The purpose here is simple. I want to know you, understand the context you lead in, and confirm the practical shape of our engagement before we begin. It takes about five minutes. The deeper work of setting focus comes next, in the questionnaire built for your scope of leadership.

Step 1 of 4

About You

The basics, and the scope you lead within.

Full name*

Please enter your name.

What you prefer to be called If it differs from the above.

Email*

Please enter a valid email address.

Phone

Organization*

Please enter your organization.

Role or title*

Please enter your role or title.

Scope of your responsibility* This determines which questionnaire you receive next, so the questions match the level you actually lead at. The test is reach rather than title. If it is genuinely split, choose the second option.

Please select one.

Step 2 of 4

Your Context

Enough for me to arrive informed. We go deeper in the questionnaire that follows.

What are you leading right now?* What you own, how large your team or function is, and what is going on in it right now.

Please share a short answer.

What made this the right time for coaching?* A transition, a stretch in scope, a persistent challenge, or something else.

Please share a short answer.

Where do you feel the most pressure right now? Select any that apply. This helps me choose the right assessments for you. Setting direction and strategy Alignment across the leadership team Decision making and judgment Influence and executive presence Accountability and difficult conversations Execution and follow-through Personal energy and sustainability

Step 3 of 4

Engagement Structure and Practicalities

Confirming what has already been arranged, and how we will work.

How will a sponsor be involved?* Your organization has already decided this. I am confirming your understanding of it, since the arrangement is not always communicated in full. If it does not match what I have, we will sort it out before we start. Active sponsor partnership A sponsor sets conditions, joins an alignment conversation, and stays engaged at defined points. A sponsor backing the work from a distance Someone is funding or endorsing the coaching but is not part of its structure. No sponsor A direct engagement between you and me. I am not sure what was arranged Entirely reasonable. I will confirm it and tell you what it is.

Please select one option.

Session cadence that would work best

Preferred format

Times of day that work best Include your time zone.

Step 4 of 4

Review and Submit

Check what you have entered. You can go back and change anything.

Engagement structure

To be confirmed

We will confirm the arrangement together.

Anything else I should know before we begin? Optional. Anything about how you work, what you need, or what would make this valuable.

✓

Thank you. This is a good start.

I will read this before we meet and come prepared to your context rather than asking you to explain it from scratch.

Leader Profile

About You

Your Context

Engagement Structure and Practicalities

Your sponsor

Review and Submit

Thank you. This is a good start.