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

Instructional Methods in Health Professions Education (Coursera) Coursera
University of Michigan

Instructional Methods in Health Professions Education (Coursera)

This course provides those involved in educating members of the health professions an asynchronous, interdisciplinary, and interactive way to obtain, expand, and improve their teaching skills. These skills can then be applied within their own professional context, with a variety of learners, extending across many stages.

Sep 21st 2026
5-12 Weeks
Assessment in Higher Education: Professional Development for Teachers (Coursera) Coursera
Erasmus University Rotterdam

Assessment in Higher Education: Professional Development for Teachers (Coursera)

Are you a teacher in higher education wanting to get the best out of your students and assessments? Then on behalf of Risbo, Erasmus University Rotterdam, we would like to welcome you to this MOOC on Assessment in Higher Education. In this MOOC we will guide you through the different phases of preparing, creating and evaluating the assessments in your course.

Sep 14th 2026
5-12 Weeks
Setting Expectations & Assessing Performance Issues (Coursera) Coursera
University of California, Davis

Setting Expectations & Assessing Performance Issues (Coursera)

If you don’t know where you are going, any road will take you there. One of the most important roles of a manager is to ensure everyone knows the destination. The most effective managers set expectations and assess their employees’ performance against those expectations, and take a coaching approach to helping them get to the destination. That’s exactly what you’ll learn to do in this course! You will explore how to collaboratively develop expectations with those you lead. When you encounter expectations that are not being met, you’ll learn how to use "Coaching Algebra" to determine the underlying issues that are impeding performance, and how to respond as a manger-coach.

Sep 7th 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.

Sep 14th 2026
5-12 Weeks
The Cycle: Management of Successful Arts and Cultural Organizations (Coursera) Coursera
University of Maryland, College Park

The Cycle: Management of Successful Arts and Cultural Organizations (Coursera)

What makes a successful arts and cultural organization? Led by DeVos Institute Chairman Michael M. Kaiser and President Brett Egan, this course will introduce you to a management theory called the Cycle which supports thriving arts and cultural organizations. Learning from our work with managers from over 80 countries around the world, the DeVos Institute developed the Cycle as a simple, but powerful tool to assist managers in their effort to respond to an increasingly complex environment and propel their institutions to excellence.

Sep 7th 2026
5-12 Weeks
Foundations of Teaching for Learning: Introduction (Coursera) Coursera
Commonwealth Education Trust

Foundations of Teaching for Learning: Introduction (Coursera)

The Foundations of Teaching for Learning programme is for anyone who is teaching, or who would like to teach, in any subject and any context - be it at school, at home or in the workplace. With dynamic lessons taught by established and respected professionals from across the Commonwealth, this eight course programme will see you develop and strengthen your skills in teaching, professionalism, assessment, and more. As you carry on through the programme, you will find yourself strengthening not only your skills, but your connection with colleagues across the globe. A professional development opportunity not to be missed.

Sep 21st 2026
4 Weeks
Thriving 101: Designing a Fulfilling Life & Career (Coursera) Coursera
University of Colorado Boulder

Thriving 101: Designing a Fulfilling Life & Career (Coursera)

Are you ready to enhance your life?  Are you craving more fulfillment and less stress?  Is it possibly time to make a career change? Before aimlessly and impulsively diving into changes in your life, it’s a smart move to take the time to learn what the science and other experts have revealed truly leads to fulfilling lives and careers.   

Sep 21st 2026
5-12 Weeks
Understanding Research Methods (Coursera) Coursera
University of London,SOAS University of London

Understanding Research Methods (Coursera)

This MOOC is about demystifying research and research methods. It will outline the fundamentals of doing research, aimed primarily, but not exclusively, at the postgraduate level. It places the student experience at the centre of our endeavours by engaging learners in a range of robust and challenging discussions and exercises befitting SOAS, University of London's status as a research-intensive university and its rich research heritage.

Sep 21st 2026
4 Weeks
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.

Sep 14th 2026
4 Weeks
Career Options: Exploring a New Career (Coursera) Coursera
University System of Georgia

Career Options: Exploring a New Career (Coursera)

This course is for you if you are interested in researching a new career and acquiring the skills necessary to succeed in it. You will be asked to reflect on your experiences and critically evaluate what you currently know, what you need to acquire, and how to go about getting it. You will then identify groups and individuals that can serve and support you in exploring a new career. During this course, you will identify the elements of a well-structured career plan and evaluate career options by individual fit to determine how to effectively engage your network in your career journey.

Sep 7th 2026
5-12 Weeks
The Science of Training Young Athletes (Coursera) Coursera
University of Florida

The Science of Training Young Athletes (Coursera)

Seventy percent of kids drop out of sports before their high school graduation. Only 15% leave because they feel they are not good enough. Almost 70% leave because they were not having fun, or due to problems with the coach. Injuries cause 30% to give up sports. This course is packed full of practical sports science information that provide youth coaches and parents with the practical pediatric sports science insights to successfully retain young athletes and develop their sport potential while avoiding injury and overtraining.

Sep 21st 2026
5-12 Weeks