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Executive Coaching Intake Form Questions

Executive coaching is a comprehensive pathway to executive excellence. Not only does executive coaching equip leaders with the skill set for success, but it also provides them with greater confidence in their abilities, significantly increasing their capacity to impact their organization’s growth. 

Executive Coaching Intake Form Questions Executive Coaching Intake Form

In this blog post, we will explore the questions that go into an executive coaching intake form assessment, including why each one is essential for determining which path forward is best for you moving forward. So, stay tuned to find out more about how answering these important questions can give you clarity on where your journey should go!

20 Executive Coaching Intake Form Questions

Executive coaching is a beneficial practice for anyone looking to reach the next level in their professional career. To ensure that each individual receives the necessary personalized guidance, Executive Coaching Intake Form Questions exist to aid in evaluating each client’s current situation and uncovering potential areas of focus or improvement. 

These questions serve as a valuable tool for coaching professionals, acting as a comprehensive guide for understanding one’s specific goal and desired outcome of the program so that optimal progress can be made with ease. Here is a list of questions that are included on an executive coaching intake form.

1. What are your current job responsibilities?

When it comes to executive coaching, having a clear understanding of current job responsibilities is paramount. Asking this important question on executive coaching intake forms ensures that the executive in question gets all of the information they need to identify areas for improvement and further their professional development. 

It also helps a coach form a comprehensive picture of their executive client’s strengths and weaknesses and provides invaluable insight regarding potential avenues for future growth. All in all, it is essential that this critical question be included to get the most out of executive coaching sessions.

2. What challenges are you currently facing in your role?

It is an important question to consider when undertaking executive coaching. There could be many areas that need improvement or additional development, which can be uncovered through the process of coaching. This could include addressing workplace issues like communication, problem-solving, and conflict resolution, as well as more personal development goals such as improved time management, setting priorities and improving productivity. 

Executive coaching may also be useful for honing technical skills like leadership tactics and public speaking. Examining What challenges you are currently facing in your role is essential for determining what steps must be taken to make meaningful progress in your professional life.

3. What are your short-term career goals? 

It is an important question to consider when completing an executive coaching intake form. As executive coaches, understanding their client’s career aspirations helps build an effective roadmap to success and identify areas of improvement. 

By carefully assessing the individual’s current professional circumstances alongside their long and short-term goals, the coach can develop a personalized plan that will enable them to achieve desired results and grow both professionally and personally over time.

4. What are your long-term career goals?

It is an essential question for Executive coaching intake forms, as it allows the coach to gain a better understanding of the client’s objectives and how they might be able to assist them. Being able to provide long-term goals not only helps individuals assess their current status but also provides a framework within which they can achieve grand ambitions that they may not have even considered before. With a clear vision and direction in place, executive coaching can start setting up the foundational elements that are necessary to help clients reach those longer-term objectives.

5. What do you believe are your strengths and weaknesses? 

It is an invaluable part of the executive coaching intake form. The answer to this question not only provides insight into the client’s understanding of themselves but also allows the coach to identify specific areas which can be worked on in order to improve both their professional capabilities and personal effectiveness. It has been proven to provide a powerful foundation for successful coaching and reveals an individual’s capacity to accept feedback and constructively focus on areas that require enhancement.

6. How do you prefer to receive feedback?

It is one of the best questions for executive coaching intake forms, as it allows coaches to better understand their clients’ communication styles and preferences. It can also help guide the nature, frequency, and delivery of any feedback that a coach may provide, so it is important to ask this upfront. Different people prefer different methods of communication, so being able to communicate effectively and efficiently is imperative for successful executive coaching sessions. How do you prefer to receive your feedback? Asking this question upfront can make all the difference in how positive or negative an experience is during executive coaching.

7. What is your preferred communication style?

 Gaining insight into one’s communication style is essential for successful executive coaching. Everyone has their own methods of sharing and receiving information, so understanding the primary communication style of the client can provide valuable insight into how to effectively coach them. Knowing what approach the client feels comfortable with will help a coach better identify how best to support them in attaining their goals and ambitions. In order for a successful relationship between the coach and client to be established, having an understanding of an individual’s preferred communication style is key.

8. How do you manage stress?

It is an important question to consider if you’re looking to optimize your performance as a leader. It’s essential for executive coaching clients to have the necessary self-care and coping skills in order to be successful. Everyone has different techniques for managing their stress levels, from engaging in physical activities or creative outlets to talking it out with trusted friends or colleagues. A good coach can help you identify which approach works best for you so that at times of high stress, you can stay in control and make better decisions.

9. What is your greatest achievement to date?

It is an important question to include in any Executive coaching intake form. It gives the coach insight into what has been most meaningful and successful to the executive, which can then be used as a stepping stone for further building on those successes in the future. Knowing what you have accomplished thus far gives me the confidence to continue striving toward higher heights, both professionally and personally.

10. What is the biggest mistake you have made in your career?

It is a common and important question to consider when undertaking an Executive Coaching Intake form. It can be both humbling and crucial to reflect on our mistakes in order to grow professionally, experience personal development, or just simply become aware of our blind spots. Uncovering our exact missteps in our careers could provide us with insight into what needs improvement, what will trigger similar situations, or how to correct the previous blunders we made by learning from them. Understanding our mistakes can open up possibilities for positive change and clear a path to build upon our successes moving forward.

11. What do you think would make you more successful in your job? 

This is an important question to consider if you are thinking about furthering yourself professionally through executive coaching. Perhaps, the ability to be self-aware and honest with yourself could help inform insights into what kinds of support, resources, or skills are necessary for success. Additionally, finding meaningful ways to set yourself up for success in day-to-day operations, such as time management and effective communication, could prove beneficial in being successful in any career. It will be important to reflect on these elements and others when exploring the potential of executive coaching.

12. What do you think has been preventing you from achieving your goals? 

It is one of the best questions that executive coaching intake forms are designed to answer. By asking this question, coaches can better understand what’s holding their clients back and develop plans to help them move forward and meet their goals more effectively. Effective coaching requires both the coach and the client to work in collaboration to identify potential barriers and plan accordingly to achieve success. It offers the opportunity for coaches and clients to explore these barriers in an open and honest way, setting a clear plan for success going forward.

Aspiring executives know how important it is to be able to manage their time in order to reach their goals. Asking this question as part of an executive coaching intake form allows the coach and client to develop an effective plan for using time wisely and overcoming any obstacles that may arise. Acknowledging these challenges is an important first step in becoming a successful executive, so asking this question on the intake form will help set the stage for successful coaching sessions.

Delegating tasks and tasks is an important part of successful leadership. As a result, it is essential to identify any challenges one may have with regard to delegation as part of the executive coaching intake form. Working together with an executive coach can help in developing effective strategies for delegating tasks, achieving goals, and managing teams effectively. Answering this question honestly and giving examples can allow your executive coach to gain an understanding of the situation and develop personalized plans accordingly. By recognizing any issues surrounding delegation at the onset, executives can focus on overcoming them quickly and taking their managerial capabilities to the next level.

15. “What have been the biggest challenges you have faced in your career?”

One of the main focuses of executive coaching is to identify areas for improvement in a person’s career. An important question for the executive coaching intake form is to ask, “What have been the biggest challenges you have faced in your career?” By continually assessing and reflecting on past experiences, executives can gain insights into both successes and any issues that have hindered their professional development in the past. With these reflections, they are better equipped to make more deliberate decisions and take meaningful action toward achieving greater success.

16. How do you motivate yourself?

It is a pertinent question for an executive coaching intake form. Your motivation plays a significant role in driving your passions and goals, as well as helping you stay focused in order to achieve them. Understanding the sources of your own drive can help you better tap into it, enabling lasting transformations and sustained improvement. Those engaged in executive coaching may find it advantageous to explore their unique motivations in order to build on their strengths and address any challenges that come along with reaching their individual goals. Inherently understanding what motivates you will help create strategies that are tailored specifically to your needs, increasing the chances of having successful and fulfilling future endeavors.

17 .How do you handle difficult conversations?

It is considered the most important question for any executive coaching intake form. How one navigates, these unexpected conversations can often have larger implications far beyond the exchange itself. Demonstrating a capacity for self-reflection, emotional regulation, and listening skills can all be important habits to bring into such confrontations. How one responds to the situation shows their level of accountability and maturity in understanding both their own responses as well as the other involved parties. Establishing this level of professionalism, attitude and character early on will clearly demonstrate that the executive is capable of managing such dynamic conversations.

18. What would you like to improve about your leadership style?  

As an executive, it is essential to hone not only your technical knowledge and problem-solving capacity but also your leadership style. An important part of this process is asking, “What would you like to improve about your leadership style?”  This question is often included in executive coaching intake forms to ensure the professional’s growth in that area. 

Taking a step back and recognizing potential areas for improvement allows us to strive for greater productivity, innovation, and success. Identifying what needs to be improved in our leadership allows us to tailor and shape our interpersonal skills with team members, clarify communication, boost morale, and create an environment that leads to success. Thus, taking the time to answer this vital question allows us to unlock our true potential as leaders.

19. How do you handle feedback from your team?

When it comes to executive coaching, feedback from teams is an extremely important factor in the intake process and in setting up a successful coaching journey. How the individual handles this feedback can be indicative of how well-equipped they are for tackling and conquering their goals. 

It is necessary to delve into the mechanism by which feedback is received and processed by assessing how their team interacts with them and what their response was accordingly. By breaking down barriers between team members and executives, a true connection may be nurtured that results in greater communication, better feedback, and successful outcomes.

20. What is the most important thing you have learned in your career?

Throughout your career, you have learned many important lessons about leadership and professional development. However, the most significant lesson that stands out is the importance of collaboration. The ability to skillfully collaborate with different stakeholders has enabled me to deliver results in any situation. Having strong relationships with colleagues and peers has been the most valuable asset that you have gained from your experience in the professional world.


If you want to be a successful executive, it is important that you are honest with yourself about your career goals, strengths, and weaknesses. An effective coach will help you identify areas in which you need to grow and develop so that you can reach your full potential. 

The questions in this blog post will give you a starting point for thinking about what you want to achieve through coaching. Keep visiting our website for more helpful tips and guidance on how to create the life and career you desire.

Frequently asked questions

What is the purpose of an executive coaching intake form?

An executive coaching intake form is like a map to unlock the potential of any business owner. It acts as an essential tool for communication between the business coach and client, providing a snapshot of the client’s situation and allowing both parties to focus on areas for improvement. Luckily, an executive coach can help you identify these obstacles and work through them so that you can finally achieve the success you deserve. Gathering data in this way can save coaches valuable time and help them become more efficient with their workflow and process management. A well-crafted executive coaching intake form has the power to launch businesses off the ground toward success!

How can executive coaching questions help me identify areas of improvement?

Executive coaching questions provide an opportunity to create a safe and non-judgmental space in which to take stock of where we are, the successes that have been achieved, and the areas that can be improved upon. By asking focused questions tailored to individual needs, an executive coach can help identify thought patterns and habits that do not serve a person well and create a plan for improvement.
Asking about strengths as well as weaknesses can both provide insight into an individual’s strengths but also uncover and challenge self-defeating thoughts that may limit performance. Through this kind of active listening, a link between current situations and patterns in past experiences, behaviors, or decisions can be made to help bring about meaningful change. Executive coaching questions allow us the chance to really get to know ourselves better and to assess our ability more accurately so we can take those necessary steps toward improvement.

What should I expect when completing an executive coaching intake form?

Completing an executive coaching intake form can feel intimidating, but it is an important step in beginning a successful coaching relationship. When completing the form, be prepared to answer questions that provide information about your objectives and any obstacles that stand in your way of achieving them. You may also be asked to provide additional backgrounds such as contact information, current role and responsibilities, history of relevant achievements, interests, etc. Be mindful when answering these questions, as they will give the coach insight into what you wish to accomplish through the coaching process. Ultimately, this intake process is designed to help both you and your coach gain clarity on how they can best support you in achieving your goals.

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