The Focused Leader — Client Assessment

Step 1 of 7

Background & context

Help your coach understand where you are right now and what you're stepping into.

Your name*

Current role / title

Type of healthcare setting

How long have you been in this role?

Your biggest professional challenge right now

Step 2 of 7

What do you want from coaching?

Select all that apply, then describe your most important goal in your own words.

I want coaching to help me… (select all that apply)

Describe your most important coaching goal

By the end of this engagement, what does success look like?

Step 3 of 7

Leadership & people skills

Rate your current confidence in each area. 1 = just starting out, 5 = genuinely strong.

Step 4 of 7

Operational & business acumen

Same scale — rate your current confidence honestly.

Step 5 of 7

Professional development & growth

Rate your current confidence in each area.

Step 6 of 7

Set your priorities

Drag to rank the topic areas from most to least important. Your top 3 will shape the early agenda.

Anything your coach should know that the questions didn't capture?

How do you prefer to receive feedback?

Your preferred coaching style

Complete

Your coaching assessment summary

Your assessment has been submitted. You can save or print a copy using the button below.

⚠ File opened locally — email will not work from here You've opened this file directly from your desktop (file://), which blocks outbound requests. To send emails, host the file online first. See the setup instructions below for the free 30-second option using Netlify Drop.

Step A — Host the file online (required for email to work) The assessment must be served over https:// — opening it directly from your desktop blocks all outbound requests. The easiest free option is Netlify Drop:

   1. Go to netlify.com/drop
   2. Drag and drop this HTML file onto the page
   3. Netlify gives you a free https:// link instantly — no account needed
   4. Share that link with your clients

Step B — Set up EmailJS (one-time, ~3 minutes) 1. Go to emailjs.com → create a free account (200 emails/month free).

2. Click Add New Service → choose Gmail → connect your Gmail → copy the Service ID.

3. Click Email Templates → Create New Template.
   · Set To email to: {{to_email}}
   · Set Subject to: New assessment: {{client_name}} — The Focused Leader
   · In the Message body: {{assessment_body}}
   · Save → copy the Template ID.

4. Go to Account → General → API Keys → copy your Public Key.

5. Open the hosted link, complete a test submission, enter all three credentials in the panel above, and click Save & send now. Done — every future submission emails you automatically.