Coaching Needs Assessment - Kyosei Coaching

This won't hurt a bit (but it will take 10-15 minutes, so a coffee on standby may help!).
Purpose
This assessment provides us with an overview of your current situation in preparation for our session with you. While you may find some of the questions or response options not applicable or redundant, please answer all questions with the answer that most closely reflects your situation.
Instructions
Questions will be automatically introduced or removed based on your answers. If you have any questions about this assessment, please call us at 604-692-0888 or contact us. Questions with a '*' are required.
I am:*
- ... an individual who wants life or career coaching.
- ... an entrepreneur looking for business coaching.
- ... a manager or leader seeking executive coaching.

Find your path. Live with passion. Kyosei Coaching.™

	Strongly Agree	Agree	Disagree	Strongly Disagree	Not Applicable
My income is currently meeting my basic financial needs.
I feel reasonably confident that this will continue.
I manage my money effectively.
My debt load is manageable.
I get adequate sleep and wake up feeling rested and refreshed.
I have healthy eating habits.
I (and those close to me) am (are) in good health.
I (and those close to me) am (are) free from depression, addiction, anxiety and/or other mental/psychological health issues.
I feel safe from threat of physical harm and/or mental/emotional abuse at work and at home.
At work, I feel like I fit in, belong, and am cared about as a person.
I have a support network of people I can trust, confide in and get support from at home.
I have a support network of people I can trust, confide in and get support from at work.
I am clear about what is expected of me at work.
I have the skills and knowledge I need to do my job.
I trust the expertise and decisions of my supervisor.
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my family.
The company I work for is struggling financially and/or is in the midst of a merger, downsizing or other major change.
My relationships are healthy, loving and supportive.
I feel like I have control over whether good or bad things happen to me.
I am the primary caregiver for one or more ageing parents.
My children still require a substantial amount of my time and energy.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my company's strategic objectives.
I am clear on the key goals and objectives I am responsible to achieve.
I am clear on my own short and long term career objectives.
I have the skills and knowledge I need to achieve my goals.
My supervisor and co-workers support me to excel.
I receive recognition for my strengths and accomplishments.
I demonstrate good communication skills at work and at home.
I am able to focus and concentrate on the task at hand.
I make decisions with ease and confidence in my work and life.
I engage in regular daily and weekly planning.
I manage my time effectively.
I am clear on my priorities inside and outside of work.
I set and achieve personal and professional goals.
My work and home environments are optimally organized.
I create and use systems to enhance the quality of my life and work.
I am confident in my ability to achieve goals that are set out for me.
I have a strong support network.
I have a positive attitude.
I am receptive to hearing about my weaknesses and do my best to improve upon them.
I understand my strengths and weaknesses and how to leverage them.
I have adequate opportunities to learn and grow in ways that I enjoy both inside and outside of work.
I am able to endure short-term discomfort to reach long- term goals.
I rarely work long hours.
I feel satisfied with my career progress and achievements so far.
I feel satisfied with my financial status.
I have a concrete plan for managing my finances/investments and stick to it.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my goals for the lifestyle I want to have in retirement.
I am confident I have set aside adequate finances to cover my retirement goals.
My significant other(s) and I speak about our plans for retirement and how they will fit together.
I am clear on the goals I want to achieve at work before I retire.
I am constantly adding to my list of things I plan to do when I retire.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am clear on my goals for retirement.
I am confident I have set aside adequate finances to fulfill these goals.
I am confident in my ability to achieve these goals.
My significant other(s) and I speak about our retirement and how our goals are progressing.
I am satisfied with the progress I am making on my retirement goals so far.
My retirement is having a neutral or positive effect on my relationship with my significant other(s).
I have the opportunity to use my strengths in ways I enjoy everyday.
I have found a happy balance between feeling productive and feeling retired.
I feel satisfied with my financial status.
I am in good health and am confident that this will continue.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I have clear written set of values, standards and principles that I live by in life and work.
My work and home environments are aligned with these values and principles.
My primary relationships are aligned with and supportive of these values and principles.
I love my work.
I know my strengths and the areas of expertise I wish to use in my work.
I am happy with the amount of opportunity I have to use/develop these strengths in my work.
I get to express my creativity inside and outside of work to the degree I want to.
I know my mission/purpose in life and work.
My life and work are aligned with my mission/purpose.
I have a clear vision for my life and work.
I feel confident in my ability to realize my vision for my life and work.
My opinion is sought out and valued both inside and outside of work.
I actively pursue continuous learning and growth both personally and professionally. (You should be able to give specific, recent examples.)
I have above average health and enjoy my health and fitness routine.
I confidently express my authentic self in life and work.
I am easily able to discern which opportunities in life and work are a fit for me and which are not.
My home is a calming and energizing place to be.
My workplace is a focused, productive and energizing place to be.
I maintain a healthy balance between life and work.

Transform your work. Amaze yourself. Change the world.

This won't hurt a bit (but it will take 10-15 minutes, so a coffee on standby may help!).

Purpose

Instructions

Contact Details

Work Status

Contact Details

Overall Life Satisfaction Ratings

Overall Business Satisfaction Ratings

Business Systems Checklist

Contact Details

Work Status

Leadership Effectiveness Ratings

Find your path. Live with passion. Kyosei Coaching.™

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I have a clear understanding of my passions and a concrete plan for pursuing them in my retirement.
I love everything I am spending my time doing in my retirement.
I know my strengths and use them to energize myself on a daily basis.
I have a clear vision for my life in retirement and am confident in my ability to realize my vision.
My opinion is sought out and valued in retirement

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I love my work.
I love my life.
My life/work is aligned with all of my passions.
My relationships both inside and outside of work are highly functional and extremely satisfying.
My financial standing allows me to do everything that I dream of doing.
My passions, rather than my finances, influence my daily choices.
I am making a positive difference in the world through my life and/or work.
I am clear on the legacy I most want to make in my life and work.
I find it effortless to stay aligned with my purpose, values, and principles.
I identify and achieve my visions with ease.
I feel in integrity with my level of productivity and how I spend my time.
I am focused, energized and in the flow in all areas of my life and work.
I am excited to get up every day.
I easily make decisions that are in alignment with who I am.
I feel deeply connected to myself, my spirit, my family, and my community.
I feel deeply connected to a "higher power".
My daily choices support me in sustaining an optimal level of health.
My daily actions and decisions positively impact the well-being of my family, community and the environment over the long term.
I can't imagine doing anything other than what I am doing right now (because this is so much who I am).

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I am leaving a positive legacy in my retirement.
I love being retired.
I am looking forward to the future.

	High	Moderate	Low
My Energy
My Passion for Life
My Passion for Work
My Success
My Health
My Relationships
My Confidence

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
My business revenue covers my operating expenses.
I pay myself a regular salary that covers my personal needs.
I am on top of my finances both personally and in my business.
My personal and business debt load is manageable.
I exercise regularly, eat healthfully and get adequate sleep.
I (and those close to me) have good physical and mental health (includes being free of drug/alcohol addictions).
I (and my team) are safe from threat of physical harm and/or mental/emotional abuse at work and at home.
I have the skills and knowledge I need to ensure the survival of my business.
I am compliant / up-to-date on all required legal, licensing, insurance, permits etc. for my industry.
My relationships at home and work are healthy and supportive.
The industry my business is in is stable and growing.
I feel like I have control over whether good or bad things happen to me and my business.

	Yes	No	Not Sure
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my business.
I have a proficient bookkeeper and accountant and/or am proficient in bookkeeping/accounting myself.
I have all of the basic equipment/tools I need to run my business effectively.
I have proper contracts in place for my dealings with all clients, employees and suppliers.

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
I am clear on the goals and priorities of myself and my business.
I am clear on my my optimal/ideal role within the business.
I understand the industry I am in and its future directions.
I have the specific skills and knowledge I need to grow my business to the next level.
I know who my customers are and how to attract them.
I am an effective communicator (both verbally and in writing).
I engage in conflict constructively (rather than avoid it).
I am good at giving and receiving feedback.
I am able to focus and concentrate on the task at hand.
I make decisions with ease and confidence.
I engage in regular daily and weekly planning.
I plan and manage my time effectively.
I set and successfully achieve goals in my business and personal life.
My work and home environments are optimally organized.
I create and use systems to enhance quality and efficiency in my business and personal life.
I demonstrate the discipline to endure short-term discomfort to reach long- term goals.
I seldom work long hours.
I feel satisfied with my business progress and achievements so far.
I stick to a concrete plan for managing my finances/investments.
My business has grown in revenues and/or profitability every year.
I have received awards/recognition for my business accomplishments.
I have clearly defined my primary, secondary and tertiary target markets.
I have a business and/or strategic plan and refer to it regularly.
I seldom feel stressed or overwhelmed.
I am good at managing the performance of myself and my employees.

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
I have a written set of core values and principles that govern the actions and decisions of myself and my team.
I have effective decision-making systems in place.
I have a mentor, coach and/or mastermind group.
My daily business choices are aligned with my core values and principles.
My primary relationships are aligned with my values and principles.
My employees, customers and/or suppliers are aware of my values and principles.
I love my work/business.
I know my strengths and the areas of expertise I wish to use in my work.
I have the opportunity to use/develop these strengths and areas of expertise in my work each day.
I am clear on my ideal role in my business and spend the majority of my time in this role.
I (and any employees) am (are) clear on the core strengths, expertise and competitive advantage of our products and services.
I am confident and effective in promoting my business and enjoy doing so.
I am comfortable with mistakes and am skilled at learning from these mistakes.
I know my mission/purpose in life and my business is aligned with it.
I am clear on the core purpose/mission of my business.
I have a clear, concrete and tangible vision for my business and my life.
I feel confident in my ability to realize my vision for my business and my life.
I actively pursue continuous learning and growth both personally and professionally. (You should be able to give specific, recent examples.)
I have above average fitness and health and enjoy my health and fitness routine.
I confidently express my authentic self in life and work.
I am easily able to discern which opportunities are a fit and which are not.
My home is a calming and energizing place to be.
My workplace is a focused, productive and energizing place to be.
I maintain a healthy balance between life and work.

	Strongly disagree	Disagree	Neutral	Agree	Strongly agree
I love my work as it is aligned with all of my passions.
I love my life as it is aligned with all of my passions.
My relationships both inside and outside of work are highly functional and extremely satisfying.
I am making a positive difference in the world through my business.
I am clear on the legacy I most want to leave in my life and work.
I find it effortless to stay aligned with my purpose, values, and principles.
I have customized my time and energy management strategies to optimize my performance.
I am focused, energized and in the flow in all areas of my life and work.
I am excited to get up every day.
I easily sustain an optimal level of health.
I easily make decisions that are in alignment with my values in live and work.
I focus on win/win solutions.
My passions, rather than my finances, influence my choices in life and work.
My financial standing allows me to do everything that I dream of doing.
I have a clear sense of meaning and purpose in everything I do in my life and work (even for events that are negative or beyond my control).
I can’t imagine doing anything other than what I am doing in my life and work (because this is so much who I am).
I have high confidence/trust in my ability to create the results I set out to create.
The social and environmental impact of my business is a positive one.
My business runs effectively even when I am not there.
I work in my business when I want to, not because I have to.
Succession plans are in place for all key roles in the business.

	Low	Moderate	High
Marketing
Finance / Accounting
Operations
Human Resources
Strategic Planning
Administration
Business Income
Business Reputation
Owner Role In Business

	(I have a) Written System	Unwritten System	No System	Not applicable
Scripts and/or best practice policy for answering the telephone, email or social media
Method to detect and block spam or robocallers
1-800 phone number and or voice mail system
Station and or Policy for receiving and opening mail/courier packages.
Courier # and vendor relationship setup in advance
Systems for tracking purchasing and maintaining of office supplies and equipment
Email signatures
Email forwarders for departmental scaling (if necessary)
Documented and tracked back up and archival strategy for hard (paper) and soft files (digital)
Sensitive file encryption and esigning capability

	Written System	Unwritten System	No System
Creating a marketing plan
Designing and producing promotional materials
Developing general leads and prospects
Creating an advertising plan
Creating a public relations plan
Creating a direct mail plan
Developing and maintaining a CRM (for leads, prospects, clients)
Developing and maintaining a website
Creating and implementing a social media strategy
Analyzing and tracking sales metrics (CRM)
Referral rewards systems.
Editorial or seasonal calendar
Social Media

	Written System	Unwritten System	No System
Billing/invoicing customers
Receiving payments and issuing receipts
Method, policy for starting the collection process for delinquent receivables.
Purchasing policies, procedures and approvals
Payment process for supplies and inventory.
Petty cash.
Managing the accounting process with daily, weekly, monthly, quarterly, and annual reports
Managing cash with future borrowing needs secured and available
Budgeting and forecasting (understanding ratios for success)
Reporting and paying federal and provincial/state or othertaxes
Planning for federal and provincial/state or other taxes
Paying employees, contractors and payroll taxes

	Written System	Unwritten System	No System
Recruiting new employees.
Interviewing potential employees.
Hiring procedures and policies (ie. what makes a good employee/contractor).
Employee agreements.
Employee orientation system (manuals, policies and procedures for training employees)
Payroll process, benefit plans, health and welfare trust
Other benefits documented / Performance incentive's
Performance management/development systems (performance reviews, disciplinary policies and procedures, etc.)

	Written System	Unwritten System	No System
Negotiating, drafting, and executing contracts
Developing and protecting intellectual property
Managing licensing and insurance needs and coverage
Managing and storing corporate records
Maintaining investor/shareholder relations
Planning and managing growth

	Written System	Unwritten System	No system
Maintaining and designing telephone and electrical systems
Planning permits and fees
Licensing
Facility security and emergency preplanning

	Written System	Unwritten System	No System
Guidelines for developing product and protecting it legally
Policy for developing packaging and collateral material (e.g., catalogs, etc.)
Policy for developing/manufacturing method and process
Manufacturing costing and bidding process.

	Written System	Unwritten System	No System
Selecting vendors
Determining product warranties offered
Establishing product pricing (retail and wholesale)
Establishing reorder process for inventory production
Receiving and storing product as inventory
Reconciling physical inventory with accounting records

	Written System	Unwritten System	No System
Method for taking orders automatically (eg. by email, database CRM, phone, website or social media)
Fulfilling and packaging the orders
Sending the orders
Returns procedure for inventory receiving and customer payment return
Method, policy for responding to customer complaints (ticketing system)
Policy for replacing defective product or performing other warranty service

	Written System	Unwritten System	No System
Guidelines for developing service and protecting it legally
Policy for developing promotional and collateral material (e.g., catalogs, etc.)
Establishing service pricing.
Determining service guarantees.
Booking client sessions, speaking engagements, etc.
Evaluating and maintaining quality of service
Addressing complaints

	Strongly Agree	Agree	Disagree	Strongly Disagree	Not Applicable
My income is secure and meets my needs.
I manage my money effectively.
My debt load is manageable.
I get adequate sleep and wake up feeling rested and refreshed.
I (and those close to me) am (are) in good health.
I (and those close to me) am (are) free from depression, addiction, anxiety and/or other mental/psychological health issues.
I feel safe from threat of physical harm and/or mental/emotional abuse at work and at home.
At work, I feel like I fit in, belong, and am cared about as a person.
I have a support network of people I can trust, confide in and get support from at work and at home.
I am clear about what is expected of me at work.
I have the skills and knowledge I need to do my job.
I trust the expertise and decisions of my supervisor.
I have adequate insurance coverage to ensure theft, accidents, ill health and other unexpected events won't create undue hardship for me / my family.
The company I work for is financially solid/secure.
The company I work for is NOT going through a major change.
I feel like I have control over whether good or bad things happen to me.
I am the primary caregiver for one or more ageing parents.
My children still require a substantial amount of my time and energy.
My job is secure.
I do NOT have any employees on my team with major performance problems.

	Strongly agree	Agree	Disagree	Strongly disagree	Not Applicable
I have clear written set of values, standards and principles that I live by in life.
My work and home environments are aligned with these values and principles.
Our company has written values that I and my team use as the foundation for our actions and decisions.
My primary relationships are aligned with and supportive of these values and principles.
I enjoy the majority of my work.
I know my strengths and the areas of expertise I wish to use in my work.
I am happy with the amount of opportunity I have to use/develop these strengths in my work.
I get to express my creativity inside and outside of work to the degree I want to.
I know my mission/purpose in life and work.
My life and work are aligned with my mission/purpose.
I have a clear vision for my life and work.
I feel confident in my ability to realize my vision for my life and work.
My opinion is sought out and valued both inside and outside of work.
I actively pursue continuous learning and growth both personally and professionally. (You should be able to give specific, recent examples.)
I have above average health and enjoy my health and fitness routine.
I confidently express my authentic self in life and work.
I am easily able to discern which opportunities in life and work are a fit for me and which are not.
My home is a calming and energizing place to be.
My workplace is a focused, productive and energizing place to be.
I maintain a healthy balance between life and work.

	Excellent	High	Moderate	Low	Nonexistant
Strategic Planning
Team Development / Teamwork
Performance Management and Development
Leading & Managing Change
Communication & Interpersonal Skills
Project Management
Time Management
Coaching & Training
Finance
Marketing
Human Resources
Operations
Administration
Customer Service