Template

The Onboarding Session

A template that can be used as a starting point to structure your first coaching session.
These prompts are intended to provide you with tools to have in your back pocket when you need, not a list of questions to get through. When in doubt, lean into listening, curiosity and offering your own unique perspective!

Warm up

Start getting to know each other! Ask open-ended questions to understand their background and the story of their career.

Prompts to learn strengths & weaknesses

Prompts to understand motivations

What kind of work energizes you and what drains you?
Where does your core professional motivation come from?
Motivations can vary from “work to live”, “live to work”, doing good work for the team, proving your capabilities, earning power for you and/or your family, wanting to “make” something, bring out the best in others, helping customers solve problems.

Prompts to dive into goals

What’s on your plate right now? What would success look like?
What do you want to accomplish in the next 6 months? How about the next few years?
Is there someone that you’d want to be doing their job in five years time?