Client Name:

Coach Name:

Assessment Date:

Introduction:

Before we dive into the assessment, please take a moment to reflect on the following questions:

What are you hoping to achieve through coaching?

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What are the most important qualities you're looking for in a coach?

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What are your biggest concerns or hesitations about starting coaching?

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Scoring System:

1. Personality Compatibility

<aside> <img src="/icons/user-circle-filled_blue.svg" alt="/icons/user-circle-filled_blue.svg" width="40px" /> Client-Facing Questions:

How would you describe your personality?

• Do you prefer spending time alone or with others?
• Do you focus more on tasks or people?
• Do you pay attention to details or the overall picture?
• What are your strengths and challenges when interacting with others?
• How often do you like to check in with others? Do you prefer frequent updates or occasional ones? </aside>

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<aside> <img src="/icons/conversation_blue.svg" alt="/icons/conversation_blue.svg" width="40px" /> Coach Self-Assessment:

How would you describe your coaching personality?

• Do you prefer one-on-one sessions or group settings?
• Do you focus more on tasks or people?
• Are you detail-oriented or big-picture-focused?
• How does your personality influence your coaching style?

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Notes:

• Observations about potential areas of friction or synergy based on personality traits.

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