BCVI Life Coaching Goal Planning Form
Life Coach
Participant Name
Date of Current Review
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Date of Initial Planning
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Section 1 : Goal Setting
Capture both Short-Term (ST, goal completion expected within 1-3 months) and Long Term (LT, goal completion expected within 3+ months) goals.
Goal Area
Rows
Goal Type
Goal Description(Specific and Measurable)
Target Completion Date
Status of Last Review
Behavorial Change
ST
LT
Legal Matter
ST
LT
Family Issue
ST
LT
Personal Goals
ST
LT
Other
ST
LT
Goal Area & Goal
Rows
Accomplishments/Progress Highlights (Areas of Success)
Areas Needing More Progress (Obstacles, Next Steps)
Behavioral Change
Legal Matter
Family Issue
Personal Goals
Goal Completion Summary
For goals marked as 'Accomplished' in the "Status at Last Review" column.
Rows
Accomplished Goal (Description)
Date Completed
Key Learnings/ Achievements
Ready to Set New Goals (Yes/No)
1
2
Coach Notes/Recommendations
Summary of progress, critical focus areas for the next period, and discussion points
Participant Signature
Date
/
Month
/
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Life Coach Signature
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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