Optional Month Review
Use optional month review as an optional, client-owned tool while separating observations, interpretations, and unknowns.
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What did you observe, what is interpreted or unknown, and which optional question, support, or no next step feels useful?
Tool Classification
For the Coaching Practitioner
Plus1 Client considering Optional Month Review for one current situation ▶
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.
2 Client adapting Optional Month Review to their own language, access, and 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.
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.
3 Client reviewing selected observations without drawing a fixed conclusion ▶
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.
- None - standalone tool
- client-owned observations
- interpretations and unknowns
- an optional question, support, or next step
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