Welcome.

Before our Foundation Session, I’d like you to identify the areas that deserve your attention over the coming months.

This exercise will help us establish the direction for our coaching engagement by creating an initial draft of the themes, goals, and habits you’d like to focus on. Don’t worry about getting it right. Our first session is where we’ll refine and strengthen your thinking together.

When you’re ready, review the two resources below and begin your draft.

A little about you

This lets us identify your draft and contact you about your Foundation Session.

Your progress is saved automatically

Your working draft

Your Themes, Goals & Habits

Capture at least two themes. Three or more habits per theme is recommended, but you may continue with fewer. Add a goal where it serves the theme. Don’t polish too hard—we’ll work on these together.

Saved locally

One last step

What matters most?

Drag your themes into order, with the most important at the top. You are not abandoning anything lower on the list—you are deciding what deserves the most attention first.

Drag and drop the cards to reorder them.

    Creating your document

    One moment…

    We’re creating your coaching plan in Google Drive and sharing it with you.

    A quick check

    Continue with fewer than three habits?

    At least three habits per theme are recommended. One or more of your themes currently has fewer than three. Are you sure you want to continue?