Life Purpose
Discovery

ASSESSMENT & DISCOVERY TOOLS

Explore what drives you at the intersection of values,
strengths, and impact.

Where This Tool Helps

Most people can describe what they do and what they are good at. Far fewer can articulate why it matters to them - not in a polished way, but in a way that actually holds up under pressure or in moments of doubt. That gap is where purpose work begins.

Purpose is not a revelation that arrives once you have thought hard enough. It is a pattern that becomes visible when you look at where your energy, your values, and your impact on others naturally overlap. This tool gives you a structured way to surface that pattern. You will inventory your values, map what energizes you, and work toward a purpose statement that is grounded in evidence rather than aspiration.

How to Use This Worksheet

Work through the sections in order. Each one builds on the last - the Impact Statement draws on what you discovered in the Values Inventory and Energy Audit.
Write what is true, not what sounds good. This tool is only useful if the content reflects your actual experience. Polished answers do not help here.
Leave the Purpose Draft for last. Complete the earlier sections before attempting it. The sentence will be easier to write once the material is in front of you.
Bring it to a coaching conversation. The most useful step after completing this worksheet is discussing what surprised you - not what confirmed what you already thought.

Values Inventory

Name:

Date:

List the five values that feel most central to how you work and how you make decisions. For each one, answer the three questions below.

Value 1

Value:

Why it matters to me:

The last time I honored this value:

The last time I compromised it:

Value 2

Value:

Why it matters to me:

The last time I honored this value:

The last time I compromised it:

Value 3

Value:

Why it matters to me:

The last time I honored this value:

The last time I compromised it:

Values Inventory (continued)

Value 4

Value:

Why it matters to me:

The last time I honored this value:

The last time I compromised it:

Value 5

Value:

Why it matters to me:

The last time I honored this value:

The last time I compromised it:

Looking at Your Five Values

What do they have in common? Notice any values that appear to be in tension with each other - those conflicts are often where the most useful coaching conversations happen.

Energy Audit

List activities, projects, and situations in each column. Think broadly - work tasks, types of conversations, ways of working, contexts you find yourself in.

Gives Me Energy

1.

2.

3.

4.

5.

Drains My Energy

1.

2.

3.

4.

5.

What pattern do you notice? What does the left column have in common? What does the right column share?

Impact Statement

Answer each question based on what you actually observe in yourself - your track record, your patterns, your choices. Not what you wish were true.

Who do you want to serve? Who are the people whose situations you most care about changing?

What change do you want to create? What does "better" look like for the people you serve?

What makes you uniquely suited to this? Skills, experiences, perspective, or access that others in this work may not have.

Purpose Draft

Use your responses from the previous sections to complete the sentence below. Write a first draft - it does not need to be final. Precision comes from revision, not from waiting for the perfect version to arrive.

Complete the sentence:

"I use my

strengths / skills / qualities

to help

who you serve

achieve

what change you create

because

why it matters to you

"

Read it back. Does it feel true? If something is off, identify which part and revise it below.

Before Your Next Session

Take a few minutes with these questions before your next coaching conversation. They are designed to surface what was hard to answer honestly - which is usually where the most useful work is.

Reflection Question 1

Which section was the most difficult to complete honestly - and what does that difficulty tell you?

Reflection Question 2

If the purpose statement you drafted were actually guiding your decisions right now, what would you do differently this week?

Tandem Coaching Partners

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partnering with executives and organizations
to unlock sustainable growth.

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contact-us

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