Success Definition
Worksheet

Assessment & Discovery Tools

Define what you’re moving toward —
and what you’ll need to get there.

Where This Tool Helps

Most people start with action before they have been precise about what they are actually pursuing. The goal gets stated at a general level (“advance my career,” “get healthier,” “lead better”), and the action steps follow from that general level — which is why they often stay general too.

This worksheet reverses that sequence by asking for specificity before strategy. A goal stated in concrete terms generates concrete action steps. Roadblocks named in advance are far easier to navigate than ones encountered mid-stride. And rewards written down before the work begins change the relationship between effort and motivation.

The four sections are short by design. The constraint forces clarity — if you cannot say it in three lines, the goal is probably not defined yet.

How to Use This Worksheet

  1. Write the goal first — at least one, as specific as you can make it. If “advance my career” is where you start, push it one level further before moving on.
  2. Identify three action steps that are concrete enough to schedule. Not “work harder” — actual tasks with an owner (you) and a time horizon.
  3. Name the roadblocks honestly. These are not excuses; they are variables to plan around. The more specific the roadblock, the more specific the response can be.
  4. Write down your journey rewards. These are not contingent on the final outcome — they mark progress at points along the way. Knowing in advance what counts as a milestone keeps momentum during the slow middle.
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Success Roadmap

Set at least one goal:
Identify action steps:
Identify roadblocks:
Journey rewards:
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Before Your Next Session

Review what you wrote before your next coaching conversation. These questions are designed to move from intention to action.

Look at your action steps. Are they concrete enough to put on a calendar, or are they still intentions? What would need to be true to schedule the first one this week?

Which roadblock is most likely to appear first? What is the one move that reduces its impact before it shows up?

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Tandem Coaching Partners

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partnering with executives and organizations
to unlock sustainable growth.

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contact-us

Email

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Phone

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