Practice management
Initial Goal-Setting and Expectation-Clarification Document
The practitioner needs a structured way to co-create measurable goals with a new client to prevent.
The initial sessions often set the entire tone for your work with a new client. When a client’s objectives are vague, or your respective expectations aren’t aligned, the work can quickly become aimless and frustrating. It’s difficult to measure progress when the destination hasn’t been clearly defined by both parties.
This writing task formalizes the process of co-creating a clear agenda for your work together. It moves the conversation from abstract feelings to specific, agreed-upon benchmarks for progress. The client walks away from the exercise with a tangible plan and a clear understanding of what they are working toward.
Initial Goal-Setting and Expectation-Clarification Document
Complete the table below before our next meeting. Consider the primary issues or changes you want to address. For each one, write a description in the first column. Then, fill out the remaining columns for that same issue. Describe specific, observable results, not internal feelings. Write down the actions you will need to take. Finally, state what you expect from the person assisting you.
| Stated Goal or Problem | Observable Outcome (What will be different?) | My Contribution (What actions will I take?) | Expected Support (What do I need from the professional?) |
|---|---|---|---|
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