Discover Your Values: The Complete Guidebook

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

PERSONAL CORE VALUES Discover Your Values with Doug Lennick ROOTS

VIDEO 1:: NOTES AND REFLECTION

DISCOVER YOUR TOP 5 VALUES

TakethefreeValuesAssessmentonlineatwww.rootsandwingslegacy.org/assessment. WriteyourTop5Valuesinthespacesbelow,followedbyabriefexplanationfor choosingeachvalue. Value 1: ________________________ Value 2: ________________________ Value 3: ________________________ Value 4: ________________________

Discover Your Values

MAKING YOUR VALUES ACTIONABLE

with Doug Lennick ROOTS

VIDEO 2: NOTES AND REFLECTION

APPLICATION

Discover Your Values

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...

VALUES-BASED LIVING Discover Your Values with Doug Lennick ROOTS

VIDEO 3: NOTES AND REFLECTION

APPLICATION

Discover Your Values

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:____________________________________

APPLICATION

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

GROWTH MINDSET MATTERS

Discover Your Values with 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?

THE FREEZE GAME

TheFreezeGameisahelpfultoolinbuildingself-awareness. Practicethisseveraltimesadaytocheckinwithyourselfandrealignwithyour valuesifneeded.

Tip:SetremindersonyourphonetoFreeze!Thatwillhelpyougetinthehabit.

WhatamIthinking rightnow? ______________________________________________________ ______________________________________________________

WhatamIfeeling rightnow? ______________________________________________________ ______________________________________________________

WhatamIdoingrightnow?(Thinkbodylanguage&facialexpressions) ______________________________________________________ ______________________________________________________

BONUS:CouldIbethinking ordoingsomethingbetter?

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

Moral Compass

FRAME 1: FRAME 2: FRAME 3: Principles

Values

Beliefs

Personal

Professional

Ideal Self

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.

APPLICATION

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?”

Discover Your Values

BECOMING YOUR IDEAL 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!

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.

“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 ?

Discover 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

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

ALIGN YOUR PURPOSE TO YOUR VALUES WINGS

Discover Your Values with Doug Lennick

VIDEO 2: NOTES AND REFLECTION

WHAT IS YOUR PURPOSE?

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.

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.”