Work transformed.™

Coaching Needs Assessment

This won't hurt a bit (but it will take 10-15 minutes, so a coffee on standby may help!).
Purpose
This assessment provides us with an overview of your current situation in preparation for our session with you. While you may find some of the questions or response options not applicable or redundant, please answer all questions with the answer that most closely reflects your situation.
Instructions
Questions will be automatically introduced or removed based on your answers.If you have any questions about this assessment, please call us at 604-692-0888 or contact us.Questions with a '*' are required.
I am:*
- ... an Individual who wants life or career coaching.
- ... an Entrepreneur looking for business coaching.
- ... a Manager or Leader seeking executive coaching.

Find your path. Live with passion. Kyosei Coaching.™

	Strongly Agree	Agree	Disagree	Strongly Disagree	Not Applicable
My income is currently meeting my basic financial needs.
I feel reasonably confident that this will continue.
I manage my money effectively.
My debt load is manageable.
I get adequate sleep and wake up feeling rested and refreshed.
I have healthy eating habits.
I (and those close to me) am (are) in good health.
I (and those close to me) am (are) free from depression, addiction, anxiety and/or other mental/psychological health issues.
I feel safe from threat of physical harm and/or mental/emotional abuse at work and at home.
At work, I feel like I fit in, belong, and am cared about as a person.
I have a support network of people I can trust, confide in and get support from at home.
I have a support network of people I can trust, confide in and get support from at work.
I am clear about what is expected of me at work.
I have the skills and knowledge I need to do my job.
I trust the expertise and decisions of my supervisor.
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my family.
The company I work for is struggling financially and/or is in the midst of a merger, downsizing or other major change.
My relationships are healthy, loving and supportive.
I feel like I have control over whether good or bad things happen to me.
I am the primary caregiver for one or more ageing parents.
My children still require a substantial amount of my time and energy.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my company's strategic objectives.
I am clear on the key goals and objectives I am responsible to achieve.
I am clear on my own short and long term career objectives.
I have the skills and knowledge I need to achieve my goals.
My supervisor and co-workers support me to excel.
I receive recognition for my strengths and accomplishments.
I demonstrate good communication skills at work and at home.
I am able to focus and concentrate on the task at hand.
I make decisions with ease and confidence in my work and life.
I engage in regular daily and weekly planning.
I manage my time effectively.
I am clear on my priorities inside and outside of work.
I set and achieve personal and professional goals.
My work and home environments are optimally organized.
I create and use systems to enhance the quality of my life and work.
I am confident in my ability to achieve goals that are set out for me.
I have a strong support network.
I have a positive attitude.
I am receptive to hearing about my weaknesses and do my best to improve upon them.
I understand my strengths and weaknesses and how to leverage them.
I have adequate opportunities to learn and grow in ways that I enjoy both inside and outside of work.
I am able to endure short-term discomfort to reach long- term goals.
I rarely work long hours.
I feel satisfied with my career progress and achievements so far.
I feel satisfied with my financial status.
I have a concrete plan for managing my finances/investments and stick to it.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my goals for the lifestyle I want to have in retirement.
I am confident I have set aside adequate finances to cover my retirement goals.
My significant other(s) and I speak about our plans for retirement and how they will fit together.
I am clear on the goals I want to achieve at work before I retire.
I am constantly adding to my list of things I plan to do when I retire.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my goals for retirement.
I am confident I have set aside adequate finances to fulfill these goals.
I am confident in my ability to achieve these goals.
My significant other(s) and I speak about our retirement and how our goals are progressing.
I am satisfied with the progress I am making on my retirement goals so far.
My retirement is having a neutral or positive effect on my relationship with my significant other(s).
I have the opportunity to use my strengths in ways I enjoy everyday.
I have found a happy balance between feeling productive and feeling retired.
I feel satisfied with my financial status.
I am in good health and am confident that this will continue.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I have clear written set of values, standards and principles that I live by in life and work.
My work and home environments are aligned with these values and principles.
My primary relationships are aligned with and supportive of these values and principles.
I love my work.
I know my strengths and the areas of expertise I wish to use in my work.
I am happy with the amount of opportunity I have to use/develop these strengths in my work.
I get to express my creativity inside and outside of work to the degree I want to.
I know my mission/purpose in life and work.
My life and work are aligned with my mission/purpose.
I have a clear vision for my life and work.
I feel confident in my ability to realize my vision for my life and work.
My opinion is sought out and valued both inside and outside of work.
I actively pursue continuous learning and growth both personally and professionally. (You should be able to give specific, recent examples.)
I have above average health and enjoy my health and fitness routine.
I confidently express my authentic self in life and work.
I am easily able to discern which opportunities in life and work are a fit for me and which are not.
My home is a calming and energizing place to be.
My workplace is a focused, productive and energizing place to be.
I maintain a healthy balance between life and work.

Coaching Needs Assessment

This won't hurt a bit (but it will take 10-15 minutes, so a coffee on standby may help!).

Purpose

Instructions

Contact Details

Work Status

Contact Details

Overall Life Satisfaction Ratings

Overall Business Satisfaction Ratings

Business Systems Checklist

Contact Details

Work Status

Leadership Effectiveness Ratings

Find your path. Live with passion. Kyosei Coaching.™

	High	Moderate	Low
My Energy
My Passion for Life
My Passion for Work
My Success
My Health
My Relationships
My Confidence

	Low	Moderate	High
My Energy
My Passion for Life
My Passion for Work
My Success
My Health
My Relationships
My Confidence

	Low	Moderate	High
Marketing
Finance / Accounting
Operations
Human Resources
Strategic Planning
Administration
Business Income
Business Reputation
Owner Role In Business

	Written System	Unwritten System	No System
Scripts and best practice policy for answering the telephone
1-800 phone number if some clients are non-local
Station and or Policy for receiving and opening mail
Courier # and vendor relationship setup in advance
Systems for tracking purchasing and maintaining of office supplies and equipment
Faxing and e-mailing (how-to documented, email signature, privacy policy )
Email forwarders for departmental scaling (if necessary)
Documented and tracked back up and archival strategy for hard and soft files