TRANSFORMATION COACHING

Client Name: ____________________________________________________ Date: ___________

Client Information
Reason for Seeking Coaching: (Lecture: Understanding Why People Change)
__ Reactive __ Proactive __Away __Toward

Life event (past, current, or future) that triggered the desire for change?

Where are they along their journey of transformation?

No action taken Unintentional change Initiated change Progress made Seeking transformation Advanced
| | | | | | _____

Specific Changes/Transformation Desired:

Results of 6 Human Needs Assessment: (Identify #1 and #2 needs) (Lecture: The 6 Human Needs)

Certainty Uncertainty/Variety Significance Love/Connection Growth Contribution

Where is your client in the “change cycle”? Are they ready to break through? (Lecture: It’s Breakthrough Time)

__Discontent __Breaking Point __Decision __Fear __Amnesia __Backtracking

What do they need from me the most?

Client Story
What challenges have they identified that may act as a catalyst for purpose? (Lecture: Giving Your Pain a Purpose)

Where are they along their Hero’s Journey? (Lecture: Hero’s Journey)

What key factors have been identified for the steps?

1—Ordinary Life ___________________________________________________________________________________

2—The Call ___________________________________________________________________________________
3—Refusal of the Call __________________________________________________________________________________
4—The Guide ___________________________________________________________________________________
5—The Threshold ___________________________________________________________________________________
6—The Road of Trails___________________________________________________________________________________
7—Th Approach ___________________________________________________________________________________
8—The Ordeal ___________________________________________________________________________________
9—The Transforamtion__________________________________________________________________________________
10—The Road Back ___________________________________________________________________________________
11—Rebirth ___________________________________________________________________________________
12—Return with the Elixir _______________________________________________________________________________

Client’s True Desires (Lecture: Identifying What You Really Want and The Wheel of Life)
Key Life Area Problem / Does NOT Want Desire Why/Reason

Career

Health

Family/Friends
Money

Significant Other

Personal Growth

Physical Environment

Other

Client Identity
What roles did your client identify that need to be changed in order for them to be in alignment with their TRUE self?
(Lecture: Identity Check-In)

What Identity Archetype did your client resonate with? (Lecture: Identity Archetypes)

What talents and gifts did your client identify? (Lecture: Become Who You Were Meant to Be)
What passions, current or past, did your client identify?

What did your client identify as their life’s greater purpose or where their talents and passions are leading them?

Who has your client identified as a role model, and why? (Lecture: Finding a Relatable Model)

Needed Changes (Thinking and Behavior) (Lecture: Becoming Your BEST Self)
What key THINKING patterns did your client identify they would need to change in order to come into alignment with their
authentic ROLES?

What key BEHAVIOR patterns did your client identify they would need to change in order to come into alignment with their
authentic ROLES?

What key THINKING patterns did your client identify they would need to change in order to better utilize their talents and passions
and fulfill their purpose?

What key BEHAVIOR patterns did your client identify they would need to change in order to better utilize their talents and
passions and fulfill their purpose?
Areas for Growth
What areas hold them back? Lectures and sections in this course that address each issue

Fear of Rejection/Judgment SELF-MASTERY: The 3 Irrational Beliefs, Banish Approval Seeking

PREPARING TO SUCCEED: Evaluating Social Influences, How to Say “No”
CHANGE PSYCHOLOGY: The Power of Forgiveness

Fear of Uncertainty/Discomfort LET THE JOURNEY BEGIN: The 6 Human Needs

SELF-MASTERY: The 3 Irrational Beliefs
PREPARING TO SUCCEED: Embracing Uncertainty, Practicing Uncertainty

Stuck in Habits/Patterns PREPARING TO SUCCEED: Become the Gatekeeper, Willpower, The 3 R’s of Habit
Change
CHANGE PSYCHOLOGY: Quality vs. Safe Problems

Overwhelm/Inaction SELF-MASTERY: Questioning Beliefs and Excuses

CREATING CHANGE—PRACTICAL: Creating an Action Plan, Overcoming Inaction

Confidence and Belief in Themselves DEVELOPING A MINDSET OF SUCCESS (GROWTH MINDSET): Entire section
CHANGE PSYCHOLOGY: Overcoming Fear of Change

Fear of Disappointment/Failure SELF-MASTERY: The 3 Irrational Beliefs, Questioning Beliefs and Excuses
DEVELOPING A MINDSET OF SUCCESS (GROWTH MINDSET): Entire section

Fear of Unintended Consequences CHANGE PSYCHOLOGY: How Would Your Life Change? The Power of Pain and
Pleasure, Overcoming Indecision 1 & 2
PREPARING TO SUCCEED: Identifying Possible Road Blocks

Lack of Clarity/Motivation WHAT DO YOU REALLY WANT: Entire section

WHO DO YOU REALLY WANT TO BE: Entire section
Possible Road Blocks (Lecture: Finding a Relatable Model)
Practical Frustration/ Resources Support Time/ Motivation/
Disappointment Organization Confidence

Client Long and Short-Term Goals

What are your client’s top goals for implementing the changes you have helped them identify? (See the full goal setting
worksheets in the Creating Change—The Practical Steps section)

Concluding, Celebrating, and Ceremony

How do you plan to celebrate your client’s milestones and/or completion of the coaching program?