Planning & Organization Tools
A structured inventory that names your real constraints as data —
and opens the design space inside them.
When a coaching engagement involves constraints the client cannot move — financial dependency, immigration sponsorship, vesting timelines, caregiving obligations, family or cultural expectations — the work changes shape. The conversation cannot be about removing the constraints. The constraints are the starting conditions.
What this worksheet does is bring them into focus with enough specificity that they stop functioning as backdrop. A constraint named with its time horizon ("visa-sponsorship dependent on current employer, permanence eligible in month 14") is a working condition. A constraint felt but not named ("I can't just leave") functions as a ceiling on the whole conversation.
Two things happen regularly when clients complete this map. First, the constraint list turns out to be shorter than it felt before writing it down — not because conditions change, but because separating what is unmovable from what is uncomfortable gives the client traction on the territory they do control. Second, the right column — "what this allows" — often surfaces more than the client expected. The design space inside the window is usually wider than it appeared while the constraints were unnamed.
The discipline of this tool is to fill in the right column from inside the constraint, not around it. "What this allows" is an inventory of what is genuinely possible given what is real — distinct from reframing the constraint as secretly good, and distinct from a workaround that assumes the constraint will bend.
Name each constraint specifically in the left column. Add a time horizon if one applies. Then fill in what is possible inside that constraint in the right column.
| Constraint specific, named, with time horizon if applicable |
What this allows what is possible inside this constraint — concrete |
|---|---|
|
Example Visa sponsored by current employer; permanent residency eligible month 14 |
Can negotiate role scope, project assignments, lateral moves within current firm; cannot accept outside offer before month 14 without visa reapplication |
Mark each constraint on the timeline below. Use the constraint number from your table. Mark open-ended constraints with an arrow extending past the right edge.
What is one experiment that is possible inside the current constraint window — something that produces evidence about what you want, without requiring the constraints to change first?
What would you know in 12 months, if you ran that experiment, that you do not know now?
This section belongs to later work in the engagement. Complete everything on the previous pages before opening it. Your coach will indicate when the leaving question has become relevant to your conversation.
For each constraint, what would have to be true for the leaving conversation to become possible? Name the conditions specifically.
When, based on your constraint horizon timeline, does that conversation become relevant? Not as a deadline — as the earliest point when it could be a real conversation rather than a premature one.
Look at the right column of your constraint table. Which "what this allows" item is least developed — where you wrote the least, or wrote in the most abstract terms? That is usually where the design conversation starts.
Look at your timeline. Are any of the constraints clustered around the same change point? What would it mean if they are?
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