Forms, Surveys and Coaching Tools

Here is a collection of evaluations, forms, and other materials that we have used or that have been shared with us.  Please feel free to build off of these for your programs and/or share your forms with us.  (Neither “Financial Coaching Strategies” blog nor the University of Wisconsin endorse any particular form and nor are they liable for consequences of their use.)

Coaching Program Marketing Materials

 Program Surveys/Evaluations for Participants (“Partners”) and Coaches

  • 8-question financial coaching survey for use with financial coaching clients. The survey was field tested and the subsequent report and brief are available for viewing [link]. The survey is available as a PDF [English; Spanish] or as a Word document [English; Spanish]. The Word versions allow you to edit the header and footer, but the questions are locked.
  • General Consent and Survey (Word)
  • Pre-Program Survey for Partners (PDF)  From the Financial Coaching Institute, for program participants before coaching begins.
  • Post-Program Survey for Partners (PDF)  From the Financial Coaching Institute, for program participants on the last day of coaching.
  • Post-Program Survey for Coaches (PDF)  From the Financial Coaching Institute, for volunteer coaches at the end of the program.

Liability Waivers/Contracts for Coaches and Participants

** We cannot guarantee appropriateness for your program or agency; check with your legal counsel to verify your needs.  Additionally, neither Financial Coaching Strategies nor the University of Wisconsin endorse any particular waiver nor are they responsible for consequences of their use.

Coaching Tools

Coaching Recordkeeping Forms