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Goals & Actions (Client/Coachee)

How to set goals and action items to help guide your coaching journey

Minna Vaisanen avatar
Written by Minna Vaisanen
Updated over a year ago

Our "Goals and Actions" feature helps you clearly define what you want to achieve and the steps needed to get there. It provides a structured way to track your progress, stay motivated, and ensure accountability.

By breaking down your larger goals into manageable actions, it becomes easier to stay focused and make consistent progress. Additionally, it allows both you and your coach to monitor your development, adjust plans as necessary, and celebrate your achievements, leading to more effective and fulfilling coaching outcomes.

2. Click on your user profile drop down menu and select 'My Goals'

Setting goals

3. Read through the guidance on setting goals, before clicking 'Get Started'

4. Complete your responses to the below questions, decide on your goal visibility (we recommend you 'share with coaches' and click 'next'.

5. Decide whether or not you are going to 'add action items' at this stage or 'skip this step'. Be sure to 'save' your work.

6. Once a goal has been created, your page will look like this:

Updating goals

3. At the top of the overview page, your progress against your goals is prominently displayed.

4. From this page, you have the option to edit, delete or complete the goal. This is where you can also 'add' another goal.

5. To edit your goal, click on the three dots next to the open goal you wish to edit and select 'update goal details'

6. To edit the 'visibility' or 'delete' the goal, click on the three dots at the top:

7. There is also the option to break down your goal into further steps.

8. To do this, click 'add action item'. Proceed to describe the step and select a date.

Completing goals

3. As you make progress towards your goals, rate your confidence using the toggle bar provided:

4. Before pressing the 'complete goal' button, ensure all action items are ticked off:

5. Go back to the 'overview' page and your 'completed' goal will now appear in the 'completed' list.

6. Your progress display will also have updated and you will be ready to continue your coaching journey on the platform.

If you have any further questions, please reach out to us at support@thrivepartners.co.uk


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