Pre-Coaching Discovery Worksheet – Editable Version
The Pre-Coaching Discovery Worksheet – Editable Version helps clients reflect on their goals, values, and challenges before their first coaching session. It creates a strong 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 coach executives, emerging leaders, or individuals in transition.
What's Included
Editable Word document (DOCX)
Professional structure with checkboxes, prompts, and free-text areas
Placeholder to add your logo and adapt the language
How to Use
Send to clients before the first session to set expectations and clarify intentions
Review responses to capture key insights ahead of the session
Adapt the language to your coaching practice and client needs
Pairs with other Talent Refinement coaching tools
Licensing
This worksheet is for your personal coaching business use only. You may customize the logo and branding and adapt the language for your clients. Resale, redistribution, or public sharing of the editable file is not permitted.
All sales final. Digital downloads are non-refundable.
What’s Included
Pre-Coaching Discovery Worksheet (Editable Word Doc)
Instructions & Licensing Guide (PDF)
Licensing Terms
This version is editable and intended for personal coaching business use only.
✔ Allowed:
Customize branding (add logo, edit prompts)
Use with individual or group coaching clients
Print or store completed copies for coaching records
✘ Not Allowed:
Resell, share, or publicly distribute this file
Include in public-facing toolkits or marketplaces
Claim exclusive ownership of the design
