Assessments templates

A guided reflection form that helps coaching clients capture their progress, mindset shifts, and goals before a 360 assessment report is compiled.

A scored questionnaire coaches use to evaluate a client's lifestyle across four areas — body, mindset, relationships, and finances — and produce an overall score.

A technical checklist a home inspector completes to record the condition of the roof, electrical panel, plumbing, and HVAC system ahead of an insurance policy decision.

An audit form that scores a work area against each of the five 5S stages and tallies an overall score.

Walks a clinical rater through the standardized AISRS questions to score the severity of an adult patient's ADHD symptoms during an assessment visit.

Gathers a patient's medical history, habits, and symptoms ahead of a routine adult physical exam.

A pre-activity health screening completed before starting an exercise program to flag cardiovascular, respiratory, or musculoskeletal risk factors.

A form that helps teams and consultants gauge how far an organization has come in adopting agile practices.

An assessment that helps organizations gauge how ready their strategy, data, infrastructure and talent are to adopt and scale artificial intelligence.

Helps healthcare providers map out a patient's allergy history, symptoms, and the triggers that make their condition worse.

Helps teams verify and log the condition of each department's equipment inventory once a year.

Guides inspectors through checking a vehicle or equipment's mechanical and safety condition during the annual review.

Helps HR teams capture and evaluate candidate information during the hiring process, including household, employment, and financial details.

A clinical document that lets behavioral health providers record a soldier's psychological evaluation, including risk levels, diagnoses, and authorization signatures.

An assessment tool that lets officers document identified risks in a military activity or process, along with the corresponding review signatures.

Lets a trainer record an assessment result for a trainee and attach supporting documents about their job performance.

A self-assessment that helps individuals and couples reflect on emotional closeness, trust, and dependency patterns to better understand their attachment style.

Helps an Ayurvedic practitioner record a patient's health history, eating habits, and physical observations before recommending dietary changes.

Lets coaches rate a player's fielding, hitting, throwing, and speed across separate categories using a numeric scale.

Apply a standardized clinical scale to assess the severity of a patient's depressive symptoms.

Helps mental health professionals gather information on a patient's mood, habits, family history, and substance use before starting treatment.

A template for students to write a book report, describing the plot, the characters, and their impressions of the assigned reading.

A pre-enrollment assessment for boxing and fitness clients that gathers medical history, lifestyle habits, personal goals, and a signed liability waiver before starting the program.

A 15-question self-assessment questionnaire that helps HR teams spot early signs of employee burnout.

Helps a consultant collect detailed information about a client's business, from its legal structure and finances to its sales strategy and competitive landscape, in order to design a tailored advisory plan.

An extensive, point-by-point self-assessment that helps a business owner score their own strategy, finances, sales, and operations ahead of an advisory session.

A short self-assessment questionnaire that helps business owners pinpoint which areas of their company — leadership, marketing, sales, or management — need attention right now.

Gather key details about a company's operations, marketing, and finances to pinpoint where it needs the most support.

A form for cafe owners to log their current costs on key supplies and receive recommendations for cutting expenses.

A structured template that healthcare staff use during a care planning meeting to record a patient's allergies, needs, goals, and abilities across communication, nutrition, and mobility, so the team can agree on a personalized care plan.

A form care organizations use to understand a caregiver's situation, capabilities, and support needs before assigning services.

Assess a patient's dental caries risk by recording their health history, clinical findings, and the dentist's professional judgment.

Helps clinicians map out a client's challenges across biological, psychological, and social dimensions to guide treatment planning.

A clinical scoring sheet for an evaluator to rate a medical resident's performance during a case-based discussion, with feedback on each criterion.

This questionnaire helps people identify their core character strengths through a short series of lifestyle and mindset questions.

Capture a child's growth measurements, medical history, allergies, and immunization records in one structured intake so childcare providers and physicians can review them at a glance.

Records a patient's cholesterol readings during a clinical checkup, along with any medications taken, to track cardiovascular health over time.

A detailed clinical questionnaire that helps physicians document a patient's chronic pain intensity, triggers, location, and response to treatment.

Assess the physical security conditions of your church building, from exterior lighting to key control and inventory tracking.

Allows teachers to record a student's performance in reading, writing, and math during classroom activities.

Assess a client's life stage, investment knowledge, and risk tolerance before recommending an insurance or investment product.

A self-assessment that helps someone identify their strengths and growth areas in workplace communication skills.

A clinical intake tool that screens patients for COVID-19 symptoms and exposure risk before an in-person or telemedicine appointment.

A self-assessment questionnaire that helps patients evaluate their COVID-19 exposure risk and symptoms, including emergency contact details for follow-up.

Gathers a new client's personal, contact, and health information ahead of the first session, along with their goals and preferences for therapy.

A quick daily self-check that employees, students, or visitors complete to report symptoms and risk factors before entering a facility.

This form helps medical staff quickly assess a patient's symptoms and risk factors to prioritize care based on the severity of a suspected COVID-19 case.

Record the details of a road crash (location, time, impact type, and severity) so transportation professionals can analyze high-risk points on the road network.

A 42-item self-assessment scale that helps mental health professionals gauge levels of depression, anxiety, and stress.

Checks a camper's health status, travel history, and vaccination record before they join day camp activities.

Gather personal and contact details alongside key questions about memory, orientation, and behavior to help identify possible early signs of dementia.

Capture a patient's oral health snapshot, caries risk level, and clinical notes in one dentist-ready checkup record.

Helps dental professionals quickly assess a patient's oral health and needs ahead of an appointment.

Gather anonymous responses about mood, sleep, and energy to help identify possible signs of depression.

Gather a patient's contact details and medical background to support an initial diabetes evaluation.

Help clinical staff collect a patient's health and lifestyle information in one organized place to assess diabetes risk.

Helps healthcare staff identify patients at risk of developing diabetes early on.

Lets clinical staff record the symptoms and findings of a diabetic foot exam in a structured way.

Helps nutritionists and health professionals collect a patient's eating habits, preferences, and goals in one place.

Collects a person's complete eating history in an organized way, from allergies to activity level.