Working Preferences and Boundaries Notes

REFLECTION & DECISION SUPPORT TOOLS

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

Using This Optional Tool

This tool offers optional prompts to record selected working preferences, boundaries, access needs, consent, privacy, power, and change options without diagnosing conflict or requiring disclosure to a team or manager. Its fields are prompts, not findings, requirements, professional advice, or a complete model of the situation.

Use the client's own words. Separate direct observations and sources from interpretations, assumptions, predictions, and unknowns. Any field can be renamed, reordered, repeated, left blank, revisited, or discarded.

How to Use Working Preferences and Boundaries Notes

  1. Choose one relevant situation or question, or skip the tool.
  2. Use only the prompts that fit the client's goal, language, access needs, consent, privacy, and context.
  3. Record evidence, interpretations, and unknowns separately; no response proves a cause, trait, score, priority, or outcome.
  4. Keep any question, experiment, support, referral, action, or no action optional and client-owned.

Choice and Support Boundary

Optional coaching reflection, not therapy, diagnosis, medical care, a validated assessment, or business, financial, tax, accounting, investment, legal, employment, or relationship advice. Skip, adapt, or stop. Do not infer a cause, condition, trait, motive, truth, score, risk, priority, or required response from an answer, blank, label, difficulty, repetition, or estimate. Preserve privacy, consent, access, culture, power, context, and uncertainty; use qualified or emergency support for unsafe, severe, or out-of-scope concerns.

1

Working Preferences and Boundaries Notes

Use any field in any order. Rename, repeat, skip, or stop.

Working preference

Client-owned wording, context, exceptions, or blank.

Access or support need

What helps participation without requiring disclosure?

Communication option

Channel, timing, format, or flexibility.

Boundary or no-go area

What may be requested, declined, or revisited?

2

Working Preferences and Boundaries Notes continued

Use any field in any order. Rename, repeat, skip, or stop.

Consent and privacy

What may be shared, with whom, and for how long?

Power and safety

What makes speaking, changing, or exiting easier or harder?

Other perspectives

Direct feedback separated from assumptions.

Optional agreement or no sharing

Record only what each person chooses.

Optional review

What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?

3

Tandem Coaching Partners

Work with a Tandem coach to explore the context, choices, and support that matter to you.

Consultation

tandemcoach.co/
contact-us

Email

info@tandemcoach.co

Phone

855 51 COACH

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