Coaching Glossary

What is a Coaching Assessment and How to Do It

The coaching assessment is the initial evaluation process that allows the coach and client to obtain a clear, complete picture of the client's current situation: where they are, what resources they have, what holds them back, and where they want to go. It is the starting point of any effective coaching process.

Origin and History

Assessment has been inherent to coaching since its origins. The International Coach Federation (ICF) includes it within the competency of 'Designing the coaching alliance,' and it is part of the standard process in any certified coaching modality.

How It's Applied in Coaching

Quantitative Tools: Wheel of Life, PERMA model, Rosenberg Scale, Big Five. These generate numerical data that make tracking easier.
Qualitative Tools: Personal SWOT, lifeline, exploration questionnaire. These generate narratives and deep reflection.
Initial Interview: A discovery session to understand the client's story, goals, and resources.
Defining the Starting Point: Document the starting situation so progress can be measured at the end of the process.

Benefits for Your Client

Generates immediate self-awareness in the client
Allows the coaching process to be personalized
Establishes a baseline for measuring progress
Increases motivation by clearly showing the gap between where they are and where they want to be
Professionalizes the coach's practice

Interactive Tool Available in CoachPro Tools

Use the tool live with your client. Interactive, customizable, and with PDF export. Assessment and Evaluation Tools →

Recommended reading: Diagnostic assessment in coaching: a complete guide

Related Terms

Apply the Coaching Assessment with Your Clients Today

Access all interactive tools from CoachPro Tools and take your sessions to the next level.

View plans from $30/mo →

30-day guarantee · No contracts · Instant access