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    Strengths coaching preparation

    Preparation for Your First Coaching Session

    To make the best use of your coaching time, please outline what matters to you before our first session. Set aside about 20 quiet minutes – your answers go directly and confidentially to your coach.

    How your coaching preparation is reviewed

    Why preparation matters

    A first coaching session should not be spent collecting information that you could provide beforehand. Your preparation allows your coach to understand your priorities, identify possible connections between your goals and talent patterns, and select suitable questions or exercises.

    PurposeCoach® has supported more than 750 individuals, leaders and teams in Switzerland and across Europe since 2014.

    This figure is based on PurposeCoach® client records and represents first-party practice data – not an independently audited research result.

    Process: Your coaching preparation in 4 steps

    The process is intentionally simple – four clear steps take you from preparation to your first coaching session:

    1. 1. Define your goals

      Record 1–3 SMART goals below and describe your current situation. About 20 quiet minutes are enough.

    2. 2. Submit the form

      Your information is transmitted to PurposeCoach® and used solely to prepare and conduct your coaching; access is limited to authorised coaching personnel. Please do not include medical records, passwords or information about third parties that is not necessary for your coaching.

    3. 3. Coach review

      Your coach reviews your goals before the session and tailors the process, exercises and focus areas accordingly.

    4. 4. First coaching session

      We begin directly with your priorities and agree on the next steps together.

    Your details

    Examples

    • Career change or professional direction
    • Leadership and team development
    • Strengths and talent development
    • Purpose and values
    • Decision-making
    • Enneagram reflection
    • Personal effectiveness
    • Conflict or role clarification

    Your SMART goals

    Define up to three goals you want to achieve through coaching. One goal is enough to begin – a SMART formulation makes it much more effective.

    • SSpecificWhat exactly do you want to achieve?
    • MMeasurableHow will you recognise success?
    • AAttractiveWhy does it truly matter to you?
    • RRealisticCan you achieve it with your resources?
    • TTime-boundBy when do you want to achieve it?

    What research says about goal-oriented coaching

    A meta-analysis by Theeboom, Beersma and van Vianen examined 18 workplace-coaching studies. Coaching showed a significant positive effect on goal-directed self-regulation, with an effect size of Hedges’ g = 0.74. This outcome category included goal setting, goal attainment and goal evaluation.

    The result supports structured, goal-oriented work in coaching. It does not prove that the SMART acronym alone produces the effect. At PurposeCoach®, SMART is therefore used as a practical starting structure – not as a rigid formula.

    Theeboom, T., Beersma, B., & Van Vianen, A. E. M. (2014). Does coaching work? A meta-analysis on the effects of coaching on individual-level outcomes in an organisational context. The Journal of Positive Psychology, 9(1), 1–18. doi.org/10.1080/17439760.2013.837499

    SMART goal example

    Instead of:

    I want to become a better leader.

    Try:

    Over the next eight weeks, I will delegate at least two recurring operational decisions to my team, clarify the relevant decision-making boundaries and review the results with the team every two weeks. Progress will be visible when team members make these decisions independently and escalation requests decrease.

    What else is important to you?

    You may wish to describe:

    • an important decision or upcoming deadline;
    • previous attempts to address the issue;
    • obstacles or recurring patterns;
    • expectations you have of the coaching;
    • relevant changes in your professional or personal environment;
    • questions you would particularly like to explore.

    Anonymised client example: from a broad concern to a focused session

    A former client came to coaching because she felt uncertain about her next professional step. Before the first session, she wrote down the decisions she was facing, identified what a successful outcome would look like and highlighted statements in her CliftonStrengths® report that strongly resonated with her.

    Because this information was available beforehand, the first session could begin directly with her decision criteria, strengths and priorities rather than spending most of the appointment reconstructing the background. She left the session with a clearer order of priorities and specific actions for evaluating her options.

    The details have been anonymised and condensed to protect confidentiality. This example illustrates an individual experience and does not guarantee the same outcome for every client.

    • Print and highlight my CliftonStrengths® report.
    • Ask a trusted colleague for one example of when I was at my best.
    • Write down the three most important decisions currently occupying me.
    • Bring relevant feedback from my manager or team.
    • Reserve ten quiet minutes immediately before the session.

    Introducing your Top 5 talent themes

    Introduce yourself in a few sentences so your five strongest talent themes become apparent – without naming the themes. Instead, describe how you think, feel and act.

    Instead of writing:

    My themes are Strategic, Responsibility and Developer.

    Describe how they appear in your everyday behaviour:

    I quickly recognise different ways of reaching a goal and enjoy thinking several steps ahead. When I make a commitment, I feel personally responsible for delivering it. I also pay close attention to the potential in other people and enjoy helping them develop.

    Why we ask this question

    According to Gallup, the developer and publisher of CliftonStrengths®, the assessment measures the intensity of talent across 34 CliftonStrengths themes. The resulting report provides personalised descriptions of a person’s most dominant talent patterns.

    PurposeCoach® uses this information as a basis for reflection and coaching. Gallup is the source for the CliftonStrengths® assessment, its 34-theme framework and the official report terminology. The interpretation of your answers during PurposeCoach® coaching is provided by your coach and should not be understood as a statement made or endorsed by Gallup.

    Gallup: How Individuals Use CliftonStrengths gallup.com

    Prepare your talent report

    Print your CliftonStrengths® report and highlight the statements that particularly resonate with or challenge you. Bring it to the first session.

    Highlight three types of statements:

    • Strong resonance: “This describes me very well.”
    • Uncertainty: “I am not sure how this appears in my life.”
    • Productive challenge: “This may be a talent, but it can also create difficulties.”

    If possible, add one real-life example beside each highlighted statement. This helps us move from general descriptions to observable behaviour. According to Gallup, discovering talent is only the starting point; development occurs when people deliberately apply and invest in their talents. The report and all official talent descriptions originate from Gallup.

    What research says about prepared coaching goals

    Preparation is not a formality; it decides how much your first session delivers. Four evidence-based statements explain why we ask for SMART goals before we meet.

    Specific, challenging goals produce higher performance than vague intentions such as “do your best”.

    Locke and Latham summarise 35 years of goal research: the performance gain comes from specificity and commitment, not from the effort of writing the goal down. That is why “By 30 June I will hold strengths conversations with all seven team members” replaces “I want to lead better”.

    Locke & Latham (2002), American Psychologist 57(9), 705–717

    People who decide in advance when and where they will act follow through far more often – across 94 studies with a medium-to-large effect size (d ≈ 0.65).

    Gollwitzer and Sheeran show the advantage comes from if-then plans. For your preparation: note not only the goal but the first concrete occasion on which you will apply it – for example next Monday's team meeting.

    Gollwitzer & Sheeran (2006), Advances in Experimental Social Psychology 38, 69–119

    Teams that receive strengths-based development show up to 29% higher profit and up to 72% lower attrition, according to Gallup.

    Gallup compares business units with and without strengths-based development. The effect requires talents to be named and tied to specific tasks – which rarely fits into one session without prepared goals.

    Gallup: “Employees Who Use Their Strengths Outperform Those Who Don't”

    Engaged teams show 23% higher profitability and 18% higher productivity in Gallup's meta-analysis of more than 100,000 business units.

    The Q12 meta-analysis (10th edition, 2020) links engagement to hard business metrics. For leaders this is the reason to attach a coaching goal to a team result rather than to a feeling – otherwise nothing becomes measurable.

    Gallup Q12 Meta-Analysis, 10th edition (2020)

    All figures come from the publicly available studies named above. They describe relationships within the samples studied and are not a promise of individual results.

    Three mini case studies: how prepared goals change the first session

    The following examples are anonymised and condensed – situation, approach and outcome, with names removed and details altered.

    Case 1 · New to leadership

    “I want to be respected” became a testable goal

    A newly appointed team lead in a Swiss services company wanted to “be taken seriously” by her team – a wish that cannot be worked on directly in coaching.

    Preparation turned it into: “By the end of the quarter I will hold a strengths conversation with all seven team members and record one task per person that fits their Top 5 talents.” Her CliftonStrengths® report was already highlighted, so session one started with talent combinations instead of explaining the instrument.

    The full first session went into preparing those conversations. Her feedback after session three: the conversations were the turning point in how the team accepted her.

    Case 2 · Career change

    A goal that narrowed the search instead of widening it

    A specialist in his mid-forties wanted “something more meaningful” while simultaneously considering three qualifications, two industries and a relocation.

    Preparation forced a decision about the time horizon: “By 31 October I will choose between two options and hold four conversations with people in those roles.” His profilingvalues profile was available before the session.

    Instead of collecting options he tested them. The four conversations ruled one option out within two weeks – a decision that, in our experience, stays open for months without a dated goal.

    Case 3 · Strain and exhaustion

    When preparation reveals the real topic

    A project manager stated “better self-organisation” as her goal. Asked to describe a situation in which her talents were active, she described only situations from a previous role.

    That contrast was visible before the first session and became the entry point. We worked on the fit between role and talents, not on methods – alongside a sober reading of her strain signals.

    The coaching changed focus after session one. Her feedback: without the written preparation, “we would have spent two months on calendar techniques”.

    Observations from coaching practice (not a study, not a representative survey, not a guarantee of results).

    Four insights from reviewing preparations

    What we see repeatedly in submitted preparations – useful before you fill in the form.

    The first goal is rarely the real goal

    The goal named first is usually the socially acceptable one (“become more efficient”). The load-bearing goal often appears in the field “What else is important to you?”. Treat that field as substance, not small talk – it frequently sets the direction of the coaching.

    Describing talents without naming the themes is the hardest exercise – and the most valuable

    Naming your five themes reproduces a report. Describing how you think, feel and act produces behavioural data. That is where patterns appear which the report does not show: the order of your decisions, your energy sources, recurring points of friction.

    One dated goal beats three open-ended ones

    Three goals without a deadline behave like no goals: there is no checkpoint. A single goal with a date and a success criterion creates a real interim review in session two – the mechanism behind Locke and Latham's goal research.

    A highlighted report halves the explaining time in session one

    Marking the statements that resonate and the ones that irritate you brings a self-interpretation into the room. The session then starts at “where do you notice this in daily work?” instead of an introduction to the 34 themes.

    Frequently asked questions about coaching preparation

    Why preparation improves the coaching process

    Good preparation does not mean that you must already know the solution. It means giving your coach enough context to understand what you want to change, what you have already tried and how you will recognise meaningful progress.

    The International Coaching Federation identifies clear agreements, actionable goals and client accountability as central elements of professional coaching. In its Core Competencies it recommends helping clients set clear goals and commit to specific actions.

    A meta-analysis by Theeboom, Beersma and van Vianen also found significant positive effects of workplace coaching on goal-directed self-regulation, with an effect size of g = 0.74. This category included goal setting, goal attainment and goal evaluation.

    The research does not prove that completing a preparation form automatically produces better results. It does support the principle behind this page: coaching becomes more focused when goals, expectations and indicators of progress are made explicit.

    Sources: International Coaching Federation – Core Competencies · Theeboom, Beersma & van Vianen – coaching meta-analysis

    From preparation to progress: two cases

    The following cases come from completed PurposeCoach® coaching processes. They have been shortened and anonymised to protect confidentiality. The outcomes are based on coaching observations and client feedback; they are not controlled research results or guarantees of individual success.

    Case 1: A team leader who wanted to regain control of her workload

    Starting point

    A team leader in an IT service organisation with approximately 40 employees was personally handling almost every escalation. She regularly worked in the evening and believed that delegating would conflict with her strong sense of responsibility.

    Preparation focus

    Instead of writing only “I want less stress”, she clarified three points before coaching:

    • the situations that created the most pressure;
    • the behaviour she wanted to change;
    • the evidence that would show progress.

    Her working goal became: reduce unnecessary personal involvement in escalations while maintaining clear accountability for results.

    Coaching work

    Her CliftonStrengths® themes included Responsibility, Restorative and Empathy. We explored how Responsibility could mean ensuring that the right person takes ownership — not completing every task personally. She introduced a handover rule and a weekly workload review.

    Reported outcome

    After eight weeks, she reported having more evenings free from work. Two team members were visibly assuming greater ownership, while she remained responsible for coordination and quality.

    What preparation changed

    Because the starting situation, desired behaviour and success indicators were already visible, the coaching could move directly from a broad stress problem to a specific leadership pattern.

    Case 2: An independent consultant who needed a clearer direction

    Starting point

    After 12 years in business, an independent consultant offered nine different services. Her profile had become difficult to explain, and unsuitable enquiries and repeated price discussions were draining her energy.

    Preparation focus

    Before the coaching process, she documented:

    • which assignments gave her energy;
    • which enquiries repeatedly created frustration;
    • what she wanted clients to understand about her work;
    • what a clearer business profile should change.

    Her goal was not simply “find my purpose”. It was to create a focused offer that reflected her strongest contribution and made client decisions easier.

    Coaching work

    Her dominant talent patterns included Ideation, Strategic and Significance. We evaluated her services against these themes, her values and her intended contribution. Her purpose statement then became a practical filter for future enquiries.

    Reported outcome

    She reduced her portfolio from nine offers to three. According to her feedback, price negotiations became less frequent because prospective clients understood her specialisation earlier.

    What preparation changed

    Writing down her energy patterns and desired outcome revealed that the central issue was not a lack of ideas. It was the absence of a decision filter.

    What to include in your own preparation

    Your answers do not need to be perfectly formulated. They become useful when they help distinguish between five elements.

    1. 1. Current situation

      What is happening now?

    2. 2. Desired outcome

      What should be different?

    3. 3. Sphere of influence

      What can you personally change?

    4. 4. Evidence of progress

      What would you observe if the coaching were helping?

    5. 5. First action

      What could you test before or after the first session?

    A useful starting sentence

    • I currently experience …
    • I would like to change …
    • I will recognise progress when …

    Coaching preparation glossary

    Baseline
    A brief description or measurement of your current situation before the coaching begins. It provides a reference point for reviewing progress later.Example: “I currently handle approximately eight team escalations personally each week.”
    Coaching agreement
    Clarifies the topic, intended outcome, responsibilities, confidentiality and expectations for the coaching relationship or an individual session.
    Desired outcome
    Describes what should be different as a result of coaching. It should focus on a meaningful change rather than merely completing a task.
    Outcome indicator
    An observable sign that shows whether progress has occurred. It may be quantitative, such as fewer escalations, or qualitative, such as greater clarity when making a decision.
    Sphere of influence
    The decisions, behaviours and conversations you can affect directly. Coaching goals become more workable when they focus on your own actions rather than requiring another person to change.
    Implementation intention
    A specific if–then plan that connects an intended action with a situation.Example: “If an escalation reaches me without an attempted solution, then I will return it with one clarifying question before taking it over.”
    Accountability
    Taking ownership of an agreed action and reviewing what happened. In coaching it supports learning rather than punishment: an action that did not work still provides useful information.
    Transfer
    The translation of a coaching insight into everyday behaviour. A reflection becomes transferable when it leads to a concrete action, routine, conversation or decision outside the coaching session.

    About the coaching approach

    This preparation process was developed from the coaching practice of Philipp Fuchs, founder and Lead Coach of PurposeCoach® in Bern/Wabern. He has worked as a coach since 2016, conducted more than 400 individual coaching sessions and trained 25 Purpose Coaches. His qualifications include Gallup CliftonStrengths® certification and profilingvalues® Mastercoach expertise.

    The figures for years, sessions and coaches trained are our own practice figures, not verified research data.

    PurposeCoach® combines strengths-based coaching, values clarification and measurable transfer into everyday leadership, career and personal-development situations.

    Transparency: references to Gallup, profilingvalues and the International Coaching Federation identify relevant methods or professional standards. They do not imply organisational endorsement of this preparation page.

    Glossary: terms around goal setting in coaching

    These terms appear in the preparation form and in the first session. The definitions are working definitions for this coaching, not textbook definitions.

    Golden Circle (Why–How–What)
    A model coined by Simon Sinek that thinks about goals starting from the deeper motivation (“why”) before defining the path and the measures. Simon Sinek: The Golden Circle
    GROW model
    A coaching frame (Goal – Reality – Options – Will) that, after the goal definition, also captures the current situation, options and the will to act. Shaped by the work of John Whitmore and Graham Alexander. Performance Consultants: the GROW model
    Current-versus-target analysis
    Comparing the present state with the desired target state as the basis for concrete action steps.
    Inner driver
    A concept from transactional analysis for unconscious behaviour patterns (for example “be perfect”, “try hard”) that can support or hinder goal attainment. International Transactional Analysis Association
    Resource orientation
    An approach that uses existing strengths, experience and support as the starting point instead of focusing primarily on deficits. APA Dictionary of Psychology
    Ecology check
    Checking whether a goal is consistent with other areas of life and with personal values. The term comes from NLP; the evidence for NLP as a method is weak, while the checking question itself remains useful in coaching. Witkowski (2010): review of NLP research

    Last updated:

    Responsibility & transparency

    About PurposeCoach®

    PurposeCoach® is a Swiss coaching organisation operated by WBC Wellbeing Business Community GmbH. The organisation supports professionals, leaders and entrepreneurs with strengths-based personal development, leadership coaching and career clarity.

    The content on this page was developed under the responsibility of Philipp Fuchs, founder and Lead Coach of PurposeCoach®. He has worked as a coach since 2016, has conducted more than 400 individual coaching sessions and is a Gallup Certified Strengths Coach and profilingvalues® Mastercoach.

    PurposeCoach® combines practical coaching experience with established approaches from strengths psychology, values clarification, self-efficacy and goal-oriented behaviour change. These exercises are intended for reflection and personal development. They do not replace medical treatment or psychotherapy.

    Professional context and transparency

    The International Coaching Federation and EMCC Global publish widely recognised ethical and professional standards for coaching. They are listed here as further industry information only – this does not imply membership, accreditation or endorsement.

    Research references

    • Masten, A. S. (2001). Ordinary magic: Resilience processes in development. American Psychologist, 56(3), 227–238. PubMed
    • Southwick, S. M., Bonanno, G. A., Masten, A. S., Panter-Brick, C., & Yehuda, R. (2014). Resilience definitions, theory, and challenges: Interdisciplinary perspectives. European Journal of Psychotraumatology, 5. doi.org/10.3402/ejpt.v5.25338
    • Gollwitzer, P. M., & Sheeran, P. (2006). Implementation intentions and goal achievement: A meta-analysis of effects and processes. Advances in Experimental Social Psychology, 38, 69–119. doi.org/10.1016/S0065-2601(06)38002-1

    Sources and attribution

    Transparency note: CliftonStrengths® is a registered trademark of Gallup, Inc. PurposeCoach® uses Gallup materials within its coaching services but is responsible for its own coaching process, interpretations and website content. References to Gallup do not imply that Gallup has authored or independently endorsed this page.