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 Self Life Coaching Pro Forma Work Sheets

Copyright - A Life Coaching

Looking for a job, life skills or a better relationship, use the personal development skills you gain here to achieve a better life.

We strongly suggest you read through this material online, then print and complete the worksheets to help you become your own Life Coach and achieve your goals.

A REFLECTION ON LIFE 

List 20 items in your life which you are not completely happy with. The issues should cover the following parts of your life:

          Relationship                       Career                             Family

          Health                              Wealth                             Personal

          Friends                             Habits                              Other

Once the list is completed, rank each item for the level of dissatisfaction this particular item provides. The rankings are from 1 to 10 where 1 is a low rating and 10 being the highest rating i.e. the greatest dissatisfaction. 

Life Items which provide dissatisfaction

Tick the relevant rating level

 

1

2

3

4

5

6

7

8

9

10

1.

 

 

 

 

 

 

 

 

 

 

2.

 

 

 

 

 

 

 

 

 

 

3.

 

 

 

 

 

 

 

 

 

 

4.

 

 

 

 

 

 

 

 

 

 

5.

 

 

 

 

 

 

 

 

 

 

6.

 

 

 

 

 

 

 

 

 

 

7.

 

 

 

 

 

 

 

 

 

 

8.

 

 

 

 

 

 

 

 

 

 

9.

 

 

 

 

 

 

 

 

 

 

10.

 

 

 

 

 

 

 

 

 

 

11.

 

 

 

 

 

 

 

 

 

 

12.

 

 

 

 

 

 

 

 

 

 

13.

 

 

 

 

 

 

 

 

 

 

14.

 

 

 

 

 

 

 

 

 

 

15.

 

 

 

 

 

 

 

 

 

 

16.

 

 

 

 

 

 

 

 

 

 

17.

 

 

 

 

 

 

 

 

 

 

18.

 

 

 

 

 

 

 

 

 

 

19.

 

 

 

 

 

 

 

 

 

 

20.

 

 

 

 

 

 

 

 

 

 

REVIEW YOUR FINDINGS

Choose and list 6 items from the previous list which have been ranked 8 or higher. 

With this list provide a detailed description of why, how and when these issues arise. Describe also how you feel when these issues are active. 

Issue 1 :

Your description :

 

 

 

Issue 2 :

Your description :

 

 

 

Issue 3 :

Your description :

 

 

 

Issue 4 :

Your description :

 

 

 

Issue 5 :

Your description :

 

 

 

Issue 6 :

Your description :

 

 

 

 

ENJOYMENT IN LIFE

List 12 items which bring you true happiness and joy. These items should cover the following parts of your life:

          Relationship                       Career                             Family

          Health                              Wealth                             Personal

          Friends                             Habits                              Other 

Once the list is completed, rank each item for the level of satisfaction this particular item provides. The rankings are from 1 to 10 where 1 is a low rating and 10 being the highest rating i.e. the greatest satisfaction. 

Life Items which provide happiness

Tick the relevant rating level

1.

1

2

3

4

5

6

7

8

9

10

2.

 

 

 

 

 

 

 

 

 

 

3.

 

 

 

 

 

 

 

 

 

 

4.

 

 

 

 

 

 

 

 

 

 

5.

 

 

 

 

 

 

 

 

 

 

6.

 

 

 

 

 

 

 

 

 

 

7.

 

 

 

 

 

 

 

 

 

 

8.

 

 

 

 

 

 

 

 

 

 

9.

 

 

 

 

 

 

 

 

 

 

10.

 

 

 

 

 

 

 

 

 

 

11.

 

 

 

 

 

 

 

 

 

 

12.

 

 

 

 

 

 

 

 

 

 

REVIEW YOUR FINDINGS 

Choose and list 6 items from the previous list which have been ranked 8 or higher. 

With this list provide a detailed description of why, how and when these items exist. Describe also how you feel when these issues are active. 

Item 1 :

Your description :

 

 

 

Item 2 :

Your description :

 

 

 

Item 3 :

Your description :

 

 

 

Item 4 :

Your description :

 

 

 

Item 5 :

Your description :

 

 

 

Item 6 :

Your description :

 

 

 

WHAT CAN YOU CHANGE

After detailing and reviewing both the items in your life which bring you dissatisfaction and satisfaction please list 8 items which you can change and which will bring happiness at a satisfaction level greater that 8.  It is important to be very honest with yourself in this process. This list of eight items will be created as a composite of the items you are dissatisfied with and those items you are satisfied with. This could include a change to an item which brings you dissatisfaction, or potentially an increase of an item which brings happiness. Please note it is not important to labor over getting a equal number of changeable items from each list, it is however important to identify items which can be changed and which you consciously rate as the most appropriate 8 items for changing. 

 

THINGS YOU CAN CHANGE

WILL CHANGE PROVIDE A SATISFACTION LEVEL GREATER THAN EIGHT

YES

NO

1.

 

 

 

2.

 

 

 

3.

 

 

 

4.

 

 

 

5.

 

 

 

6.

 

 

 

7.

 

 

 

8.

 

 

 

 

KNOW THYSELF 

While the information gathered thus far is thorough and covers many aspect of your life, we must clearly not take on a large number of life goal changes at once as the ability to effectively complete and handle this level of change may be difficult. 

We will now rank the Change Items from the previous page from 1 to 10, 1 being the least important to 10 being the most important to you at this stage. From this exercise we will then determine the 3 life aims you would like to focus on initially.  

After having ranked and selected the 3 new life goals ranked closest to 10, we will commence with the first goal and take you through a detailed process of developing and implementing the change actions to achieve the goal outcome. 

Change items

                    

Rate the level of importance by ticking the appropriate level.

1

2

3

4

5

6

7

8

9

10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From the list above select the 3 highest ranking life change items. These will form the basis of your new life goals. The remainder of this pro forma material will be dedicated to the successful completion of these items- one at a time, or consecutively at your discretion.  

LIFE AIM 1 :

LIFE AIM 2 :

LIFE AIM 3 :

REVIEW YOUR LIFE AIM 

The remainder of this workbook will be dedicated to fulfilling Life Aim 1. Build/Print additional workbooks from this material for Life Aim’s 2 and 3. 

LIFE AIM 1 :                                         

Review this Life Aim and determine at which level you are currently dealing with the progress of this life aim. 

It is important to establish what stage of achievement you are currently at with this Life Aim as this will help us establish an accurate action plan. 

Tick the appropriate selection 

Not yet started

 

Have attempted but did not finish

 

Have attempted and failed to achieve

 

Currently completing this life aim

 

I have achieved this life aim and am now in a maintenance mode

 

From your selection above describe the current state of this life aim and it’s importance to you in approximately fifty words. 

 

 

 

 

 

 

 

TAKE ACTION 

List eight genuine actions which you believe are achievable and will result in the successful life aim outcome. Describe in detail how you can fulfill each action. 

ACTION 1 :

 

 

Detail :

 

 

 

ACTION 2 :

 

 

Detail :

 

 

 

ACTION 3 :

 

 

Detail :

 

 

 

ACTION 4 :

 

 

Detail :

 

 

 

                                                                                                                                                                                                 Continued

 

TAKE ACTION

Continued 

ACTION 5 :

 

 

Detail :

 

 

 

ACTION 6 :

 

 

Detail :

 

 

 

ACTION 7 :

 

 

Detail :

 

 

 

ACTION 8 :

 

 

Detail :

 

 

 

 

THE FUTURE 

Set a date in the future where you will expect the successful accomplishment of the life aim.
 

DATE :

 

Write an imaginary letter from three months past the date above. The letter to be written to yourself detailing how you believe

the changes in your life have been fulfilled, how you went about achieving the life aim and how your life has changed. Think of

any hurdles you may have encountered and how you overcame them. Detail the feeling of success which comes with the

accomplishment of the Life Aim, and specify your journey to get there. 

A LETTER FROM THE FUTURE 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

THE DETAIL 

We have established an understanding of your needs and wants, some potential limitations or hurdles, and we have set a future

perspective of the achievement of the Life Aim. With this knowledge we can now get started on defining the actions required.

This detail will be based on the 8 actions you have selected and detailed previously (page 10) as most appropriate to

achieving the Life Aim. There will be eight detail pages to complete : 

Life Aim :

 

Action 1 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

THE DETAIL

2 : 

Life Aim :

 

Action 2 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

 

THE DETAIL 

3 :

Life Aim :

 

Action 3 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

THE DETAIL 

4 : 

Life Aim :

 

Action 4 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

 

THE DETAIL 

5 : 

Life Aim :

 

Action 5 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

 

THE DETAIL 

6 : 

Life Aim :

 

Action 6 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

 

THE DETAIL 

7 : 

Life Aim :

 

Action 7 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

THE DETAIL 

8 : 

Life Aim :

 

Action 8 :

 

Detailed Description of this action :

 

 

Dates :   

Expected Start Date :

Expected Completion Date :

Describe any dependencies on other actions :

 

 

 

Measure of Success : detail how you will measure the successful achievement of this action

 

 

 

Review possible hurdles or any expected problems :

 

 

 

Achievement recognition. How will you celebrate the achievement of this action:

 

 

       

 TACKLING YOUR THOUGHTS 

During the action phase you may encounter some personal resistance, this may be due to the difficult nature of achieving the determined Life Aim, or due to factors beyond your direct personal control. 

To counter these potential disturbances we will develop a suite of Positive Thought Statements (PTS) which you can utilize when completing each action. 

Here are some examples : 

ACTION : Complete my studies with an average pass score over 85% 

PTS : Having achieved a pass score of greater than 85% will give me greater career choice and more financial independence. 

ACTION : Apply for the position in Management and get it. 

PTS : I am the best candidate, I have the skills to do the best job and I will be a successful and respected manager. 

List one Positive Thought Statement for each of the eight actions : 

ACTION 1 PTS :

ACTION 2 PTS :

ACTION 3 PTS :

ACTION 4 PTS :

ACTION 5 PTS :

ACTION 6 PTS :

ACTION 7 PTS :

ACTION 8 PTS :

REVIEW YOUR LIFE AIM 

By now, you may be thinking this is a lot of work to achieve the Life Aim. It is important to recognize if achievement of the Life Aim was easy you would already have achieved it. Yes, there is a requirement for time and effort, but, you must consider the effort worthwhile. To ensure this, we will detail 3 Positive Thought Statements (PTS) covering your Life Aim. It is these three statements which will provide you with the encouragement to put in the effort to achieve the desired life aim. 

LIFE AIM :

PTS 1 :

 

 

 

PTS 2 :

 

 

 

PTS 3 :

 

 

 

 

 Review these Positive Though Statements regularly to maintain your commitment and focus. You may consider reviewing them daily, or placing them in a visual position which will keep you goal oriented towards success.

START 

The foundations are now set! You may have already started fulfilling the actions as set previously in accordance with the expected start dates. If you have not yet started, select a suitable date and use this as a marker point for the commencement of this Life Aim achievement exercise, then start by implementing and fulfilling your actions as detailed. 

START DATE :

 

Throughout the process you will be referring to your ‘Detail sheets’ to ensure you remain on track. Please ensure these are completed thoroughly and the process is diligently followed.

ARE WE THERE YET?  

In this section we review the process regularly to identify a number of important factors :

1.      Are we still on track?

2.      Have we identified anything new we should now resolve?

3.      Have we completed planned actions?

4.      Have we celebrated milestones?

5.      Any new information.

6.      Are you managing your feelings? 

I have included four review sheets for use throughout the journey. We suggest you utilize these ‘Are we there yet’ work sheets approximately weekly for exercises with expected one month duration, or monthly with expected four month duration. 

List those Actions undertaken and completion status       

Completed

Not Completed

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

List any NEW actions required here. Complete ‘Detail Sheets’ for these new actions. 

ACTION 1 :

 

Detail :

 

ACTION 2 :

 

Detail :

 

ACTION 3 :

 

Detail :

 

ARE WE THERE YET 2?  

In this section we review our process for the second time to identify a number of important factors :

7.      Are we still on track?

8.      Have we identified anything new we should now resolve?

9.      Have we completed planned actions?

10.  Have we celebrated milestones?

11.  Any new information.

12.  Are you managing your feelings? 

List those Actions undertaken and completion status       

Completed

Not Completed

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

List any NEW actions required here. Complete ‘Detail Sheets’ for these new actions. 

ACTION 1 :

 

Detail :

 

ACTION 2 :

 

Detail :

 

ACTION 3 :

 

Detail :

 

ARE WE THERE YET 3?  

In this section we review our process for the third time to identify a number of important factors :

13.  Are we still on track?

14.  Have we identified anything new we should now resolve?

15.  Have we completed planned actions?

16.  Have we celebrated milestones?

17.  Any new information.

18.  Are you managing your feelings? 

List those Actions undertaken and completion status       

Completed

Not Completed

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

List any NEW actions required here. Complete ‘Detail Sheets’ for these new actions.

ACTION 1 :

 

Detail :

 

ACTION 2 :

 

Detail :

 

ACTION 3 :

 

Detail :

 

ARE WE THERE YET 4?  

In this section we review our process for the fourth time to identify a number of important factors :

19.  Are we still on track?

20.  Have we identified anything new we should now resolve?

21.  Have we completed planned actions?

22.  Have we celebrated milestones?

23.  Any new information.

24.  Are you managing your feelings? 

List those Actions undertaken and completion status       

Completed

Not Completed

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

 Action -

 

 

List any NEW actions required here. Complete ‘Detail Sheets’ for these new actions. 

ACTION 1 :

 

Detail :

 

ACTION 2 :

 

Detail :

 

ACTION 3 :

 

Detail :

 

 

HELP

How’s your progress? Are you completing the assigned actions? Have you identified any impassable road blocks. Is your confidence in tack and you are getting closer to achieving your Life Aim?

Help can come from a variety of areas. Here’s a list to review; 

  1. Take a break, many times a break provides the opportunity for thinking processes to change and identify new concepts. Or, a break could just be a way to celebrate the achievement thus far.
  1. Ask friends or family to help with maintaining your focus, review any difficult tasks with them and gain a second or third opinion.
     

DETAIL ISSUES REQUIRING HELP

DETAIL STEPS TO GAIN THE DESIRED HELP

ISSUE 1 :

 

 

ISSUE 2 :

 

 

ISSUE 3 :

 

 

ISSUE 4 :

 

 

ISSUE 5 :

 

 

How are your emotions? Take some time now to stop negative thoughts, to implement strategies to maintain focus and confidence. Do some research on your goal or aim, learn as much as you can.

LIST COMPLETED ACTIONS 

Progress is one of the most satisfying feelings you will have during the journey of achieving your Life Aim’s. Take the opportunity to recognize you have successfully completed the actions you committed to undertake. You are closer to achieving you goal each time an action is completed. 

List those Actions Completed       

Describe what form of celebration you have adopted

 Action –

 

 

 Action –

 

 

 Action –

 

 

 Action –

 

 

 Action –

 

 

 Action –

 

 

 Action –

 

 

SET BACKS 

Only complete this page if you are unable to achieve your Life Aim due to unforeseen circumstances. We determine set backs as significant situations beyond our control which were not previously considered and may result in a possible redirection of the Life Aim. 

Human nature in some circumstances may see a setback as failure, resulting in the individual giving up the search and effort for the Life Aim. Unfortunately, repeated setbacks could result in the individual feeling that the pursuit of Life Aims or even the pursuit of happiness is not worthwhile. With our positive, motivated outlook we will never fall into this trap! 

Here we overview the setback and we detail a plan to invigorate our drive and if required redefine our Life Aim. 

DESCRIBE THE SET BACK FOR THE SPECIFIC LIFE AIM

LIFE AIM SET BACK :

 

 

 

Will this set back require a redefinition of the Life Aim - Circle

YES

NO

 

REDEFINE YOUR LIFE AIM IF CIRCLED YES – IF NO CONTINUE WITH THE ACTIONS

 

 

 

 

DEFINE THE DIFFERENCE BETWEEN THE ORIGINAL LIFE AIM AND THE NEW LIFE AIM

 

 

 

 Go back to ‘Review your Life Aim’ Page 8 to implement applicable steps and actions

SUCCESS 

All actions completed, the Life Aim has been achieved! This is now the important step of reinforcing the achievement of the Life Aim. 

Review the ‘Letter from the Future’ and write a new letter to yourself which describes how you actually achieved the Life Aim.

Detail the steps you have taken, any problems experienced, your feelings of happiness or disappointment along the way and your current feeling now that the Life Aim has been achieved. I also ask that you detail what lifestyle change if applicable you will make to maintain the Life Aim. It is important that you do not fall into old territory and allow the achievement of the Life Aim to dissipate. Detail in the letter how you plan to reinforce the Life Aim lifestyle changes.

A SUCCESS LETTER WITH DETAIL OF HOW THE LIFE AIM WILL BE MAINTAINED 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A REVIEW 

Well done!

Having reached this step you will have worked hard to meet many emotions, some new and others more familiar. We trust the journey has been both fulfilling and educational. The achievement of your Life Aim is a major milestone. If you have not yet taken the time to celebrate this achievement set a date and action now and do it. 

Date of Success Celebration

Planned Celebration Action

 

 

It is important that we treat milestones with the respect they deserve. This allows us to reinforce our commitment to self. We will also naturally feel emotions of happiness which generally accompany celebrations. This locks into our accessible memory our significant step and promotes forward action planning into the future. 

After having completed your actions and achieved your Life Aim, you can utilize the additional two sets of pro forma worksheets we have included at the rear of this manual to introduce the 2nd and 3rd Life Aims detailed on page 7. 

At A Life Coaching we encourage you to email this information to your family and friends. Help them to be successful and achieve goals.

Throughout your journey you may have learnt new things about your self or some information you previously where unfamiliar with but consider very important. Detail these new findings here now so that you can access them in the future if required. 

NEW FINDINGS OF SELF OR OTHER IMPORTANT FACTORS

 

 

 

 

 

 

 

Congratulations, you have followed the major principles of Life Coaching. We hope you enjoyed using the A Life Coaching Free system and have achieved your goals.
 

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