Together with your client, use this worksheet to identify the personal characteristics of your client. The client can rate these on a scale of 1 to 5, where 1 means he is LEAST interested in the characteristic and 5 means he is MOST interested:
Client's name:
1. Working with things: this usually means working with one's hands and machinery, i.e. mechanic, builder.
1,
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5.
2. Works with ideas: intellectual skills needed, i.e. political leadership, research, teaching.
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5.
3. Helping people.
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5.
4. Works with people: usually a pleasant personality needed in addition to the ability to get along with well with other people.
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5. Ability to see the physical outcome of work: i.e. completing a construction project, building a car.
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5.
6. A chance for self-expression and/or the expression of one's own ideas, i.e. artist, singer, dancer.
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5.
7. Work as part of a team: interaction with other employees is necessary, i.e. manager, leader of a building crew, leader of a project that includes many people.
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5.
8. Work independently: have initiative, discipline, and organization.
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5.
9. Work closely supervised, i.e. occupations in chemical manufacturing, accurate manipulations of stone or metal to produce a finished product.
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10. Directs others' activities, i.e. doctors, judges, police.
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5.
11. Work confined to a specific area: i.e. a laboratory, a school, a factory.
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5.
12. Shift work or overtime necessary: i.e. nursing, railroad engineer, pilot.
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5.
13. Exposure to weather: outside work or work in temperature extremes.
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5.
14. High level of responsibility: making of important decisions required, i.e. president of a country, business investor.
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5.
15. Requires physical stamina for extensive lifting, walking, standing, i.e. delivery of food products, factory worker.
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5.
16. Work with details where technical or written material is done. continuously, ie computer programmer, bookkeeper, governmental licensing and inspection.
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5.
17. Repetitious work, i.e. operating a production machine in a factory, driving, cleaning.
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18. Motivates others, i.e. salesmen, ministers, politicians.
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5.
19. Competition, i.e. sports, sales.
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There are also occupational preferences that a person has that are derived from interests. There are twelve main interest areas. Your client can also rate himself according to these preferences:
20. Artistic: interest in creative expression of ideas or feelings.
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5.
21. Scientific: interest in discovering, collecting, or analyzing information about the natural world and in applying scientific research outcomes to problems in medicine, life sciences, and natural science.
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5.
22. Plants and animals: interest in caring for or studying about plants and animals, usually in an outdoor setting.
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5.
23. Protective: use of authority to protect people or property.
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5.
24. Mechanical: interest in using mechanical principles in everyday situations using machines, tools or instruments.
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25. Industrial: interest in repetitive, concrete, organized activities in a factory setting.
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26. Business Detail: interest in organized, clearly written activities requiring accuracy and attention to details, primarily in an office setting.
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27. Selling: interest in bringing others to a point of view through personal persuasion, using sales and promotion techniques.
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28. Accommodating: interest in catering to and serving the desires of others, usually on a one-to-one basis.
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29. Humanitarian: interest in helping individuals with their mental, spiritual, social, physical, or vocational concerns.
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30. Leading-Influencing: general interest in leading and influencing others through activities involving high level verbal or numerical abilities.
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31. Physical performance: interest in physical activities performed before an audience.
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5.
Now you can click on the "Send" button below, Then you can copy-and-paste this information from your email program into your client's computer file. Or you can go to the top of this form and print it, then file the paper copy.