How do I use coaching worksheets, assessments and forms with my coaching clients?

You can easily create your own personalized worksheets, assessments and forms which you can assign to clients. Your client will be able to post answers to your worksheets, and you will be able to comment on their responses.

Creating worksheets, assessments and forms

1. You can create worksheets in one of two ways
   • Go to Coaching Tools in the main menu. Then click on Worksheets. Click on Create new.
   • Alternatively, you can create Worksheets and other coaching tools directly from your sessions. After your session is done, click on the Tools section to quickly assign or create a new worksheet, so that you can keep the momentum going.
2. Choose a title and write a description. Give any instructions here that your client will need for responding to the worksheet. You can also choose to group your worksheets into categories for your own private use. You can create additional categories at any time by typing into the field marked Category.
3. Next, create your questions. These can be in the form of Yes/No, short answer, paragraph or multiple choice. If you choose multiple choice, create each alternative your client can choose from. You can create as many questions as you like—just click on “Add additional question.”
4. All your worksheets created for either coaching or courses will be listed in the table so that you can easily assign them to multiple clients and courses. You can sort these to display in any way you like.

Editing worksheets topics

• You can edit your worksheet at any time by clicking the 3 action item buttons on the far right, then clicking Edit.

Assigning worksheets

• You can assign your worksheet to a client many ways for the ultimate flexibility: From Coaching Tools, from the client’s File, from the Session itself, or the Progress Stream.

What does my client see from their coaching portal?

• Your client will be able to view and respond to your worksheet from the Coaching Pad in their dashboard.

Note: Make sure you put Life Coach Hub on your Safe Sender email list so that you are sure to receive important emails.