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The Compass Effect

Lesson Plan

Compass Effect Individual Plan

Students will identify personal values and well-being goals, create a structured treatment plan, and establish tracking methods for ongoing self-monitoring.

Bolsters student self-awareness and ownership of mental health by providing practical frameworks for goal-setting and progress monitoring, fostering resilience and emotional growth.

Audience

High School Students

Time

60 minutes

Approach

Guided reflection, personalized goal setting, and progress tracking.

Materials

Navigating Your Path Slides, Personal Compass Journal, and Progress Tracker Worksheet

Prep

Prepare Counseling Materials

10 minutes

Step 1

Introduction & Rapport Building

10 minutes

  • Greet the student and establish a safe, confidential atmosphere
  • Explain the session’s purpose using Slide 1 of Navigating Your Path Slides
  • Invite the student to share current feelings and session expectations

Step 2

Compass Assessment

10 minutes

  • Guide the student through the “Current Compass” prompts in the Personal Compass Journal
  • Identify personal strengths, values, and areas for growth
  • Discuss responses to deepen self-understanding

Step 3

SMART Goal Setting

15 minutes

  • Present the SMART framework on Slides 3–4 of Navigating Your Path Slides
  • Collaboratively draft 1–3 SMART goals in the journal
  • Ensure each goal is Specific, Measurable, Achievable, Relevant, and Time-bound

Step 4

Treatment Plan Development

15 minutes

  • Use the template in the Compass Effect Individual Plan to map interventions and action steps for each goal
  • Identify supports, resources, and check-in frequency
  • Document responsibilities and timelines clearly

Step 5

Progress Tracking & Reflection

10 minutes

  • Introduce the Progress Tracker Worksheet and demonstrate logging milestones
  • Plan regular reflection prompts in the journal
  • Schedule the next check-in and encourage ongoing use of materials
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Slide Deck

Navigating Your Path

Welcome!

In this session we will:
• Explore where you are now
• Define clear, achievable goals
• Build a personalized treatment plan
• Learn how to track your progress

Welcome the student warmly. Introduce yourself and explain that today’s session, "Navigating Your Path," will guide them through setting and tracking personal goals for emotional and behavioral well-being.

Session Overview

  1. Introduction & Rapport
  2. Current Compass Assessment
  3. SMART Goal Setting
  4. Treatment Plan Development
  5. Progress Tracking & Reflection

Orient the student to the flow and timing of the session. Emphasize safety and confidentiality.

Why Treatment Planning Matters

• Provides clarity on what you want to achieve
• Turns big ideas into actionable steps
• Boosts motivation and accountability
• Helps you measure growth over time

Explain why structured treatment planning is essential. Highlight real-life benefits: clarity, focus, and motivation.

Current Compass Assessment

Reflect on Your Starting Point:
• What are your primary strengths?
• Which values guide your decisions?
• What challenges are you facing right now?

Guide the student through reflective thinking. Prompt them to recall recent successes and challenges.

Identifying Strengths & Values

Strengths:
– Skills, talents, or habits you excel in

Values:
– Beliefs or principles most important to you

How do these shape your goals?

Deepen the conversation around strengths and values. Encourage concrete examples.

SMART Goals Framework

S: Specific – What exactly will you accomplish?
M: Measurable – How will you track progress?
A: Achievable – Is it realistic?
R: Relevant – Does it align with your values?
T: Time-bound – What’s the deadline?

Introduce the SMART framework. Use relatable scenarios to clarify each element.

Drafting Your SMART Goals

Goal 1:
• Specific:
• Measurable:
• Achievable:
• Relevant:
• Time-bound:

(Repeat for Goal 2 & 3 as needed)

Support the student as they draft 1–3 SMART goals. Encourage refinement and clarity.

Mapping Your Treatment Plan

For Each Goal:
• Action Steps: What will you do, and when?
• Supports: Who or what can help you?
• Check-Ins: How often will you review progress?
• Timeline: Key milestones and deadlines

Explain how to build a treatment map from each SMART goal. Emphasize identifying resources and timelines.

Tracking Progress & Reflection

• Log milestones as you complete action steps
• Reflect: What went well? What could improve?
• Adjust your plan based on insights
• Celebrate achievements, big and small

Demonstrate using the Progress Tracker Worksheet. Show examples of milestone logging and reflective prompts.

Next Steps & Check-In

• Schedule our next session date
• Encourage daily journal reflections in your Personal Compass Journal
• Keep your Progress Tracker Worksheet visible
• Remember: Growth is a journey—every step counts!

Conclude the slide deck by setting expectations for follow-up. Remind the student of confidentiality and ongoing support.

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Journal

Personal Compass Journal

A reflective space to chart your current compass, set SMART goals, and track your weekly growth.

1. Current Compass Assessment

Reflect on where you are right now:

  1. What are your primary strengths?






  1. Which values guide your decisions?






  1. What challenges are you facing at this moment?






2. Setting Your SMART Goals

Use the SMART framework to define up to three goals. Be Specific, Measurable, Achievable, Relevant, and Time-bound.

Goal 1:

  • Specific: What exactly will you accomplish?






  • Measurable: How will you track progress?






  • Achievable: Why is this realistic for you?






  • Relevant: How does this align with your values?






  • Time-bound: What’s your deadline?






Goal 2 (Optional):

  • Specific:






  • Measurable:






  • Achievable:






  • Relevant:






  • Time-bound:






Goal 3 (Optional):

  • Specific:






  • Measurable:






  • Achievable:






  • Relevant:






  • Time-bound:






3. Weekly Reflection

Dedicate time each week to review your progress and plan adjustments.

Date: ____________________

  1. What went well this week?






  1. What challenges did you face?






  1. What insights or lessons did you gain?






  1. What are your next steps or adjustments?






Keep this journal close and revisit it regularly. Your compass guides your journey—every reflection refines your path.

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Activity

Progress Tracker Worksheet

Use this worksheet to log your progress on each SMART goal. Complete a new entry each time you reach a milestone or take a key action step.

Goal Title: _______________________________________________

Entry 1

Date: ____________________

Milestone / Action Completed:







Reflection
What went well? What could improve?












Next Steps:







Entry 2

Date: ____________________

Milestone / Action Completed:







Reflection
What went well? What could improve?












Next Steps:







Entry 3

Date: ____________________

Milestone / Action Completed:







Reflection
What went well? What could improve?












Next Steps:







Keep this worksheet accessible and update it regularly. Reviewing your entries will help you see growth, troubleshoot challenges, and stay on track toward your goals.

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The Compass Effect • Lenny Learning