Small & Associates | Executive Coaching Client Questionnaire

Confidentiality Note: Information shared in this questionnaire will be used solely to understand the coaching need, scope the engagement, and prepare a tailored proposal for Small & Associates Consulting services.

Engagement Snapshot

Define the executive, the request, and the business context behind the coaching need.

Primary contact name

Executive role/title

Department / business unit

What prompted the request for coaching at this time?

How urgent is the need?

Immediate Near-term Developmental

Desired Outcomes

Identify what success should look like for the executive, team, and organization.

What are the top 3 outcomes you want from this coaching engagement?

What would meaningful progress look like within 90 days?

Coaching Format & Modalities

Clarify preferred delivery style, tools, and cadence for the engagement.

Preferred delivery method

Preferred session cadence

Estimated engagement length

Preferred session length

Fit, Budget & Next Steps

Confirm confidentiality needs, measurement preferences, and proposal considerations.

Would you like progress updates shared with the sponsor?

Yes No Discuss first

How should progress be measured?

Target budget range, if known

Desired start date

Anything else we should know before preparing the quote?

Engagement Snapshot

Desired Outcomes

Skill Priorities

Coaching Format & Modalities

Fit, Budget & Next Steps