Optional Annual Review and Planning

COACHING PRACTICE TOOLS

Optional client-owned prompts; use, adapt, reorder, or skip based on context.

Using This Optional Tool

This tool offers optional prompts to review any client-chosen period, observations, context, learning, possibilities, constraints, support, and no-planning choices without requiring twelve months, SMART objectives, fixed sections, honesty claims, or professional-development alignment. Its fields are prompts, not findings, requirements, professional advice, or a complete model of the situation.

Use the client's own words. Separate direct observations and sources from interpretations, assumptions, predictions, and unknowns. Any field can be renamed, reordered, repeated, left blank, revisited, or discarded.

How to Use Optional Annual Review and Planning

  1. Choose one relevant situation or question, or skip the tool.
  2. Use only the prompts that fit the client's goal, language, access needs, consent, privacy, and context.
  3. Record evidence, interpretations, and unknowns separately; no response proves a cause, trait, score, priority, or outcome.
  4. Keep any question, experiment, support, referral, action, or no action optional and client-owned.

Choice and Support Boundary

Optional coaching reflection, not therapy, diagnosis, medical care, a validated assessment, or business, financial, tax, accounting, investment, legal, employment, or relationship advice. Skip, adapt, or stop. Do not infer a cause, condition, trait, motive, truth, score, risk, priority, or required response from an answer, blank, label, difficulty, repetition, or estimate. Preserve privacy, consent, access, culture, power, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.

1

Optional Annual Review and Planning

Use any field in any order. Rename, repeat, skip, or stop.

Selected period or event

Any duration, partial view, transition, or no fixed period.

Direct observations and sources

What happened, changed, continued, or remains unknown?

Useful, difficult, mixed, or neutral experience

Client wording without a required positive or negative frame.

Context and constraints

Access, care, health, money, power, culture, relationships, and timing.

2

Optional Annual Review and Planning continued

Use any field in any order. Rename, repeat, skip, or stop.

Learning and alternative interpretations

What might this mean, and what else could fit?

Future possibility or no plan

Any number of options, continuation, pause, stop, or no change.

Support or professional question

What information, advice, advocacy, or qualified support may matter?

Optional review trigger

New evidence, an event, any date, or no further review.

Optional review

What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?

3

Tandem Coaching Partners

Work with a Tandem coach to explore the context, choices, and support that matter to you.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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