A closing review comparing before and after on each goal, capturing what worked, what did not and what the client would tell their next self.
Quick answer
A closing review comparing before and after on each goal, capturing what worked, what did not and what the client would tell their next self.
The last session is where an engagement either becomes durable or becomes a pleasant memory. This retrospective has the client score each original goal as it stood at the start and as it stands now, name what produced the change and what got in the way, then write a short instruction to their next self. The gap column is the honest result; the keep-stop-start block is what transfers to the next goal.
| Template | Programme Retrospective 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 | Coaches closing engagements · Clients ending a package · Programme leads |
| 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.
Same goals, two time points, one gap column.
What actually produced the movement.
Three boxes for the next phase.
Advice written while it is still true.
Four steps from copy to a usable result.
The ones from intake, unchanged.
Same scale, two moments.
What did it, and what nearly stopped it.
Then decide what happens next.
Where this fits in a coaching practice.
A documented result, not a feeling.
Carries the learning past the last call.
Comparable retrospectives across a cohort.
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.
