Planning Sessions Quarterly QuestionnaireName First Last Email(Required) Are there any updates you'd like to share before our next call?1-Year GoalsAt this point in the year, how are you progressing with your 1-Year Goals?Last Quarter's GoalsSelf-AssessmentDid you complete your last quarter goals, yes or no? If not, what % complete would you give yourself for each goal?Knowing what you know now, is there anything you would do differently?This Quarter's Goals:If you could get one thing from this quarter what would it be?What 1-3 goals would you like to focus on and accomplish over the next quarter?What are the challenges to accomplishing these goals or projects?Define your Personal Foundation. What are your best practices? Even if you don't do them all the time, when you do, you feel your best.Flash forward 3 months from now. You completed all your goals. How has your life improved?Is there anything you would like us to know about your experience and how we can better serve you?Δ
