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Coaching

Client Progress Check-In

A mid-engagement assessment designed to measure growth, identify obstacles, and recalibrate coaching focus. The AI report highlights progress patterns and suggests areas for the coach to explore in upcoming sessions.

12 questionsEstimated 8 minutes4 dimensions
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Assessment dimensions

Each respondent is scored across these dimensions. The AI uses these to identify patterns and generate personalised insights.

Progress
Confidence
Engagement
Support Needs

Questions preview

All 12 questions included in this template. You can customise, reorder, or remove any question after importing.

1

How much progress have you made toward the goals you set at the start of coaching?

ScaleProgress
1 - Very little progress - I feel stuckto5 - Significant progress - I can clearly see the difference
2

What have been your biggest wins or breakthroughs since your last check-in?

Open TextProgress
Free-text response field
3

What obstacles or challenges are currently getting in the way of your progress?

Open TextProgress
Free-text response field
4

How confident do you feel in your ability to achieve your coaching goals?

ScaleConfidence
1 - Not confident - I have serious doubtsto5 - Very confident - I know I will get there
5

How would you rate your current energy and motivation level?

ScaleConfidence
1 - Very low - I feel drained or unmotivatedto5 - Very high - I feel energised and driven
6

How would you rate your development in the following areas since coaching began?

ScaleProgress
1 - No noticeable improvementto5 - Significant improvement
7

How effective have your coaching sessions been in helping you think differently or take new action?

ScaleEngagement
1 - Not very effective - I am not getting much from sessionsto5 - Highly effective - each session drives real change
8

How likely are you to recommend this coaching experience to a colleague?

ScaleEngagement
1 - Not at all likelyto10 - Extremely likely
9

What kind of support would be most helpful for you in the next 30 days?

Multiple ChoiceSupport Needs
More accountability and follow-up between sessions
Deeper exploration of specific challenges
Practical tools and frameworks I can apply immediately
More focus on mindset and building confidence
10

Are there any new goals or priorities you would like to focus on going forward?

Open TextSupport Needs
Free-text response field
11

What are your top priorities for the next 30 days?

Open TextProgress
Free-text response field
12

Is there anything else you would like your coach to know before your next session?

Open TextSupport Needs
Free-text response field

What the AI report covers

Each respondent receives a unique, personalised report. Here is a sample of the topics the AI analyses based on this template.

Progress toward stated goals and milestone tracking
Confidence and motivation trend analysis
Emerging obstacles and potential blockers
Session effectiveness and engagement quality
Recommended focus areas for the next coaching phase

Reports are generated by AI (Claude by Anthropic) and tailored to each respondent's specific answers. No two reports are the same.

Use this template

Sign up to create your first assessment. Import this template, customise it to match your methodology, and start collecting responses in minutes.