Discover Your Values: Print Edition

Discover Your Values GUIDEBOOK

STEP 1: Watch each video lesson

STEP 2: Take notes on the pages provided

STEP 3: Work through the application and exercises

How to get the most from your values discovery journey: Scan

www.rootsandwingslegacy.org

Discover Your Values GUIDEBOOK

VIDEO 1: Personal Core Values

VIDEO 2: Making Your Values Actionable

VIDEO 3: Values-Based Living

VIDEO 1: Mindset Matters

VIDEO 2: Using Values to Guide Goals

VIDEO 3: Curating Your Authentic Self

VIDEO 1: Align Your Finances to Your Values

VIDEO 2: Align Your Purpose to Your Values

VIDEO 3: Bringing It All Together

DISCOVER YOUR TOP 5 VALUES

ROOTS VIDEO 1: PERSONAL CORE VALUES

TakethefreeValuesAssessmentonlineatwww.rootsandwingslegacy.org/assessment. WriteyourTop5Valuesinthespacesbelow,followedbyabriefexplanationfor choosingeachvalue.

Value 1: ________________________________________________________

Value 2: ________________________

Value 3: ________________________

Value 4: ________________________

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MAKING YOUR VALUES ACTIONABLE Discover Your Values with Doug Lennick ROOTS

VIDEO 2: NOTES AND REFLECTION

MAKE YOUR VALUES ACTIONABLE

Chooseaverbtoputinfrontofeachofyourvalues. Useyourexamplesfromthelastexercisetohelpyouchooseifneeded.

CHOOSE A TRIGGER

The goal here is to choose a trigger that will prompt you to reflect on your values. Jot down some things you do every single day that you could use and then pick one. Tip: Use habit-stacking! Identify a habit you already do each day and then add values reflection on top of it.

My Values Trigger is...

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Discover Your Values

ROOTS VIDEO 3: VALUES-BASED LIVING

LIVE OUT YOUR VALUES

Livingwithintentionbeginsbyknowingwhatyouwant.OurValuesExpert,Doug Lennick,referstothisasWDYWFY(WhatDoYouWantForYourself.)

Filloutthespacesbelow.Youpickthegoals.Youpickthetimeframe. Takesometimetoreflectonyourvaluesbeforeyoubegin.

What do you want for yourself PERSONALLY?

What do you want for yourself PROFESSIONALLY? ______________________________________________________

What do you want for yourself in the area of PERSONAL DEVELOPMENT?

Timeframe:

STAY ON TRACK

Nowthatyouhavesomegoals,it'stimetomakeaplanandimplementit. Inthespaceprovided,writeyourmaingoalforallthree(personal,professional, andpersonaldevelopment.)

Addactionitems(bonuspointsforincludingdeadlines!)

Namesomeproductivehabitsthatwillhelpyoustaythecourse.

Action Items: Helpful Habits:

Action Items: Helpful Habits:

"Values help you understand who you are at your best."

Doug Lennick

Personal Development Goal

Action Items: Helpful Habits:

“The most effective people live in alignment and on purpose. ”

Doug Lennick

Discover Your Values

YOU GET TO DECIDE WHAT TO THINK

Yourthoughtsinfluenceyourbehaviorsandemotions. Usetheexercisesbelowtolearnhowtoknowwhatyou'rethinkingandhow tochangeyourmindifyouneedto.There'sroomforreflectiononthenext coupleofpages.

Recognize: Accept your current reality (use the freeze game!)

Reflect: Zoom out to see the bigger picture.

Reframe: Could you be thinking something better?

Respond: Decide what to think or do, in spite of how you feel.

The Four R's the Freeze Game

What am I thinking right now?

Emotionally, what am I feeling right now?

Physically, what am I doing right now?

BONUS: Could I be thinking or doing something better?

Discover Your Values

THE 4 R’S

Whenfacedwithasituationwhereyoudon'tlikehowyou'rethinking,feeling,or reacting,tryusingthe4R'sbelow.

Recognize: What'sreallygoingon?

______________________________________________________

Reflect: Whatareyourvalues?What'sthebiggerpicture?

Reframe: Couldyoubethinkingsomethingbetter?Whatisit? ______________________________________________________

Respond: Whatareyougoingtothinkordo?

Discover Your Values

THE FREEZE GAME

TheFreezeGameisahelpfultoolinbuildingself-awareness. Practicethisseveraltimesadaytocheckinwithyourselfandrealignwithyour valuesifneeded.

GROWTH 14

Tip:SetremindersonyourphonetoFreeze!Thatwillhelpyougetinthehabit.

Ask GROWTH VIDEO 1: MINDSET MATTERS

WhatamIthinking rightnow? ______________________________________________________

WhatamIfeeling rightnow?

WhatamIdoingrightnow?(Thinkbodylanguage&facialexpressions)

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Discover Your Values

GROWTH VIDEO 2: USING VALUES TO GUIDE GOALS

LIVE IN ALIGNMENT

The most influential people live in alignment and on purpose and help others do the same.

The Alignment Model helps you ask yourself the right questions so that you can celebrate when you ' re at your most effective and course-correct when you aren't.

The Alignment Model

FRAME 1:

Moral Compass

Principles

Values

Beliefs

FRAME 2:

FRAME 3:

Ideal Self

Personal

Professional

Personal

Goals Development

Behaviors

Thoughts

Feelings

Actions

Real Self

Are your current thoughts, feelings, and actions (Frame 3) in line with your goals (Frame 2) and values (Frame 1)? In other words, are you showing up in your life as your ideal self -- in alignment and on purpose?

Yes! or No.

Discover Your Values

If yes, way to go! Take a few moments to capture what’s working right now. How are you living out your values? What (if anything) is helping you show up with more intention?

If not, it’s time to get to work. In what ways do you need to change your thoughts, feelings, or actions to become more aligned with your ideal self and achieve your goals?

DIG DEEP CHALLENGE:

If you ’ re struggling with behaviors leading to your goals, ask yourself, “Do I truly want to achieve this goal?” And if so, “What will it take for me to actually make a change?”

BECOMING YOUR IDEAL SELF

Discover Your Values

GROWTH VIDEO 3: CURATING YOUR AUTHENTIC SELF

It is possible that you could be who you would ideally love to be more often. To be in alignment with your ideal self more often, you ' re going to have to change. Remember: Even though your brain is wired to value repetition (and reject change!), you can decide how to think. You can change your mind. Take a few moments and circle your responses below.

Taking Inventory...

I am living out my values…

Always Most of the Time Sometimes Rarely Never

I would behave or think better if I felt better…

Always Most of the Time Sometimes Rarely Never

I wait for other people to make me feel better…

Always Most of the Time Sometimes Rarely Never

My emotions / reactions get in the way of me achieving my ideal self…

Always Most of the Time Sometimes Rarely Never

Vocab with Doug...

E-think-motion: Emotion: feel it, do it (then possibly regret it)

feel it, think about it, do something (not necessarily "it")

CELEBRATE PROGRESS, NOT PERFECTION

One of the easiest ways to get out of a mental rut (or a plain ole bad mood) is to practice gratitude.

Take 60 seconds now to list what you are grateful for.

DIG DEEP CHALLENGE:

Set a reminder on your phone to practice 60 seconds of gratitude four times every day!

WINGS VIDEO 1: ALIGN YOUR FINANCES TO YOUR VALUES

DAY-TO-DAY FINANCIAL ALIGNMENT

List your Top 5 Values below.

Then, jot down one purchase that aligns with that value and one that doesn't.

Tip: Pull up your credit card statements to jog your memory if needed.

Value Aligned Not Aligned

“Don't give up what you want most for what you want now. ”

Richard G. Scott

A Practical Reminder...

Write one of your values-based financial goals on the line. Cut this card out to keep in your wallet as a reminder to spend wisely.

Is what you ' re about to buy worth more than ?

WINGS VIDEO 1: ALIGN YOUR FINANCES TO YOUR VALUES

The right Financial Advisor can help you create a financial plan that ensures you live and leave your unique legacy.

Fill in the spaces below. Then, bring this page to your Financial Advisor to help you complete the remainder of the exercise and incorporate your values into your financial plan.

My Top 5 Values

Discover Your Values

WINGS VIDEO 1: ALIGN YOUR FINANCES TO YOUR VALUES

QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

What steps can we take to ensure I get to see my generosity and legacy at work in the people and causes I care about, now or in the near future?

______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

What steps can we take to ensure the people and causes I care about are taken care of when I'm gone?

"I want my financial plan to reflect my values." You

WHAT IS YOUR PURPOSE?

WINGS VIDEO 2: ALIGN YOUR PURPOSE TO YOUR VALUES

Purpose is your opportunity to take your strengths and put them to use for humanity, beyond yourself. Make a short list below of your talents and gifts.

Jot down how you can apply these to your purpose, time, and money.

Discover Your Values

WHEN LIFE DOESN'T GO AS PLANNED

Lifedoesn'tgoasplanned...almosteverysingleday.

Sometimesthesearesmallinterruptions,andothertimestheyarelife-alteringseasonsof difficulttransitionsandheavyemotions.

Utilizethestepsbelowtostayalignedwithyourvalues.

5 Profoundly Simple "Stay-On-Track" Steps

Refer back to your What Do You Want For Yourself (WDYWFY) goals in Video 3. You set some really great personal, professional, and personal development goals that are important to you!

You wrote down some action steps in Video 3, too! Look at you go! Now is the time to revisit the plan to make sure it is feasible in the midst of your circumstances.

How are you doing executing these steps? If you're doing well, keep it up! If you haven't taken any action steps, ask yourself why. Is this goal still what I want for myself?

Given your current situation or emotions, do you need to change course? That's the beauty of having control over what you think. You have permission to change your mind and direction.

Tell your discouragement, “I’m gonna go ahead and think what I need to think and do what I need to do so I can honor my purpose and achieve my goals that are consistent with my values.”

"There is no end to better."

Doug Lennick

More from

ROOTS & WINGS

THE ONLINE LEGACY LIBRARY

Financial Education: In this video series, you’ll check your financial foundation, decide what’s “enough” for you, and prepare yourself and your family to experience fearless generosity.

Purpose Work: In this video series, you’ll gain an understanding of who you were created to be, connect the dots between your experiences and your personality, and walk into your destiny with authority.

Nurture: In this video series, you’ll rediscover what self-care looks like in the midst of grief, learn how to build an authentic, supportive community, and lean into your unique story and purpose.

OTHER WAYS TO CONNECT

In-Person Events: Epic events that allow us to gather in community, serve each other and other area non-profits, bring generations together, unleash generosity, and really start living out the things we’re learning.

Social Media: We’re on Facebook and Instagram, and we bet you are too! Let’s hang out there, too.

Podcast: Coming soon to your favorite podcast platform! Stay tuned!

One of life’s greatest blessings is that we are allowed both roots and wings. And it’s this incredible reality that has inspired the creation of this culture-shifting movement, whose purpose is to help families live and leave a legacy with roots and wings in their faith, family, and finances. We have an online library chock full of resources to inspire families to define what’s most important, educate them on areas of growth, and equip them with the tools they need to activate the legacies already inside of them.

The world-class team of experts at Roots & Wings have seen the need for and are thrilled to serve individuals and families in the areas of Values Discovery, Financial Education, Purpose Work, and a program for nurturers we simply call Nurture. Through a valuesbased strategy -- and a promise to make financial education more interesting and, dare we say, fun?! - we hope to become the one-stop-shop for anyone looking to make a mark on this world, make it count, and share the road (and a good story) with others along the way.

Doug Lennick is CEO and co-founder of think2perform. He is legendary for his innovative approaches to developing high performance in individuals and organizations and is an expert at developing practical applications of the art and science of human behavior, financial and otherwise. Doug is an author or co-author of seven titles including most recently Don’t Wait for Someone Else to Fix it, 8 Essentials to Enhance Your Leadership Impact at Work, Home and Anywhere Else that Needs You with fellow think2perform colleague and co-author Chuck Wachendorfer. Their experience and knowledge show readers how to be a positive and impactful leader in any environment. Doug and Chuck provide practical and evidence-based guidance by outlining eight key principles that are central to one’s ability to lead others.