Template Ideas

Values assessment questionnaire

values assessment questionnaire

If you're a life coach, business coach, or consultant, this Values Assessment Questionnaire is your next step. It's a perfect fit for enterprises seeking to align their business goals with core values.

Whether you're in a startup, SME, or a well-established firm, this form provides an in-depth understanding of your coaching style, expertise, and client needs.

Let's dive in and start the journey to a values-driven approach to coaching!

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Questions to include on your Values assessment questionnaire

1. Personal Information

To personalize the coaching experience, it's helpful to know some basic information about the coach or consultant.

  • What is your name?
  • What is your email address?
  • What is your preferred method of communication? (Email, Phone, Video Call)

2. Professional Background

Understanding the professional background of the coach or consultant helps in tailoring the values assessment to their specific needs and experiences.

  • Which industry do you primarily work in?
  • How many years of experience do you have in your current industry?
  • What is your primary area of expertise?

3. Coaching Approach

Getting an insight into the coach or consultant's approach towards coaching is essential to align the values assessment with their coaching style.

  • How would you describe your coaching style?
  • What are the top three values you uphold in your coaching practice?
  • How do your values influence your coaching methods?

The open-ended questions here allow the coaches or consultants to express their personal style and values in their own words. This helps in understanding their perspective better and designing a values assessment that resonates with them.

4. Clientele Information

Understanding the coach's or consultant's primary clientele will enable the assessment to be more contextual and relevant.

  • Who is your primary target audience? (Entrepreneurs, Executives, Students, Athletes, Others)
  • What are the common challenges your clients face?

5. Assessment Needs

Finally, understanding their needs and expectations from this values assessment questionnaire will ensure that it delivers the desired outcome.

  • What specific areas of values do you wish to assess through this questionnaire?(Integrity, Responsibility, Empathy, Courage, Others)
  • What do you hope to achieve with the results of this values assessment?

The questions in this section are critical as they directly address the main purpose of the values assessment questionnaire - to help the coaches or consultants evaluate specific areas of values and use the results to achieve their coaching objectives.

Other question ideas

When you are creating your Values assessment 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 do you handle conflicts in coaching sessions?

    • This question helps to understand your conflict resolution skills and your approach in handling difficult situations in sessions.
  • How do you incorporate your values into your daily life?

    • From this question, an understanding of how you walk the talk on your stated values can be gained. Consistent application of values often leads to more authenticity and trust in coaching relationships.
  • How do you measure your success as a coach or consultant?

    • This question provides insight into what you consider as a successful outcome from your coaching or consulting. It helps to understand the metrics or factors that are important to you.
  • How did you come to choose your current values?

    • Understanding the origin or history of your values can provide context and depth to your coaching approach.
  • How do you handle discrepancies between your values and those of your clients?

    • This question provides insight into your adaptability as a coach or consultant and could influence changes in the coaching approach to accommodate differing values.
  • Have you ever had to compromise on your values in your professional life? If so, how did you feel and what did you do about it?

    • This question may reveal insights into your resilience and integrity in challenging scenarios.
  • Have your values changed over time? If yes, what triggered this change?

    • This question helps to understand the dynamics of your values, whether they are static or evolve over time, and what influences this evolution.
  • Have you ever experienced a situation where your values helped you make a difficult decision?

    • This question can highlight practical examples of value-driven decision making and illustrate the power and impact of holding strong values.
  • What actions would you take if your values were challenged or compromised during a coaching session?

    • This question can give insight into your commitment to upholding your values and may also reveal your skills in conflict resolution and diplomacy.

Things to consider

  1. Simplicity - It's important to keep the form simple and user-friendly. Complicated forms can be daunting and discourage users from completing them. Keep the language clear and concise.
  2. Relevance - Ensure all questions are relevant to the goal of the form. Avoid unnecessary questions that don't contribute to achieving the purpose of the values assessment.
  3. Privacy - Make sure to mention that the provided information will remain confidential. This builds trust and encourages users to provide honest responses.
  4. Use of appropriate field types - Use appropriate HTML5 field types for each question to make it easy for users to input their responses. For example, 'email' for email addresses, 'select' for multiple choices.
  5. Instructions - Provide clear instructions for each question, especially for open-ended ones. This helps users understand what kind of information they should provide.
  6. Feedback - After the form is submitted, it's good to provide a confirmation message or email. This reassures the user that their responses have been received.
  7. Mobile-First Design - Ensure the form is responsive and easy to fill out on mobile devices. Many users fill out forms on their smartphones, so a mobile-first design approach is beneficial.

How to create your Values assessment 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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