Success Definition Worksheet

A client who is a senior account manager at a financial services firm consistently generates good insights during coaching sessions but returns the following week having taken no action. He describes his coaching work as 'useful in the moment but hard to carry over.' The pattern is common: the session surfaces clarity, but that clarity is not translated into a specific enough plan to survive the week's competing demands. The success definition worksheet - completed in the final ten minutes of a session - converts the session's stated goal into three named action steps, named roadblocks, and a milestone reward structure before the client leaves.

Introduce it as a session-closing protocol rather than a standalone tool: 'We're going to use the last ten minutes to do...