Score each milestone reached, partial or missed, capture the evidence behind it, and get an AI read on whether the plan needs more pace or a new direction.
Quick answer
Score each milestone reached, partial or missed, capture the evidence behind it, and get an AI read on whether the plan needs more pace or a new direction.
Feeling stuck and being off-track are different problems, and clients cannot tell them apart. This assessment asks the client to mark every milestone as reached, partial or missed, attach the concrete evidence, then rate what each milestone cost in effort and time. The AI report distinguishes pace problems - the plan is right, the volume is wrong - from direction problems, where the milestones no longer point at the goal.
| Template | Progress Milestone Self-Assessment |
|---|---|
| Category | Coaching & Consulting |
| Format | Weighted 1-5 assessment with personalized AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) per response, plus an AI consultant chat reached from the report QR |
| Best for | Long engagements · Goal-heavy clients · Career and business coaches |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
What you get when you copy this template.
Reached, partial or missed against the original plan.
The fact that proves it, not the feeling.
What it cost versus what it delivered.
The report separates the two failure modes.
Four steps from copy to a usable result.
Carried in from the goal plan.
Client states what actually happened.
Effort spent against result gained.
Increase volume, change tactic or rewrite the goal.
Where this fits in a coaching practice.
A structured review every few weeks.
Proof of movement when motivation dips.
Evidence for the next plan's scope.
What makes it work as a professional deliverable.
Real items from the template - the live version scores each response and writes a personalized AI report.
