Core Values Reflection

Narrow a broad values list, reflect on how each value appears in practice, and choose one client-owned action.

Assessment · 30 min · Print-ready PDF · Free download
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Preview Assessment · 30 min
Core Values Reflection - preview
When to Use This Tool
A client exploring which value words feel relevant in a changed role
Someone comparing several important considerations before a decision
A professional who wants language for current priorities and constraints
How to Introduce This Tool Plus

Which words felt useful or uncertain, and what specific examples helped you decide?

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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

Present the list as optional vocabulary, not a test of hidden or fixed values. Invite the client to add, remove, or redefine words in their own terms.

What to Watch For

Ask for specific examples and current context. Do not infer motives, identity, diagnosis, or a correct decision from selections or ratings.

Debrief

Ask which word feels useful now, what evidence supports that choice, and whether one small action or additional question would help.

Flags

The worksheet is not diagnostic and does not resolve legal, financial, clinical, employment, or family-system decisions. Adapt or stop for distress and involve qualified support when appropriate.

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

Present the list as optional vocabulary, not a test of hidden or fixed values. Invite the client to add, remove, or redefine words in their own terms.

What to Watch For

Ask for specific examples and current context. Do not infer motives, identity, diagnosis, or a correct decision from selections or ratings.

Debrief

Ask which word feels useful now, what evidence supports that choice, and whether one small action or additional question would help.

Flags

The worksheet is not diagnostic and does not resolve legal, financial, clinical, employment, or family-system decisions. Adapt or stop for distress and involve qualified support when appropriate.

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

Present the list as optional vocabulary, not a test of hidden or fixed values. Invite the client to add, remove, or redefine words in their own terms.

What to Watch For

Ask for specific examples and current context. Do not infer motives, identity, diagnosis, or a correct decision from selections or ratings.

Debrief

Ask which word feels useful now, what evidence supports that choice, and whether one small action or additional question would help.

Flags

The worksheet is not diagnostic and does not resolve legal, financial, clinical, employment, or family-system decisions. Adapt or stop for distress and involve qualified support when appropriate.

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 the list as optional vocabulary, not a test of hidden or fixed values. Invite the client to add, remove, or redefine words in their own terms.

What to Watch For

Ask for specific examples and current context. Do not infer motives, identity, diagnosis, or a correct decision from selections or ratings.

Debrief

Ask which word feels useful now, what evidence supports that choice, and whether one small action or additional question would help.

Flags

The worksheet is not diagnostic and does not resolve legal, financial, clinical, employment, or family-system decisions. Adapt or stop for distress and involve qualified support when appropriate.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • up to five value words selected for reflection
  • personal support notes for each selected value
  • context or constraint notes
  • one optional realistic action

Pairs Well With

Life

Optional Vision Context Board

Use this worksheet to explore creativity and identity and turn the client’s observations into one optional next step.

Why it pairsUse the selected words as optional prompts; confirm relevance with the client and avoid treating ratings as diagnostic evidence.

45+ min Worksheet
Life

Work-Purpose Context Map

Use this framework to structure a conversation about values and identity while keeping interpretation with the client.

Why it pairsUse the selected words as optional prompts; confirm relevance with the client and avoid treating ratings as diagnostic evidence.

45+ min Framework
Life

Life Purpose Discovery

A client wants to use Life Purpose Discovery as an optional reflection

Why it pairsUse the selected words as optional prompts; confirm relevance with the client and avoid treating ratings as diagnostic evidence.

45+ min Framework

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