Business Vision & 1-Year Goals

Turn daily coaching tasks into a clear business vision and 1-year goals with a structured plan used by practice-building coaches.

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

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Free PDF - professionally formatted, ready to print or fill digitally

Preview Planner · 45+ min
Business Vision & 1-Year Goals - preview
When to Use This Tool
A coach who is busy but not building toward anything clearly defined
Practice owner who hasn't written down what they want the business to look like in a year
A coach who wants to align daily decisions to a longer-term vision for their practice
How to Introduce This Tool Plus

Before we get into tactics, it helps to know what you are building toward. This ...

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Interactive Preview Planner · 45+ min
Tool Classification
Domain
Coach Practice
Type
Planner
Phase
Discovery Goal Setting
Details
45+ min Between sessions As-needed
Topics
Identity Accountability Values

For the Coaching Practitioner

Plus
Pathway Builder 🔒
Coaching Scenarios Plus
1 Coach who fills sessions but hasn't raised rates in two years
Context

A coach is fully booked at a rate they set when they started, and is simultaneously exhausted and underearned. They want more revenue but are afraid that raising rates will lose clients.

How to Introduce

Introduce Section 1 specifically: 'Start with the revenue number. Not a range - a number. What does the business need to...

2 Part-time coach transitioning to full-time practice within 18 months 🔒
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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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Pairs Well With

Coach Business

Client Intake Form

A coach who is onboarding a new client and needs a structured way to collect goals, background, and preferences before the first session

15 min Worksheet
🔒
+3 more with Plus

This tool is part of a coaching pathway

Step 5 of 6 in A coach who markets to 'everyone' and wants to get specific about who they do their best work with

Next: Revenue Goal Planner → Explore all pathways →

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