Discover Your Values
GUIDEBOOK
WITH DOUG LENNICK
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
www.rootsandwingslegacy.org
DISCOVER YOUR TOP 5 VALUES
TakethefreeValuesAssessmentonlineatwww.rootsandwingslegacy.org/assessment. WriteyourTop5Valuesinthespacesbelow,followedbyabriefexplanationfor choosingeachvalue.
VALUES EYE SPY
Jot down a few ways you can see each value show up in your life.
DIG DEEP CHALLENGE:
Send a friend or family member the Values Assessment and then talk about 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.
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.
Personal Goal
Action Items: Helpful Habits:
Action Items: Helpful Habits:
"Values
help you understand who you are at your best."
Doug Lennick“The most effective people live in alignment and on purpose. ” Doug Lennick
APPLICATION
YOU GET TO DECIDE WHAT TO THINK
Yourthoughtsinfluenceyourbehaviorsandemotions.
Usetheexercisesbelowtolearnhowtoknowwhatyou'rethinkingandhow tochangeyourmindifyouneedto.There'sroomforreflectiononthenext coupleofpages.
The Four R's
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 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?
APPLICATION
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.
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.
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?”
APPLICATION
BECOMING YOUR IDEAL SELF
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...
Emotion:
feel it, do it (then possibly regret it)
E-think-motion:
feel it, think about it, do something (not necessarily "it")
APPLICATION
CELEBRATE PROGRESS, NOT PERFECTION
GROWTH VIDEO 3: CURATING YOUR AUTHENTIC SELF
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.
Set a reminder on your phone to practice 60 seconds of gratitude four times every day! ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________
DIG DEEP CHALLENGE:
APPLICATION
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. Discover
“Don't give up what you want most for what you want now. ”
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
BIG PICTURE FINANCIAL ALIGNMENT
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
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
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.
WHEN LIFE DOESN'T GO AS PLANNED
Lifedoesn'tgoasplanned...almosteverysingleday.
Sometimesthesearesmallinterruptions,andothertimestheyarelife-alteringseasonsof difficulttransitionsandheavyemotions.
Utilizethestepsbelowtostayalignedwithyourvalues.
Set your Goal
Make a Plan
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!
Execute the Plan
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.
Control Direction
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?
Throwoff
Discouragement
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.”