Optional Multi-Area Goal Notes

GOAL SETTING TOOLS

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

Using This Optional Tool

This tool offers optional prompts to record goals or possibilities across any client-chosen areas without fixed domains, completeness requirements, blank interpretation, or a prescribed coaching focus. 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 Optional Multi-Area Goal Notes

  1. Choose one relevant situation or question, or skip the tool.
  2. Use only the prompts that fit the client's goal, language, access needs, consent, privacy, and context.
  3. Record evidence, interpretations, and unknowns separately; no response proves a cause, trait, score, priority, or outcome.
  4. 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.

1

Optional Multi-Area Goal Notes

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

Client-chosen area 1

Goal, possibility, uncertainty, or blank.

Client-chosen area 2

Goal, possibility, uncertainty, or blank.

Client-chosen area 3

Goal, possibility, uncertainty, or blank.

Other area or intentionally blank

No completeness or neglect inference applies.

2

Optional Multi-Area Goal Notes continued

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

Connections, tensions, and constraints

What may interact, remain separate, or require qualified advice?

Optional focus

Choose one question, support, experiment, action, or no next step.

Optional review

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

3

Tandem Coaching Partners

Credentialed coaches with real-world leadership experience,
partnering with executives and organizations
to unlock sustainable growth.

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