Employee Career Self-Coaching Plan

Section 1: Overview & Video
📹 Welcome! Before you begin, please watch this short video.

Before you begin this assessment, I’ve recorded a short video to walk you through the process.

In the video, I explain the types of questions you’ll be asked about your goals, challenges, strengths, and what you want to achieve in your career. Your responses will help us build a personalized self-coaching plan using our CoachApply Builder AI platform — a plan you can use on your own, or share with your manager or peers if you choose.

Please take a moment to watch the video below — it will show you exactly what to expect and help you get the most value from this self-coaching experience.
Section 2: Basic Information
Full Name:

First NameLast Name
Email Address:
We will send a confirmation and follow-up communication to this address.
Company Name:
Enter the name of your organization or team.
Boss / Manager Name
Please enter the name of your direct supervisor or manager.
Boss / Manager Email Address
This helps us understand who is connected to your coaching process.

Section 3: Goal Setting
Your Primary Career Goal — Please Be Specific:
Describe the main goal you want to work toward. Examples:Improve leadership readiness , Strengthen communication, Prepare for promotion, Build confidence, Improve teamwork or accountability
Optional Goal Details - please check this box
Optional
If you think it will help, you can also answer the two optional questions below. These are not required, but they can give us a clearer picture of your additional goals and what early progress might look like.
Your Secondary Career Goal:
You may share another goal that would support your long-term growth.
What Would Meaningful Progress Look Like in the First 90 Days?
Describe what early progress would look like for you during the first three months. This could include new habits, skills, behaviors, or improvements you want to start seeing in yourself.
Section 4: Areas You Want to Improve
#1 Area You Need to Improve:
#2 Area You Need to Improve:
#3 Area You Need to Improve:
#4 Area You Need to Improve:
If you have additional areas in mind, please check this box
#5 Area You Need to Improve:
#6 Area You Need to Improve:
#7 Area You Need to Improvee:
#8 Area You Need to Improve:

Section 5:Strengths & Barriers
Your Strengths — Please Be Specific:
What do you feel you do really well?(Examples: communication, teamwork, creativity, problem-solving, attention to detail). If you’re unsure, simply type “N/A.”
Your Barriers to Progress (What’s Holding You Back?)
Describe any challenges, habits, or external factors that may slow down your development.
Section 6: Your Self-Insight & Development Preferences
Provide Other Assessments You Have Completed - If you have additional assessment data (e.g., EQ, DISC, StrengthsFinder, Myers-Briggs)

This information helps us tailor the coaching plan more accurately.
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Describe Your Ideal Performance:
Describe what performing at your best looks like — including confidence, communication, teamwork, leadership, and productivity.Feel free to share any final details or insights that may help us personalize your coaching plan.
How You Prefer to Learn
Please specify the other option to learn:
Which Coaching Plan Would You Like Generated?
Any Additional Notes or Requests?
Should be Empty:

Section 1: Overview & Video