Gather information about where your clients are and where they would like to be. Assessments take a reading of the current terrain—where your clients are at right now. They also allow you to plot a clear plan of action in your coaching to see where your clients want to be and how you can help them get there.
You should use forms and assessments throughout your entire coaching relationship. When first getting to know a client, assessments can be used to plot out a variety of areas, such as a client's values, their goals for the next six months or their personal mission statement. You can use these to guide your coaching work together.
Along your coaching path, you should continue to administer assessments, targeted towards particular action items. For instance, if your client is struggling with finding a balance between work and life, you might want to set a Value clarification assessment to help them figure out where their values lie and if they are aligned with their current lifestyle. If a client is struggling with stress from having too much to do, you could create a Priorities and Time management assessment which charts where they spend the majority of their time, and whether it is aligned with their values and priorities.
In essence, the possibilities are endless. Assessments help you and your client pinpoint obstacles, challenges and opportunities in your client's path towards achieving their goals. Coaching assessments are so valuable because they allow your client to assess themselves, measure their own progress, and thus become a better partner towards their own success.
Even better, you receive the responses directly in your dashboard. You can easily comment on the assessment to further your client's coaching work. You also have a permanent electronic archive for easy accessibility, letting you track your client's changing values and priorities easily.
How to use assessments in coaching
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