Use selected wellbeing contexts and options review as an optional, client-owned tool while separating observations, sources, interpretations, assumptions, and unknowns.
Free, print-ready PDF.
What is directly observed, what remains interpreted or unknown, and which optional question, support, referral, experiment, or no next step feels useful?
A client brings a situation related to Selected Wellbeing Contexts and Options Review. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
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.
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.
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.
A client brings a situation related to Selected Wellbeing Contexts and Options Review. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
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.
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.
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.
A client brings a situation related to Selected Wellbeing Contexts and Options Review. Confirm their words, direct observations, sources, interpretations, assumptions, unknowns, goal, consent, privacy, access needs, culture, power context, and preferred scope.
Offer the tool as optional. Explain its limited job, distinguish it from nearby tools, and confirm language, access, consent, privacy, and scope.
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.
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.
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.
Use this worksheet to explore values and identity and turn the client’s observations into one optional next step.
Why it pairsChoose this worksheet for a different angle on identity and values; use it only if that separate job fits the client.
WellnessClient 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 identity; use it only if that separate job fits the client.
WellnessUse 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.
