Optional Month Review

Reflection & Journaling Tools

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

Using This Optional Tool

This page offers optional prompts to review any selected month, period, accomplishments, plans, context, learning, and options without fixed counts or causal conclusions. The fields are prompts, not findings, requirements, or a complete model of the situation.

Use the client's own words and distinguish observations from interpretations and unknowns. Any field may be renamed, reordered, left blank, revisited, or discarded.

How to Use Optional Month Review

  1. Choose one relevant situation, example, or question, or skip the page.
  2. Record observed information separately from interpretations and unknowns.
  3. Use any number of fields in any order; no answer, blank, rating, difficulty, or repetition proves a cause, trait, priority, risk, or outcome.
  4. Review or share only what the client chooses and keep any next step optional.

Optional Month Review

Selected Accomplishments, Contributions, or Blanks
What selected accomplishments, contributions, or blanks would you like to note?
1.
2.
3.
Plans, Results, Changes, or Unknowns
What plans, results, changes, or unknowns would you like to note?
1.
2.
What context, dependencies, choices, or unknowns were present?

Optional Month Review (continued)

Selected Learning, Question, or Blank
What selected learning, question, or blank would you like to note?
Observed Practices, Supports, or Context
What practices, supports, context, results, or unknowns were observed?
Optional Change, Support, Question, or No Change
What optional change, support, question, or no change would you consider?
Optional Next-Period Entries or Blanks
1.
2.
3.
Optional Note or Blank
What optional note, feeling word, or blank would you choose?

Optional Review

Optional Review

Review any entry only if useful. What remains observed, interpreted, unknown, optional, or unchanged?

Notes for your next coaching session:

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