How do you analyze coaching needs for a new client?

2 Identify the gap

The next step is to identify the gap between where your client is now and where they want to be. This involves assessing their current situation, challenges, strengths, and resources. You can use tools such as SWOT analysis, SMART goals, or GROW model to help your client clarify their vision, reality, options, and actions. You can also use scaling questions, such as "On a scale of 1 to 10, how satisfied are you with your current career?" or "How confident are you that you can achieve your desired outcome?" to measure their progress and motivation.

4 Agree on the plan

The fourth step is to agree on the coaching plan with your client. This means setting clear and realistic goals, objectives, and indicators for the coaching process. You can use tools such as SMARTER goals, action plans, or feedback forms to document and monitor your client's achievements and challenges. You can also ask questions such as "What are the specific steps you will take to reach your goal?" or "How will you know that you have achieved your goal?" to ensure your client's commitment and accountability.

6 Terminate or renew

The sixth step is to terminate or renew the coaching relationship with your client. This means deciding whether to end, extend, or modify the coaching contract based on the completion of the goals, the duration of the agreement, or the changing needs of the client. You can use tools such as exit interviews, follow-up sessions, or referrals to close the coaching cycle and provide ongoing support and resources. You can also ask questions such as "How do you feel about the coaching experience?" or "What are your next steps?" to acknowledge your client's growth and transition.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?