GOAL SETTING TOOLS

Whole-Person
Goal Reflection

Reflect across four optional areas and choose one realistic next action.

Work and life can be viewed through many overlapping contexts. This worksheet offers four optional prompts - physical context, mental focus, emotional context, and meaning and values - so you can notice what matters to you now. No area is required, equal ratings are not the goal, and the worksheet does not determine what causes a change in another area.

Use any of the four areas that feel relevant, and choose at most one realistic weekly action for each area you complete. The optional 1-10 rating is personal shorthand, not a diagnostic or performance measure. Do not total or compare it with a cutoff.

The meaning and values prompt can include purpose, priorities, culture, faith, community, or anything else you consider meaningful. Define it in your own terms.

Do not assume which dimension deserves attention. The one most often assigned a generic goal ("exercise more," "sleep more") is Physical. Both deserve more specificity than that.

How to Use This Worksheet

  1. Choose any area that feels relevant. Use the full 1-10 range. Define what each number means to you and leave uncertainty visible.
  2. Choose at most one action for each area you complete. Specific enough that someone else could tell whether you achieved it.
  3. Name a constraint or support. Not "time" as a generic answer - what specifically about time, or what else is actually in the way?
  4. Write a weekly action that is actually feasible. Something you can do in the next seven days without restructuring your life. Progress compounds.
  5. Return to this tool when it would be useful. Revisit only the areas that still matter to you.

Coaching and Health Scope

This is a coaching reflection aid, not therapy, diagnosis, medical care, or a validated clinical instrument. Use it to record your own observations and prepare questions, not to identify a condition or choose treatment. Adapt or stop any prompt that feels unsafe or distressing. Bring persistent sleep, mood, anxiety, medication, physical-symptom, or safety concerns to a licensed health professional; use emergency or local crisis services for immediate danger.

Name
Date
Physical Context Body and environment: rest, movement, access, energy, and other context
Current rating:
/ 10
One optional action
Biggest barrier
Weekly action
Mental Focus Focus and learning: what supports or competes for your attention
Current rating:
/ 10
One optional action
Biggest barrier
Weekly action
Emotional Context Feelings and relationships: what you notice and what support is useful
Current rating:
/ 10
One optional action
Biggest barrier
Weekly action
Meaning and Values Purpose, priorities, culture, faith, community, or meaning in your own terms
Current rating:
/ 10
One optional action
Biggest barrier
Weekly action

Reflection Prompt

Which area would you like to revisit first? What small change seems realistic, and what would you want to notice before your next session?

Tandem Coaching

Tandem Coaching Partners

Certified coaching for executives, teams, and organizations ready to lead with clarity and intention.

Website

tandemcoach.co

Email

hello@tandemcoach.co

Consultation

tandemcoach.co/
contact-us