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Practical guide · preparation worksheet

Prepare a professional coaching discussion

Put your situation and what you would like to change into words. An initial question is enough to start clarifying your request.

Professional coaching helps you gain perspective, explore possibilities and choose actions connected to a goal. You take an active role. This worksheet prepares a discussion; it does not replace the coaching framework to be agreed with the practitioner.

1. Start with a specific situation

Describe what brings you here: a decision, a priority to clarify or a way of working together that you want to change. You do not need to have found the solution already.

2. Picture an observable change

What would be different if you moved forward? You might make a decision, try an action or express a shared goal more clearly. Look for a sign you can examine.

3. Clarify the kind of support you need

Coaching works on a situation and your choices. Training helps you develop a skill. The approaches can complement each other; describe your need so you can discuss them before choosing.

Fictional example to adapt

An initial completed worksheet.

Who is involved
An entrepreneur deciding between several professional priorities.
Situation
They have started several actions at once and are unsure which to prioritise.
Desired change
Choose a priority that fits the goal and prepare an initial action.
What has already been tried
Listing tasks without yet deciding on criteria for choosing.
A sign of progress
Being able to explain the choice, try the selected action and review what happened.
Framework to agree
Participants, roles, discussion arrangements, confidentiality and price before commitment.

Your turn: prepare your worksheet.

A few sentences are enough. You can leave a point to clarify in the initial discussion. Do not enter confidential information.

Your text stays on this page and is not saved. Copy your worksheet or save it as a PDF before leaving.

Your next step.

If your main need is to learn a method or tool, explore training as well. The initial discussion helps clarify the appropriate approach.

Understand professional coaching →

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