Annual Goals Planner

Balance what you’ll achieve with what you’ll stop or change, using a coach-tested planner that turns yearly goals into realistic life shifts.

Planner · 30 min · Print-ready PDF · Free download

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Preview Planner · 30 min

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...

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Interactive Preview Planner · 30 min

Tool Classification

Domain

Life Coaching

Type

Planner

Phase

Goal Setting Action

Details

30 min Between sessions

Topics

Values Accountability Identity

For the Coaching Practitioner

Plus

Pathway Builder 🔒

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 🔒

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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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