Types of Assessments and Inventories

Clients ask about coach training

types of assessments and inventoriesDuring coach training it is fun to learn from others what assessment tools they are familiar with and value.  During advanced coaching certification exploring ideas for creating inventories or other tools enhances coaching work.  What are examples of the different types of tools?

  • Personality Assessments
  • Strength Assessments
  • Interest Assessments
  • Emotional Intelligence Assessments
  • Skill Assessments
  • Aptitude Assessments
  • Motivation or Interest Assessments

Note: Assessments are typically in-depth and have been tested for validity.

Inventories are typically a checklist with added areas of ranking or reflection.  For example an inventory may ask the taker to rank level of interest, level of knowledge, or priority.  Inventories are useful when choosing what to work on in a coaching relationship or to expand thinking of the client in terms of considerations.

For coaches it often makes sense to have a few checklists or inventories on hand to use with clients.  The types can pull from the above assessment tool examples and also from your coaching niche.  For example:

  • A career coach may list common topics for career coaching and then use it for either a checklist or an inventory with new clients.
  • A business coach often has a number of checklists or inventories to work through with a client.
  • Executive coaches may access tools through the organization, conduct a 360 themselves, or have their own checklists and inventories to use as appropriate.
  • Health coaches may be given access to medical information or may work through checklists and inventories with clients or both.

After completing coach training review the material to consider what inventories or checklists come to mind.  List areas of interest for your prospective clients.  Research assessments and other tools.  Choose which assessments or inventories you want in your toolkit and plan how you will decide what to use with each client.

Cathy Liska

For content specific to coach training and coaching, guest blog posts are welcome.

Most blog posts here are written or curated by Cathy Liska, Guide from the Side®, CDP, MCC.

Cathy is CEO/Founder of the Center for Coaching Certification, CCC. As Guide from the Side®, she is a sought-after trainer and coach with over 30 years of experience in business management and ownership. Cathy built her diverse team at CCC that includes trainers, customer service, and coaches. She was Co-Leader for ICF’s Ethics Community of Practice, on the Leadership Team for the review and updating of the Code of Ethics in 2024, and active in the Ethics Water Cooler. To ensure she stays current in related areas of expertise, Cathy has earned the following: ICF’s Master Certified Coach (MCC), Certified Coach Trainer, Certified Consumer Credit Counselor, Certificate of Excellence in Nonprofit Leadership and Management, Grief Support Group Facilitator, Certified in the Drucker Self-Assessment Tool, Certified Apartment Manager, Certified Civil and Family Mediator, and Certified in DISC.

Cathy’s clients range from attorneys to corporate executives, government to nonprofit, entrepreneurs to children, under or unemployed to newly retired. She specializes in communication, management, conflict, and leadership. Her personal mission statement is “People.” Cathy is known for her passion to serve others so they achieve the results they want.

Podcast: https://www.coachcert.com/podcast.html

Publications: Coaching Perspectives (a series of books with chapters by coach training graduates) https://www.coachcert.com/resources/recommended-reading/coaching-perspectives-series-by-the-center-for-coaching-certification-and-more.html

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