Template library · Client worksheets
Goal Setting Worksheet template
Goals worksheet — prompts on goal; why this matters to me; steps to get there.
- 10 fields
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
- GoalText
- Why this matters to me (1)Text
- Why this matters to me (2)Text
- Steps to get there (1)Text
- Steps to get there (2)Text
- Steps to get there (3)Text
- Obstacles I might face, and how I'll handle them (1)Text
- Obstacles I might face, and how I'll handle them (2)Text
- Completed byText
- Date completedDate
- Why this matters to me:
- Steps to get there:
- Obstacles I might face, and how I'll handle them:
When to use it
Send a worksheet between sessions so the client can practise what you covered, and bring what they noticed to the next appointment.
How it works in MyWellOps
- Choose it from Documents and adjust it if you need to.
- Send it to the client, who completes it in their client portal.
- Their answers are on their record for you to go through together.
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