Template library · Assessments & screeners
Career Coaching Assessment template
Assess current career context, aspirations, and skill gaps.
Career-focused coaching intake
- 12 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
Assessment Details
- Client NameText
- Date of BirthDate
- Client ID / MRNText
- Date of AssessmentDate
- Clinician / CoachText
- Location / ModalityText
Career Context
- Current role and satisfactionText
- Career aspirationsText
- Skills to developText
- Obstacles to advancementText
Signatures
- Client SignatureSignature
- Date signed (client)Date
When to use it
Use an assessment at the start of work to set a baseline, then repeat it at review points so you and the client can see what has changed.
How it works in MyWellOps
- Pick it from Documents.
- Send it to the client to complete, or fill it in together during a session.
- Each completed copy is kept on the client’s record, so earlier results are there to compare.
Spend less time on admin, more time with clients
Start free. Cancel anytime, and your data comes with you if you leave.
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