Goal Progress Tracker

Comprehensive tracking tool to monitor client progress, milestones, and goal achievement over time.

Template Content

GOAL PROGRESS TRACKER CLIENT INFORMATION ================== Name: _____________________________ Goal Setting Date: ________________ Review Date: ______________________ Coach: ____________________________ GOAL OVERVIEW ============= Primary Goal: ______________________ ___________________________________ Goal Category: ☐ Career/Professional ☐ Health & Wellness ☐ Relationships ☐ Financial ☐ Personal Development ☐ Life Transitions ☐ Other: ______________ Target Completion Date: ____________ Priority Level: ☐ High ☐ Medium ☐ Low SMART GOAL BREAKDOWN =================== Specific: What exactly will be accomplished? ___________________________________ ___________________________________ Measurable: How will progress be measured? ___________________________________ ___________________________________ Achievable: Is this goal realistic? ___________________________________ ___________________________________ Relevant: Why is this goal important? ___________________________________ ___________________________________ Time-bound: What is the deadline? ___________________________________ ___________________________________ MILESTONE TRACKING ================== Milestone 1: _______________________ Target Date: ______________________ Completion Date: __________________ Status: ☐ Not Started ☐ In Progress ☐ Completed ☐ Delayed Milestone 2: _______________________ Target Date: ______________________ Completion Date: __________________ Status: ☐ Not Started ☐ In Progress ☐ Completed ☐ Delayed Milestone 3: _______________________ Target Date: ______________________ Completion Date: __________________ Status: ☐ Not Started ☐ In Progress ☐ Completed ☐ Delayed Milestone 4: _______________________ Target Date: ______________________ Completion Date: __________________ Status: ☐ Not Started ☐ In Progress ☐ Completed ☐ Delayed Milestone 5: _______________________ Target Date: ______________________ Completion Date: __________________ Status: ☐ Not Started ☐ In Progress ☐ Completed ☐ Delayed WEEKLY PROGRESS CHECK ==================== Week of: ___________________________ Progress Rating (1-10): ____________ (1 = No progress, 10 = Significant progress) Actions Taken This Week: ☐ _________________________________ ☐ _________________________________ ☐ _________________________________ ☐ _________________________________ Challenges Encountered: ___________________________________ ___________________________________ Solutions Implemented: ___________________________________ ___________________________________ Energy Level: ☐ High ☐ Medium ☐ Low Motivation Level: ☐ High ☐ Medium ☐ Low Support Received: ___________________________________ Support Needed: ___________________________________ Key Insights: ___________________________________ ___________________________________ Next Week's Priorities: 1. _______________________________ 2. _______________________________ 3. _______________________________ MONTHLY REVIEW ============== Month: _____________________________ Overall Progress Rating (1-10): ____ Major Accomplishments: • ________________________________ • ________________________________ • ________________________________ Significant Challenges: • ________________________________ • ________________________________ • ________________________________ Lessons Learned: • ________________________________ • ________________________________ • ________________________________ Adjustments Made to Goal/Approach: ___________________________________ ___________________________________ Celebration Moments: ___________________________________ ___________________________________ Areas for Improvement: ___________________________________ ___________________________________ Coach Feedback: ___________________________________ ___________________________________ Client Reflections: ___________________________________ ___________________________________ OBSTACLE TRACKING ================= Obstacle 1: _______________________ Impact Level: ☐ High ☐ Medium ☐ Low Strategy Used: ____________________ Outcome: __________________________ Status: ☐ Resolved ☐ Ongoing ☐ Recurring Obstacle 2: _______________________ Impact Level: ☐ High ☐ Medium ☐ Low Strategy Used: ____________________ Outcome: __________________________ Status: ☐ Resolved ☐ Ongoing ☐ Recurring Obstacle 3: _______________________ Impact Level: ☐ High ☐ Medium ☐ Low Strategy Used: ____________________ Outcome: __________________________ Status: ☐ Resolved ☐ Ongoing ☐ Recurring RESOURCE UTILIZATION ==================== Resources Used Effectively: ☐ Time management tools ☐ Skill development courses ☐ Mentor/coach guidance ☐ Support from family/friends ☐ Professional networks ☐ Financial investments ☐ Technology/apps ☐ Books/research ☐ Other: ______________ Resources Needed: ☐ Additional time ☐ Financial support ☐ Skill development ☐ Emotional support ☐ Professional guidance ☐ Technology/tools ☐ Information/research ☐ Other: ______________ ACCOUNTABILITY TRACKING ======================= Accountability Partner: ___________ Check-in Frequency: _______________ Last Check-in Date: _______________ Commitments Made: 1. _______________________________ 2. _______________________________ 3. _______________________________ Commitments Kept: ☐ Commitment 1 ☐ Commitment 2 ☐ Commitment 3 Accountability Effectiveness Rating (1-10): ____ Improvements Needed in Accountability: ___________________________________ ___________________________________ GOAL ADJUSTMENT LOG ================== Date: _____________________________ Original Goal: ____________________ ___________________________________ Adjustment Made: ☐ Timeline extended ☐ Scope reduced ☐ Approach changed ☐ Resources added ☐ Goal redefined ☐ Other: ______________ Reason for Adjustment: ___________________________________ ___________________________________ New Target: _______________________ ___________________________________ FINAL GOAL ASSESSMENT ==================== Goal Completion Date: ______________ Final Status: ☐ Fully Achieved ☐ Partially Achieved ☐ Not Achieved ☐ Goal Changed/Evolved Success Rating (1-10): _____________ What Worked Best: • ________________________________ • ________________________________ • ________________________________ What Would Be Done Differently: • ________________________________ • ________________________________ • ________________________________ Impact of Achieving This Goal: ___________________________________ ___________________________________ Next Goals That Emerged: 1. _______________________________ 2. _______________________________ 3. _______________________________ COACH NOTES SECTION ================== Session 1 Notes: ___________________________________ ___________________________________ Session 2 Notes: ___________________________________ ___________________________________ Session 3 Notes: ___________________________________ ___________________________________ Session 4 Notes: ___________________________________ ___________________________________ PROGRESS VISUALIZATION ===================== Use this section to create graphs, charts, or visual representations of progress over time. Month 1 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) Month 2 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) Month 3 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) Month 4 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) Month 5 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) Month 6 Progress: ☐☐☐☐☐☐☐☐☐☐ (____%) TRACKING TIPS ============= • Review progress weekly for momentum • Celebrate small wins along the way • Adjust expectations as needed • Focus on effort, not just outcomes • Use setbacks as learning opportunities • Stay flexible with methods while keeping the end goal in mind • Regular communication with accountability partners is key This tracker is designed to be a living document that evolves with your goal journey. Use it consistently for maximum benefit.