Productivity Coaching Needs Assessment

Average start/end times for work days:
Average sleep/wake times:
Average number of hours in meetings/week:
Average travel days/month:
Total number of emails currently in your inbox:
Average number of times you check your emails/day:
Average number of emails sent/day:
Average number of emails received/day:
Email program that you use:
Do you check work email at home?
Do you receive work email on your phone?
Smartphone make and model:
How do you track to-do items?
Calendar system that you use:
PC or Mac?
If you use a tablet, make and model:
Right or left handed:
Do you tend to learn/work better seeing (visual), listening (auditory), or doing (kinesthetic):
If you've taken a personality test, please describe the results:

Please describe your company's mission or objectives:
What are your primary roles? Do you have a written job description and/or performance goals? Do you have a good sense of what's expected of you?
How long have you worked there?
Have any major changes happened at work recently or will happen soon?
How would your colleagues describe your work habits?

How do you rate your drive/eagerness to work?
Comments:
How do you rate your to-do/task management system?
Comments:
How do you rate your paper filing system? If it works well, please describe why. If it does not work well, please describe why and/or attempts to fix.
Comments:
How do you rate your electronic filing system?
Comments:
How do you rate your calendar system?
Comments:
How do you rate your ability to focus on high-priority tasks one at a time?
Comments:
How much time do you think you waste each work day? Do you know why? For example, procrastination, perfectionism, not knowing what to do next:
How do you rate your work area organization at this moment?
Comments:
Please describe how you think your office should operate and how it should look or feel.
How do you rate your delegation effectiveness?
Comments:
How do you rate your computer skills?
Comments:
How do you rate your ability to set and maintain healthy boundaries... to stand your ground?
Comments:
How often do you take a vacation?
Do you bring work on vacation?
List your regular extra-curricular activities:
What extra-curricular activities, if any, would you like to add to your life:
Have any life changes happened recently or will happen soon?

How do you rate your level of motivation to change?
Comments:
How far should I push you?
Comments:
Are there any health issues impacting your productivity?
Who else will be impacted by this change?
What are your top three goals for our time together? What are the measures of success? What are your expectations of me?
If we could achieve one thing together, what would it be?
Please list anything else you feel is important.