Progress Review Template

PROGRESS REVIEW SESSION TEMPLATE SESSION INFORMATION ================== Client: _________________________ Review Period: From _____________ To _____________ Session Date: ___________________ Goals Being Reviewed: ____________ PRE-SESSION PREPARATION ====================== ☐ Review previous session notes ☐ Gather client's progress reports/tracking data ☐ Prepare celebration items for wins ☐ Have goal adjustment worksheets ready ☐ Review original goals and action plans OPENING AND CELEBRATION (10 minutes) =================================== 1. WARM-UP AND CONTEXT SETTING "Welcome! Today we're going to review your progress and celebrate your achievements. How are you feeling about where you are right now?" 2. CELEBRATION OF WINS "Let's start with the good stuff! What wins and achievements can we celebrate from this period?" "What are you most proud of?" "What surprised you about what you accomplished?" "What felt easier than expected?" Celebration categories: ☐ Goals achieved ☐ Milestones reached ☐ New habits formed ☐ Obstacles overcome ☐ Insights gained ☐ Confidence built DETAILED PROGRESS ASSESSMENT (25 minutes) ========================================= 3. GOAL-BY-GOAL REVIEW For each goal, assess: GOAL 1: _____________________________ Original target date: _______________ Current status: ☐ Completed ☐ On track ☐ Behind schedule ☐ Modified ☐ Paused/stopped Progress rating (1-10): _____________ What's been accomplished: _____________________________________ What's working well: _____________________________________ What's been challenging: _____________________________________ 4. ACTION PLAN REVIEW "Let's look at the specific actions you committed to. Which ones happened? Which ones didn't?" Actions completed successfully: ☐ _________________________________ ☐ _________________________________ ☐ _________________________________ Actions partially completed: ☐ _________________________________ ☐ _________________________________ Actions not completed: ☐ _________________________________ ☐ _________________________________ "What made the difference between the actions you completed and those you didn't?" OBSTACLE AND CHALLENGE ANALYSIS (15 minutes) =========================================== 5. IDENTIFYING PATTERNS "What patterns do you notice in what worked vs. what didn't work?" "What obstacles showed up that you didn't expect?" "How did you handle challenges when they arose?" "What would you do differently if you could start over?" 6. RESOURCE AND SUPPORT ASSESSMENT "What resources were most helpful?" "What support did you need that you didn't have?" "What internal resources (motivation, energy, skills) fluctuated during this period?" 7. EXTERNAL FACTOR IMPACT "What external factors helped or hindered your progress?" - Life changes or transitions - Work demands - Health issues - Relationship changes - Financial considerations - Seasonal factors LEARNING AND INSIGHT EXTRACTION (10 minutes) =========================================== 8. SELF-AWARENESS DEVELOPMENT "What did you learn about yourself during this period?" "What patterns in your behavior became clearer?" "What assumptions about yourself were challenged or confirmed?" "What strengths did you discover or strengthen?" 9. STRATEGY EVALUATION "Which strategies and approaches worked best for you?" "What tools or techniques were most helpful?" "What would you want to keep doing?" "What would you want to change or stop doing?" GOAL ADJUSTMENT AND REFINEMENT (15 minutes) ========================================== 10. GOAL RELEVANCE ASSESSMENT "How do you feel about your original goals now?" "Have your priorities shifted?" "Do these goals still align with your values and vision?" "What goals need to be modified?" 11. GOAL MODIFICATION OPTIONS For goals that need adjustment: MODIFICATION TYPE: ☐ Extend timeline ☐ Reduce scope ☐ Change approach ☐ Pause temporarily ☐ Replace with new goal ☐ Break into smaller goals NEW OR MODIFIED GOALS: Goal: _______________________________ Reason for change: __________________ New timeline: ______________________ Adjusted success criteria: ___________ 12. NEW GOAL IDENTIFICATION "Based on your progress and learning, what new goals are emerging?" "What opportunities for growth do you see?" "What areas need more attention?" FORWARD PLANNING (10 minutes) ============================ 13. NEXT PHASE ACTION PLANNING "Looking ahead to the next [period], what are your priorities?" "What will you do differently based on what you've learned?" "What support or resources do you need for the next phase?" 14. ACCOUNTABILITY STRUCTURE ADJUSTMENT "How well did our accountability system work?" "What changes would make accountability more effective?" "How often should we check in on progress?" IMMEDIATE NEXT STEPS: For the next week: 1. _______________________________ 2. _______________________________ 3. _______________________________ For the next month: 1. _______________________________ 2. _______________________________ 3. _______________________________ CLOSING AND COMMITMENT (5 minutes) ================================== 15. ENERGY AND MOTIVATION CHECK "How are you feeling about moving forward?" "What's your energy level for pursuing these goals?" "What would increase your motivation?" 16. KEY TAKEAWAYS "What are the most important insights from today's review?" "What will you remember most from this conversation?" "How will you use what you learned?" PROGRESS REVIEW SUMMARY ======================= ACHIEVEMENTS TO CELEBRATE: • ________________________________ • ________________________________ • ________________________________ KEY LEARNINGS: • ________________________________ • ________________________________ • ________________________________ GOALS CONTINUING UNCHANGED: • ________________________________ • ________________________________ GOALS BEING MODIFIED: • ________________________________ • ________________________________ NEW GOALS ADDED: • ________________________________ • ________________________________ GOALS BEING PAUSED/STOPPED: • ________________________________ • ________________________________ SUCCESS FACTORS TO LEVERAGE: • ________________________________ • ________________________________ OBSTACLES TO ADDRESS: • ________________________________ • ________________________________ NEXT REVIEW DATE: ________________ Regular progress reviews keep coaching focused, celebrate achievements, and ensure continuous movement toward meaningful goals.