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history taking

Client Information

Full name of the client

Contact details (phone number, email address, etc.)

Organization name (if applicable)

Position/title (if applicable)

Any specific preferences or requirements for the consultation

Background Information

Date of initial contact

How did the client hear about the consulting organization?

Previous interactions with the client (if any)

Relevant personal or professional background of the client

Reasons for Seeking Consultation

Briefly describe the client's main concerns or reasons for seeking consultation

Any specific goals or outcomes the client hopes to achieve

Timeline or urgency of the client's needs

Current Situation

Detailed overview of the current situation faced by the client

Any challenges, obstacles, or issues that the client is currently experiencing

Impact of the current situation on the client's personal or professional life

Past Attempts or Solutions

Any previous attempts or strategies the client has employed to address the situation

Successes or failures of previous solutions

Lessons learned from past experiences

Relevant History

Any relevant past events, experiences, or circumstances that may contribute to the current situation

Personal or professional milestones or significant changes that may have influenced the client's current needs

Support System

Identify the client's support network (family, friends, colleagues, etc.)

Determine the availability and effectiveness of the client's support system

Assess any potential influence or impact of the support system on the consultation process

Client's Expectations

Understand the client's expectations from the consulting organization

Determine the client's desired outcomes or deliverables

Clarify any misconceptions or unrealistic expectations

Client's Resources

Identify the resources available to the client (financial, time, personnel, etc.)

Assess the client's willingness or ability to allocate resources for the consultation process

Discuss any limitations or constraints in terms of resources

Confidentiality and Consent

Explain the organization's confidentiality policy to the client

Obtain the client's consent to proceed with the consultation process

Address any concerns or questions the client may have regarding confidentiality

Additional Notes or Observations

Any additional information or observations not covered in previous sections

Initial impressions or insights gained during the history-taking process

Any specific recommendations or next steps based on the information gathered

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