On-Demand - Build Your Coaching Skills

Designing Initial Assessments for Elevated Client Commitment


Megan Hadley, MA, NBC-HWC

Learn to conduct initial assessments that reduce bias, scan for red flags, build trust, and prioritize your clients' needs.

Approved for 1 CEU through NBHWC.

Upon Completing This Course, You Will:

  • Analyze frameworks for effective data gathering practices.

  • Develop inclusive and aligned approaches to gathering pre-session data from clients.

  • Evaluate ethical considerations of gathering pre-session data.

  • Discuss best practices of developing your own initial assessment in your coaching practice.

About the Facilitator

Megan Hadley, MA, NBC-HWC

Megan Hadley, MA, NBC-HWC is the Founder of Harvest Health and Wellbeing LLC, which supports artists, activists, and academics in recovering from burnout through mindfulness- and nature-based approaches to healing. Since 2019, Megan has provided wellbeing-related coaching and consulting services in Minneapolis, MN and virtually nationwide. She has a graduate degree from the University of Minnesota in Integrative Health and Wellbeing Coaching and a graduate minor in Health Equity through the School of Public Health at UMN.

Megan has coached for health systems, local nonprofits, academic institutions, regional clinics, nationwide practices, and international corporate organizations in addition to taking on private practice clients. Additionally, Megan is a mindfulness instructor trained in facilitating Enhanced Stress Resilience Training (ESRT) at a research level for wellbeing initiatives for healthcare providers. She also is trained in racial justice facilitation through YWCA, and Qigong through Spring Forest Qigong. Megan is the Operations Manager at Wellspired Co., supporting curriculum development and member experience for board-certified coaches seeking professional development and marketing support.

What's Included

  • 90-minute On-Demand Coaching Skill Clinic Class - Designing Initial Assessments for Elevated Client Commitment

  • Certificate of Completion & 1 CEU (NBHWC)

    after completing & receiving a passing score for the class quiz.

  • BONUS - Reflection worksheet

  • BONUS - Lifetime class access to the training & resources

Frequently Asked Questions


Yes! This class is approved for 1 CEU through NBHWC, which gives you access to our student learning portal with the class recording, class resources, and the quiz to complete to receive your CEU certificate.


Once you complete the checkout, you will receive an email with access to our student Learning Portal.  Watch the recording inside the Learning Portal and complete the quiz. You will be emailed a certificate of completion upon passing the quiz.


No problem! Simply email us at support@wellspired.co and we’ll get back to you shortly!


Yes! You can update the quantity of class licenses in the checkout process below, up to 100.

If you need more than 100 licenses, email us at Support@wellspired.co.

Each class license is good for 1 CEU and Certificate of Completion after they complete the class and receive a passing score on the CEU quiz. This class is limited to one license per person.

Our team will reach out to you once your order is compete to collect your user information so we can set your users up with learning portal and quiz access to complete their CEU and certificate of completion.

What Others Have Said


"This class opened my eyes to what we use assessments for, how to design them with the client in mind, and made me consider things I hadn't even thought about in terms of creating assessments and how they are used."

Equipped & Ethical

"This session has equipped me with valuable tools and knowledge to enhance client commitment through tailored, ethical assessment practices."

Leading with Optimism

"My main takeaway from the class is the importance of leading with optimism and possibility in client assessments."

Get Instant Access to This On-Demand Class.

Skills Clinic:

Designing Initial Assessments for Elevated Client Commitment

(1 CEU)

Class Includes:

  • (1) 90-Minute ON DEMAND Interactive Class

  • Lifetime Access to Class Recording

  • Lifetime Access to All Class Materials & Resources

  • Certificate of Completion & 1 CEU (NBHWC) after completing & receiving a passing score for the class quiz.

Ordering for a team? Update the quantity of class licenses below. Each license receives 1 CEU & Certificate of Completion per person .

Complete Checkout Below to Register
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