Message Review Checklist

Use message review checklist as an optional, client-owned tool while separating observations, assumptions, and unknowns.

Checklist · 15 min · Print-ready PDF · Free download

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Preview Checklist · 15 min
Message Review Checklist - preview
When to Use This Tool
A client is considering Message Review Checklist for one current situation
A client wants to separate observations, assumptions, and unknowns without inferring a cause or trait
A client wants to preserve privacy, choice, access, context, and uncertainty
How to Introduce This Tool Plus

What did you observe, what is assumed or unknown, and which optional question or next step feels useful?

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Interactive Preview Checklist · 15 min
Tool Classification
Domain
Executive
Type
Checklist
Phase
Action Reflection
Details
15 min Between sessions As-needed
Topics
Communication Leadership

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client considering Message Review Checklist for one current situation
Context

A client brings a situation related to Message Review Checklist. Confirm the client's words, observations, assumptions, unknowns, goal, privacy needs, access needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client observed, what remains assumed or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

2 Client adapting Message Review Checklist to their own language, access, and context
Context

A client brings a situation related to Message Review Checklist. Confirm the client's words, observations, assumptions, unknowns, goal, privacy needs, access needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client observed, what remains assumed or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

3 Client reviewing selected observations without drawing a fixed conclusion
Context

A client brings a situation related to Message Review Checklist. Confirm the client's words, observations, assumptions, unknowns, goal, privacy needs, access needs, and preferred scope.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, and consent.

What to Watch For

Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, or correct decision from an answer, blank, selection, or rating.

Debrief

Ask what the client observed, what remains assumed or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, legal, financial, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • client-owned observations
  • assumptions and unknowns
  • an optional question or next step

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Use this worksheet to explore communication and leadership and turn the client’s observations into one optional next step.

Why it pairsChoose this worksheet for a different angle on communication and leadership; use it only if that separate job fits the client.

15 min Worksheet

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