Goals
Save what the client wants to change in their own words.
Coaches
Remember what each client said between sessions.
After a session, tell your Dossier what the client wants to work on, what they agreed to try, and what you want to ask next time.
After a session Saved
Elena will ask for clearer project priorities this week. She wants to stop taking every urgent request. Ask how the Tuesday meeting went.
Your Dossier keeps
Person
Elena wants clearer priorities
Commitment
Ask for priorities this week
Question
How did Tuesday's meeting go?
Before the next session
Ask Elena about the Tuesday meeting and the priority conversation.
How it helps
Useful when the important detail is easy to forget.
Your Dossier gives you a short reminder before the next session without making you maintain a client database.
Commitments
Remember what they chose to try before the next session.
Questions
Keep the question you want to return to next time.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Brief the client's goal.
- Save what they chose to try.
- Say what you want to ask next time.
Before you need it
- Ask what mattered in the last session.
- Review the client's commitment.
- Pull the question you planned to ask.
Questions
What this does and does not do.
Is this a client record system?
No. Use approved systems for formal records. Your Dossier is private memory for the details you choose to keep.
Does it record sessions?
No. It only holds what you deliberately brief after a session.
Review the last session before the next one.
Save the important points now and ask for them before the client arrives.