Prep Questions (for Business Owners) and Call Planning


This page has two sets of questions that should take you less than an hour to answer:

  1. Background questions about your work, ADHD, and goals
  2. Scheduling and contact information questions

Please send me your responses at, and I’ll reply promptly to schedule our first call. If you don’t hear from me, please call or text me at 919-491-4530 to make sure your email didn’t get lost in the ether. Thank you!Phil

Prep Questions for our First Call

[To complete in 45 minutes MAXIMUM]

Business and Career Summary

[10 minutes maximum for this section.If you hit 10 minutes before finishing, stop and move to the next section. We don’t need details — just a sketch of where you’re at. Think “elevator speech” but without any polish!]

  • What business are you in? (Feel free to share your website.)
  • When did you start your business? Did you have any other career(s) before that?
  • Please share some basic details about your business (e.g., How many staff? Currently profitable (or in start-up mode)?)
  • Please share some basic details about your business day (e.g., How do you split your time among customers, administration, or other activities? How many hours a day or week do you work? Who are your direct reports (e.g., admin assistant, other staff)
  • How quickly do you plan to grow your business over the next two or three years? (e.g., ramping up quickly with hopes to sell? Steady modest growth? Other?)


Business Issues You Want to Focus on Now

[10 minutes maximum]

  • List 3 to 5 business issues that deserve your specific attention (i.e., things not delegated to other staff) in spring 2017 (e.g., hiring or developing key staff, acquiring new customers, securing investment, etc.)
  • What 1 or 2 things that are going well (or are covered by others) that probably don’t need coaching attention?


Personal Performance Issues You Want to Focus on Now

[10 minutes maximum]

  • List 5 to 10 personal performance issues that want attention in spring 2017 (e.g., budgeting and managing time over the week; daily challenges around timeliness; setting and keeping priorities; staying on task (especially for boring stuff); communication with staff or colleagues)
  • Which of the above likely deserve attention before others?
  • What are 2 or 3 things that are going well that probably don’t need coaching attention?


ADD/ADHD Management Summary

[10 minutes maximum]

Note: do not include pharmaceutical or therapy interventions in this section.

  • What are some things you’ve tried to help yourself manage ADD/ADHD at work? (e.g., alarms and timers, strict scheduling (e.g., lunch no later than 1, leave office no later than 6:30), hiring staff for certain tasks, using online ADHD accountability groups, etc.)
  • How well have these things worked (or not) for you?
  • What are some things you like about your ADD/ADHD nature?


Communication Style Preferences

[5 minutes maximum]

  • On our phone calls, would you rather that I be (1) sharp and to the point, (2) conversational with a lot of room for “oh, and another thing”, or (3) something in between or otherwise?
  • Will you interrupt and ask me to change direction (or repeat something) if you need me to? Or are you better off if I frequently ask if we’re on track?


Final Prep Question

How long did it take you to finish this questionnaire? 🙂

Calendar and Contact Info

  1. Scheduling: your intensive coaching plan includes five weekly phone calls, and it will be good to pick the same day/time each week. Please let me know some date/time combinations that will work for you, and I will check my calendar for matches. The best times are generally between 10 a.m. and 7 p.m. (Eastern time) Monday through Thursday, but other times are possible.
  2. Contact: we can do our calls via phone or Skype video. Please let me know your preferred phone number or Skype handle.