Identify what drives your confidence up or down across situations with a structured exercise that reveals repeatable patterns and triggers.

There's a short exercise that asks you to name the activities that reliably boost your confidence — the pattern across them often reveals where your strengths live and what conditions bring out your best. Would that be a useful place to look?
A VP of Client Services joined a new organization eight months ago after ten years in a role where she was deeply established. She was confident, well-networked, and had a clear reputation. In the new role she is still building credibility, her calendar is dense with new-environment demands, and she has gradually stopped running, stopped reading for pleasure, and stepped back from a mentoring relationship she found energizing. She describes herself as 'not myself lately.'
Frame this as a resource audit, not a self-care exercise. 'When your confidence was most reliable in your previous role — what was in your life outside that role that supported it? This worksheet maps the activities that generate that state. We may find that you've already identified the problem by mapping what's been dropped.' Clients who are high-performers often resist activities-focused work because it sounds like a wellness protocol rather than performance support. The framing shifts it: this is about identifying what makes the performance possible.
The petal diagram has eight categories: physical, mental, social, creative, spiritual, professional, family, and personal growth. Watch which petals the client fills in richly and which ones are sparse or blank. Blank petals in the physical and social categories are the most common in new-role transitions — these are typically the first things that get compressed by demand. Also watch whether the activities she lists are ones she is currently doing or ones she used to do. Past-tense answers signal what's been dropped.
After completing the petals, ask: 'Which of these activities, when you were doing it regularly, had the most direct impact on how you showed up at work?' That question moves from the full inventory to the highest-leverage activities. Then: 'Which of these is completely absent from your current life?' The intersection of high-leverage and currently absent is where the priority action lives.
If the client's petal diagram is nearly empty across all eight categories and she reports that she has been in this state for more than three to four months, the pattern may be approaching burnout rather than new-role adjustment. Severity: moderate. Continue the tool to establish the baseline, but assess whether the priority is rebuilding confidence activities or addressing the pace itself.
A director has just been asked to lead a global process improvement initiative — the most visible project of his career. He is capable of the work but is in a period of low confidence that has been building over several months following a difficult team restructuring he led. He is approaching the assignment with significant doubt, preparing extensively but describing a sense that the preparation isn't landing. He is focusing almost entirely on the technical dimensions of the work.
Use the worksheet to expand his resource awareness before the assignment begins. 'You've been thinking about this assignment in terms of what you know. Let's also map what gives you energy, steadiness, and a sense of capability — because those resources are going to matter as much as the technical preparation for something at this scale.' The client who is in preparation mode often experiences a shift in focus to activities as a distraction. Name it: 'This isn't instead of the technical prep — it's in addition to it. The question is what state you're in when you deploy the preparation.'
Watch whether the activities he identifies in the professional petal overlap with the assignment itself — clients preparing for visible work sometimes populate the professional petal with work activities rather than activities that generate recovery and confidence. The professional petal should contain things like mentoring conversations, peer exchanges, professional community activities — not the project itself. If the petal is filled with project-adjacent work, the client hasn't distinguished between doing the work and recovering from it.
Start with the petal the client completed most energetically — this is usually the domain where his confidence is most robust and least connected to the current circumstance. 'This petal — these are the things that make you feel most like yourself. Which of these could you deliberately build into the next 90 days while this assignment is running?' The 90-day framing is important: it makes the question concrete and assignment-length rather than abstract.
If the confidence deficit he's experiencing is specifically tied to the restructuring he led — if the low-confidence state began after that event and hasn't recovered — probe whether there is unresolved processing from that experience before the new assignment begins. Severity: low. Taking on a high-visibility assignment while carrying unexamined weight from a previous difficult experience is a common pattern with predictable consequences.
A senior consultant has strong self-awareness about what she needs — she can articulate exactly what makes her feel energized and grounded, and she has said it many times in coaching. Her calendar, consistently, does not reflect it. She cancels the gym, skips the Sunday planning time she says she needs, pushes back the monthly dinners with her two closest friends. She says she is 'too busy' but acknowledges she has always found time for similar activities in the past.
Use the worksheet here as a gap analysis rather than a discovery exercise — she already knows what she needs. 'You've described these things many times. I want to map them explicitly and then look at your calendar together. Not to find more time — to name what you're choosing to prioritize over these things, and whether that choice is deliberate.' The resistance to watch for: clients with high self-awareness sometimes experience having to repeat known insights as evidence that coaching isn't working. Reframe: 'Knowing and doing are different problems. Right now we're working on the doing.'
Because this client already has the knowledge, watch how she responds to writing the petals. If she completes them quickly and thoroughly, the issue is execution, not awareness. If she struggles to complete them, or if the petals look different from how she usually describes her needs, something has shifted in what actually restores her — and that shift is worth noting. Also watch her emotional response to the mapping itself: frustration, resignation, or humor may tell you more than the content.
After she completes the worksheet, hold it next to her calendar for the next two weeks: 'Show me where these activities appear in this calendar.' The conversation is about the calendar, not the worksheet. 'What would have to be protected — not added, protected — for these three highest-impact activities to be non-negotiable?' The shift from 'adding activities' to 'protecting existing commitments' often removes the framing problem that has kept the knowledge-to-action gap in place.
If the client consistently moves high-confidence activities out of her calendar in favor of work demands and frames this as a temporary accommodation that has been 'temporary' for six months or more, the pattern may be a structural problem with the role or workload rather than a scheduling problem. Severity: moderate. Surface this directly: 'This has been described as temporary for two quarters. What would have to change structurally — in the role, in the workload, in your boundaries with the organization — for this to stop being temporary?'
Client talks about wanting to grow but responds to setbacks with fixed patterns of self-protection
ExecutiveA client is avoiding something important and keeps finding reasons not to move forward
ADHDA client consistently moves from mistakes to global self-condemnation rather than specific accountability




