Annual Review and Planning

Pathway Builder 🔒
Domain
Executive
Type
Planner
Phase
Goal Setting Review
Details
45+ min Between sessions As-needed
Topics
Accountability Leadership

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool
A client is preparing for their annual review or a new year planning session
A client keeps setting the same goals year after year without meaningful progress
A client wants a rigorous format that connects last year's lessons to next year's commitments
How to Introduce This Tool Plus

Looking at your carried-forward projects — how many of those have appeared on a ...

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Free PDF - print-ready, professionally formatted

Preview Planner · 45+ min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client repeating the same goals year after year without progress
Context

A professional can name their development priorities quickly — they've been the same for two or three years. They arrive at the start of each coaching engagement or annual planning cycle with a recognizable list: improve delegation, build executive presence, develop strategic perspective. The goals are real, the commitment is sincere, and nothing changes. The cycle of naming and not progressing has become its own pattern.

How to Introduce

Position the reflection section as the necessary precondition for the goals section. 'Before we write any new objectives...

2 Client who skips reflection and sets next-year goals without examining what happened 🔒
🔒
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

Executive

Decision Making Framework

A client is sitting on a decision they've been avoiding for weeks

30 min Framework
🔒
+3 more with Plus

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