Annual Goals Planner

Pathway Builder 🔒
Domain
Life Coaching
Type
Planner
Phase
Goal Setting Action
Details
30 min Between sessions
Topics
Values Accountability Identity

Coaching tools for personal clarity and intentional living.

When to Use This Tool
Client's annual goals focus entirely on achievement and acquisition without naming what to stop or change
Client wants to plan a year that feels meaningful rather than just productive
Client is starting a new year or season and wants a full-picture goal inventory across six distinct categories
How to Introduce This Tool Plus

There's a six-category annual planner that includes not just what you'll start a...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Planner · 30 min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 The client whose annual plans are all accumulation with nothing named to stop
Context

Client sets goals every year and follows through on most of them. The pattern is consistent: add skills, add projects, add responsibilities, add commitments. When asked what they are giving up to make space for any of it, the answer is vague — 'I'll find the time.' The year feels full before it begins because nothing is ever designated for removal. The Stop and Change categories have never been used intentionally.

How to Introduce

Frame the Stop category as the enabling condition for everything in Start and Learn. 'Before we fill in what you want to...

2 The client planning a productive year who has not examined what meaningful looks like 🔒
🔒
3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
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For professional coaches and coaching practitioners
Tool Flow Plus
See what this tool requires and produces in a coaching engagement
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Pairs Well With

Life

Values vs. Actions Audit

Client states their values with confidence but has not examined whether their behavior matches

30 min Assessment
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+3 more with Plus

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