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Client Intake, Assessments, Skill Analysis and Planning

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  • 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.
  • 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.
  • 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.
  • 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.