Executive Coaching Checklist

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Initial Consultation and Assessment

Conduct a thorough needs assessment to understand the executives goals and challenges.

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Needs Assessment Initial Meeting

Establish rapport and build trust with the executive.

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Establish Rapport Initial Meeting

Clearly define coaching objectives and success metrics.

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Define Objectives Initial Meeting

Establish coaching logistics (frequency, duration, confidentiality).

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Contracting Initial Meeting

Coaching Sessions

Practice active listening and create a safe space for reflection.

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Active Listening During Sessions

Use powerful questioning techniques to facilitate self-discovery.

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Powerful Questioning During Sessions

Provide constructive feedback and insights based on observations and assessments.

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Feedback and Insights During Sessions

Collaboratively develop action plans with clear steps and timelines.

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Action Planning During Sessions

Regularly track progress towards coaching objectives.

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Progress Tracking During Sessions

Evaluation and Follow-up

Conduct a midpoint review to assess progress and make adjustments as needed.

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Midpoint Review Mid-Engagement

Conduct a final evaluation to assess achievement of coaching objectives.

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Final Evaluation End of Engagement

Gather feedback from the executive and reflect on the coaching process.

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Feedback and Reflection End of Engagement

Develop a follow-up plan to support continued growth and development.

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Follow-Up Plan End of Engagement

Maintain strict confidentiality throughout the coaching engagement.

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Confidentiality Throughout Engagement