AW Planning: 1-Year Planning Questionnaire

1-Year Planning Questionnaire

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Personal Information:

Name*

First Last

Email*

Tell us a little bit about yourself.*

When we look at planning your year, what do we need to take into consideration for your personal time? (ex. vacations, big life events, other people's schedules, etc.)*

What, if anything, do you want/need to keep track of personally? (ex. exercise, food or drink intake, books, savings/debt, etc.)*

Professional Information:

Tell us a little bit about your profession, business, or what you are working on.*

Do you have a website? If so, please share your URL.*

When we look at planning your year, what do we need to take into consideration for your professional time? (ex. busier vs slower times of year, launching a product or service, business travel, etc.)*

What, if anything, do you need/want to track professionally? (ex. finances, outreach, lead generation, communications, etc.)*

Do you have a financial goal for the year that you want to check in on, if so, what is it?*

Vision:

Where do you see yourself personally 3 years from now?*

Where do you see yourself professionally 3 years from now?*

What are 2 values that you feel you embody and 1 you aspire to?*

Quarterly Goals:

If you could get one thing from this program what would it be?*

What is one lesson from last year, that you can apply to this year?*

What are your 3-5 main objectives/accomplishments/goals for the next year? And, why? Please note that you don't have to have a minimum of 3 goals, but 5 is the max for the 1-year program.*

In order to achieve your goals are there any problems/issues/systems that need to be addressed?*

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.*

1-Year Goals:

What 1-3 goals would you like to focus on and accomplish over the next quarter?*

Are there any adjustments you would like to make to your schedule over the next quarter?*

What are you looking for in a coach?*

Are you willing and able to make your planning calls a priority in your schedule?*

Is there anything else you would like us to know before we begin?*

How did you learn about Accountability Works?*