Sourcing an External Coach Checklist

Find, assess and appoint an external coach with more confidence using Sourcing an External Coach — Checklist. This practical resource guides you from defining the brief to exploring coach suitability and making an informed decision.

Designed for L&D professionals, HR partners and managers, it helps you clarify expectations with the coachee and organization before approaching potential coaches.

What’s Inside?

✅ Questions to define the coaching need, budget and scope

✅ Prompts for kick-off conversations with the coachee and organization

✅ Questions covering coach credentials, approach, experience, fees and boundaries

✅ A “click test” to explore chemistry between coach and coachee

✅ Common red flags to consider during selection

✅ Space to record your final decision

Why Use This Checklist?

• Check whether coaching is appropriate for the need

• Align organizational expectations with the coachee’s goals

• Bring structure to conversations with candidate coaches

• Clarify confidentiality and commercial arrangements

• Include the coachee’s perspective in the selection

• Capture the reasoning behind your appointment decision

Ready to start your search? Download Sourcing an External Coach — Checklist and work through each stage before committing.