Client-centered direction
Describe what matters in language the client recognizes.
Keep the direction visible.
Let the route change.
Define goals in client-centered language, connect small actions, review progress, and revise the plan as context changes.
What it helps you do
Make goals useful in the next week and beyond.
Connect a meaningful direction to observable next steps, then update the wording and route as the client’s context changes.
Smaller steps
Break a broad goal into manageable, observable actions.
Connected activities
Show how a check-in or assignment supports the active goal.
Milestones
Mark meaningful progress alongside the client’s broader experience of change.
Review dates
Set an intentional point to continue, revise, or retire the goal.
Client perspective
Record whether the direction still feels useful and relevant.
How it works
Name the direction, choose a step, then renegotiate.
Name the direction
Agree on what the client wants to be different and why it matters.
Choose the next observable step
Define an action small enough to try in the current context.
Review and renegotiate
Use experience and new information to change the goal or route as needed.
Bring Goal Tracking into the work between appointments.
Start with the provider workspace for free and configure the workflow around your practice.