Optional Month Review

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

Worksheet · 30 min · Print-ready PDF · Free download

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Preview Worksheet · 30 min
Optional Month Review - preview
When to Use This Tool
A client is considering Optional Month Review for one current situation
A client wants to separate observations, interpretations, and unknowns without inferring a cause or trait
A client wants to preserve privacy, choice, consent, access, context, and uncertainty
How to Introduce This Tool Plus

What did you observe, what is interpreted or unknown, and which optional question, support, or no next step feels useful?

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Interactive Preview Worksheet · 30 min
Tool Classification
Domain
Life Coaching
Type
Worksheet
Phase
Review
Details
30 min Opener Monthly
Topics
Accountability Habits

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client considering Optional Month Review for one current situation
Context

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.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.

What to Watch For

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.

Debrief

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.

Flags

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.

2 Client adapting Optional Month Review to their own language, access, and context
Context

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.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.

What to Watch For

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.

Debrief

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.

Flags

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.

3 Client reviewing selected observations without drawing a fixed conclusion
Context

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.

How to Introduce

Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, privacy, consent, and scope.

What to Watch For

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.

Debrief

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.

Flags

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.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • client-owned observations
  • interpretations and unknowns
  • an optional question, support, or next step

Pairs Well With

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Why it pairsChoose this tracker for a different angle on accountability and habits; use it only if that separate job fits the client.

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Use 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.

5 min Tracker
ADHD

Optional Week Review

Use 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.

15 min Worksheet

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