The Goal Setting Meeting: A Coach's Guide

The Goal Setting Meeting is where your client's Vision becomes a plan they can actually execute. This course teaches you how to run it with confidence, from the Compelling & Audacious Goal down through 3-Year Goals, 1-Year Goals, Rocks, and the Long-Term Issues that surface along the way.

  • Format

    Online Course

  • Duration

    6 Hours

  • Level

    All Experience Levels

  • Certification

    Builder Program

Why should I take this course?

As a coach, your ability to lead the Goal Setting Meeting well is what turns your client's Vision into a plan their team can actually execute. It's the meeting where the abstract becomes bankable, and where you prove you can facilitate commitment, not just inspiration.
This course walks you through the full goal funnel, from the Compelling & Audacious Goal down through 3-Year Goals, 1-Year Goals, and Rocks, plus the Long-Term Issues that surface along the way, so you can deliver a session that leaves your client with a real plan, not just a good conversation.

By the end of this course, you'll be able to:

  • Facilitate a Compelling & Audacious Goal using the Baker's Dozen technique and the five-point pressure test
  • Guide your client from that goal down through 3-Year Goals, 1-Year Goals, and Rocks using the SMART framework to keep every goal bankable
  • Validate Rocks already in progress alongside new ones, and hold the line on one Owner per Rock
  • Raise and work through Long-Term Issues using the Raise, Discuss, Resolve framework
  • Coach a room through real resistance, an audacious goal that feels impossible, disagreement over the numbers, without caving to it or steamrolling past it
This course is for coaches who have completed Foundation Setting and Vision Setting. You'll need both: Goal Setting builds directly on the Structure and Vision your client has already put in place.

What's included?

  • Video lessons
  • Coaching Reflections
  • Facilitation Scenarios
  • Knowledge Checks
  • Downloadable guides and templates

Build the Full Funnel

Guide a client from Compelling & Audacious Goals down through Rocks: one connected system, not four separate exercises.

Facilitate With Judgment

Practice the calls that matter most: a split room, a stalled Rock, a goal that sounds SMART but isn't.

Prepared Coaching

Know exactly what to prepare, facilitate, and follow up on, with the tools to back it up.

Keep the Momentum Going

Close this course ready for Strategic Positioning and the final certification exam.
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