Pre-Coaching Worksheet

Pre-Coaching Worksheet

Successful coaching is a critical part of a great presentation. To have a successful coaching session, however, there is some pre-coaching work that the presenter should work on by themselves. The goal of the pre-coaching work is for the presenter to get clearer on what area of their life they want to dig deeper into. From the Forum’s Wheel of Life, we know that there are ten areas to pick from:

  • Health/Fitness
  • Friends/Social
  • Family
  • Romance/Love
  • Fun/Leisure
  • Contribution
  • Personal Growth
  • Spiritual/Purpose
  • Career
  • Finances

Here’s the process/questions that should be completed during the pre-coaching work:

Step 1: Open the Forum’s Parking Lot and complete the following three actions:

  • Move your old/outdated topics to the “old parking lot” tab.
  • Merge your current topics together that are similar and update the “# of occurrences” column.
  • Sort your topics by the “extended weight” column. (This will show your top topics.)

This process of cleaning up the Parking Lot will not only help you find a great presentation topic, but will also keep the Parking Lot updated. Once you complete the three action items above, you can continue with steps 2 and 3 below.

Step 2: Answer the following questions:

  • What percentage of this issue (0-100%) is (Business / Personal / Family)?
  • What is the single, most important CORE CHALLENGE you’d like to address in this presentation? (1-3 sentences max)
  • What is the single, most important CORE EXPERIENCE SHARE you’d like to hear from the group from this presentation? (1-3 sentences max)
  • Share some of the background details around this issue. (Fill in as much as is needed here.)
  • What is the current situation around this issue? (Fill in as much as is needed here.)
  • What future options have you thought about in relation to this issue? (Fill in as much as is needed here.)
  • Why does this issue matter to you and your bigger life goals? (Fill in as much as is needed here.)

Step 3: Send your answers to your coach and schedule a time to meet with them.

To help make this process easier, I did create a Google form that your Forum can copy and use if needed ( Alternatively, you can just answer the questions above in a Word document and send them to the coach.

This process should be completed by the presenter PRIOR to the coaching session. Whatever the presenter answers above doesn’t necessarily mean that that will be the final presentation topic. The answers are meant to help guide the coaching session so you can come up with the final topic.