Counseling Basics: Goal Setting and Roadmap Bundle

This Basics bundle will help improve client satisfaction and save you the hassle and time of having to send each client a recap or goal summary email after every session, significantly cutting back on non-billable hours spent in your practice!

What you Get:

Goal Setting Worksheet-

Help your clients learn how to set the right goals to help motivate them and keep them focused. This worksheet is perfect for getting a client started in an initial consultation and will take you through your entire time with the client. Help them create their vision and guide them to choose the best steps towards that vision.  To most effectively use this worksheet, discuss appropriate goal setting with the client in the first session and help them fill out the first page to create their vision. On the following page, you can help the client choose steps to take towards that vision. Start with 1 or 2 to focus on and when they’ve been accomplished, have them check it off and choose the next step. Other features include a toolbox checklist which includes the option to include a vision board, gratitude journal, food journal, and more!

Lifestyle Roadmap-

Sometimes clients have to move on or take a break- maybe their insurance won’t pay for more sessions that year, or they can’t afford another package. You still want them to remain successful moving forward for their own sake and also to improve their satisfaction so that they’ll write good reviews and recommend you to their own family and family. This worksheet is the perfect guide to help them set up a plan to stay on track and maintain the progress you’ve made. The worksheet provides space to create a nutrition and exercise plan, a self care plan, a monitoring and accountability plan, and more!

If you like these worksheets and would like more for your clients, visit my store page to see all my listings and to contact me about custom products.  Click the “view all downloads” link below.

File Type .pdf
File Size 7.551 MB
Number of Pages
Product Terms and Conditions

Copyright © 2018 by Amanda Goodwin. All rights reserved, including the right to reproduce, sell, or distribute this product to other professionals. This product may be used only for its intended use, which is to use as a tool with clients.

This product is provided without any warranties or guarantees. We make no warranties of any kind, either express or implied, including warranties of merchant ability and fitness for a particular purpose. This product is to be used at your own risk based on your own judgment.

Happily Nourished

Amanda Goodwin is the founder of Happily Nourished, and Registered Dietitian Nutritionist to women who struggle with restrictive diets. She is dedicated to helping her clients break free from these restrictions, feel liberated from their guilt associated with food, and achieve their health and fitness goals by teaching them to nourish their bodies and minds so that they can improve their relationship with food, feel confident in their own skin, and live a happy and fulfilling life.

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Private Practice Essential

Improve client satisfaction

Obtain more positive reviews and referrals

Help client maintain their progress

Help client create a clear vision and plan moving forward

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