Goals & Plans

Assessment Reports (historical or current)

Our Quarter Plan:

  1. GP Letters
  2. Client Letters
  3. Assessment Reports (historical or current)
  4. Assessment Result Outputs (ie. WISC/WIAT Output from Q-Global, DASS etc.)
  5. Significant communication emails
  6. Letter correspondence from third parties (ie. Schools)
  7. 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)