For organisations and groups: which behaviours need work, how many people, what constraints exist and what budget band is real - before you write a proposal.
Quick answer
For organisations and groups: which behaviours need work, how many people, what constraints exist and what budget band is real - before you write a proposal.
Corporate coaching enquiries usually arrive as "we need leadership development" and stay there unless someone asks the awkward questions. This survey pulls out the specifics: which behaviours are failing, how many people and at which levels, delivery constraints, decision process and the realistic budget band. It also identifies the sponsor and how success will be judged, which is what a proposal needs to survive internally.
| Template | Corporate and Group Coaching Needs Survey |
|---|---|
| Category | Coaching & Consulting |
| Format | Survey with exportable responses, no scoring |
| Time to complete | About 10 minutes per response |
| What you get | Structured, timestamped responses you can review, export or keep for audit |
| Best for | B2B coaches · HR and L&D leads · Consultancies |
| Cost | Free to copy and customize on FormLM |
Sample form preview (fillable once the app is published).
What you get when you copy this template.
The specific conduct that needs to change.
Headcount, seniority and location spread.
Timing, systems, culture and travel.
Real numbers plus who signs.
Four steps from copy to a usable result.
Before the scoping call, not after.
Not themes - observable conduct.
Headcount and level drive the design.
Then write the proposal to that.
Where this fits in a coaching practice.
Scope an engagement before pricing it.
Brief several vendors consistently.
Turn a vague request into a sized project.
What makes it work as a professional deliverable.
Real items from the template - every field stays editable in your workspace, and responses are archived per submission.
