There are only two things left to do in order to prepare for your discovery session. Instructions are as follows.
You will need a PDF reader. [Click the icon at the right to download Adobe Reader.]
NOTE:
TO OPEN THESE DOCUMENTS, PLEASE USE THE PASSWORD SENT TO YOU BY EMAIL.
LEARNING EXERCISE:
Please download the learning exercise and save it on your computer. Open the spreadsheet, answer the questions per the instructions, save the spreadsheet, and email it back to me before our first meeting. Understand, this is not a test. Rather, it is a tool for us to create awareness of your individual learning style. The exercise will take five minutes….maybe less. Don’t study the questions…just go with your natural response.
Download here: MS Excel or PDF
ENGAGEMENT AGREEMENT:
Please download a copy of our Engagement Agreement and have it on hand for our discovery session. We will review the agreement and I can answer any questions you might have. Note: The agreement is a little intimidating because a lawyer got hold of it, but don’t let that get to you. Its purpose is just to set some ground rules and policies (who calls who, confidentiality, etc.). It also serves as a forum to make sure you understand I am not a medical professional, a financial planner, etc.
Download here: PDF
If you have any questions about any of this information, please let me know. I can be reached at jeff@digcoaching.com or call my office at 762-233-2343. Again, I am looking forward to working with you!