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🧭 Coaching & Consulting

Free Coaching Workshop Sign-up Plus Pre-Assessment

Registration and pre-work in one: participants sign up, then answer a short assessment that tells the facilitator where the room actually is.

Sign-up + pre-read
Group readiness view
Content tuning
Live Preview

Quick answer

Registration and pre-work in one: participants sign up, then answer a short assessment that tells the facilitator where the room actually is.

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About this template

A workshop designed for the room the facilitator imagined fails when the room is different. This flow takes registration first - session, name, contact - and follows it with a short assessment of current skill and expectation. The aggregated view shows the group's level and what they want from the day, which is enough to adjust exercises before anyone arrives.

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Template at a Glance

TemplateWorkshop Sign-up and Pre-Assessment
CategoryCoaching & Consulting
FormatEnrolment and scheduling form with terms captured
Time to completeAbout 10 minutes per response
What you getStructured, timestamped responses you can review, export or keep for audit
Best forWorkshop facilitators · Coaches running intensives · Programme organisers
CostFree to copy and customize on FormLM
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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

What you get when you copy this template.

1

Sign-up block

Session, participant details and options.

2

Readiness items

Current skill self-rated per topic.

3

Expectation capture

What they want to leave with.

4

Group aggregate

Level spread and common aims per session.

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How It Works

Four steps from copy to a usable result.

1

Open registration

One link for sign-up and pre-work.

2

Participant answers both

Two minutes, before the day.

3

Read the aggregate

Where the room actually sits.

4

Tune the content

Adjust exercises before delivery.

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Who Is This For

Where this fits in a coaching practice.

1

Workshop facilitators

Design against the real group.

2

Coaches running intensives

Personalise a group day quickly.

3

Programme organisers

Cap and track attendance in one place.

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Key Features

What makes it work as a professional deliverable.

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Sample Questions Inside

Real items from the template - every field stays editable in your workspace, and responses are archived per submission.

  1. Which session are you joining? (choice)
  2. Name, email and organisation (text)
  3. Rate your current skill on each topic covered (1-5)
  4. What do you want to leave with? (open)
  5. What have you already tried that did not work? (open)
  6. Any accessibility or timing needs? (open)
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Frequently Asked Questions

Why assess before a workshop?
Because a group's level is invisible until you ask, and the same material lands very differently at beginner and advanced.
Is it more work for participants?
It adds about ninety seconds, which most people accept since it is the same link as registration.
Can the facilitator see individual answers?
Yes, and the aggregate view is usually enough to change the plan.
Does it handle multiple sessions?
Yes - the session field splits responses per cohort.
What about accessibility needs?
A dedicated field captures them before the day rather than at the door.
Can I limit places?
Yes - close the form at capacity.

Run Workshop Sign-up and Pre-Assessment with your next client

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