Coaching Brief Form

We encourage all clients to provide the following information as an initial brief for a coaching requirement. The details you provide here will inform a conversation with a member of our team who will then recommend appropriate coaches and outline next steps.

Coaching Counterpart Name (recipient of coaching)
Full Name*
Job Title & tenure in role*
Address
Level, business unit, cost centre (if applicable)
Address*
Contact
Phone Number*
Email*
Manager/Sponsors name and contact (if applicable)
Manager/Sponsors Full Name
Please describe the top three objectives of coaching
First Objective of Coaching*
Second Objective of Coaching*
Third Objective of Coaching*
How will we know coaching has been successful? Are there specific measures of success?
How will we know coaching has been successful? Are there specific measures of success?*
Timeframe
Is there an urgency or time restriction?*
- Yes
- No
Any preferences in terms of start date?*
DD slash MM slash YYYY
Is there any other relevant information we should know such as availability, planned role change, organisational change?
Is there any other relevant information we should know such as availability, planned role change, organisational change?*
Have diagnostics been completed recently? Is a particular diagnostic requested?
Is there any other relevant information we should know such as availability, planned role change, organisational change?*
Is the counterpart fully aware of the brief?*
- Yes
- No
Are the stakeholders aware of the brief?*
- Yes
- No
Is there anything in particular you are looking for in a coach? e.g. style, location, diagnostic accreditation, background, areas of expertise.
Is there anything in particular you are looking for in a coach?  e.g. style, location, diagnostic accreditation, background, areas of expertise.*