Self Assessment | Center for Coaching Excellence

Following a coaching session with your client, assess yourself as the coach according to the following specifics:
1. N/A The skill was not in evidence in this call
2. The skill was in evidence, but possibly insufficient
3. The skill was demonstrated with sufficiency
4. The skill was demonstrated with proficiency
5. The skill was demonstrated with excellence
Name of Coach*
Email*
Name of Client*
Name of Trainer*
Date of Coaching Session*
MM
DD
YYYY
Assessment Number*
- 1
- 2
- 3
- 4
Competency 1: Demonstrate Ethical Practice
1.1: Ethics were applied throughout the coaching conversation.
Observed*
- Yes
- No
Rating
- 1
- 2
- 3
- 4
- 5
1.1 Evidence / Evaluation
Competency 2: Embodies a Coaching Mindset
2.1: Developed and maintained a mindset that was open, curious, flexible, and client centered.
Observed*
- Yes
- No
Rating
- 1
- 2
- 3
- 4
- 5
2.1 Evidence / Evaluation

Final Comments
Choose at least three significant areas to comment on. What did you do well? Where would you like to improve?
Final Comments
Comments
This field is for validation purposes and should be left unchanged.

CCE Self-Assessment

Mary Verstraete

Self-Assessment Form

Step 1 of 8

Competency 1: Demonstrate Ethical Practice

1.1: Ethics were applied throughout the coaching conversation.

Competency 2: Embodies a Coaching Mindset

2.1: Developed and maintained a mindset that was open, curious, flexible, and client centered.

Competency 3: Establishes and Maintains Agreements

3.1: Partnered with the client to identify or reconfirm what the client wanted to accomplish in the session.

3.2: Partnered with the client to define or reconfirm measure(s) of success for what the client wanted to accomplish in the session.

3.3: Partnered about or explored what is important or meaningful to the client about what he/she want to accomplish in the session.

3.4: Partnered with the client to define what he/she believed needed to be addressed to achieve what he/she wanted to accomplish in the session.

Competency 4: Cultivates Trust and Safety

4.1: Acknowledged and respected the client’s unique talents, insights, and work in the coaching process.

4.2: Showed support, empathy, or concern for the client.

4.3: Acknowledged and supported the client’s expression of feelings, perceptions, concerns, beliefs, or suggestions.

4.4: Partnered with the client by inviting the client to respond in any way to my contributions as the coach and accepted the client’s response.

Competency 5: Maintains Presence

5.1: Acted in response to the client’s whole person (the who).

5.2: Acted in response to what the client wanted to accomplish throughout the session (the what).

5.3: Partnered with the client by supporting him/her to choose what happens in the session.

5.4: Demonstrated curiosity to learn more about the client.

5.5: Allowed for silence, pause, or reflection.

Competency 6: Listens Actively

6.1: Questions and observations were customized by using what I learned about who the client is or the client’s situation.

6.2: Inquired about or explored the words the client used.

6.3: Inquired about or explored the client’s emotions.

6.4: Explored the client’s energy shifts, nonverbal cues, or other behaviors.

6.5: Inquired about or explored how the client currently perceives themself or his/her world.

6.6: Allowed the client to complete speaking without interrupting unless there was a stated coaching purpose to do so.

6.7: Succinctly reflected or summarized what the client communicated to ensure the client's clarity and understanding.

Competency 7: Evokes Awareness

7.1: Asked questions about the client, such as his/her current way of thinking, feeling, values, needs, wants, beliefs, or behavior.

7.2: Asked questions to help the client explore beyond his/her current thinking or feeling to new or expanded ways of thinking or feeling about themself (the who).

7.3: Asked questions to help the client explore beyond his/her current thinking or feeling to new or expanded ways of thinking or feeling about their situation (the what).

7.4: Asked questions to help the client explore beyond current thinking, feeling, or behaving toward the outcome and his/her desires.

7.5: Shared—with no attachment—observations, intuitions, comments, thoughts, or feelings, and invited the client’s exploration through verbal or tonal invitation.

7.6: Asked clear, direct, primarily open-ended questions, one at a time, at a pace that allowed for thinking, feeling, or reflection by the client.

7.7: Used language that is generally clear and concise.

7.8: Allowed the client to do most of the talking.

Competency 8: Facilitates Client Growth

8.1: Invited or allowed the client to explore progress toward what he/she wanted to accomplish in the session.

8.2: Invited client to state or explore his/her learning in the session about themself (the who).

8.3: Invited the client to state or explore his/her learning in this session about their situation (the what).

8.4: Invited the client to consider how he/she will use new learning from the coaching session.

8.5: Partnered with the client to design post-session thinking, reflection, or action.

8.6: Partnered with the client to consider how to move forward, including resources, support, or potential barriers.

8.7: Partnered with the client to design the best methods of accountability for himself/herself.

8.8: Celebrated the client’s progress and learning.

8.9: Partnered with the client on how he/she wanted to complete this session.

Final Comments

Choose at least three significant areas to comment on. What did you do well? Where would you like to improve?