Shared Goals Worksheet

How to use it

1. Choose a possible goal and let each person decide whether it is truly shared.
2. Describe why it matters, each person's optional role, resources, barriers, workload, and boundaries.
3. Agree on a small checkpoint and how anyone can revise or withdraw consent.
4. Keep separate goals or choose no shared goal when that fits better.

Reflection prompts

• Whose priorities, labor, or risks are most affected by this goal?
• What agreement would make roles and decision power clearer?
• How will you respond if capacity, consent, or circumstances change?

Facilitator guidance

Check that agreement is freely given and that invisible, emotional, financial, and logistical labor are considered. Do not frame reluctance, limited capacity, or a separate goal as lack of commitment.

Adaptations & accessibility

• Use individual lanes before a shared section.
• Break the plan into visual tasks with owner, support, time, and opt-out markers.
• Offer separate verbal, translated, AAC, or supported decision-making formats.

Review considerations

Standard licensed-clinician and family-systems review required before use; enhance review when power or safety concerns are present.