Your Five Free Worksheets

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Great job on taking this step to building your coaching business!

The worksheets contained in this document are all you’ll need to turn any
complementary coaching session into a long-term coaching client, as well as run
your first four client sessions.

Just below, you’ll find a brief description of exactly what each template is for, and a
link to access a video training to better understand how to use the template with a
client.

I look forward to hearing from you as to how much they have helped you grow your
coaching business.

Template 1 - Business Needs Analysis

The Business Needs Analysis is the ultimate diagnostic tool to use with your clients.
It’s also an amazing tool for turning interested prospects into motivated, ready-to-
start clients. Most business owners you encounter will not know what their problems
are. They know something is wrong, but are generally clueless as to the specifics.
The Business Needs Analysis lets you discover the heart of the problems.

Click Here To Access A Full Video Training For This Worksheet.

Template 2 - Where is Your Business Now?

This worksheet forms the first part of your first paid client session, and is used to
demonstrate to the client that they must embrace change to fix their current
challenges. This document focuses on a lot of the same concepts as the Business
Needs Analysis because since the last (sales intensive) session, they have probably
forgotten the challenges they mentioned, and may be thinking, “Why did I agree to
this coaching anyway?” This worksheet is designed to turn this around.

Click Here To Access A Full Video Training For This Worksheet.

Template 3 - SWOT Analysis

A SWOT analysis will really help your client understand whether the goals they are
setting are "achievable" for their organization, or if they should be adjusted to better
motivate and drive the organization to higher (or more realistic) targets.

The SWOT analysis is a coaching tool that is too often undervalued, generally
conducted once in every coach’s initial meeting and then put in the drawer, never to
be seen again. Instead, you should consider this worksheet one of the most
important documents to ensure business longevity. The SWOT analysis should be
conducted every six months and should be viewed as an organizational insurance
policy. By doing this, an organization will make sure it is well-positioned against
threats that are looming on the horizon, as well as ready to capitalize on any
potential opportunities that otherwise may have gone unnoticed.

Click Here To Access A Full Video Training For This Worksheet.

Template 4 - ForceField Analysis

The ForceField analysis is amazingly useful for helping your client, and you as their
coach, understand the terrain before making any change or improvement. It’s also a
great way to ensure your client doesn’t fall victim to unforeseen hurdles, or miss out
on potential supporters who may aid their success.

Click Here To Access A Full Video Training For This Worksheet.

Template 5 - Get to Know Yourself

As a business coach, you need to understand your clients on a deeper level. To add
to that, running a business can be chaos, and your client may not have had time to
truly understand themselves. The "Get to Know Yourself" template is designed to get
everything out on the table, so you can start helping your clients where they need it
most.

Use this worksheet at your own discretion. While it is extremely useful, some clients
consider it life coaching and it can lose you rapport. When working with corporate
clients, if you decide to use the worksheet, add on the phrase "when you’re working"
to the start of each question.

Click Here To Access A Full Video Training For This Worksheet.

Business needs analysis
Where is your business now?
Before you can plan for the future of the business, you need a clear understanding of
your strengths and weaknesses. This form will give you a quick snapshot of
your current situation and show you where to concentrate your efforts.

What are your major challenges at the moment?

Rate each of the following areas in your business using the scale 1-10. (Put the
number in the column which corresponds to the rating and the area of the business).
When scoring, 10 means great and 1 means bad.

Area ☺ Great ? Needs  Bad

8-10 attention 1-3
4-7
Finances
Customer service
Internal processes
Employee
performance
Marketing
Sales

Note: If the finances are down it is often a reflection of the other areas.

If rating is Needs Attention or Bad – write down dot points of what you have noticed
in these areas:

Finances

Customer service

Internal processes

Employee
performance
Marketing

Sales
Perform a SWOT analysis

List the following:

Key strengths (internal) Key weaknesses (internal)

Key threats (external) Key opportunities (external)

For example, competition (4 best performers who might enter the industry), industry
environment, political factors, economic factors, demographic trends, cultural trends,
technological trends, legal factors.
Perform a ForceField analysis

Current state of affairs: ______________________________________________________

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Desired change or improvement: _____________________________________________

___________________________________________________________________________

What will help us get there? What will stop us getting there?
Get to know yourself
What do you enjoy doing?

What makes you happy?

Is there anything that you wanted to do, but have not yet accomplished?

Where would you like to spend more of your time, and doing what?

What would you do if you could do anything that you wanted without limits?

How do you want to spend your life on a daily basis?

What is the most important to you at this time in your life

• Family
• Your business
• A new career
• Better health
• Physical fitness
• More money
• More time for yourself

What would I like to be doing 10, 20 or 30 years from now?

REMEMBER: With no clear picture of how you want your life to be, how can
you live it? With vision, you have purpose and energy – you are self-
empowered.