Strategic Goals Planner

Pathway Builder 🔒

Domain

Executive

Type

Planner

Phase

Goal Setting Review

Details

45+ min Mid session Monthly

Topics

Leadership Accountability Time Management

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool

My 12-month goals don't connect to any longer-term vision and I want to fix that

I set annual goals but they feel disconnected from where I actually want to take the business in five years

I want a goal structure that threads from immediate priorities all the way through to long-term outcomes

How to Introduce This Tool Plus

Some clients find it clarifying to set goals at the 12-month, 3-year, and 5-year...

Unlock with Coaching Tools Plus

Download This Tool

Free PDF - print-ready, professionally formatted

Send me coaching tips and resources (optional) I agree to the Terms of Use

Preview Planner · 45+ min

For the Coaching Practitioner

Plus

Coaching Scenarios Plus

1 The executive who plans one year at a time and calls it strategy

Context

Client is operationally effective. They set 12-month goals, communicate them clearly, and generally deliver against them. When asked about the 3-year or 5-year picture, the answer is either vague ('continue to grow, expand our capabilities') or absent ('I don't want to plan too far ahead — things change too fast'). The absence of a longer horizon is not naivety; it is a choice that has been made unconsciously. The 12-month goals keep producing results, and there has been no occasion to notice that the results are not adding up to anything in particular.

How to Introduce

Frame this as a horizon check rather than a strategic planning exercise. 'You have a strong 12-month plan. What I want t...

2 The leader with the same goal at all three time horizons 🔒

🔒

3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

Unlock with Coaching Tools Plus

For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

Unlock with Coaching Tools Plus