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Life goals questionnaire

life goals questionnaire

Looking to dig deeper into your clients' aspirations? We've got you covered. Our Life Goals Questionnaire is ideal for Life Coaches, Business Coaches, and Consultants like you.

This form uncovers your clients' personal and professional goals, while gauging their available resources and potential restrictions. Helping you to lay the groundwork for a tailored, effective coaching plan.

Give it a spin and elevate your coaching game to the next level!

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Questions to include on your Life goals questionnaire

1. Personal Information

In order to understand your clients' current states and goals, you must first gain insight into their personal situations.

  • What is your name?
  • What is your age?
  • What is your occupation?
  • Where are you currently residing?

2. Professional Goals

Understanding your clients' career aspirations can provide useful context for the life goals they are aiming to accomplish.

  • What are your professional goals?
  • What steps have you taken towards achieving these goals?
  • In which areas do you feel you may need guidance to achieve these goals?

3. Personal Goals

Insight into your clients' personal life goals can help you understand their motivations and tailor your approach to their unique needs.

  • What are your personal life goals?
  • What steps have you taken towards achieving these goals?
  • In which areas do you feel you may need guidance to achieve these goals?

The "textarea" questions are important as they allow you to gather in-depth, qualitative information from your clients. This can be especially useful for understanding their individual situations, needs, and goals.

4. Prioritized Goals

Knowing the order in which your clients prioritize their goals can help you develop a tailored and effective coaching plan.

  • Please prioritize your goals in order of importance. (Professional Goals, Personal Goals)

5. Resources and Restrictions

Understanding your clients' resources and limitations can equip you to provide more tailored, constructive advice and guidance.

  • What resources (financial, time, etc.) do you have available to invest towards achieving your goals?
  • What restrictions (financial, time, etc.) do you believe may hinder your progress towards your goals?

This group of questions is vital as it gives you useful information on the resources your clients have at their disposal and their perceived restrictions. This can be instrumental in planning a realistic and feasible pathway to achieving their goals.

Other question ideas

When you are creating your Life goals questionnaire, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • How would you describe your work-life balance?

    • This can provide insight into the client's current lifestyle and potentially highlight areas of imbalance or stress that could be hindering progress towards their goals.
  • How do you manage stress and setbacks?

    • Understanding a client's existing coping mechanisms can help in suggesting improvements or reinforcing positive behaviors.
  • What motivates you and keeps you going in tough times?

    • Knowing what drives a client can be crucial in designing a coaching plan that stays aligned with their interests and motivations.
  • How do you define success in your life?

    • This question can expose the client's personal values and perception of success, which may greatly impact their goals and the path to achieving them.
  • Have you worked with a coach or consultant before? If so, what worked well and what didn't?

    • Past experiences with coaching can indicate what methods or approaches may be more or less effective for the client.
  • How open are you to making major lifestyle changes in pursuit of your goals?

    • This will give a sense of the client's flexibility and readiness for change, important factors when designing an effective coaching strategy.
  • How would you describe your support network (family, friends, colleagues)?

    • Understanding the client's social support can provide insight into potential external resources or obstacles to their goal attainment.
  • If you could change one thing about your current lifestyle, what would it be?

    • This question can help you identify key areas of dissatisfaction that the client may want to focus on.
  • In ten years, where do you see yourself professionally and personally?

    • Future projections can provide a long-term vision for the client's goals, showing what they aspire to in both their personal and professional life.
  • What do you believe is your biggest obstacle in achieving your goals?

    • Knowing the client's perceived challenges can equip you to address these specifically during your coaching or consulting sessions.

Things to consider

  1. Simplicity - Keep your form as straightforward as possible. Too many complicated or difficult questions can lead to frustration or abandonment of the form.
  2. Clarity - Be clear with your question phrasing. The person filling out the form should understand exactly what you're asking without having to read each question multiple times.
  3. Anonymity - Some people may be hesitant to share personal information. Assure your users that their data will remain confidential and be used only for the purpose of the study.
  4. Responsiveness - Ensure your form is responsive and can be easily viewed and filled out on various devices, including laptops, tablets, and smartphones.
  5. Progress Indicator - Use a progress indicator to show users how much they've completed and how much is left. This can be a simple percentage or a bar that fills up as they progress.
  6. Validation - Use form validation to check the information provided by the users. This will help to maintain the quality of the responses you receive.
  7. Optional Fields - Ensure that only absolutely necessary questions are marked as required. Not everyone may be comfortable or able to answer all questions, so give them the option to skip those they can't or don't want to answer.

How to create your Life goals questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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