welcome packet worksheets Please fill out the following worksheets BEFORE our first session. They will help you focus and get a head start on our first session.
You can print them out or use your journal to write down the answers.
WWW.JONIMEDELMAN.COM
new client checklist Y o u c a n u s e t h e h a n d y c h e c k lis t b e lo w a s y o u c o m p le t e a ny n e c e s s a r y t a s k s e a c h w e e k / m o n t h a n d t o p r e p a r e f o r e a c h c a ll. IMPORTANT Choose a Payment Option and Submit your Payment Carefully read and sign the Coaching Contract
BEFORE WE START Book your Coaching Calls Fill out your Goal Sheet add me to your contacts joni m. edelman 512-964-7191
WEEKLY
DAILY
Review your Goal Sheet
journals + workbooks
Track your progress
Complete at least 1 action step towards your goals
Conduct a Weekly Review in your Notebook
Note any key findings and questions in your Journal
DAY PRIOR TO CALL
AFTER EACH CALL
Review your weekly notes and pick a focus area
Review any notes and action items from the call
Fill out Call Questionnaire
Add any additional action steps to your goal sheet
Set a Call Reminder
Reach out with questions
www.jonimedelman.com
coaching goals W h a t a r e 3 m a i n g o a l s y o u w a n t t o f o c u s o n d u r in g o u r c o a c hing r e l a t i o n s h i p ? W e w i l l w o r k o n d e v e lo p in g a c t io n it e m s f o r e a c h o f the m . MAIN GOAL 1
THIS IS IMPORTANT TO ME BECAUSE
MAIN GOAL 2
THIS IS IMPORTANT TO ME BECAUSE
MAIN GOAL 3
THIS IS IMPORTANT TO ME BECAUSE
www.jonimedelman.com
life goals W h a t a r e y o u r 3 m a i n p r i o r i t ie s f o r y o u r lif e o v e r t h e n ex t 3 m o nths ? W e w i l l w o r k o n p r i o r i t i z i n g a n d d e v e lo p in g a c t io n it e m s f o r e a c h o f the m . MAIN GOAL 1
ACTION STEPS
MAIN GOAL 2
ACTION STEPS
MAIN GOAL 3
ACTION STEPS
DUE DATE:
DUE DATE:
DUE DATE:
www.jonimedelman.com
categories What are your 3 main priorities for each of the categories below? We will work on prioritizing and developing action items for each of them.
PERSONAL
BUSINESS
HEALTH
FINANCES
RELATIONSHIPS
SPIRITUAL
www.jonimedelman.com
future vision Paint a future vision of your life to give you clarity and confidence for your future. We will define and talk about this more in our first session.
WHERE DO YOU WANT TO BE IN 3 MONTHS? LIFE
BUSINESS
WHERE DO YOU WANT TO BE IN 6 MONTHS? LIFE
BUSINESS
WHERE DO YOU WANT TO BE IN 1 YEAR? LIFE
BUSINESS
www.jonimedelman.com
call notes DATE:
FOCUS:
NOTES
ACTION ITEMS
QUESTIONS AND FOLLOW UP
www.jonimedelman.com
coaching session planner Please fill out this questionnaire at least 24 hrs before each call. You can email it to me or submit it online by clicking the button below.
DATE:
NAME:
What would you like to focus on in your next coaching session?
What action did I take since our last session? My biggest insights, opportunities, wins, and challenges:
Have you struggled with anything in particular since our last session?
What do I want to be held accountable for?
SUBMIT ONLINE HERE
www.jonimedelman.com
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WANT MORE GREAT CONTENT
I’m
trauma-informed
business
and
personal
coach,
speaker,
writer,
podcaster, recovering perfectionist, + your own personal hype girl. I believe that unresolved trauma (and let’s face it, even resolved trauma) can show up in our lives in unexpected (and unwelcome) ways.
We might not even be aware of how our past pain blocks our present joy. That’s where I come in.
As a trauma survivor and mental health + body-image advocate, I bring a unique perspective to my leadership and coaching practice.
If you'd like to book a free discovery call with me to see if we might be a fit for a coach-client relationship you can use the link below. Thank you so much!
book a call with joni VISIT MY WEBSITE j o n i m e d e l m a n . c o m
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