Executive Coaching Intake

EXECUTIVE COACHING INTAKE FORM PROFESSIONAL INFORMATION ======================= Name: _________________________ Title/Position: _______________ Company: ______________________ Industry: ____________________ Team Size: ___________________ Years in Current Role: ________ Years in Leadership: __________ Email: _______________________ Phone: ______________________ ORGANIZATIONAL CONTEXT ===================== 1. Describe your organization's current priorities and challenges: _________________________________________ _________________________________________ 2. How does your role contribute to organizational success? _________________________________________ _________________________________________ 3. What are your key performance indicators (KPIs)? _________________________________________ _________________________________________ 4. Who are your key stakeholders? (internal and external) _________________________________________ _________________________________________ LEADERSHIP ASSESSMENT ==================== 5. What leadership challenges are you currently facing? ☐ Team performance and engagement ☐ Strategic decision-making ☐ Communication and influence ☐ Change management ☐ Conflict resolution ☐ Work-life integration ☐ Succession planning ☐ Other: _______________ 6. On a scale of 1-10, rate your current effectiveness in: Leadership Vision: 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 Team Building: 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 Communication: 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 Decision Making: 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 Emotional Intelligence: 1 ── 2 ── 3 ── 4 ── 5 ── 6 ── 7 ── 8 ── 9 ── 10 DEVELOPMENT GOALS ================ 7. What specific leadership skills do you want to develop? _________________________________________ _________________________________________ 8. What business outcomes do you want to achieve through coaching? _________________________________________ _________________________________________ 9. How will you measure success from this coaching engagement? _________________________________________ _________________________________________ This intake continues for several more sections covering feedback, stakeholder considerations, executive challenges, coaching logistics, organizational support, and consent forms. LEADERSHIP STYLE AND PERSONALITY =============================== Understanding your leadership style and personality preferences can significantly enhance our coaching effectiveness. Previous Assessment Experience: Have you completed any leadership or personality assessments (DISC, Myers-Briggs, StrengthsFinder, etc.)? ☐ Yes ☐ No If yes, what were the key insights? _________________________________________ _________________________________________ Personality Assessment Option: Would you be interested in completing a comprehensive personality and leadership assessment to deepen our coaching work? ☐ Yes ☐ No ☐ Maybe later Professional assessments available at: https://www.personality-quizzes.com/for-coaching This assessment data helps create more targeted and effective leadership development strategies tailored to your unique style and preferences.