Month-End Review Template

Pathway Builder 🔒

Domain

Life Coaching

Type

Worksheet

Phase

Review

Details

30 min Opener Monthly

Topics

Accountability Habits

Coaching tools for personal clarity and intentional living.

When to Use This Tool

A client moves into the next month without ever taking stock of what the last one held

Someone closing a month by naming accomplishments, lessons, what worked, what needs to change, and next priorities

Building a monthly reflection practice that's substantial enough to be useful but short enough to actually do

How to Introduce This Tool Plus

As you close out this month — what's the one word that captures it, and what's t...

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Preview Worksheet · 30 min

For the Coaching Practitioner

Plus

Coaching Scenarios Plus

1 VP of Product who is too close to her team's output to evaluate her own contribution

Context

A VP of Product at a SaaS company is six months into a new role. She came in with ambitious goals and has spent the first two quarters building relationships, stabilizing a struggling team, and stabilizing cross-functional processes. When her coach asks what she has accomplished in the last month, she describes what the team accomplished and cannot cleanly separate her own contribution from the team's output. Her coach suspects her self-assessment is significantly undervaluing her individual leadership work.

How to Introduce

Frame this as a separation exercise. 'The top three accomplishments field is specifically about what you did - not what ...

2 Chief of Staff who tracks deliverables obsessively but has never asked what the work is for 🔒

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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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