Goal Setting Inventory
After coaching clients for many years, we have identified twelve problem areas that cause everyone, from line managers to senior executives, difficulty in continuing to excel at both their professional and personal lives. Each area involves a skill and a willingness to learn and change. We have noticed that as each of these skills are learned and mastered, the individual becomes increasingly successful and has less and less need for a coach. The same issues apply equally to succeeding at running a business, maintaining a successful relationship/family life or taking care of your health. As you take a look at this abbreviated listing of key skills and abilities, note the areas where you are strong and where you could use some improvement. This is not about judgment; it’s about self-awareness. We will use this self-assessment as part of our goal setting session during the intensive. The coaching sessions during the intensive will be customized to address the priorities you identify.
Goals
The business and personal goals are not clearly defined.
Without a vision and a set of goals that are reasonable, sequential and attainable it is very difficult, if not impossible, for a person or a business to move forward and succeed. We must clearly think out and be able to state our professional, personal and organizational goals.
Please articulate three critical short-term professional and personal goals for 2006.
Please state, in your own words, the measures of success for the Mobius Coaching Intensive. If the retreat program were extremely helpful what would it accomplish?
Thinking about a longer timeframe, please set three goals for yourself that place you closer to your professional aspirations and optimal health than your current state.
On a scale of one to ten (with ten being strongest) how would you rate your ability to set goals for yourself?
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Plans
Planning is not a habit.
We need to have short, intermediate and long-term strategies in place to accomplish our goals and to keep our ideas moving forward.
What are several key obstacles that would be in the way of your meeting these goals? During the course of the Mobius Coaching intensive we will develop plans to address these challenges.
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On a scale of one to ten (with ten being strongest) how would you rate your ability to make plans to implement your goals?
1 2 3 4 5 6 7 8 9 10
Work
Work is often stressful and not enjoyable.
It is sometimes the case that a person is in the wrong job or the wrong profession. Part of a coach’s job is to test the resonance of that person with his/her job if the individual appears to be stressed or miserable at work.
Please identify three things you love and enjoy about the work you do, the company you are affiliated with or any other aspect of your professional life. Also identify three things that you are dissatisfied with professionally.
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On a scale of one to ten (with ten being the most satisfied) how would you rate your satisfaction at work?
1 2 3 4 5 6 7 8 9 10
Follow-through
Follow-through of important tasks is random at best.
Individuals often have few methods or strategies in place to help them follow-through on the tasks and actions needed to attain their goals.
Name two strategies or cues you use to support your follow-through on key tasks.
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On a scale of one to ten (with ten being most reliable) how would you rate your ability to follow-through on your intentions and plans?
1 2 3 4 5 6 7 8 9 10
Savvy Communication Skills
Positive successful communication does not come easily.
Many people need to learn and master essential relationship and communication skills.
Please place a check-mark next to any of the following with which you could use some coaching.
___ 1) Setting boundaries and saying “No”
___ 2) Asking for help whenever it is needed
___ 3) Giving constructive positive and constructive negative feedback
___ 4) Accepting constructive positive and constructive negative feedback
___ 5) Expressing and accepting irritation and anger
___ 6) Listening without the need to give advice
___ 7) Handling conflict effectively
___ 8) Building effective teams
Education
If we don’t keep learning, we lose our edge.
Continuous learning keeps our thinking fresh, prevents burnout and actually helps our brain cells develop further.
If there are one or two business skills, languages, sports or activities you have been hoping to learn in the future please list them.
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Organization and Environment
The person is not organized.The physical environment is not conducive to productive work.
Some individuals lack the skills needed to organize tasks and clear out the clutter in a logical and orderly manner.
On a scale of one to ten (with ten being the most organized) how would you assess your level of organization at work?
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On a scale of one to ten (with ten being the most conducive) how would you rate your satisfaction with the physical environment in which you work?
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Balance of Stress and Recovery
Burnout is caused by inadequate recovery time.
For optimal performance every person from the athlete to the CEO needs adequate recovery time.
On a scale of one to ten (with ten being the most rested and restored) how would you rate the balance between work and play, stress and recovery in your life?
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Support Systems
There is no effective professional or personal support system.
Individuals often feel isolated and alone without a peer support group or trusted individuals to check in with regularly.
On a blank piece of paper please make a diagram of your key support systems as follows. Draw a circle for yourself. Place each key support person in a circle and connect the circles to yours with a colored line: green line for a professional relationship, blue for family, and red for friends. Please bring the diagram with you to the Mobius Coaching intensive.
On a scale of one to ten (with ten being the most satisfied) how would you rate your satisfaction with your existing support system?
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