Coaching & Consulting

Top 39 coaching assessment tools for businesses

Read time: 17 min
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Key takeaways

Want to figure out what’s holding your clients back? Want to discover their untapped strengths? Coaching assessment tools are a practical way to help you do just that. These tools help you pinpoint how your clients think and what they value so you can offer a more meaningful, tailored approach. They also help identify client strengths and provide new insights into their unique talents.

Coaching is a competitive industry, and it’s expected to grow even more—14%—over the next decade [1]. Using assessment tools can help you stand out by giving you the information you need to deliver a more personalized, helpful coaching practice to your clients.

I’ve reviewed 39 of the best coaching assessment tools and outlined what to consider when using one for your business. Check out the table for a quick comparison.

💡Keep learning: 9 top AI coaching platforms to choose for your business

What are coaching assessments?

Coaching assessments are structured tools used to gather information about someone. You might use them to discover a client’s:

These assessments can also increase a client’s awareness of their own needs, goals, and areas for improvement, helping them clarify what they truly seek from coaching.

They can be questionnaires, personality tests, or activity-based formats, and many are backed by research in psychology or workplace performance. They give both coaches and clients a snapshot of where someone is now, so you can plan what to work on next.

Why use assessments as part of your coaching resources?

Assessments add structure and consistency to your coaching practice. They help you avoid guesswork, track progress over time, and tailor sessions to each person. Assessments also support a strong coaching relationship and contribute to coaching success and positive coaching outcomes for both coach and client. For clients, they often create those “aha” moments that spark change.

When used well, these tools can help build trust and give your clients more control over their growth. They can also save time, especially in the early stages of coaching.

💡Read also: How to make a coaching website for your business

Types of coaching assessment questionnaires

Depending on your coaching process, some types of assessment questionnaires may be a better fit than others. After all, different goals call for different tools.

Below are the main types you’ll come across.

A visual checklist showing the 7 types of coaching assessment questionnaires.

Coaching self-assessment tools for personal growth

Coaching self-assessment tools help people understand their strengths and thought patterns. Often used in life coaching or general personal development, they support reflection and build self-awareness. These could come in the form of values surveys, journaling prompts, and strengths finders.

Career coaching assessment tools for professional direction

Career coaching assessment tools guide people through questions about interests and career paths. They’re often used to figure out next steps, whether that’s a job switch or filling a skill gap. Common formats include aptitude tests and motivation assessments.

Coaching skills self-assessment tool formats for skill development

These tools are for coaches like you, as they are used to evaluate coaching skills themselves and can be useful for internal coach training or professional development. They focus on coaching basics like listening, feedback, and presence. Coaching skills self-assessment tools are often incorporated into coaching programs to support ongoing skill development.

Health coaching assessment tools for wellness evaluation

These tools look at lifestyle habits and factors like stress levels, nutrition, and physical activity. They’re often used in the first session to help set realistic wellness goals. The primary benefits of using health coaching assessment tools include improved overall wellness and clearer goal setting, which support more effective coaching outcomes.

Life coaching assessment tools for personal goal-setting

Goal-setting tools help people get clear about what they want, why they want it, and what’s getting in the way. These might take the form of values lists or life coaching exercises. They help clarify the goals set by clients and support goal attainment by providing structure and focus.

Assessment tools for life coaching focused on values and motivation

Assessment tools for life coaching are meant to focus more deeply on what drives someone. They’re useful when a client’s motivation seems unclear or they are feeling truly stuck. These tools can help identify and leverage client strengths, allowing clients to use their unique talents and positive attributes to overcome obstacles.

Leadership coaching assessment tools for team and individual growth

Leadership coaching assessment tools look at how someone leads and works with others. Some focus on emotional intelligence or conflict style, while others compare self-perception with peer or team feedback. These are especially useful if you’re an executive coach.

How to choose the right assessment for your coaching evaluation

First things first: what are the client’s goals? With every step of your coaching process, it’s important to stick to the client’s desires for growth. Yes, there’s a catch—sometimes the right tool can help uncover those goals in the first place. But when you’ve got those down, think about what kind of insight would actually help move them forward.

Not every session needs an assessment, and you may want to use different types of tools for different stages of the coaching process. Also, consider how easy the tool is to use and understand for both you and your clients.

💡Keep learning: How to build a coaching program

39 coaching assessment tools for businesses

There are many coaching assessment tools out there. These 39 made my list because they are backed by research, beloved by coaching professionals, used in a variety of coaching practices, or all of the above.

Best practices for creating your coaching toolkit

A great assessment tool in your coaching toolkit can give structure to your sessions and even help you scale. But a poorly chosen one can confuse clients or shift focus away from what matters.

To make sure they complement rather than take over your other coaching resources, here are a few things to keep in mind.

A visual showing the 3 best practices for creating your coaching toolkit.

Recognize the limits of coaching assessment questionnaires

Assessments can be helpful, but they can’t capture context or personal nuance. One common pitfall is relying too heavily on the results of your assessments, especially early on in the coaching process. Your clients might see a label and assume it’s fixed, or you might follow a framework so closely that you miss what’s really happening.

These tools are made to support your process. So, pull out one or two insights to explore in conversation, ask your client how they feel about the results, and stay focused on their goals.

Evaluate assessment reliability

Before adding a tool to your practice, take time to understand how it was developed and whether it’s been validated beyond its own marketing. Was it peer-reviewed or validated with real-world use? Is there research behind it, or just branding? Look for clear documentation and transparent scoring.

Also, think about whether the tool fits your client base—a high-level executive report may not be right for someone navigating a career change or personal transition.

Implement assessment feedback

The value of an assessment often comes from what you do after it’s completed. A clear report is helpful, but it doesn’t do much without a thoughtful follow-up conversation. Your clients may not know what to make of charts or categories.

Keep it connected to their goals and invite your client to interpret the feedback with you. Ask what surprised them, what felt true, and how they’d like to apply what they’ve learned.

What to include when building assessments for coaching evaluation

Maybe the tools on my list were great, but you’d rather use your own. Maybe you’d rather use a mix of premade assessment tools and ones you create for your individual business.

Either way, below are features worth considering when building or choosing assessments. You don’t need all of them, but the right mix can help you stay organized and keep your clients engaged between coaching sessions.

A visual showing the 11 elements you need to include in your coaching assessments.

Custom quiz and survey builders

Use survey builders to create personalized assessments that reflect your coaching strategies. They’re useful for new client intakes or even session prep. Look for platforms that let you choose question types, scoring logic, and branding to match your process.

Digital feedback forms

Simple feedback forms can give you real-time insight into what’s working. Try using them after coaching sessions to gather impressions or before coaching sessions to focus your time together.

Video conferencing

Live video calls let you walk through results with your clients if they are difficult to meet in person. Look for conferencing tools that offer screen sharing so you can both view the results at the same time.

Collaborative journaling

Shared journals let clients reflect on assessment results in their own words. You can respond or ask for follow-ups to link the reflections back to future goals. This is especially useful for life coaching or personal and professional development work.

Accountability tracking

Some assessments lead directly into habit-building or change. If that’s the case, it helps to include a simple way for clients to log actions or progress. Tie this back to earlier assessment data so they can see how their efforts are connected to growth and make use of analytics and reports to help your clients visualize that progress.

Embedded self-assessment modules

If you run an online program or course, embedding short self-assessments along the way keeps the content interactive and personal. These can be simple check-ins or more structured reflections tied to learning milestones.

Progress tracking dashboards

Dashboards let you and your client see trends over time. They can help visual learners or anyone who needs a clear sense of progress. You don’t need to track everything. Instead, focus on a few markers that show what matters most for your niche and client.

Goal-setting templates and forms

Goal-setting tools connect insight and action. Use templates that encourage clarity and focus, not just long wish lists. When tied to earlier assessment results, these can show a clear path forward.

Interactive whiteboards

Online whiteboards are great for mapping ideas or making sense of complex results. Use them live or asynchronously to co-create outcomes with your client. This can encourage more active participation from your clients who like to feel involved in their progress and timelines.

Flexible file upload or journaling assignments

Let clients upload reflections, worksheets, or voice memos in whatever format works for them. Giving flexibility here can increase coaching engagement, especially for clients who don’t always respond well to traditional forms.

Pre- and post-session forms

This is a basic, but powerful one. A quick pre-session form can focus the conversation, while a post-session check-in reinforces takeaways and next steps. To keep things from getting redundant, I would use these once a month or for milestone coaching sessions.

💡Keep learning: 12 best online coaching platforms for 2025

How to choose between online tools for creating assessments

If you’ve ever had clients confused by clunky forms or struggled to reuse materials across clients, the issue might be the tool. A good system for creating assessments should make it easy to track progress and involve your clients.

Look for tools that:

A tool that matches the way you coach will always serve you better than one with features you don’t need. Keep it simple, clear, and aligned with how you already work.

“In selecting assessment tools, coaches ought to look at the tools that fit the special objectives of the coaching scheme. The tool must be able to give definite information about what to do corresponding to the skills or behavior under observation, it should also be possible to use the outcome of the tool in the coaching process itself. The most important condition in this is that the tool must give trustworthy data that is reliable and not varying and simple to analyze and can give tangible benefit to the coach as well as the client.”
Mike Kruse, Criminal and DUI Lawyer at Kruse Law
“What coaches consider most important is the clarity and utility of the insights they get when picking the assessment tools. An evaluation must provide clear and simple outcomes of the results to the clients. In the case where the feedback is straightforward, the clients can easily observe their strengths, challenges, or preferences without any confusion. This makes them have confidence in the system and have trust in the coming steps. Effective understandings also enable coaches to conduct fruitful discussions and influence clients.”
Doug Crawford, President and Founder at Best Trade Schools

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[1] Online Coaching Market Expected to Reach $11.7 billion, Globally, by 2032 at 14% CAGR-Allied Market Research

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Ciera-Lamb-author-profile
Ciera Lamb

Ciera is a freelance content writer and editor connecting companies with their ideal audiences through blog articles and other online content. She approaches her writing with curiosity and research and enjoys the ever-present learning that comes with being a content writer. She is also an avid scuba diver, an aspiring Dutch speaker, and lover of all things nature.

FAQ

Everything you have ever wondered, but were too afraid to ask...

What is the primary value of personality and communication assessments for coaches?
They help you understand how your client thinks, communicates, and makes decisions. That insight makes it easier to tailor your coaching, know if it’s time for a coaching intervention, and build trust faster.
How often should coaching assessments be conducted?
I suggest starting with one early in the process and then checking in at key milestones—monthly, quarterly, or when goals shift. It depends on the client and the type of coaching.
What are the best life coaching exercises?
Goal-setting, values clarification, journaling, and habit tracking are great starting points. Simple tools like the Wheel of Life or weekly reflection prompts can also be very effective.
What are the most significant trends and innovations for coaching assessments?
More coaches are using digital tools that include tracking and real-time feedback. There's also growing interest in value-based tools and custom assessments built into online platforms.