SMART Goal Setting Package: Handout, Poster, Trackers & Planners

In “Goal Setting Package: Handout, Poster, Trackers & Planners” we created an unbranded and customizable package you can use to guide your clients through successful goal setting for behaviour change and modification. We know that everyone tries to set goals to move forward, but most of the time, the actual goal setting is the problem.

As a dietitian, we didn’t get this training in school, yet helping clients set realistic and effective goals to help them gain momentum towards meaningful change is one of the most important skills in counselling and coaching. Hot tip: even if they set up a SMART goal, it doesn’t mean it’s going to happen. That’s because there’s more to it!

This handout will help you (and your client) troubleshoot goal setting and have tools to support them in moving forward.

In this package, we have a guide on how to set goals:

HANDOUT:

• 2-page handout that’s aesthetic and professional
• Details the 4 common mistakes with goal setting to help with troubleshooting alongside your client
• Includes the SMART goal setting approach with questions to lead the reflection & discussion

SMART poster:

• Includes the questions of the gold-standard for setting goals
• Can print this and laminate to use with clients in person
• Can save as a pdf or jpeg to use with clients virtually

TRACKERS:

• 2 weekly planners, 2 goal trackers, and 2 energy/mood trackers
• Weekly planners:Include area for goal setting, tracking, gratitude, and prioritizing tasks
• Goal trackers: Include monthly & weekly options – this tracker increases motivation to check off the goal daily
• Energy/mood trackers: Include an “energy scale” to use for consistency – this is an informative tracker that can support troubleshooting clients’ struggles

 

Benefits of the Guide:

• Reduce your admin time for creating tools that will meet your clients where they’re at
• Be a more confident coach and counsellor while learning how to troubleshoot goal setting with your clients
• Have a professional and aesthetic handout and tools that can easily be customized to align with your branding.

Ready to take it up a notch with goal setting with your clients? Download your cuztomizable templates and start using them with confidence!

Terms and Conditions

These documents serve as valuable resources to be customized for service in session with clients. The author bears no liability for any inaccuracies, exclusions, or misuse by individuals. They are intended solely for the purchaser’s personal or organizational use.

Usage License: Redistribution, sale, or sharing of these materials is strictly prohibited. This document can be used in sessions with clients, but not to be sold as a document or template. Customization with your logo or company identity is permissible.

Social Media Usage: Not permitted for social media usage.

Refunds: Due to the digital nature of this purchase, refunds will not be issued.

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