The Goal Planning Tool is a collaborative, trauma-informed planning framework that helps practitioners and participants move from stability toward possibility while navigating benefits, income changes, and life transitions. Grounded in a strengths-based approach, the tool walks through Reality (where you are now), Goal (what you want to achieve), Options (possible supports and pathways), and Way Forward (specific actions and timelines), while anchoring decisions in personal values and desired direction—not pressure or obligation. The included Milestone Tracker, 30-day Action Plan Summary, and Recertification Tracker help participants break large goals into manageable steps and anticipate how income or employment changes may impact public benefits BCC Goal Planning.
How to Use This Tool: Begin by clarifying the participant’s current reality, including benefits in use and any stability concerns. Collaboratively define a meaningful goal tied to their values, then explore options and identify concrete next steps with target dates. Use the Milestone Tracker to monitor progress, document needed supports, and note potential benefit impacts. Complete the Top 3 Actions for the next 30 days to maintain forward momentum, and regularly update the Recertification Tracker to align goal progress with reporting requirements and income thresholds. Revisit this tool in ongoing sessions to adjust plans, celebrate milestones, and ensure that progress feels safe, paced, and participant-led.
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BCC-Goal-Planning-ToolsThe Prosperity Agenda provides these resources as the designated national administrator of Family-Centered Coaching.