Needs Assessment

This Needs Assessment is designed to help me better understand you and your business needs so I can prepare relevant tools and strategies to help you gain the most value from our exploratory call together. 

 

There are two sections in this form: 'Communication & Team Development' which focuses on the needs within your organization, and 'Leadership Coaching' which focuses on the needs for private 1:1 coaching services.

 

Please fill out the sections applicable to you and/or your company's needs.
(All personal information is strictly confidential.)

Client Information

Which best describes you as a person?

Organization Information

Size of Company
What my/our organization needs most is...
What is the most most money you have invested in coaching, training and development for yourself, your business, or your team in a year?

Team Development & Training

The following questions will identify your company's strengths and weaknesses regarding communication and team development. 

 

If you are seeking ONLY individual coaching, please skip to the next section. 

My workplace inspires my team to do their best work.
My company values open communication and transparency.
My team members work effectively together.
My workplace is an environment that recognizes strengths and accomplishments.
When faced with conflict within my team, members speak to one another respectfully.
When faced with conflict within my team, we will often come to a united decision/plan to combat it.

Individual Coaching 

The personal IS professional! The following questions will identify your current wins and challenges in life and/or business. 

What is the most money you have invested in individual coaching for yourself in a year?