Client Intake, Assessments, Skill Analysis and Planning (Coursera)

Client Intake, Assessments, Skill Analysis and Planning (Coursera)

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.

Class Deals by MOOC List - Click here and see Coursera's Active Discounts, Deals, and Promo Codes.

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.
Course 2 of 4 in the Goodwill® Career Coach and Navigator Professional Certificate.

Syllabus

WEEK 1
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.

WEEK 2
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.

WEEK 3
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.

WEEK 4
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.

Go to Class
MOOC List is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Related Courses

Career Decisions: From Insight to Impact (Coursera) Coursera
Wesleyan University

Career Decisions: From Insight to Impact (Coursera)

I am an adult developmental psychologist by training and a career counselor by trade, currently the Director of the Gordon Career Center at Wesleyan University in Connecticut. In this course, I draw from my decades of experience as well as research from the fields of psychology, organizational behavior, and sociology to help you understand best practices for making career decisions.

Nov 9th 2026
4 Weeks
Designing and Implementing Your Coaching Strategy (Coursera) Coursera
University of California, Davis

Designing and Implementing Your Coaching Strategy (Coursera)

In order to be an effective manager in increasingly fast-paced and complex organizational environments, coaching skills to develop and get the best work out of employees has become essential. Throughout the Coaching Skills for Managers specialization, we’ve discussed many topics for improving coaching conversations with our employees. It is now time to put all of that theory and discussion into practice as you solidify your coaching philosophy, develop your coaching practice and agendas, and demonstrate mastery at handling everyday coaching conversations!

Nov 16th 2026
3 Weeks
Inspirar el liderazgo a través de la inteligencia emocional (Coursera) Coursera
Case Western Reserve University

Inspirar el liderazgo a través de la inteligencia emocional (Coursera)

La inteligencia emocional, la esperanza, la atención plena y la compasión ayudan a una persona a revertir el daño del estrés crónico y a construir excelentes relaciones de liderazgo. Los atractores emocionales positivos y negativos inspiran cambios y aprendizajes sostenidos y deseados en muchos niveles.

Nov 2nd 2026
5-12 Weeks
Assessing Achievement with the ELL in Mind (Coursera) Coursera
Arizona State University

Assessing Achievement with the ELL in Mind (Coursera)

In this course, you will learn how to design assessments around the needs of your ELL students and their language level. You will learn how to incorporate language and content requirements for both formative and summative assessment types. You will learn to assess your ELL students through the use of project and task-based assignments.

Nov 2nd 2026
5-12 Weeks
Golf Course Management: Best Practices (Coursera) Coursera
University of Illinois at Urbana-Champaign

Golf Course Management: Best Practices (Coursera)

In this course, you'll have the opportunity to explore some of the greatest classic golf architects who built courses from the 1880s through the 1920s and some contemporary golf course architects. You'll also learn about the methods of putting green construction and maintenance and examine bunker construction, maintenance, and expenses.

Nov 2nd 2026
5-12 Weeks
Fundamentals of Management (Coursera) Coursera
University of California, Irvine

Fundamentals of Management (Coursera)

Are you about to enter the workforce? Are you an emerging professional? Are you new to your role in the organization? All prospective new employees benefit from understanding management principles, roles and responsibilities, regardless of position. Now you can acquire an in-depth understanding of the basic concepts and theories of management while exploring the manager's operational role in all types of organizations. Gain insight into the manager's responsibility in planning, organizing, leading, staffing and controlling within the workplace. It’s never too soon to plan your professional path by learning how the best managers manage for success!

Oct 26th 2026
4 Weeks
Tu consultorio de Coaching en las ondas (Coursera) Coursera
Universitat Autònoma de Barcelona

Tu consultorio de Coaching en las ondas (Coursera)

Este MOOC, Coaching en las ondas, da respuesta a la necesidad de los directivos o responsables de equipos de aprender nuevas estrategias que les permitan dar respuestas adecuadas a los grupos con los que interactúan. Esta aproximación a la gestión de los equipos se efectúa mediante los recursos del Coaching y habilidades del líder coach.

Nov 2nd 2026
4 Weeks
OKR Certification: Leadership and Goal Setting (Coursera) Coursera
Measure What Matters

OKR Certification: Leadership and Goal Setting (Coursera)

“Ideas are easy. Execution is everything.” -John Doerr. In this one-of-a-kind OKR Certification, John Doerr builds on his New York Times best-selling book, Measure What Matters. The chairman of the venture capital firm Kleiner Perkins, Doerr reveals how the goal-setting system of Objectives and Key Results (OKRs) can lead to exponential growth.

Nov 9th 2026
4 Weeks
Planning for Climate Change in African Cities (Coursera) Coursera
Erasmus University Rotterdam,United Cities and Local Governments of Africa,African Local Government Academy,Institute for Housing and Urban Development

Planning for Climate Change in African Cities (Coursera)

Climate change poses a threat to economic growth and long-term prosperity of many countries around the world. Africa is not an exception, considering the actual and potential impacts of climate change and climate variability that will threaten its vulnerable sectors and human populations. African countries are projected to experience changing rainfall patterns, rising sea levels, and higher temperatures that will affect food security, agricultural production, water availability, and public health, among others. These climate change impacts and climate variability can further produce social and political problems, such as rural-urban migration and water resource disputes.

Nov 9th 2026
5-12 Weeks
The Marketing Plan (Coursera) Coursera
IE Business School

The Marketing Plan (Coursera)

Create your own Marketing Plan for your own product or service idea. In this course you will learn how to produce arguably the most important marketing tool for any business. Rather than simply learning the stages of The Marketing Plan, you will be asked each week to complete a peer graded assignment which will help you complete a simplified version of the plan.

Nov 9th 2026
4 Weeks