Wellness Coach

20-25 minutes

Community-Based Health Referrals

The Social Prescribing Goal Setting Worksheet by s10.ai is an essential resource for health coaches and wellness professionals aiming to assist clients in establishing and reaching personal health objectives. This template expertly navigates users through the formulation of SMART goals—specific, measurable, achievable, relevant, and time-bound. It features dedicated sections for action plans, potential challenges, and strategies to surmount these obstacles, ensuring a thorough approach to goal achievement. By implementing this template, health coaches can efficiently monitor progress and deliver crucial support to clients, cultivating a collaborative and nurturing atmosphere for attaining health and wellness goals.

3,529 uses

4.6/5.0

Dr. Emily Thompson

Template Structure

Organized sections for comprehensive clinical documentation

OBJECTIVE SETTING WORKSHEET

PERSONAL OBJECTIVE

My objective is to: [describe the personal objective in detail] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

This objective is important to me because: [explain why the objective is important to the individual] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

When I achieve this objective, I will feel: [describe the anticipated feelings upon achieving the objective] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

SMART OBJECTIVE BREAKDOWN

Specific: [detail the specific aspects of the objective] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

Measurable:

- [describe how the objective will be measured] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as list.)

- [describe any additional measurable criteria] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as list.)

Achievable: [state whether the objective is achievable and how] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

Relevant: [explain the relevance of the objective to the individual's life or situation] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

Time-bound: [specify the deadline for achieving the objective] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in full sentences.)

ACTION STEPS

1. [describe the first action step] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as numbered list.)

2. [describe the second action step] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as numbered list.)

3. [describe the third action step] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as numbered list.)

4. [describe the fourth action step] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as numbered list.)

5. [describe the fifth action step] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as numbered list.)

POTENTIAL OBSTACLES

- [list potential obstacles to achieving the objective] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

- [list additional potential obstacles] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

- [list any other potential obstacles] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

STRATEGIES TO OVERCOME OBSTACLES

- [describe strategies to overcome the first obstacle] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

- [describe strategies to overcome the second obstacle] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

- [describe strategies to overcome the third obstacle] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

PROGRESS TRACKING

Date | Progress Made | Next Steps

-----|---------------|----------

[date] | [describe progress made] | [describe next steps] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in table format.)

SUPPORT NEEDED

- [describe the support needed] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

- [describe additional support needed] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points.)

(Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely.) (Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript.)

Sample Clinical Note

Example of completed documentation using this template

GOAL SETTING WORKSHEET
 PERSONAL GOAL
My goal is to: Shed 10 kilograms to enhance my overall health and boost my energy levels.
This goal is important to me because: Reaching a healthier weight will lower my risk of chronic illnesses and boost my self-confidence.
When I achieve this goal, I will feel: Proud of my success and more energetic in my everyday activities.
 SMART GOAL BREAKDOWN
Specific: I aim to lose 10 kilograms by embracing a healthier lifestyle.
Measurable: 
- Track weight loss progress weekly using a scale.
- Monitor daily calorie intake with a food diary.
Achievable: This goal is attainable by adhering to a balanced diet and a regular exercise regimen.
Relevant: Losing weight is pertinent to my objective of enhancing my health and minimizing the risk of diabetes.
Time-bound: I plan to accomplish this goal by 1 May 2025.
 ACTION STEPS
1. Consult with a nutritionist to develop a personalized meal plan.
2. Join a gym and participate in fitness classes three times a week.
3. Prepare nutritious meals at home instead of dining out.
4. Consume at least 2 liters of water daily.
5. Ensure at least 7 hours of sleep each night to support weight loss.
 POTENTIAL OBSTACLES
- Lack of motivation to exercise consistently.
- Temptation to consume unhealthy foods.
- Busy work schedule interfering with meal preparation.
 STRATEGIES TO OVERCOME OBSTACLES
- Establish a workout schedule and find a workout partner for accountability.
- Keep healthy snacks available to resist unhealthy temptations.
- Plan meals for the week on Sundays to save time during hectic weekdays.
 PROGRESS TRACKING
Date | Progress Made | Next Steps
-----|---------------|----------
1 November 2024 | Lost 2 kilograms and consistently attended gym classes | Continue current routine and increase workout intensity.
 SUPPORT NEEDED
- Regular check-ins with a health coach for guidance and motivation.
- Support from family and friends to sustain a healthy lifestyle.

Clinical Benefits

Key advantages of using this template in clinical practice

The Goal Setting Worksheet is an essential clinical tool designed to empower healthcare professionals and patients in collaboratively establishing and achieving personal health objectives. This template utilizes the SMART criteria—Specific, Measurable, Achievable, Relevant, and Time-bound—to ensure goals are clearly defined and attainable. By breaking down goals into actionable steps and identifying potential obstacles, this worksheet facilitates a structured approach to personal development and health improvement. Clinicians can leverage this template to enhance patient engagement, track progress effectively, and provide tailored support, ultimately leading to improved patient outcomes. Explore the Goal Setting Worksheet today to streamline your clinical practice and foster patient success.

Frequently Asked Questions

Common questions about this template and its usage

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