An offline goals discovery process for advisors and coaches working with clients. The discovery helps prioritize goals across categories and time horizons, enabling advisors to create personalized plans.
Below is a goals discovery process designed for advisors and coaches to use with their clients. This flexible questionnaire template allows professionals to engage their clients in goal-setting effectively.
By prompting users to think about and prioritize goals across various categories and time horizons, this discovery tool enables advisors to create tailored plans that align with their client's aspirations.
The discovery can be accessed through the provided link, allowing for easy download, printing, or sharing with clients. Utilize this customizable spreadsheet to facilitate your goal planning as participants rank and classify their goals as Needs or Wants and as short-term (0-5 years) or long-term (5+ years) objectives.
You can access the discovery at the link below and download and print or share it with clients.
Frequently Asked Questions:
How do I use this discovery in my business?
The following file is a spreadsheet that you can leverage and edit for your own business needs. To use this spreadsheet, simply download the file onto your computer or share it with your participants. The purpose of this spreadsheet is to facilitate the discovery process for your business goals. Your participants will rank the goals from the provided list and indicate whether each goal is classified as a Need or Want. Additionally, they will determine if each goal falls under the category of long-term (5+ years) or short-term (0-5 years). Once these rankings are established, the table to the right will be completed, helping you create a comprehensive Goals Plan tailored to your specific requirements. This customizable spreadsheet will be a valuable tool in planning and strategizing the future of your business.
What is an offline discovery?
In addition to features available in the DNA Web App and DNA API, DNA Behavior offers "offline" discovery process which serve as templates for advisors and coaches to adapt and use when working with clients. These flexible questionnaire templates are intended to be a starting point and can be adapted by you to serve your clients.
What support is provided for offline discoveries?
Offline discoveries are readily available templates intended to be adapted by you for your clients, serving as a convenient starting point. As these discoveries are meant to be customized for your clients, we regret that we cannot offer support for their delivery or preparation.