name and email below first.

Personal Information

Name *

Email *

Cell number

Address

Occupation

Age

About You

Health — are there any health concerns or factors that currently affect your life? What treatments, support, or medications are you presently utilizing?

Please tell me a little about your family life — are you married; do you have children; are they young or grown; whom do you live with; are you happy with your current arrangement?

Have you worked with a coach before?

As your coach, what types of interactions from me would inspire you (encouragement, accountability, large goals, small goals, etc.)?

What types of interactions would frustrate or discourage you?

What are you currently tolerating in life that has been bothering you or dragging you down for some time?

List as many as you like.

What decisions do you know you need to make?

List as many as you like.

What normally stops you in life?

What kinds of conversations do you typically avoid or resist having with others?

How do you feel about giving and receiving feedback?

When you fail at something or when things aren’t going right, what kinds of things do you usually say to yourself?

These are conversations that usually happen in an instant, inside your head. Do you berate yourself, shame yourself, call yourself names, encourage yourself, or something else?

Have you done any personality typing tests, and what results have you received (Enneagram, Myers-Briggs, DISC, etc.)?

What else would you like to share about yourself?

Are there specific life-events that you would like me to be aware of? What feels important to you? Some people find it helpful to “share their story” or create a timeline of important life events. I encourage you to use the space however you like.