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Checklist to ensure clarity for both parties about the coaching relationship and process.

A detailed checklist to work through on the initial discovery call with a client. The checklist covers 6 areas.

  1. Explore what the client wants to achieve from the coaching.
  2. To understand the client’s reason for wanting to be coached and why at this present moment.
  3. For the coach to explain their preferred coaching style.
  4. Explore and explain how the coaching process works.
  5. To discuss the roles and responsibilities of the coach and client.
  6. Agree on a way forward including payment options and setting dates for the sessions.

Word document – 3 pages


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