A Structured Intake Session Checklist Helps Manage Your Clients Expectations

We have put together this structured intake session checklist to help you prepare for your first coaching session. An intake session is about setting the scene, helping manage your clients expectations ie. what they can expect from you as their coach and vice versa, understanding what they want to achieve, ensuring any administrative processes are clear and answering any questions.

This is by no means an exhaustive list and the order is not cast in stone. What you will cover, and in what order will depend on what ground you have already covered prior to them deciding to undertake coaching.

Introduction

Purpose and duration of the intake session
Clarification of what coaching is / is not Administration
Agreement of number of sessions scheduled and dates
Payment terms
Coaching contract/agreement
What the service includes
What notes will be written up/fed back
Methods of communication
Ground rules for missed or late sessions The coaching session
Getting the most from your session – clearing inner space
Structure of session
Who will take notes
What is needed for each session – pens/paper, diary The coach –client relationship
What the client can expect from their coach
What client wants from their coach
Openness and honesty
Confidentiality
Equality in the relationship
Agenda belongs to the client
Responsibility and accountability for achievement of actions Assessment of where client is now
Wheel of Life
Pre-coaching questionnaires
Other assessments
What is important to the client – values Goals
What the client wants to achieve from coaching – long, medium, short term
Priority areas Wrap Up
Any questions/concerns
Confirmation of next session – date/time

A Structured Intake Session Checklist Helps Manage Your Clients Expectations

Recommended Further Reading:

See Also:-

About Coaching

Being Coached

For The Coach

Coaching In Organizations

Personal Development

Further information