OCA Consulting Group

Coaching Intake Form

Completed by the client before the first session. Your responses help us prepare and ensure we can measure your progress over time.

Private and Confidential

0% complete

🔒

Your privacy matters. Everything you share here is private. Your responses are only seen by your assigned coach and are never shared with your employer, organization, or any third party without your explicit permission.

Section 1

Contact Information

First Name Please enter your first name.

Last Name Please enter your last name.

Email Address Please enter a valid email address.

Phone Number

Department or Team

Current Role or Title

Organization

Section 2

Where You Are Right Now

How would you describe where you are right now, professionally and personally? One or two sentences is fine. Be honest over polished. Please share where you are right now.

What aspects of your current role energize you? Please share what energizes you.

What aspects of your current role drain you? Please share what drains you.

How would you describe the gap between where you are now and where you want to be professionally? Please describe the gap you are experiencing.

What is currently getting in the way of your progress? Think about internal barriers (mindset, habits) as well as external ones (time, resources, relationships). Please share what is getting in the way.

Section 3

Your Goals for Coaching

What are your top three goals for this coaching engagement? Be as specific as possible. Vague goals produce vague results.

Please enter at least one coaching goal.

What would success look like for you at the end of this coaching program? Describe the specific outcomes, behaviors, or changes that would tell you this worked. Please describe what success looks like for you.

Section 4

Skills and Habits

Are there any skills or habits you want to start, develop, or improve? Select all that apply.

Communication (how I express ideas, give feedback, handle difficult conversations) Leadership presence (how I show up and influence others) Accountability (following through, owning outcomes) Emotional intelligence (managing my reactions, reading a room) Delegation and trust (letting others own work) Conflict navigation (addressing issues directly and constructively) Strategic thinking (seeing the bigger picture) Boundaries and prioritization (protecting what matters most) Confidence and self-advocacy (owning my value)

Anything else you want to add or develop?

Section 5

Measuring Your Progress

How will you know you have achieved success in our coaching relationship? Think about concrete markers: things people around you would notice, decisions you would make differently, situations you would handle better. Please describe how you will measure success.

How ready are you to do the work this coaching requires? Be honest. Your rating helps your coach understand where you are starting from.

Not ready at all Fully committed

What do you most need from your coach to do your best work?

Is there anything you are not ready to explore yet in coaching? Optional. Naming it helps your coach respect your limits while still doing good work.

Ready to submit your intake form?

Review your answers above, then click submit. Your coach will receive your responses and will be in touch before your first session.

Fields marked with a gold dot are required. All responses are private and confidential.

Thank you. Your form has been submitted.

Your coach has received your intake responses and will review them before your first session. You will hear from us soon.