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Client Intake, Assessments, Skill Analysis and Planning

You have begun your journey toward becoming a Career Coach or Navigator because you are passionate about helping people earn a good living and find fulfilling work. Now continue that journey in this second course in the Career Coach and Navigator Professional Certificate. This course will equip you with the skills and knowledge to recruit people, complete the intake process, assess a person’s skills, and work with the person to create an action plan.

By the end of the course, you will be able to:

1. Assist people in career exploration and development.

2. Help people identify personal interests that map to career goals and career possibilities.

3. Inform people of the programs, services, and resources available to them.

4. Identify barriers to employment.

5. Assist people in planning career moves and developing essential skills to help them be successful in the workforce.

6. Guide people towards sustainable career paths.

7. Assist people who desire to pursue a career, make a career change, or work towards career advancement.

To be successful in this course, no prior experience with career coaching or navigation is required; but we recommend completing the first course in the program so you can build on the knowledge and skills from that course here.

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What's inside

Syllabus

Recruiting Clients, Marketing and Outreach Activities

The ability to recruit potential clients is an essential skill for Career Coaches and Navigators. It involves identifying and reaching out to people who you think may benefit from your services, building a relationship with them, and helping them take steps toward improving their life. In this module, you will discover various outreach activities for recruiting participants and strategies for tracking your success using recruitment data.

Client Intake Business Process

The purpose of the client intake process is to gather information about potential clients, including their needs and expectations, and to determine how you can best serve them. In this module, you will learn how to apply the coaching mindset to better understand the clients needs and expectations, create a client profile and manage the business of client intake.

Skills Assessment and Analysis

Performing a skills assessment is the first step in a process that helps clients close their skill gaps. The assessment enables you to evaluate the clients' strengths and weaknesses, identify areas of opportunity, and develop strategies to address their needs. In this module, you will learn how to use critical thinking to uncover clients' goals and skills and compare and contrast various career assessment methods.

Planning and Designing Actions

Working with clients to set goals that are both challenging and achievable helps them improve their lives. When clients have the motivation and conviction to follow through on their goals, they are more likely to achieve them. In this module, you will learn strategies for developing service plans, helping clients overcome barriers and keeping clients on track and accountable.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops foundational career coaching skills, which are core skills for assisting people with career development

Provides instructors from Goodwill Academy, who are recognized for their work in career coaching

Designed for individuals who desire to pursue a career as a Career Coach or Navigator

Teaches methods that are highly relevant to industry

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Client Intake, Assessments, Skill Analysis and Planning with these activities:

Review Course Materials Annotated

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To prepare for class, read and annotate the course materials. This will help you to improve your understanding and retention of the material.

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Read the course syllabus and any assigned readings.
Take notes on the key concepts and ideas.
Highlight or underline important passages.
Write down any questions or thoughts that you have.

Review Career Coaching Skills

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This activity will help you prepare for the course by reviewing the essential skills and techniques of career coaching.

Browse courses on Career Coaching

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Review the principles of career coaching and counseling.
Practice active listening and empathy building.
Develop your skills in assessment and goal setting.

Develop a Career Coaching Plan

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This activity will help you apply the principles and techniques of career coaching to your own career development.

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Assess your current career situation.
Identify your career goals.
Develop a plan to achieve your goals.
Implement your plan.
Evaluate your progress and make adjustments as needed.

Five other activities

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Practice Career Coaching with Peers

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This activity will provide you with an opportunity to practice your career coaching skills with peers.

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Find a peer who is also interested in career coaching.
Role-play different career coaching scenarios.
Provide feedback to each other on your coaching skills.

Participate in a Career Coaching Competition

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This activity will provide you with an opportunity to showcase your career coaching skills on a larger scale.

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Find a career coaching competition.
Prepare for the competition.
Participate in the competition.

Create a Career Coaching Blog or Podcast

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This activity will allow you to share your career coaching knowledge and expertise with a wider audience.

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Choose a topic for your blog or podcast.
Create high-quality content that is informative and engaging.
Promote your blog or podcast.

Create a Career Coaching Portfolio

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This activity will allow you to showcase your career coaching skills and experience.

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Gather evidence of your career coaching skills and experience.
Create a portfolio that includes your resume, cover letter, testimonials, and samples of your work.
Share your portfolio with potential clients.

Launch a Career Coaching Business

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This activity will help you launch your own career coaching business.

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Develop a business plan.
Market your services.
Build a client base.
Provide career coaching services.
Evaluate your progress and make adjustments as needed.

Career center

Learners who complete Client Intake, Assessments, Skill Analysis and Planning will develop knowledge and skills that may be useful to these careers:

Job Developer

Job Developers help people with disabilities find and keep jobs. This course may be useful for Job Developers because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Job Developers understand the challenges that people with disabilities face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Job Developer

Vocational Rehabilitation Counselor

Vocational Rehabilitation Counselors help people with disabilities find and keep jobs. This course may be useful for Vocational Rehabilitation Counselors because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Vocational Rehabilitation Counselors understand the challenges that people with disabilities face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Vocational Rehabilitation Counselor

Career Coach

Career Coaches help people identify their career goals, develop their skills, and find jobs. This course may be useful for Career Coaches because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Career Coaches understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Career Coach

Career Development Manager

Career Development Managers help employees develop their careers. This course may be useful for Career Development Managers because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Career Development Managers understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Career Development Manager

Outplacement Counselor

Outplacement Counselors help people who have lost their jobs find a new job. This course may be useful for Outplacement Counselors because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Outplacement Counselors understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Outplacement Counselor

Recruiter

Recruiters help organizations find and hire qualified employees. This course may be useful for Recruiters because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Recruiters understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Recruiter

Workforce Development Specialist

Workforce Development Specialists help people develop the skills they need to get a job. This course may be useful for Workforce Development Specialists because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Workforce Development Specialists understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Workforce Development Specialist

Talent Acquisition Partner

Talent Acquisition Partners help organizations find and hire qualified employees. This course may be useful for Talent Acquisition Partners because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Talent Acquisition Partners understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Talent Acquisition Partner

Social Worker

Social Workers help people with a variety of problems, including finding a job. This course may be useful for Social Workers because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Social Workers understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Social Worker

Educational Consultant

Educational Consultants help people with a variety of educational problems, including finding a job. This course may be useful for Educational Consultants because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Educational Consultants understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Educational Consultant

Life Coach

Life Coaches help people with a variety of life problems, including finding a job. This course may be useful for Life Coaches because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Life Coaches understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Life Coach

Human Resources Specialist

Human Resources Specialists help organizations manage their employees. This course may be useful for Human Resources Specialists because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Human Resources Specialists understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Human Resources Specialist

Community Health Worker

Community Health Workers help people with a variety of health problems, including finding a job. This course may be useful for Community Health Workers because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Community Health Workers understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Community Health Worker

Personal Development Coach

Personal Development Coaches help people achieve their personal goals, including finding a job. This course may be useful for Personal Development Coaches because it will help them develop the skills and knowledge they need to be successful in their role. This course will also help Personal Development Coaches understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Personal Development Coach

Career Guidance Counselor

Career Guidance Counselors help people make informed career decisions and plan their career paths. This course may be useful for Career Guidance Counselors because it will help them develop the skills and knowledge they need to recruit clients, complete the intake process, assess a person’s skills, and work with the person to create an action plan. This course may also help Career Guidance Counselors understand the challenges that people face when trying to find a job and develop strategies to help people overcome these challenges.

See salaries and explore the career path for Career Guidance Counselor

Reading list

We've selected 13 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Client Intake, Assessments, Skill Analysis and Planning.

Modernize Your Executive Job Search

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Practical guide to career planning and development. It helps readers identify their career goals, develop a plan to achieve them, and overcome challenges along the way.

Client Intake, Assessments, Skill Analysis and Planning

Two deals to help you save

What's inside

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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