Core Value Clarity

Identify the hidden value conflicts behind persistent dissatisfaction, using a structured values audit grounded in coaching practice.

Assessment · 30 min · Print-ready PDF · Free download

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Preview Assessment · 30 min
Core Value Clarity - preview
When to Use This Tool
A client who says they're living according to their values but feels persistent dissatisfaction they can't explain
Someone facing a significant decision who wants to make sure the choice aligns with what actually matters to them
A professional who's been operating on autopilot and wants to reconnect with what drives their best decisions
How to Introduce This Tool Plus

The gap table in Step 4 is where this becomes diagnostic — not just what you value, but how well you're actually living each one. What's your honest guess about where the largest gaps will be before you rate them?

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Interactive Preview Assessment · 30 min
Tool Classification
Domain
Life Coaching
Type
Assessment
Phase
Discovery
Details
30 min Between sessions As-needed
Topics
Values Identity

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Senior manager promoted to director who feels disconnected from their work
Context

A director who moved from hands-on project management to strategic oversight six months ago. They're performing well but report feeling 'empty' and questioning whether they want to stay in leadership. They think it's about missing the technical work.

How to Introduce

Frame this as diagnostic, not aspirational: 'Before we explore what's missing, let's map what actually drives your decisions versus what you think should drive them.' Many newly promoted leaders assume the disconnection is about role content when it's about value misalignment. The promotion changed how they express their values, not which values matter.

What to Watch For

Step 1 completion speed reveals the pattern. If they check fewer than 15 values, they're editing based on their new role expectations. If they check 25+ but struggle to narrow in Step 2, they're conflating personal values with professional requirements. Watch whether they write 'leadership' automatically in Step 3.

Debrief

Start with their Step 4 ratings, not their core five. Ask: 'Which value has the biggest gap between current and ideal?' Then: 'When was the last time you felt that value was fully honored at work?' This usually reveals that the promotion didn't eliminate value expression - it changed the mechanism.

Flags

If all five core values rate 6 or below, and the client describes feeling 'numb' rather than frustrated, this may signal depression rather than value misalignment. Severity: moderate. Response: explore whether the emptiness extends beyond work before continuing with action planning.

2 Executive who inherited family business and questions staying versus selling
Context

Third-generation CEO of a manufacturing company considering a sale offer. They've run the business successfully for eight years but feel increasingly conflicted about the decision. Family expects them to preserve the legacy, but they're drawn to other opportunities.

How to Introduce

Position this as separating inherited values from chosen ones: 'This isn't about what your family values or what the business requires - it's about what you actually value when no one else's opinion matters.' Expect resistance to the elimination process in Step 3. Legacy business leaders often can't distinguish between values they hold and values they've been taught to hold.

What to Watch For

The values they check versus the ones they defend reveal the split. If 'tradition' or 'legacy' appear in Step 1 but not Step 3, note it. If 'family' makes the core five but rates low in Step 4, that's the tension point. Watch for rationalization in the gap descriptions - explaining why the rating should be higher.

Debrief

Focus on the values that made their core five but aren't being honored. Ask: 'If you could honor [underserved value] fully, what would that look like?' Then: 'Is that possible within the current structure, or does it require a different path?' Don't ask about selling directly - let them connect the dots.

Flags

If the client cannot complete Step 3 because 'everything is essential,' or if they rate family loyalty at 9-10 but describe feeling trapped, the values conflict may be too fundamental for coaching alone. Severity: moderate. Response: consider whether family systems work or therapy would better address the loyalty bind.

3 High-performing sales leader who consistently burns out their teams
Context

VP of Sales with strong revenue results but high team turnover. They've been told their 'intensity' is the problem and want coaching on leadership style. They believe they need to learn to motivate people differently but don't want to compromise results.

How to Introduce

Frame this as examining what drives the intensity: 'Before we change how you lead, let's understand what you're optimizing for that creates the current dynamic.' Most high-drive leaders resist this tool because they assume their values are obvious. The insight comes from seeing which values they're over-indexing on and which they're ignoring completely.

What to Watch For

Achievement, excellence, and results-oriented values will dominate their Step 1 selections. The diagnostic moment is Step 2 - do relationship-oriented values make the top ten? If 'collaboration' or 'respect' appear in Step 1 but not Step 2, that's the blind spot. If they rate achievement at 9-10 but relationships at 4-5, that's the pattern creating turnover.

Debrief

Start with their lowest-rated value in Step 4. Ask: 'What would it look like to honor [relationship value] without compromising [achievement value]?' Then: 'What assumption are you making about the trade-off between these two?' The breakthrough usually comes when they realize the values aren't competing - their current approach just serves one poorly.

Flags

If the client rates all achievement-oriented values at 9-10 and all relationship values below 5, and shows no concern about the pattern, this may indicate a deeper empathy or perspective-taking issue. Severity: low to moderate. Response: continue coaching but assess whether 360 feedback or team input would provide necessary external perspective.

4 Nonprofit director torn between mission impact and organizational sustainability
Context

Executive director of a social services nonprofit facing budget constraints that require cutting programs. They're paralyzed between maintaining service levels and ensuring long-term organizational health. Board pressure is increasing and they feel like they're betraying their mission either way.

How to Introduce

Present this as clarifying what you're actually protecting: 'You're not choosing between right and wrong - you're choosing between different values that are both important. Let's identify which ones are truly non-negotiable.' Nonprofit leaders often carry inherited mission values that conflict with practical leadership requirements. The tool separates personal values from organizational values.

What to Watch For

Mission-related values (service, impact, justice) will appear early and strongly. The key observation is whether sustainability values (responsibility, stability, effectiveness) make their top ten. If 'service' rates 9-10 but 'responsibility' rates 4-5, that's the internal conflict. Watch for guilt or justification in the gap descriptions.

Debrief

Focus on values that seem to conflict in their rating table. Ask: 'When you think about honoring both [service value] and [sustainability value], what assumptions are you making about how they interact?' Then: 'What would it look like to serve both values, even if the expression looks different than it has before?'

Flags

If the client cannot rate any sustainability-oriented values above 3, or describes feeling 'selfish' for considering organizational health, this may indicate martyr complex patterns that extend beyond this decision. Severity: moderate. Response: explore whether the self-sacrifice pattern appears in other areas before focusing on the immediate decision.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • five non-negotiable core values identified
  • current vs ideal rating for each core value
  • gap description per underserved value
  • one concrete alignment action for this month

Pairs Well With

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Client is achieving goals but feels disconnected from any larger sense of meaning

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