What background knowledge is necessary?

High school diploma or GED' a passion to help people; basic computer skills and internet navigation experience; some knowledge of word processing, spreadsheets, presentations and email; typing skills

Who is this program for?

This program is for anyone interested in becoming a career coach or navigator. It may also be of interest to educators or human resource professionals who want to improve their ability to support people who are building skills and advancing careers.

What does a career navigator do?

A career navigator forms a trusting relationship with diverse clients as they move through their career journey. They work on the case management of clients and help them prepare for jobs and careers.

Is this course completely online?

Yes, it is completely online. You can access your lectures and readings anytime and anywhere via the web or your mobile device.

Which jobs does this program prepare for?

This program prepares you for jobs in career coaching, career navigation and career counseling that may be available in a wide array of industries and sectors.

Do I need to take the courses in a specific order?

We highly recommend taking the courses in the order presented, as the content builds on information from earlier lessons.

When will I have access to the lectures and assignments?

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

What will I get if I subscribe to this Certificate?

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Client Intake, Assessments, Skill Analysis and Planning

Client Intake, Assessments, Skill Analysis and Planning

This course is part of Goodwill® Career Coach and Navigator Professional Certificate

Instructor: Goodwill Academy

9,079 already enrolled

Included with

4 modules

Gain insight into a topic and learn the fundamentals.

83 reviews

Beginner level

Recommended experience

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

97%

Most learners liked this course

4 modules

Gain insight into a topic and learn the fundamentals.

83 reviews

Beginner level

Recommended experience

Flexible schedule

2 weeks at 10 hours a week

Learn at your own pace

97%

Most learners liked this course

Skills you'll gain

Category: Recruitment
Category: Case Management
Category: Goal Setting
Category: Client Services
Category: Overcoming Obstacles
Category: Accountability
Category: Critical Thinking
Category: Needs Assessment
Category: Prospecting and Qualification
Category: Gap Analysis
Category: Coaching
Category: Community Outreach
Category: Recruitment Strategies

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments¹

AI Graded see disclaimer

Taught in English

91%

of learners achieved a positive career outcome

Build your Education expertise

This course is part of the Goodwill® Career Coach and Navigator Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Goodwill Industries International

There are 4 modules in this course

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.

Module details

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.

What's included

15 videos6 readings3 assignments6 discussion prompts

15 videosTotal 53 minutes

Introduction to Career Coach and Navigator Professional Certificate7 minutes
Introduction to Client Intake, Assessments, Skill Analysis and Planning1 minute
What Are Outreach and Recruitment?2 minutes
Community Events3 minutes
The Power of Street Outreach/Grassroots Recruitment2 minutes
Working with External Partners4 minutes
Presentation Skills4 minutes
Recruitment Strategies4 minutes
Agility in Recruitment3 minutes
Use of Technology Tools in Marketing and Recruitment4 minutes
Building Engagement6 minutes
Analyzing Recruitment Data4 minutes
The Five Sectors Overview2 minutes
Partnerships5 minutes
Networking3 minutes

6 readingsTotal 90 minutes

Welcome to the Course10 minutes
Virtual/Digital Outreach Case Study30 minutes
Recruiting Adult Learners and Non-Traditional Students5 minutes
Tracking Results Case Study20 minutes
Understanding How the Five Sectors Work20 minutes
Maintaining Connections5 minutes

3 assignmentsTotal 90 minutes

Recruiting, Marketing and Outreach Quiz30 minutes
Recruitment and Outreach Strategies Quiz30 minutes
Strategies for Marketing and Recruiting Quiz30 minutes

6 discussion promptsTotal 60 minutes

What virtual or digital outreach methods will you try?10 minutes
What recruitment strategies do you use?10 minutes
What are some ways that you can build engagement with your audience?10 minutes
How will you analyze and track data?10 minutes
What is your strategy for developing partnerships?10 minutes
What types of career connections will you work toward?10 minutes

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.

What's included

10 videos7 readings3 assignments6 discussion prompts

10 videosTotal 66 minutes

Setting Appointments7 minutes
Managing Client Load6 minutes
Establishing Rapport and Building Credibility4 minutes
Embodying a Coaching Mindset6 minutes
Understanding the Client’s Journey5 minutes
Establishing and Maintaining the Coaching Agreement7 minutes
Project and Case Management Skills5 minutes
Taking Comprehensive Case Notes12 minutes
PII and Privacy6 minutes
Report Writing and Data Entry7 minutes

7 readingsTotal 65 minutes

Techniques for Establishing Rapport5 minutes
Cultivating Trust and Safety Case Study20 minutes
How to Apply the Coaching Mindset5 minutes
Exploring the Client’s Interests and Motivations5 minutes
Coaching Agreement Best Practices10 minutes
Data Security Policies and Confidentiality10 minutes
Time Management10 minutes

3 assignmentsTotal 90 minutes

Client Intake and Business Processes Quiz30 minutes
The Client Intake Process Quiz30 minutes
Implementing Coaching Agreements Quiz30 minutes

6 discussion promptsTotal 60 minutes

What will you do to ensure success in managing your client load?10 minutes
How will you cultivate trust and safety with your clients?10 minutes
At what points on the client's journey do you anticipate providing the most support?10 minutes
What time management issues have you experienced?10 minutes
What project and case management strategies resonated most with you?10 minutes
How will ensure your clients' information remains confidential?10 minutes

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.

What's included

18 videos4 readings3 assignments7 discussion prompts

18 videosTotal 76 minutes

Conducting Client Interviews5 minutes
Uncovering Client Career Goals5 minutes
Defining the Client’s Skills3 minutes
Critical Thinking6 minutes
Evoking Awareness4 minutes
Career Development Assessments4 minutes
Personality Assessments4 minutes
Skill and Behavioral Assessments6 minutes
Educational Assessments4 minutes
Interest and Aptitude Assessments (O*NET)3 minutes
Population and Career Specific Assessment3 minutes
Interpreting Assessments3 minutes
Skill, Credential, and Competencies Analyses7 minutes
Skill Gap Analysis Strategies5 minutes
Understanding Job Market Skill Requirements4 minutes
Using Labor Market Information (LMI)3 minutes
Identifying Transferable Skills4 minutes
Conducting a Needs Assessment4 minutes

4 readingsTotal 65 minutes

Building Trust Case Study20 minutes
How to Uncover Client Career Goals5 minutes
Deciding Which Assessments to Use20 minutes
Aligning Skills to Career Goals Case Study20 minutes

3 assignmentsTotal 90 minutes

Skills Assessment and Analysis Quiz30 minutes
Client Interview Skills Quiz30 minutes
Using Career Assessments Effectively Quiz30 minutes

7 discussion promptsTotal 70 minutes

How will you build trust with clients?10 minutes
What helped you uncover your career goals?10 minutes
How will you apply criticial thinking to help clients discover their skills and career goals?10 minutes
So many assessments! How do you maintain trust and rapport?10 minutes
Which assessments would you select, and how will you use the analysis results?10 minutes
How will you help clients identify their skills gaps?10 minutes
How would you use the LMI to align the client's skills with the right career?10 minutes

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.

What's included

11 videos6 readings3 assignments1 peer review4 discussion prompts

11 videosTotal 43 minutes

Career Planning Processes7 minutes
Breaking Goals Into Manageable Steps4 minutes
Developing Service Plans3 minutes
Brainstorming with the Client4 minutes
Exploring Career Options with Clients3 minutes
Identifying Resources to Overcome Barriers5 minutes
Financial Literacy, Planning and Counseling3 minutes
Communication Tips for Discussion Financial Plans with Clients4 minutes
Adjusting the Coaching Plan3 minutes
The Power of Offering Encouragement and Celebrating Successes2 minutes
Setting Up Touchpoints for Accountability4 minutes

6 readingsTotal 78 minutes

Writing SMART Goals20 minutes
Creating and Communicating Financial Plans Case Study20 minutes
How would you encourage the client to follow the financial plan?5 minutes
Keeping Clients on Track Case Study20 minutes
Case Study3 minutes
Congratulations!10 minutes

3 assignmentsTotal 90 minutes

Designing for Actions and Accountability Quiz30 minutes
Helping Clients Plan and Set Goals Quiz30 minutes
Designing Actions for Client Success Quiz30 minutes

1 peer reviewTotal 20 minutes

Assessing Skills and Career Planning20 minutes

4 discussion promptsTotal 40 minutes

How would you help the client develop a plan to achieve their goal?10 minutes
Create a SMART goal for yourself10 minutes
What are some additional ways to help clients overcome barriers?10 minutes
How will you adjust the coaching plan and keep the client on track?10 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings

(27 ratings)

Goodwill Academy

Goodwill Industries International

7 Courses32,121 learners

Offered by

Goodwill Industries International

Learner reviews

5 stars
69.87%
4 stars
21.68%
3 stars
7.22%
2 stars
1.20%
1 star
0%

Showing 3 of 83

Reviewed on Dec 11, 2023

Excellent course that did a thorough job of introducing us to marketing and outreach activities. The final exam was challenging but a good opportunity to coalesce the material.

Reviewed on May 26, 2025

I am very experienced and seasoned career coach with a masters degree who decided to get an extra credential and this is a solid course.

Reviewed on Aug 15, 2023

This was an amazing course. I do not use a lot of case management skills in my job role and going through this course I learned a lot that will help me better serve my participants.

Client Intake, Assessments, Skill Analysis and Planning

Client Intake, Assessments, Skill Analysis and Planning

Skills you'll gain

Details to know

Build your Education expertise

There are 4 modules in this course

Recruiting Clients, Marketing and Outreach Activities

What's included

Client Intake Business Process

What's included

Skills Assessment and Analysis

What's included

Planning and Designing Actions

What's included

Earn a career certificate

Instructor

Offered by

Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

Learner reviews

Frequently asked questions

What background knowledge is necessary?

Who is this program for?

What does a career navigator do?