Goal Setting Worksheet for Health & Wellness Coaching Clients

Use in FirstRep document

Personal Health Goals

Setting personal health goals helps clients focus on specific outcomes and motivates them to make lifestyle changes.

... What is your primary health goal? *

e.g., Lose weight, manage stress, etc.

... What is your motivation for this goal? *

e.g., Improve energy, reduce pain, etc.

Current Lifestyle Assessment

Understanding current lifestyle habits is essential for tracking progress and making informed changes.

# How many hours do you sleep per night? *

e.g., 7

1-10 Rate your current stress level (1-10) *

vv What types of exercise do you currently do? *

Action Steps

Identifying clear action steps ensures accountability and measurable outcomes in the coaching process.

... List 3 action steps to achieve your goal: *

e.g., Walk 30 minutes 3 times a week

... How will you track these actions? *

e.g., Journal, app, etc.

Support and Accountability

Establishing support systems increases the likelihood of success and helps clients stay accountable.

... Who can support you in this journey? *

e.g., Family, friends, coach

v How often will you check in with your support system? *

Measuring Progress

Measuring progress helps clients see their achievements and stay motivated.

... What metrics will you use to measure success? *

e.g., Weight, blood pressure, mood tracking

v When will you review your progress? *

Reflect and Adjust

Regular reflection allows clients to adjust their goals and strategies as needed.

... What challenges have you faced? *

e.g., Time management, motivation

... What changes will you make moving forward? *

e.g., Adjusting workout schedule

Why Use This Template

Clarity in Goals

Helps clients define and focus on their specific health objectives.

Accountability

Encourages regular check-ins and support from peers.

Progress Tracking

Allows clients to measure their success and adjust as needed.

How to Use

Fill out each section honestly to gain insights into your health journey.

Set realistic and achievable goals based on your current lifestyle.

Regularly review and adjust your goals and action steps as necessary.

Customization Tips

Add personal affirmations to keep clients motivated.
Incorporate visual elements like charts for tracking progress.
Use colored markers for different wellness dimensions.

Build and send health & wellness coaching templates digitally with FirstRep. Free for up to 3 clients.

Start for Free See All Features

Frequently Asked Questions

How often should I review my goals?

It's recommended to review your goals at least once a month to stay on track and make necessary adjustments.

Can I share this worksheet with others?

Yes, feel free to share it with anyone who may benefit from setting health and wellness goals.

What if I don't achieve my goals?

It's important to remember that setbacks happen. Use them as learning opportunities to adjust your strategies.