Template guide
Overview
Clarify coaching goals, organizational context, and boundaries before the first session. Helps coaches prepare faster and keep engagements aligned.
Who should use this template
- Executive coaches
- Leadership development firms
- HR business partners
What this template covers
Leadership context
- Role scope
- Team size
- Recent changes
Development themes
- Strengths
- Blind spots
- Stakeholder feedback themes
Logistics and preferences
- Session cadence
- Confidentiality needs
- Success measures
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
New CEO wants me to be more assertive with the board but I worry about seeming political…
Coaching prep brief
- Goal: assertiveness with board without political fallout
- Underlying theme: stakeholder trust vs visibility
- Preference: direct feedback style in sessions
FAQ
- Can coachees submit anonymously?
- Use your sharing settings; typically a private link per coachee works best.
- How does AI help coaches?
- It condenses long answers into a prep brief—not a replacement for judgment.