Team / Organization Coaching Intake Form

Purpose: alignment, diagnosis, outcomes and readiness

Organization Name

Team Name

Primary Contact

Title / Role

Team(s) Involved

Approximate Team Size

Section 1: Why This, Why Now

What prompted you to explore coaching or facilitation support at this time?

What challenge, opportunity, or tension are you hoping to address?

If this engagement is successful, what will be noticeably different for: Leaders? Team members? The business?

Section 2: Current State

How would you describe the current health of the team(s)? (Trust, communication, clarity, decision-making, accountability.)

Where do things consistently get stuck or slow down?

What’s working well that you don’t want to lose?

Section 3: Goals & Outcomes

What specific outcomes are you hoping for from this work? (Examples: alignment, execution speed, role clarity, leadership capability, morale, strategy clarity.)

Are there metrics, behaviors, or signals that would indicate progress or success?

What’s already been tried to address these challenges? What worked? What didn’t?

Section 4: Culture, Dynamics & Constraints

How would you describe the team’s culture today?

What dynamics should I be aware of? (History, sensitivities, silos, power dynamics, past change fatigue.)

Are there constraints I should plan around? (Timing, capacity, politics, budget, decision authority.)

Section 5: Leadership & Sponsorship

Who is sponsoring this work? What level of commitment and visibility will they have?

How aligned are leaders on the purpose and expectations of this engagement?

What risks do you see that could limit the effectiveness of this work?

Section 6: Readiness & Partnership

What does an ideal coaching/facilitation partner look like to you?

How do you prefer to work together? (Direct vs. gentle, structured vs. adaptive, data-driven vs. dialogue-driven.)

Is there anything else that would help me design the right approach for your organization?

Section 7: Existing Inputs

Please share any relevant materials if available: Strategy decks, Org charts, Engagement survey results, Prior assessments or diagnostics, Operating models or charters