Constraints, Options, and Referral Map

PLANNING & ORGANIZATION TOOLS

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

Using This Optional Tool

This tool offers optional prompts to record selected constraints, evidence, uncertainty, options, and qualified referrals without declaring immovable truths or giving financial, legal, immigration, or employment advice. 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 Constraints, Options, and Referral Map

Choose one relevant situation or question, or skip the tool.
Use only the prompts that fit the client's goal, language, access needs, consent, privacy, and context.
Record evidence, interpretations, and unknowns separately; no response proves a cause, trait, score, priority, or outcome.
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.

Constraints, Options, and Referral Map

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

Constraint or condition

Client-owned description; do not assume permanence.

Evidence and source

What is directly known, by whom, and as of when?

Scope and duration

Where does it apply, and what remains uncertain?

Control and influence

What can be chosen, requested, verified, or not controlled?

Constraints, Options, and Referral Map continued

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

Options and tradeoffs

List any number, including accommodation or no change.

Qualified referral question

Financial, legal, immigration, employment, medical, or other advice.

Privacy and consent

What may be recorded or shared?

Optional review trigger

What new evidence or event might invite reconsideration?

Optional review

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

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

Challenge your thinking.
Discover your capabilities.
Act on them.

Dallas, TX | Houston, TX | Worldwide Virtual