Rick LoekRick LoekFounder of Onesta Wealth Management LLC, Calrima Senior Services and Insurance Solutions, & Little Grass Shack Coachinig

220505 0026

PDF · 1 Apr 2026
Open source

The transcript captures a live virtual coaching workshop led by Dr. Matt on May 7, 2022. The session opens with personal anecdotes about perfectionism and the need to scale goals, using a fitness example to illustrate how lowering an initial target can create momentum. Dr. Matt then introduces the SMART goal framework (Specific, Measurable, Achievable, Relevant, Time‑bound) and explains how to evaluate and give constructive feedback on others’ goals. He emphasizes the importance of positive, actionable feedback rather than vague criticism. Participants are divided into breakout rooms (pairs and a trio) for a 10‑minute practice: each person shares a written goal, the partner evaluates it against SMART criteria, and provides feedback. Throughout the activity, the facilitator circulates, clarifies instructions, and models feedback language. Several participants present real goals—ranging from earning $12,000 per month from multiple sources, to launching a virtual training program, to health‑related weight‑loss targets. Dr. Matt and peers critique these goals, noting issues such as multiple overlapping objectives, lack of specificity, or unrealistic timelines, while also highlighting strengths like clear metrics and ecological fit. The session repeatedly returns to the theme of building momentum through incremental progress and adjusting goals as competence grows. The workshop concludes with reflections on obstacles (e.g., work hours limiting exercise) and encouragement to keep goals simple, measurable, and aligned with personal purpose.

Topics

Perfectionism, Goal Scaling, and Building Momentum

Personal anecdotes about setting overly ambitious targets, learning to lower initial goals, and using incremental progress to create sustained momentum.

Introducing and Applying the SMART Goal Framework

Explanation of SMART criteria (Specific, Measurable, Achievable, Relevant, Time‑bound) and how participants should evaluate each other's written goals against these standards.

Effective Constructive Feedback Techniques

Guidelines for giving actionable, positive feedback versus vague or negative criticism; includes role‑play examples and emphasis on clarity and purpose.

Breakout Room Structure and Facilitation Logistics

Details on how participants are split into pairs (and one trio), time limits, use of virtual assistants, and procedural steps for sharing and reviewing goals.

Participant Goal Samples and Real‑Time Critique

Presentation of actual participant goals (financial income, coaching business, health/weight loss), with specific feedback on SMART alignment, goal granularity, and feasibility.

Identifying Obstacles and Ecological Fit

Discussion of external constraints (e.g., work hours) that may hinder goal attainment and how to ensure goals are realistic within one's life context.

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