Monthly Goal Review

Go beyond “did I do it” with prompts that surface patterns, lessons, and next steps from your month, based on proven coaching reflection methods.

Worksheet · 15 min · Print-ready PDF · Free download

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Preview Worksheet · 15 min
Monthly Goal Review - preview
When to Use This Tool
Client reviews the month but the reflection stays at the level of 'did I do the thing' rather than what it revealed
Client is stuck in comfort and not sure where the growth actually happened
Client ends the month without a clear read on where energy was invested vs. where it needed to go
How to Introduce This Tool Plus

This monthly review uses comfort zone, learning zone, and growth zone as sorting...

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Interactive Preview Worksheet · 15 min
Tool Classification
Domain
Life Coaching
Type
Worksheet
Phase
Reflection Review
Details
15 min Between sessions Monthly
Topics
Accountability Mindset Habits

For the Coaching Practitioner

Plus
Pathway Builder 🔒
Coaching Scenarios Plus
1 Client whose monthly reviews produce lists but no learning
Context

A head of product reviews her month at the end of each week - a habit she's kept for two years. The reviews are consistent and detailed. But when asked what she learned about how she works from the last month, she draws a blank. She has data; she has no pattern recognition. The review produces documentation, not insight.

How to Introduce

'This worksheet adds a sorting layer to your existing review. Instead of a list of what you did, you're categorizing it ...

2 Professional who completes goals reliably but avoids stretch 🔒
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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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I read a lot but I never retain or apply what I learned

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