Template library · Assessments & screeners
Goal-Setting Assessment template
Define specific, measurable coaching goals and success criteria.
Structured goal-setting worksheet
- 12 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
Assessment Details
- Client NameText
- Date of BirthDate
- Client ID / MRNText
- Date of AssessmentDate
- Clinician / CoachText
- Location / ModalityText
Goals
- Primary goal for this engagementText
- How success will be measuredText
- Potential obstaclesText
- TimelineText
Signatures
- Client SignatureSignature
- Date signed (client)Date
When to use it
Use an assessment at the start of work to set a baseline, then repeat it at review points so you and the client can see what has changed.
How it works in MyWellOps
- Pick it from Documents.
- Send it to the client to complete, or fill it in together during a session.
- Each completed copy is kept on the client’s record, so earlier results are there to compare.
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