The Pre-Coaching Discovery Worksheet – Editable Version helps clients reflect on their goals, values, and challenges before their first session. This customizable tool creates a powerful starting point for meaningful conversations and allows coaches to tailor each engagement with confidence.
Use it to set expectations, clarify intentions, and capture key insights—whether you're coaching executives, emerging leaders, or individuals in transition.
Key Features:
Editable Word document (DOCX) format
Fully customizable: Add your logo and adapt language
Professional structure with checkboxes, prompts, and free-text areas
Designed for leadership, career, executive, and life coaching
Pairs with other Talent Refinement coaching tools
What’s Included
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Pre-Coaching Discovery Worksheet (Editable Word Doc)
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Instructions & Licensing Guide (PDF)
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Licensing Terms
This version is editable and intended for personal coaching business use only.
✔ Allowed:
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Customize branding (add logo, edit prompts)
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Use with individual or group coaching clients
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Print or store completed copies for coaching records
✘ Not Allowed:
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Resell, share, or publicly distribute this file
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Include in public-facing toolkits or marketplaces
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Claim exclusive ownership of the design
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