End-of-Year Review and New Year Planning

Pathway Builder 🔒
Domain
Life Coaching
Type
Worksheet
Phase
Goal Setting Review
Details
45+ min Between sessions As-needed
Topics
Accountability Identity

Coaching tools for personal clarity and intentional living.

When to Use This Tool
A client approaching a year-end who wants more than a highlights reel — they want an honest accounting
Someone who sets intentions at the new year but rarely examines what actually happened in the previous one
A professional who wants to close one chapter deliberately before opening the next
How to Introduce This Tool Plus

Before we look forward, let's look back honestly. When you scan the year that's ...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Worksheet · 45+ min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client who focuses the year-end on what failed rather than what the year actually contained
Context

A self-critical professional arrives at year-end with a primary narrative of what didn't happen: the goals not met, the gaps not closed, the things left undone. When asked what went well, the list is brief and hedged. The review structure — wins first, hardest lesson second, goals not achieved third — is sequenced intentionally to prevent the failure narrative from running before the achievement narrative has a chance.

How to Introduce

Hold the sequence explicitly. 'We're completing this in order. Top three wins first, before we touch anything that didn'...

2 Client who sets next-year intentions without examining what the prior year produced 🔒
🔒
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

Life

Values vs. Actions Audit

Client states their values with confidence but has not examined whether their behavior matches

30 min Assessment
🔒
+3 more with Plus

This tool is part of a coaching pathway

Step 2 of 6 in A client who can articulate what's wrong in one area but hasn't seen the full pattern across all domains

Next: 28-Day Dopamine Reset Challenge → Explore all pathways →

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