Optional Annual Review and Planning
Use optional annual review and planning as an optional, client-owned tool while separating observations, sources, interpretations, assumptions, and unknowns.
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What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?
Tool Classification
For the Coaching Practitioner
Plus1 Client choosing an optional use of Optional Annual Review and Planning for context 1 ▶
A client brings a situation related to Optional Annual Review and Planning. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
2 Client choosing an optional use of Optional Annual Review and Planning for context 2 ▶
A client brings a situation related to Optional Annual Review and Planning. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
3 Client choosing an optional use of Optional Annual Review and Planning for context 3 ▶
A client brings a situation related to Optional Annual Review and Planning. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
- None - standalone tool
- client-owned observations and sources
- interpretations, assumptions, and unknowns
- an optional question, support, referral, experiment, or no next step
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