Monthly Well-Being Options Planner

Use monthly well-being options planner as an optional, client-owned reflection while preserving context, choice, and uncertainty.

Planner · 15 min · Print-ready PDF · Free download

Get This Tool

Free, print-ready PDF.

Preview Planner · 15 min
Monthly Well-Being Options Planner - preview
When to Use This Tool
A client wants to use Monthly Well-Being Options Planner as an optional reflection
A client wants to record context without inferring a cause, diagnosis, trait, or hidden motive
A client wants to prepare one question or optional next step
How to Introduce This Tool Plus

What did you notice, what remains uncertain, and which question or optional next step feels useful?

Coaching Tool Disclaimer
This tool is designed for coaching contexts, not clinical use. If you or your client is in crisis, contact the 988 Suicide and Crisis Lifeline (call or text 988) or Crisis Text Line (text HOME to 741741).
Browse All Pages
Interactive Preview Planner · 15 min
Tool Classification
Domain
ADHD
Type
Planner
Phase
Goal Setting Action
Details
15 min Between sessions Monthly
Topics
Self-Care Habits Executive Function

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client considering Monthly Well-Being Options Planner for one current situation
Context

A client brings a situation related to Monthly Well-Being Options Planner and wants an optional coaching reflection. Confirm the client's words, context, goal, privacy needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain what it does, distinguish it from nearby tools, and confirm language, access needs, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client noticed, what remains uncertain, and whether one small experiment, additional question, or qualified referral would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

2 Client adapting Monthly Well-Being Options Planner to their own language, access, and context
Context

A client brings a situation related to Monthly Well-Being Options Planner and wants an optional coaching reflection. Confirm the client's words, context, goal, privacy needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain what it does, distinguish it from nearby tools, and confirm language, access needs, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client noticed, what remains uncertain, and whether one small experiment, additional question, or qualified referral would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

3 Client reviewing selected observations without drawing a fixed conclusion
Context

A client brings a situation related to Monthly Well-Being Options Planner and wants an optional coaching reflection. Confirm the client's words, context, goal, privacy needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain what it does, distinguish it from nearby tools, and confirm language, access needs, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client noticed, what remains uncertain, and whether one small experiment, additional question, or qualified referral would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

4 Client deciding whether to continue, change, share, or stop using Monthly Well-Being Options Planner
Context

A client brings a situation related to Monthly Well-Being Options Planner and wants an optional coaching reflection. Confirm the client's words, context, goal, privacy needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain what it does, distinguish it from nearby tools, and confirm language, access needs, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client noticed, what remains uncertain, and whether one small experiment, additional question, or qualified referral would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • client-owned observations
  • context and uncertainty notes
  • an optional question or next step

Pairs Well With

ADHD

Sleep Routine Options

A client wants general sleep-routine options to discuss safely

Why it pairsChoose this framework for a different angle on self care and habits; use it only if that separate job fits the client.

15 min Framework
ADHD

Optional Activity Variety Calendar

Use this tracker to notice patterns in habits and executive function over time before drawing conclusions.

Why it pairsChoose this tracker for a different angle on self care and habits; use it only if that separate job fits the client.

5 min Tracker
ADHD

Activity and Mood Context Menu

Use this checklist to review habits and self care without assuming every item applies.

Why it pairsChoose this checklist for a different angle on self care and habits; use it only if that separate job fits the client.

5 min Checklist

Related Articles

Executive Function Strategies for ADHD Leaders: Working Memory, Impulse Control & Flexibility

Executive Function Strategies for ADHD Leaders: Working Memory, Impulse Control & Flexibility

Read article →
Organize Your Success – ADHD Coaching to Master Organizational Skills

Organize Your Success – ADHD Coaching to Master Organizational Skills

Read article →
5 Keys to Well-Formed Outcomes in Executive Coaching

5 Keys to Well-Formed Outcomes in Executive Coaching

Read article →
Managing Stress and Anxiety: Coaching Strategies for Leaders’ Well-Being

Managing Stress and Anxiety: Coaching Strategies for Leaders’ Well-Being

Read article →
ADHD Coaching Certification: Which Path Actually Counts

ADHD Coaching Certification: Which Path Actually Counts

Read article →
Group vs Individual ADHD Coaching: Which Works?

Group vs Individual ADHD Coaching: Which Works?

Read article →