Goals & Plans
Assessment Reports (historical or current)
Our Quarter Plan:
- GP Letters
- Client Letters
- Assessment Reports (historical or current)
- Assessment Result Outputs (ie. WISC/WIAT Output from Q-Global, DASS etc.)
- Significant communication emails
- Letter correspondence from third parties (ie. Schools)
- Documents received from clients (ie. School reports)
Quarter Theme:
Core Value Focus:
Personal Development Goal:
Personal Development Activity:
- Life Audit
Key KPI goal:
- Aim:
- Reward:
Pricing Goals:
- Initial:
- Subsequent:
Action:
Systemise:
Implement:
Change (Magic Wand):
Training:
Monitor (KPI's)