Best Practices for Use of Assessments with Clients
When I bring up assessments with clients, their reactions vary. I’m amazed at clients who arrive at my office with a briefcase full of assessments and still want to take more! By contrast, other clients are skeptical about taking assessments. However, the vast majority of clients are relatively open to taking a few assessments, if they see a direct link to how their results will help them move forward in their career. As coaches, how can we sort out the best use of assessments?
A good way to get started is to ask your clients what’s going on and what sort of assistance they’re seeking. Depending on the response, you can determine whether (or not) to use assessments and which assessments will work best. Here are some scenarios to help you sort out the appropriate use of assessments.
When clients say they know what their desired jobs and companies are but want a competitive edge, suggest they uncover their greatest assets and differentiators through a combination of coaching and a personal branding assessment, e.g., 360° Reach assessment (www.reachcc.com/360Reach) Then, you can assist them to incorporate their brand message into a verbal bio, resume, etc.
When clients share how much they dislike their current company’s management style and culture but like their work, you can suggest that you work together to heighten their awareness about their most important values. And, that can be accomplished through coaching and administering a values assessment, e.g., O*NET® Work Importance ProfilerTM (www.onetcenter.org/WIP.html)
When clients indicate they dislike the work itself and want to find a more satisfying career, suggest a combination of assessments and coaching. In this situation, it’s best to use a combination of a personality type assessment, e.g., M.B.T.I.® (www.cpp.com), an interest inventory, e.g., Career Liftoff Interest Inventory (www.careerliftoff.com), and a strengths or skills assessment, e.g., Clifton StrengthsFinder 2.0 (www.strengthsfinder.com), SkillScan (www.skillscan.com).
When clients say they desire more fulfilling work and want to leave a lasting legacy, coach them on their vision, purpose, values and passions. A card sort to help them zero-in on their purpose is Calling Cards: A Journey of Discovery (www.inventuregroup.com). Also, e-life Plans (www.elifeplans.com) is a useful web-based system where your clients may record dreams, purpose, goals, actions, and timeframes, and then, set-up regular e-mail reminders for specific goals or dreams.
Referencing the above situations will help you determine a strategy to use assessments with specific clients situations. Feel free to let me know of other client situations you have and I’d be happy to post on them later.
Copyright 2010. Nancy Branton
