Use optional month review as an optional, client-owned tool while separating observations, interpretations, and unknowns.
Free, print-ready PDF.

What did you observe, what is interpreted or unknown, and which optional question, support, or no next step feels useful?
A client brings a situation related to Optional Month Review. Confirm the client's words, observations, interpretations, unknowns, goal, privacy needs, consent, access needs, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.
Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, risk, priority, or correct decision from an answer, blank, selection, rating, difficulty, or repetition.
Ask what the client observed, what remains interpreted or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.
Not therapy, diagnosis, medical, financial, tax, accounting, investment, legal, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
A client brings a situation related to Optional Month Review. Confirm the client's words, observations, interpretations, unknowns, goal, privacy needs, consent, access needs, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.
Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, risk, priority, or correct decision from an answer, blank, selection, rating, difficulty, or repetition.
Ask what the client observed, what remains interpreted or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.
Not therapy, diagnosis, medical, financial, tax, accounting, investment, legal, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
A client brings a situation related to Optional Month Review. Confirm the client's words, observations, interpretations, unknowns, goal, privacy needs, consent, access needs, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.
Keep observations client-owned. Do not infer a diagnosis, hidden motive, fixed trait, cause, treatment, measurement, truth, risk, priority, or correct decision from an answer, blank, selection, rating, difficulty, or repetition.
Ask what the client observed, what remains interpreted or unknown, and whether one optional question, support, experiment, referral, or no next step would be useful.
Not therapy, diagnosis, medical, financial, tax, accounting, investment, legal, or employment advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.
A client wants to build consistency but keeps losing momentum after week one
Why it pairsChoose this tracker for a different angle on accountability and habits; use it only if that separate job fits the client.
LifeUse this tracker to notice patterns in accountability and habits over time before drawing conclusions.
Why it pairsChoose this tracker for a different angle on accountability and habits; use it only if that separate job fits the client.
ADHDUse this worksheet to explore executive function and accountability and turn the client’s observations into one optional next step.
Why it pairsChoose this worksheet for a different angle on accountability; use it only if that separate job fits the client.





