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TOOL 9) Spring Clean Your Life - Summary & Goals Sheet
by Edith Wade
USER GUIDE: How & When To Use Your Tools!
SECTION 4: Wrap-Up
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What better way to wrap up than to summarise key learnings and set 3 goals to move forwards with!
Especially Good For: All types of clients.
Description and Purpose of Tool: This tool helps you and your client to summarise the key goals, learnings and action steps to wrap-up this "Spring Clean Your Life Toolkit" and provide a reference for your clients to take forwards. In addition you can also use this tool as a mini standalone coaching tool to help your clients let go of what doesn't serve them, identify new habits, goals and action steps for a quick "Life Spring Clean". See the STANDALONE tips below.
Steps and How to Use:
1. Start by asking your clients to write out 3 new daily success habits. Ideally these will come straight from the "Daily Success Habits" exercise - but the client might choose something else!
STANDALONE: Coach your clients to identify 3 daily habits that will help them achieve the life they want. Questions you could ask include, "What would give you more energy?", "What would boost your health/relationships/peace of mind?" and "What new habit could you introduce that would freshen up and/or simplify your life?" 2. Next ask your clients to identify their "Top 3" Goals that will help them "Spring Clean" their life. If they need help coming up with 3 goals, here are some ideas. Review: • The areas with low scores on the "Wheel of Life" • The "3 Month Vision" worksheet • Their "Energy Zappers" (look for goals to boost their energy) • Their frustrations and desires on the "Take Stock and Take Action" Worksheet
You could also ask "What would a "Spring Cleaned" life look like?", "What would be in your life that isn't there currently?", "What would no longer be in your life?" and, "How do you want to feel?", "What would give your life a breath of fresh air?"
STANDALONE: Coach your client to identify 3 goals to "Spring Clean" their life - using the questions above, and your own! 3. To increase commitment and excitement, for each goal identify both 1) a Benefit and 2) ONE key action step with a date to complete it by. 4. Finally, ask your client to choose 3 things they want to let go of. As it says on the form this could be a limiting belief, bad habit, energy zapper, someone in their life or something else!
If your client has completed it, review the "Letting Go Exercise" and see if their Top 3 items to let go of can be found there.
USER GUIDE: How & When To Use Your Tools!
5. Once completed let your client know they can cut out the form and put it somewhere they will see it regularly. Suggest they might want to actually READ it rather than just look at it to keep them focused. They can also check off their actions as they complete them. 6. Finally, ask them, how was it? What's missing? What is different to what they expected?
What have they learned about themselves?
Note: You could also give this tool as homework after the other tools have been completed, then review and coach your client around the results in session.
When: This coaching tool is ideally the wrap-up for the "Spring Clean Your Life Toolkit". But it can also be used standalone eg. for a "Spring Clean Your Life" coaching session!
Use This Tool:
• In Session • Homework • Workshops • Teleseminars • Group Coaching
