Business Vision
& 1-Year Goals

COACHING PRACTICE TOOLS

Connect your 12-month vision to concrete milestones,
KPIs, and the specific actions that close the gap.

Why Vision Needs Numbers

Vision exercises produce the most value when they are specific and the least value when they are comfortable. The version of a coaching practice you write in the abstract - "thriving," "impactful," "financially stable" - tells you nothing you did not already know. The version that names a revenue number, a client count, and a role description you are not entirely sure you can hit is the version worth working toward.

The pattern that undermines most annual planning is the gap between the vision section and the action section. Coaches write a compelling vision, generate a list of quarterly milestones, and then return to doing what they were doing before the planning session. The KPIs and action items in this worksheet exist to close that gap - to translate the directional language of vision into measurements that will tell you, month by month, whether you are on track.

This worksheet is most useful when you review it monthly, not annually. Write the vision once, check the KPIs and action items regularly, and update the quarterly milestones as circumstances change.

How to Use This Worksheet

  1. Complete Section 1 (1-year vision) before looking at the quarterly sections. Write the specific version - the one with actual numbers - not the aspirational one.
  2. In Section 2, write milestones that are measurable, not descriptive. "Be more visible" is not a milestone. "Publish 12 LinkedIn articles and book three speaking engagements" is.
  3. Section 3 (KPIs) requires a current baseline next to each goal. Without a baseline, the goal is untethered.
  4. Section 4 (actions) should produce three concrete tasks you can begin this week, not a backlog of good ideas.
1

Section 1: One-Year Vision

What does your coaching business look like 12 months from now?

Annual revenue:
Active client count:
Primary offer or package:
Team structure:
Your role day-to-day:
Geographic reach:
Known in your niche for:

In one sentence, the business you want 12 months from now:

Section 2: Quarterly Milestones

What must be true by the end of each quarter?

Q1
1.
2.
3.
Q2
1.
2.
3.
Q3
1.
2.
3.
Q4
1.
2.
3.
2

Section 3: Key Performance Indicators

Track these monthly. Record current baseline alongside each goal.

Metric Current Monthly Goal Notes
Monthly revenue $ $
Active clients
Discovery calls booked
Discovery call conversion rate % %
Email list size
Referrals received
Other: _______________
Review date for this KPI table:

Section 4: Action Items

Top three actions this month to move toward the 1-year vision:

Action 1
What:
By when:
Accountable to:
Action 2
What:
By when:
Accountable to:
Action 3
What:
By when:
Accountable to:
Obstacles I expect:
How I will handle them:
3

Tandem Coaching Partners

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partnering with executives and organizations
to unlock sustainable growth.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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