Client Intake, Assessments, Skill Analysis and Planning

Overview

Class Central Tips

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.

Syllabus

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.