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Top Transition Coaching Tools

Last updated on March 15, 2024

Transition coaching is a type of coaching that focuses on supporting individuals through significant life or career changes.

If you’re a transition coach looking for the best tools to use in your practice, this article is for you. We’ll talk about the best transition coaching tools that can level up your offerings and help your clients succeed in their transformation journey. 

Here’s a summary:

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1. Career Discovery Pondering Questions Sheet

This question sheet is designed to help individuals reflect on their interests, values, skills, and aspirations to guide them in their career discovery. It asks questions like:

  • When you were younger, what did you want to be when you grew up?
  • Who have you (in the past), or do you (currently) really love working with?
  • Which of your qualities do you enjoy using?
  • What do you want the rest of your life to be about?

Such questions help individuals gain insights into their preferences and motivations, which are crucial for making informed career choices.

2. The Wheel of Life

The Wheel of Life is a well-known visual tool that helps with setting goals and making plans for a more balanced and fulfilling life. 

It’s visually represented as a circle divided into eight segments, each representing a different area of life, such as career, finances, health, relationships, personal growth, etc. 

Individuals rate their current level of satisfaction in these areas on a scale from 1 to 10, and the completed wheel offers a visual representation of balance or imbalance.

You can get a free customizable template of this tool at The Coaching Tools Company.

3. Life-Change Scale

The Life-Change Stress Test, or the Holmes and Rahe Stress Scale, is a tool used to measure the stress load one carries and predict the likelihood of stress-induced health breakdowns. 

The scale lists various life events; each assigned a “life change unit” score reflecting the relative stress impact. 

Events include major changes such as the death of a spouse, divorce, marital separation, imprisonment, personal injury or illness, marriage, dismissal from work, retirement, and more.

4. Get Perspective Vision Worksheet

The Get Perspective Vision Worksheet is a handy tool for clients navigating life or career changes. It helps them set meaningful goals by envisioning their life in the next ten years and working backward to figure out what steps they need to take now. 

This exercise makes it easier for clients to see how their current actions connect to long-term goals. Once they know that they need to organize and prioritize their steps, they can adopt a clear and strategic approach to achieving their goals during periods of transition.

5. Draw Out Your Gremlin

Dealing with negative thought patterns and limiting beliefs is a big part of transitions; that’s why the Draw Out Your Gremlin can be a helpful addition to your toolkit. 

“Draw Out Your Gremlin” is based on the concept of the “Inner Critic” or “Gremlin,” a term popularized in various self-help and psychology circles. 

Drawing out your gremlin is a creative and therapeutic way to externalize this inner critic. By visualizing the gremlin, individuals can better recognize when this voice is influencing their thoughts and behaviors. 

The act of drawing the gremlin serves to diminish its power by making it tangible and separate from the individual’s identity. It allows for a more objective and less influenced approach to personal challenges.

6. Motivation Quiz

Find out how motivated your clients are with the help of this Motivation Quiz. It’s a quick worksheet that prompts clients to answer a series of questions such as:

  • Can you visualize the benefits of your goals?
  • How passionate are you about achieving your goals? 
  • How much willpower do you have?

It also includes a results page with actionable tips to enhance motivation, ideas for discussion, and suggestions for homework assignments.

7. Values Identification Exercise

People usually decide to make a change when they feel that their current life isn’t aligned with their goals and values. Alignment with your core values is the essence of building a fulfilling life, which is why the Values Identification Exercise earned a place on this list. 

The workbook includes five pages of step-by-step activities that will clarify what drives and motivates your clients. It is a simple guide for identifying and prioritizing their top 10 personal values. 

Upon learning what your clients need to live a more intentional and meaningful life, you can create an action plan that resonates with their core values.

8. 360-Degree Feedback

The 360-Degree Feedback is a tool used in career transition coaching to help clients gather feedback from different sources, including co-workers, supervisors, and clients. 

This tool can reveal their hidden strengths, spot any shortcomings, and point out where they can level up. 

When conducted in a constructive and supportive manner, 360-degree feedback can lead to significant personal and professional growth. 

9. Questions To Identify Strengths

Questions designed to identify strengths are part of many coaching and personal development practices. These questions help individuals recognize their talents, skills, and areas where they truly excel. 

The goal is to uncover not just what someone is good at but also what they’re passionate about and what drives them. 

Identifying strengths can boost self-confidence, guide career paths, and improve job satisfaction by enabling people to focus on what they do best.

10. Self-Discovery Toolkit

This toolkit is the ideal resource for clients who feel completely lost and rely on you to help them rediscover themselves and transform their lives. The Self-Discovery Toolkit is a comprehensive bundle of tools that can boost clients’ confidence, connection to self, and authenticity. 

You’ll get access to numerous sheets, templates, and exercises for exploring values, inspiring gratitude, discovering hidden passions, facing inner challenges, and connecting with intuition. 

It comes with tips, a program outline, and a step-by-step user guide, so you’ll know when, how, and in what order to use the tools for the best results.


By integrating these tools into your transition coaching, you can elevate your practice and assist clients in reaching their maximum potential.

You can create a supportive and insightful coaching environment that encourages clients to explore new possibilities, set realistic goals, and develop actionable plans for achieving them.

We hope you found this article helpful! If you’d like an even bigger collection of tools to choose from, you can turn to The Coaching Tools Company

We also have an article on the best transition coaching certification programs that you might find interesting.

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