Client Goal Tracking and Prioritization Template
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Enhance your life coaching practice by effectively prioritizing and tracking client goals with the Eisenhower method. This template helps you focus on urgent and important tasks while delegating less crucial ones, ensuring client satisfaction and goal achievement.
Utilize this structured approach to streamline goal analysis, follow-ups, reviews, and adjustments, providing efficient and effective guidance to your clients.
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Client Goal Tracking and Prioritization in Priority Matrix
Prioritize and track client goals efficiently using the Eisenhower method for life coaching success.
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Proposed Tasks
Urgent and Important
-
Client 1 Goal Analysis - due in 1 day
☐ Identify client's goals ☐ Classify goals based on urgency and importance ☐ Discuss goals with client -
Client 1 Follow-up - due in 2 days
☐ Check on client's progress ☐ Provide guidance and support -
Client 2 Goal Analysis - due in 3 days
☐ Identify client's goals ☐ Classify goals based on urgency and importance ☐ Discuss goals with client -
Client 2 Follow-up - due in 5 days
☐ Check on client's progress ☐ Provide guidance and support
Important, Not Urgent
-
Client 3 Goal Analysis - due in 1 week
☐ Identify client's goals ☐ Classify goals based on urgency and importance ☐ Discuss goals with client -
Client 3 Follow-up - due in 7 days
☐ Check on client's progress ☐ Provide guidance and support -
Client 4 Follow-up - due in 10 days
☐ Check on client's progress ☐ Provide guidance and support -
Client 4 Goal Analysis - due in 2 weeks
☐ Identify client's goals ☐ Classify goals based on urgency and importance ☐ Discuss goals with client
Urgent, Not Important
-
Weekly Review of Client Goals - due in 2 days
☐ Review progress of client goals ☐ Adjust priorities if necessary -
Client 1 Goal Adjustment - due in 1 week
☐ Discuss any required adjustments to client's goals ☐ Update goal priorities -
Client 2 Goal Adjustment - due in 2 weeks
☐ Discuss any required adjustments to client's goals ☐ Update goal priorities -
Client Acquisition - due in 2 weeks
☐ Identify potential clients ☐ Reach out to potential clients -
Monthly Review of Client Goals - due in 3 weeks
☐ Review progress of client goals ☐ Adjust priorities if necessary -
Client Retention - due in 1 month
☐ Check in with existing clients ☐ Identify any issues or concerns
Neither Urgent nor Important
-
Client 3 Goal Adjustment - due in 3 weeks
☐ Discuss any required adjustments to client's goals ☐ Update goal priorities -
Client 4 Goal Adjustment - due in 1 month
☐ Discuss any required adjustments to client's goals ☐ Update goal priorities -
Quarterly Review of Client Goals - due in 2 months
☐ Review progress of client goals ☐ Adjust priorities if necessary -
Professional Development - due in 3 months
☐ Attend training or seminar ☐ Read latest articles and books on life coaching -
Networking - due in 6 months
☐ Attend networking events ☐ Connect with other professionals in the industry -
Annual Review of Client Goals - due in 1 year
☐ Review progress of client goals ☐ Adjust priorities if necessary