Annual Review and Planning

Prepare a clear, evidence-based annual review and next-year plan with executive coaching prompts grounded in proven goal-setting methods.

Planner · 45+ min · Print-ready PDF · Free download

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Preview Planner · 45+ min

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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Interactive Preview Planner · 45+ min

Tool Classification

Domain

Executive

Type

Planner

Phase

Goal Setting Review

Details

45+ min Between sessions As-needed

Topics

Accountability Leadership

For the Coaching Practitioner

Plus

Pathway Builder 🔒

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 🔒

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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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