The Self Improvement Forms Bank brought to you by the Synergy Institute is one of the best resources on the internet for free self improvement forms, worksheets and assessments geared towards personal effectiveness and personal growth. Here you will find a comprehensive resource of print-ready self improvement forms, life coaching forms, time management worksheets, life assessments, management and professional tools designed to enhance your life and those around you. Best of all, our resource is 100% free for you to use.
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Functional To-Do List
Unlike most to-do lists out there, this "functional" to-do list created by Personal Effectiveness Expert Tristan Loo is designed to work for your daily life. Fill out your functional to-do list by following these guidelines: 1) fill in the top very top area with the title of the to-do list (i.e. company, personal, project, etc.). Put the date on there as well. 2) Fill in all your appointments during the day that you have committed yourself to. 3) Fill in the life roles area with all the major important categories of your life that you need to focus on that day (i.e. career, husband, friend, parent, charity, myself, etc.). Remember that your life roles are the many hats that you wear that define who you are. 4) Fill in the tasks area with only the top 3-4 most important things that you should be doing per life role for that day. 5) Commit yourself towards fulfilling those activities during the course of the day. The number of to-do's per day is intentionally a small amount to ensure that they get done.
Time / Activity Log
Use this activity / time log to keep a written account of where you are spending your time during the course of the day. I suggest you fill out an activity/time log for an entire week and then analyze the results to see whether or not the activities you are spending your time doing each day are really the highest value possible.
Excel Client Invoice Template
This is a very useful Microsoft Excel template to create custom invoices for your clients.
Simple MS Word Invoice Template
This is a simple to use invoice template for Microsoft Word for use in your coaching practice.
New Product / Service Brainstorm Worksheet
Use this brainstorming sheet to generate ideas for new products and services or expanding your line of products and services. This method was modified from Bob Eberle’s book, SCAMPER, ISBN-13: 978-1882664245, Pufrock Press, 1997 (available at Amazon.com)
Current Life Situation Assessment
The purpose of the current life situation assessment form is to give you and your personal coach an idea of the areas in your life which are strong as well as the areas in your life that need improvement.
Exercise Workout Log
A workout log is a way for you to measure and keep track of your fitness and strength progression. Print off a month's worth of these forms and place them in a three-ring binder which then becomes your personal training notebook. Archive your old logs so that you have a complete history of your strength progression.
Negotiation Planning Worksheet
This useful worksheet can be used prior to an important negotiation to determine what things you want, what things are important to the other person, your BATNA (best alternative to a negotiated agreement), your fair standard, and you best possible option. Don't go into a negotiation without this worksheet.
Your Top 5 Talents
Use this worksheet to identify your top five talents in life - The things that you are really great at doing. By clearly identifying the things that you are great at doing, you can better focus in on your life purpose. Use this along with the Core Genius Identification Matrix.
How Would You Like To Be Remembered?
This worksheet will help you discover the person you want to become by making you analyze how you want other people to remember your life by.
Goals at a Glance Worksheet
Use this worksheet every 90 days to help identify, track and prioritize your short and long term goals.
Project Planning Gantt Chart
This is a standard Gantt Chart used for project management, however, I've found it very useful for goal-setting and goal-attainment as well because it breaks the goal down into do-able next actions steps with a set timeline for completion.
What is Your Time Worth?
This chart will help you view your time as money by giving you an exact breakdown of what each of your days, hours, and minutes each year is worth. By thinking about your time as money, you'll be less inclined to waste that time.
Decision-Making Worksheet
This is a very useful tool to help you make decisions between very tough choices. This is a quantitative matrix that assigns numerical values to the relative importance and weights of the options you enter into it. The end result is a numerical total which should clearly indicate the best option to consider for your decision-making.
Life Purpose Statement Worksheet
This worksheet is a handy tool for building a complete life purpose statement for anyone. A life purpose statement is the single most important piece of writing that a person will ever have in their life because it's the golden rule that defines who they are and what they will do with their life.
Your Dream Schedule Worksheet
This exercise will free your mind from the constraints of limitations and open your heart up to the things that you really want to do in your life.
Synergy Weekly Planner
Use this weekly planner at the beginning of each week to schedule your "big rocks" first for each of your primary roles that you have in your life.
Time Management Quiz
This short, 20-question, self-assessment will help you identify how strong your time management skills are. The time management quiz should be used prior to every productivity coaching or time management workshop to give the participant a base-line to grow from.
The Conflict Mediator's Quick Reference Card
This quick reference guide was created as a handy reference tool for conflict mediators, but can also be used by managers, law enforcement officers, and other public officials who must mediate a conflict between two or more people.
Pre-Coaching Questionnaire
This is a standard pre-coaching preparation questionnaire that the client fills out and submits to their coach, prior to each coaching session. The purpose of this questionnaire is to help facilitate a better and more productive coaching session.
The F.A.T. System Flowchart for Managing Paperwork
This easy to follow flowchart demonstrates the F.A.T. System of handling workflow. FAT is an acronym for FILE IT, ACT ON IT, THROW IT AWAY. This flowchart is based upon the work of David Allen and his book Getting Things Done.
Core Genius Identification Matrix
This informational matrix fully explains the seven different types of core genius that people possess. This is also known as multiple intelligence. This matrix can be used to discover where you or your client's true genius and talents might be.
Action Request Form
This form implements David Allen's methodology from his book, Getting Things Done. The Synergy Institute Action Request Form can be used for yourself to handle tasks that you pick up during the day. Simple write down one task per form instead of using a traditional to-do list. The Action Request Form can also be used to delegate a task or project out to someone else and provides a very clear of the work that someone else needs to do.
Workplace Violence Prevention QuickCard
This is a useful quick reference tool for managers on the topic of workplace violence and violence prevention. It lists some handy tips on how to deal with certain situations and a Manager's roles and responsibilities to their employees as well as liability concerns for the company they work for.
Stress Management QuickCard
This two page document was designed to be front and back laminated and used as a quick reference card for information related to stress and stress relief. This handy guide should be in any employee's office as a condensed source of information.
Anger Management QuickCard
This is a useful guide on anger management. This QuickCard is useful for both the individual who experiences frequent bouts of anger, or the individual who must handle others who frequently get angry.
Tips to Resolve Any Conflict QuickCard
This is a carryover from my time as a conflict consultant, but this QuickCard provides a quick reference to the main topics regarding conflict resolution. This Conflict QuickCard should be in every Manager's office.
Life Coaching Client Intake Form
This is the initial form used by a coaching professional to collect biographical and general background information on the client. This needs to be done prior to any coaching session.
Values Discovery Questionnaire
Our values are the guiding force from which our life purpose, goals, and all of our daily actions flow from. A successful people knows with full certainty what their core values are and what they mean to them. This questionnaire will give insight into the things that are the most important in your life.
SMART Goal Planning Worksheet
Goals provide us focus and direction in life, but only if we design our goals according to the SMART criteria. This means that our goals must be SPECIFIC, MEASURABLE, ACHIEVEABLE, RELEVANT, AND TIMELY. This worksheet will help you design your goal that is well thought out and greatly enhance your ability in achieving that goal in the shortest amount of time possible.
Giving Advice To A Younger You Worksheet
This worksheet asks you to give five pieces of advice to your 15-year-old self in the past. The purpose of this worksheet is to show you how you've learned from your experiences and mistakes in the past.
What Do You Want To Be Famous For?
This is a values and passions clarification worksheet. It asks the question of, “What would you like to be famous for?” The things that we would like to be famous for are typically the things that we hold most valuable in our lives and the things that we are passionate about doing. This exercise serves to investigate those passions and core values.
Ten Year Letter Exercise
This life coaching exercise is designed to get the participant thinking about the next ten years of their life and the goals and achievements that they plan on completing in that time. This exercise encourages the participant to see themselves exactly ten years into the future, having accomplished everything they set out to accomplish during that time.
Legacy Timeline Planner
This is a simple yet powerful tool to analyze where you are currently in your life, what you have accomplished so far and what you want to accomplish with the time that you have remaining. The Legacy Time Line Worksheet can be used as a self-reflective assessment or it can be administered by a coach or mentor.
Week at a Glance Form
This is a standard weekly planner that allows you to view all the appointments and time obligations that you have during the course of your week. We've extended the hours on this planner to include early morning and late night.
Your Top Five Passions Worksheet
Use this form to brainstorm and identify your top five passions that you have in life. This will help focus you towards those activities and goals that are in line with those passions.
Life Balance Assessment Form
This is one of the most popular forms used in life coaching to assess how balanced an individual's life is. The feedback from this assessment is very visual and highlights both the areas of strength and the areas of weakness that a person has in the various areas of their life.
Prime Time Versus Slug Time Energy Level Worksheet
This worksheet is designed for you to plot your internal energy levels on any given day. The purpose of this is to identify at what points in the day are your times of high energy and times of low energy. This will enable you to structure your activites to best leverage the amount of energy that you have at that particular time.
Identifying Your Values Workbook
This workbook is a multi-step tool designed to hone in on the twelve defining values that are the most important for you and then focus in on the three most important CORE VALUES from that list of twelve.
The Complete Synergy Goal-Setting Workbook
This workbook is a real treat, since other sites sell similar goal products for as much as $80. This is the same workbook that Tristan Loo uses with his clients for planning out their goals. It outlines the 13 fundamental steps needed for successful goal completion.
