Use effort, impact, and context notes as an optional, client-owned tool while separating observations, sources, interpretations, assumptions, and unknowns.
Free, print-ready PDF.
What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?
A client brings a situation related to Effort, Impact, and Context Notes. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
A client brings a situation related to Effort, Impact, and Context Notes. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
A client brings a situation related to Effort, Impact, and Context Notes. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.
Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.
Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
Use this assessment to take stock of leadership and accountability before the client chooses what deserves attention.
Why it pairsChoose this assessment for a different angle on time management and accountability; use it only if that separate job fits the client.
ExecutiveUse this planner to organize leadership and accountability into a client-owned sequence of possible next steps.
Why it pairsChoose this planner for a different angle on time management and accountability; use it only if that separate job fits the client.
ExecutiveUse this worksheet to explore accountability and time management and turn the client’s observations into one optional next step.
Why it pairsChoose this worksheet for a different angle on time management and accountability; use it only if that separate job fits the client.
