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INTAKE FORM
TEAM SURVEY

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Client Intake Form

PERSONAL INFORMATION

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Name *

First

Last

Preferred Email *

Cell Number *

Name of Spouse/Signficant Other if Applicable *

What is Your Highest Level of Education? *

What is your Meyers-Briggs Type Indicator? *

Names and Ages of Children if Applicable *

What are Your Hobbies? *

Institution? *

What are the things you are most passionate about? *

What is your Enneagram with Wing? *

List any certifications/Training/Experiences You Have? *

PROFESSIONAL INFORMATION

Organization *

Role in Organization *

Focus of Organization *

Number of Direct Reports *

COACHING INFORMATION

What are some things your coach should know about you? *

What was your last big win personally and professionally? How did it make you feel? *

Name at least four avenues of exploration for this coaching journey. *

What is your greatest hope for the outcome of this coaching journey? *

What are the greatest joys in your life right now? *

What are the greatest points of friction in your life right now? *

Additional Thoughts/Concerns/Questions? *

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Team Development Survey

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Name *

First

Last

Email *

What's your unique mission in life? *

How do you receive affirmation best? *

What do you need from your supervisor to feel empowered? *

How do you hope to make this congregation better? *

What's your superpower? What do you do better than most other people? *

How do you receive criticism best? *

What's the most important thing for your supervisor to understand about you? *

How do you personally need to grow to be a better team member? *

Ask three people who know you well what your superpower is? What do they tell you? *

What's the most important thing for the team to understand about you? *

How do you hope to make this team better? *

What kind of equipping/resourcing do you need to do the work you are called to do on this team better? *

What other places in your work do you feel like you need to grow? How can you begin to work on those things? *

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