PLANNING & ORGANIZATION TOOLS
Optional client-owned prompts; use, adapt, reorder, or skip based on context.
This tool offers optional prompts to discuss an optional support relationship with consent, role, privacy, power, access, exit, and review boundaries without guaranteeing commitment or success. Its fields are prompts, not findings, requirements, professional advice, or a complete model of the situation.
Use the client's own words. Separate direct observations and sources from interpretations, assumptions, predictions, and unknowns. Any field can be renamed, reordered, repeated, left blank, revisited, or discarded.
Optional coaching reflection, not therapy, diagnosis, medical care, a validated assessment, or business, financial, tax, accounting, investment, legal, employment, or relationship advice. Skip, adapt, or stop. Do not infer a cause, condition, trait, motive, truth, score, risk, priority, or required response from an answer, blank, label, difficulty, repetition, or estimate. Preserve privacy, consent, access, culture, power, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.
Use any field in any order. Rename, repeat, skip, or stop.
What support is wanted, unwanted, or undecided?
What has each person agreed, declined, or not discussed?
What stays private, may be shared, or requires renewed consent?
Timing, format, access, flexibility, and no-contact options.
Use any field in any order. Rename, repeat, skip, or stop.
How can either person pause, change, or end the arrangement?
What optional response avoids blame or coercion?
When might fit, consent, or scope be revisited?
Record only what both people choose.
What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?
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