Client Assessment Forms for UK Coaches

Professional assessment and intake forms designed specifically for UK coaching practices, ensuring compliance with UK data protection laws and professional standards.

🎯 Essential Assessment Forms

1. Initial Client Consultation Form

Purpose: Gather essential information during discovery calls while ensuring GDPR compliance.

Key Sections to Include:

Personal Information

• Full name and preferred name
• Contact details (email, phone, address)
• Emergency contact information
• Preferred communication methods
• Time zone (for online coaching)

Coaching Focus Areas

• Primary reason for seeking coaching
• Current challenges and pain points
• Desired outcomes and goals
• Previous coaching or therapy experience
• Timeline expectations

Practical Considerations

• Availability for sessions
• Preferred session format (in-person/online)
• Budget range
• Payment preferences
• Any accessibility requirements

Data Protection Notice (UK-Specific)

I understand that my personal data will be processed in accordance 
with UK GDPR and the Data Protection Act 2018. I have read and 
understood the privacy policy provided.

Signature: _________________ Date: _________________

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2. Coaching Readiness Assessment

Purpose: Evaluate if a potential client is ready for coaching and if you're the right coach for them.

Readiness Indicators Scale (1-5)

Rate each statement from 1 (Strongly Disagree) to 5 (Strongly Agree):

• I am ready to make changes in my life
• I can commit time and energy to the coaching process
• I am open to exploring new perspectives
• I take responsibility for my actions and outcomes
• I am willing to be challenged and held accountable
• I can maintain confidentiality about other clients
• I understand coaching is different from therapy/counselling

Red Flags to Watch For:

• Expecting the coach to "fix" their problems
• Unable to commit to regular sessions
• Seeking therapy rather than coaching
• Unwilling to take action between sessions
• Unrealistic expectations about outcomes

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3. Goal-Setting & Vision Assessment

Purpose: Clarify client objectives and create measurable success criteria.

SMART-ER Goals Framework (UK Context)

Specific: What exactly do you want to achieve?

• Professional goals
• Personal development goals
• Relationship goals
• Health and wellbeing goals

Measurable: How will you know you've succeeded?

• Key performance indicators
• Milestone markers
• Progress metrics

Achievable: Is this realistic given your current situation?

• Resources available
• Support systems
• Potential obstacles

Relevant: Why is this important to you now?

• Alignment with values
• Impact on life/career
• Urgency factors

Time-bound: When do you want to achieve this?

• Short-term milestones (3 months)
• Medium-term goals (6 months)
• Long-term vision (12+ months)

Exciting: What makes this goal inspiring? Reviewed: How often will we review progress?

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4. Wheel of Life Assessment (UK Edition)

Purpose: Provide a holistic view of client satisfaction across life areas.

Life Areas to Assess (Rate 1-10):

1. Career & Professional Development

   • Job satisfaction
   • Career progression
   • Work-life balance

2. Financial Wellbeing

   • Current financial health
   • Future security (pension, savings)
   • Financial goals alignment

3. Health & Fitness

   • Physical health
   • Mental wellbeing
   • Energy levels
   • NHS healthcare access

4. Relationships

   • Family relationships
   • Romantic partnerships
   • Friendships
   • Professional networks

5. Personal Growth

   • Learning and development
   • Spiritual/philosophical growth
   • Creative expression

6. Fun & Recreation

   • Hobbies and interests
   • Social activities
   • Travel and adventure

7. Physical Environment

   • Home satisfaction
   • Work environment
   • Community connection

8. Contribution & Legacy

   • Community involvement
   • Charitable activities
   • Impact and meaning

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5. Values Assessment Tool

Purpose: Identify core values to guide coaching conversations and decision-making.

Top UK Professional Values (Select Top 5):

• Integrity
• Innovation
• Collaboration
• Excellence
• Accountability
• Respect
• Sustainability
• Diversity & Inclusion
• Work-Life Balance
• Continuous Learning
• Community Service
• Professional Growth
• Fairness
• Transparency
• Resilience

Values Alignment Questions:

1. How well does your current life/work align with these values? (1-10)
2. Where do you see the biggest gaps?
3. What changes would bring better alignment?

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6. Learning Style Assessment

Purpose: Tailor coaching approach to client's preferred learning style.

Learning Preferences:

Visual Learner

• [ ] Prefer diagrams and charts
• [ ] Like to see written information
• [ ] Remember faces better than names
• [ ] Take detailed notes

Auditory Learner

• [ ] Prefer verbal explanations
• [ ] Like discussions and talking things through
• [ ] Remember conversations well
• [ ] Benefit from recording sessions

Kinesthetic Learner

• [ ] Learn by doing
• [ ] Prefer practical exercises
• [ ] Like role-playing and practice
• [ ] Need to move while thinking

Reading/Writing Learner

• [ ] Prefer written instructions
• [ ] Like to write reflections
• [ ] Benefit from journaling
• [ ] Enjoy email follow-ups

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7. Personality & Behavioural Assessment

Purpose: Understand client's personality traits and behavioural patterns.

Quick DISC Assessment

Dominant (D)

• Direct and results-oriented
• Likes challenges and quick decisions
• Values: Results, action, power

Influential (I)

• Enthusiastic and optimistic
• Enjoys collaboration and recognition
• Values: Recognition, relationships, fun

Steady (S)

• Patient and supportive
• Prefers stability and teamwork
• Values: Security, harmony, helping

Conscientious (C)

• Analytical and detail-oriented
• Likes accuracy and quality
• Values: Accuracy, expertise, quality

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8. Session Feedback Form

Purpose: Gather ongoing feedback to improve coaching effectiveness.

Post-Session Review:

Today's Session (Date: _______)

1. Key Insights: What was your biggest takeaway?
2. Action Items: What will you commit to before our next session?
3. Progress Rating: How would you rate today's session? (1-10)
4. Support Needed: What additional support would help?
5. Topics for Next Time: What would you like to explore next?

Coach Effectiveness:

• Did you feel heard and understood?
• Was the session well-structured?
• Did you receive valuable insights?
• Are you clear on next steps?

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📋 Pre-Coaching Questionnaire

Comprehensive Intake Form

Section 1: About You

Full Name: _______________________
Preferred Name: __________________
Date of Birth: ___________________
Occupation: ______________________
Company/Organisation: _____________
LinkedIn Profile: ________________

Contact Information:
Email: ___________________________
Phone: ___________________________
Address: _________________________
         _________________________
Postcode: ________________________

Emergency Contact:
Name: ____________________________
Relationship: ____________________
Phone: ___________________________

Section 2: Coaching Objectives

1. What brings you to coaching at this time?
2. What specific outcomes do you want to achieve?
3. How will you know coaching has been successful?
4. What's your timeline for achieving these goals?
5. What might get in the way of your success?

Section 3: Background & Context

1. Tell me about your current situation (work/life)
2. What have you already tried to address these challenges?
3. What's worked well? What hasn't?
4. Who else is affected by these changes you want to make?
5. What support do you have available?

Section 4: Coaching Preferences

• Preferred coaching style (directive/non-directive)
• Communication preferences between sessions
• Homework/action planning preferences
• Accountability preferences
• Feedback style preferences

Section 5: Health & Wellbeing

1. Are you currently under medical care for any condition?
2. Are you taking any medications that might affect coaching?
3. Have you been diagnosed with any mental health conditions?
4. Are you currently seeing a therapist or counsellor?
5. Any other health considerations I should be aware of?

Section 6: Legal & Ethical

• [ ] I understand the difference between coaching and therapy
• [ ] I agree to maintain confidentiality about other clients
• [ ] I understand the coach's confidentiality obligations
• [ ] I agree to the cancellation policy (24 hours notice)
• [ ] I consent to sessions being recorded (if applicable)
• [ ] I understand my data rights under UK GDPR

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🔒 GDPR Compliance Checklist

Essential Elements for UK Coaches:

Lawful Basis for Processing

• [ ] Consent obtained and documented
• [ ] Legitimate interests assessment completed
• [ ] Contract for services in place

Transparency Requirements

• [ ] Privacy notice provided
• [ ] Data retention periods specified
• [ ] Third-party sharing disclosed
• [ ] Client rights explained

Data Subject Rights

• [ ] Right to access procedures
• [ ] Right to erasure process
• [ ] Right to portability enabled
• [ ] Complaint procedure (ICO details)

Security Measures

• [ ] Encrypted storage for digital forms
• [ ] Locked filing for paper forms
• [ ] Password protection on all devices
• [ ] Secure communication channels

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💼 Business Screening Forms

1. Corporate Coaching Assessment

For coaching engagements funded by employers:

Organisation Details

• Company name and registration number
• Industry sector
• Company size
• HR contact details
• Billing information

Coaching Objectives

• Development goals for employee
• Success metrics
• Reporting requirements
• Confidentiality boundaries
• Three-way contracting needs

Stakeholder Mapping

• Line manager involvement
• HR involvement
• Senior leadership expectations
• Peer relationships
• Team dynamics

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2. Chemistry Session Checklist

Purpose: Ensure mutual fit before formal engagement.

For the Coach to Assess:

• [ ] Can I help this person?
• [ ] Do I want to work with them?
• [ ] Are they coachable?
• [ ] Are their goals realistic?
• [ ] Can they afford my services?
• [ ] Will they commit to the process?
• [ ] Are there any ethical concerns?

For the Client to Assess:

• [ ] Do I feel comfortable with this coach?
• [ ] Do they understand my needs?
• [ ] Do I trust their expertise?
• [ ] Is their style right for me?
• [ ] Can I afford their fees?
• [ ] Am I ready to commit?

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📊 Progress Tracking Forms

1. Session Notes Template

Session #: _____ Date: ___________
Duration: _______ Format: _________

Topics Discussed:
1. _______________________________
2. _______________________________
3. _______________________________

Key Insights:
_________________________________
_________________________________

Actions Agreed:
- [ ] ____________________________
- [ ] ____________________________
- [ ] ____________________________

Next Session Focus:
_________________________________

Coach's Observations:
_________________________________

2. Quarterly Review Template

90-Day Progress Assessment

Goals Review:

• Original goals vs. current goals
• Progress made (percentage)
• Obstacles encountered
• Strategies that worked

Relationship Review:

• Coaching relationship effectiveness
• Communication quality
• Trust and rapport level
• Areas for improvement

Next Quarter Planning:

• Revised goals
• New focus areas
• Required resources
• Success measures

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🎯 Specialised Assessments

1. Leadership 360 Assessment (UK Context)

Stakeholder Categories:

• Line Manager
• Direct Reports
• Peers
• Internal Customers
• External Stakeholders

UK Leadership Competencies:

• Strategic Thinking
• Commercial Awareness
• People Development
• Change Leadership
• Stakeholder Management
• Ethical Decision-Making
• Diversity & Inclusion
• Sustainability Focus

2. Career Transition Assessment

Particularly relevant for UK job market:

• Current industry trends
• Transferable skills analysis
• UK job market conditions
• Networking opportunities
• Professional body memberships
• CPD requirements
• LinkedIn optimisation
• CV/covering letter needs

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📝 Download Templates

Ready-to-Use Forms (UK-Compliant)

Basic Package:

• Initial consultation form
• Coaching agreement template
• Session notes template
• GDPR consent form
• Invoice template (VAT-ready)

Professional Package:

• All basic forms plus:
• Comprehensive intake questionnaire
• Values assessment tool
• Wheel of Life template
• 360 feedback forms
• Progress tracking spreadsheet

Corporate Package:

• All professional forms plus:
• Three-way contracting template
• Stakeholder mapping tool
• ROI measurement framework
• Corporate reporting templates

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⚖️ Legal Considerations for UK Coaches

Insurance Requirements

• Professional indemnity insurance
• Public liability insurance
• Cyber liability coverage
• Business interruption insurance

Professional Standards

• ICF Code of Ethics compliance
• EMCC Standards adherence
• AC Guidelines following
• CPD requirements maintenance

Tax Considerations

• Self-employment registration
• VAT registration (if applicable)
• Expense tracking forms
• Mileage log templates

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🔍 Quality Assurance

Form Review Checklist

Before using any assessment form:

• [ ] GDPR compliant
• [ ] Clear and professional
• [ ] Relevant to coaching goals
• [ ] Culturally appropriate
• [ ] Accessible format
• [ ] Secure storage plan
• [ ] Retention period defined
• [ ] Disposal method planned

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📚 Additional Resources

UK Coaching Bodies

• International Coaching Federation (ICF) UK
• European Mentoring & Coaching Council (EMCC) UK
• Association for Coaching (AC)
• Chartered Institute of Personnel and Development (CIPD)

Legal Resources

• Information Commissioner's Office (ICO)
• UK GDPR guidance
• Professional insurance providers
• Legal templates for coaches

Training & Development

• Assessment tool certifications
• GDPR for coaches training
• Digital form platforms
• Client management systems

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💡 Best Practices

DO:

• Always get written consent
• Keep forms secure and confidential
• Review and update regularly
• Tailor to individual clients
• Maintain professional boundaries
• Document everything
• Follow up on assessments

DON'T:

• Use outdated forms
• Share without permission
• Diagnose or give medical advice
• Ignore red flags
• Skip the chemistry session
• Forget GDPR requirements
• Assume one size fits all

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Remember: These forms are tools to enhance your coaching practice, not replace your professional judgment. Always adapt them to suit your specific coaching style and client needs while maintaining UK legal compliance.