Client Materials

New Client Welcome Package – LEADERS: Download this package if you will work with Jim primarily on your leadership effectiveness and presence.
New Client Welcome Package – LIFE: Download this package if your coaching focus is on life and Happiness
New Client e-Forms: If you wish to complete your goal-setting process electronically instead of manually, download this version IN ADDITION TO one of the above New Client packages.
HEALTH Client e-Forms: If you wish to complete your goal-setting process electronically instead of manually, download this version and complete instead of your hard copy.
Health Client e-forms
Pre-call Preparation Form: Get the most out of your coaching all by preparing for it.
Values Exercise, INDIVIDUAL: Use this exercise to provoke your thinking around your personal values. Your goal is to have – at minimum – a first draft of your Core Values, prioritized and with briefly defined.
Values Exercise, COUPLES: If working on values with your significant other, use this exercise to work on both your individual personal core values AND to develop a set of Core Values for your marriage/relationship.
Life Wheel: A tool to help you create better balance in your life.
The HAPPINESS AUDIT will increase your awareness of the personal practices and beliefs that impact living a happy life – and how well you are living those today! You will review ten dimensions of happiness and consider how balanced you are in your life approach. If you want to increase your level of happiness, this tool will help you identify actions and ideas that will create more POSITIVE in your life and work!
The LEADERSHIP AUDIT is a review of your personal and team leadership (you need not be in a manager role to gain value from this assessment). Use this 100 point checklist to review how you handle Empowerment, Team Work, and Recognition; also consider your attention to Personal and Leadership Standards, Personal Development, and Communication. The Audit covers ten leadership domains in all.
The CLEAN SWEEP PROGRAM is a 100 point checklist that reveals how responsible and together you are in four areas of your life: Physical Environment, Well Being, Relationships, and Money.
QUALITY OF LIFE 100 is a 100 point integrity checklist. Where the Clean Sweep assessment looks at the basics of your life, this one takes a look at what is possible.
The BALANCE PRIORITY LIST is an exercise to help you keep your own oxygen tank on full.
FOURSQUARE GOAL ASSESSMENT: Try with a goal where you are feeling STUCK and not making progress – it may offer insight.