Optional Wellbeing Intentions

Use optional wellbeing intentions as an optional, client-owned tool while separating observations, sources, interpretations, assumptions, and unknowns.

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

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Preview Worksheet · 15 min
Optional Wellbeing Intentions - preview
When to Use This Tool
A client is considering Optional Wellbeing Intentions for one current situation
A client wants to separate observations, interpretations, assumptions, and unknowns
A client wants to preserve choice, consent, privacy, access, culture, power, and context
How to Introduce This Tool Plus

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

Coaching Tool Disclaimer
This tool is designed for coaching contexts, not clinical use. If you or your client is in crisis, contact the 988 Suicide and Crisis Lifeline (call or text 988) or Crisis Text Line (text HOME to 741741).
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Interactive Preview Worksheet · 15 min
Tool Classification
Domain
Wellness
Type
Worksheet
Phase
Goal Setting Action
Details
15 min Between sessions Monthly
Topics
Self-Care Values Habits

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Client choosing an optional use of Optional Wellbeing Intentions for context 1
Context

A client brings a situation related to Optional Wellbeing Intentions. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.

How to Introduce

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

What to Watch For

Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.

Debrief

Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

2 Client choosing an optional use of Optional Wellbeing Intentions for context 2
Context

A client brings a situation related to Optional Wellbeing Intentions. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.

How to Introduce

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

What to Watch For

Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.

Debrief

Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship advice. Adapt or stop for distress or risk; use qualified or emergency support when appropriate.

3 Client choosing an optional use of Optional Wellbeing Intentions for context 3
Context

A client brings a situation related to Optional Wellbeing Intentions. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.

How to Introduce

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

What to Watch For

Keep observations client-owned. Do not infer diagnosis, cause, hidden motive, fixed trait, score, truth, risk, priority, or outcome from an answer, blank, label, estimate, difficulty, repetition, or another person's reported behavior.

Debrief

Ask what is directly observed, what remains interpreted or unknown, and whether one optional question, support, referral, experiment, or no next step would be useful.

Flags

Not therapy, diagnosis, medical, business, financial, tax, accounting, investment, legal, employment, or relationship 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 and sources
  • interpretations, assumptions, and unknowns
  • an optional question, support, referral, experiment, or no next step

Pairs Well With

Wellness

Whole-Life Satisfaction Wheel

Client is performing in multiple life areas but feels an undefined sense of imbalance or emptiness

Why it pairsChoose this assessment for a different angle on self care and values; use it only if that separate job fits the client.

15 min Assessment
Wellness

Selected Wellbeing Contexts and Options Review

Use this assessment to take stock of self care and identity before the client chooses what deserves attention.

Why it pairsChoose this assessment for a different angle on self care and values; use it only if that separate job fits the client.

15 min Assessment
Wellness

Optional Wellbeing Intentions

Use this worksheet to explore self care and values and turn the client’s observations into one optional next step.

Why it pairsChoose this worksheet for a different angle on self care and values; use it only if that separate job fits the client.

15 min Worksheet

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