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

Access provided by Paidy

8,623 already enrolled

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

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments¹

AI Graded see disclaimer

Taught in English

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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.

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 videos Total 53 minutes

Introduction to Career Coach and Navigator Professional Certificate 7 minutes
Introduction to Client Intake, Assessments, Skill Analysis and Planning 1 minute
What Are Outreach and Recruitment? 2 minutes
Community Events 3 minutes
The Power of Street Outreach/Grassroots Recruitment 2 minutes
Working with External Partners 4 minutes
Presentation Skills 4 minutes
Recruitment Strategies 4 minutes
Agility in Recruitment 3 minutes
Use of Technology Tools in Marketing and Recruitment 4 minutes
Building Engagement 6 minutes
Analyzing Recruitment Data 4 minutes
The Five Sectors Overview 2 minutes
Partnerships 5 minutes
Networking 3 minutes

6 readings Total 90 minutes

Welcome to the Course 10 minutes
Virtual/Digital Outreach Case Study 30 minutes
Recruiting Adult Learners and Non-Traditional Students 5 minutes
Tracking Results Case Study 20 minutes
Understanding How the Five Sectors Work 20 minutes
Maintaining Connections 5 minutes

3 assignments Total 90 minutes

Recruiting, Marketing and Outreach Quiz 30 minutes
Recruitment and Outreach Strategies Quiz 30 minutes
Strategies for Marketing and Recruiting Quiz 30 minutes

6 discussion prompts Total 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 videos Total 66 minutes

Setting Appointments 7 minutes
Managing Client Load 6 minutes
Establishing Rapport and Building Credibility 4 minutes
Embodying a Coaching Mindset 6 minutes
Understanding the Client’s Journey 5 minutes
Establishing and Maintaining the Coaching Agreement 7 minutes
Project and Case Management Skills 5 minutes
Taking Comprehensive Case Notes 12 minutes
PII and Privacy 6 minutes
Report Writing and Data Entry 7 minutes

7 readings Total 65 minutes

Techniques for Establishing Rapport 5 minutes
Cultivating Trust and Safety Case Study 20 minutes
How to Apply the Coaching Mindset 5 minutes
Exploring the Client’s Interests and Motivations 5 minutes
Coaching Agreement Best Practices 10 minutes
Data Security Policies and Confidentiality 10 minutes
Time Management 10 minutes

3 assignments Total 90 minutes

Client Intake and Business Processes Quiz 30 minutes
The Client Intake Process Quiz 30 minutes
Implementing Coaching Agreements Quiz 30 minutes

6 discussion prompts Total 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 videos Total 76 minutes

Conducting Client Interviews 5 minutes
Uncovering Client Career Goals 5 minutes
Defining the Client’s Skills 3 minutes
Critical Thinking 6 minutes
Evoking Awareness 4 minutes
Career Development Assessments 4 minutes
Personality Assessments 4 minutes
Skill and Behavioral Assessments 6 minutes
Educational Assessments 4 minutes
Interest and Aptitude Assessments (O*NET) 3 minutes
Population and Career Specific Assessment 3 minutes
Interpreting Assessments 3 minutes
Skill, Credential, and Competencies Analyses 7 minutes
Skill Gap Analysis Strategies 5 minutes
Understanding Job Market Skill Requirements 4 minutes
Using Labor Market Information (LMI) 3 minutes
Identifying Transferable Skills 4 minutes
Conducting a Needs Assessment 4 minutes

4 readings Total 65 minutes

Building Trust Case Study 20 minutes
How to Uncover Client Career Goals 5 minutes
Deciding Which Assessments to Use 20 minutes
Aligning Skills to Career Goals Case Study 20 minutes

3 assignments Total 90 minutes

Skills Assessment and Analysis Quiz 30 minutes
Client Interview Skills Quiz 30 minutes
Using Career Assessments Effectively Quiz 30 minutes

7 discussion prompts Total 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 videos Total 43 minutes

Career Planning Processes 7 minutes
Breaking Goals Into Manageable Steps 4 minutes
Developing Service Plans 3 minutes
Brainstorming with the Client 4 minutes
Exploring Career Options with Clients 3 minutes
Identifying Resources to Overcome Barriers 5 minutes
Financial Literacy, Planning and Counseling 3 minutes
Communication Tips for Discussion Financial Plans with Clients 4 minutes
Adjusting the Coaching Plan 3 minutes
The Power of Offering Encouragement and Celebrating Successes 2 minutes
Setting Up Touchpoints for Accountability 4 minutes

6 readings Total 78 minutes

Writing SMART Goals 20 minutes
Creating and Communicating Financial Plans Case Study 20 minutes
How would you encourage the client to follow the financial plan? 5 minutes
Keeping Clients on Track Case Study 20 minutes
Case Study 3 minutes
Congratulations! 10 minutes

3 assignments Total 90 minutes

Designing for Actions and Accountability Quiz 30 minutes
Helping Clients Plan and Set Goals Quiz 30 minutes
Designing Actions for Client Success Quiz 30 minutes

1 peer review Total 20 minutes

Assessing Skills and Career Planning 20 minutes

4 discussion prompts Total 40 minutes

How would you help the client develop a plan to achieve their goal? 10 minutes
Create a SMART goal for yourself 10 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

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Instructor

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(27 ratings)

Goodwill Academy

Goodwill Industries International

7 Courses 30,596 learners

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Goodwill Industries International

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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 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 Dec 17, 2024

The course is good, but there seems to be consistent issues as of late when it comes to having peer graded assignments graded in a timely manner. This is an ongoing and frustrating situation.

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