Worksheets
Below is a wide collection of free resources crafted to boost personal, organizational, and team growth. These worksheets and workbooks aim to enhance self-awareness, promote self-reflection, and inspire positive change. Whether you're seeking professional development, leadership insights, or team-building activities, I hope you find this resource library helpful in achieving your goals!
Note: All worksheets and workbooks are free of charge. If you find a particular resource helpful or have feedback of any kind, please don't be shy - I would LOVE to hear from you!
01
Values Worksheet
By identifying and reflecting on your core values, you gain crucial insights that guide your decisions and choices, ensuring they align with what truly matters to you. This exercise is particularly beneficial if you're at a crossroads, facing a major decision, or preparing for a significant change in your life.
02
Powerful Questions Databank
Unlock the potential within your team, colleagues, friends, and family through the art of curiosity and impactful questioning. This carefully curated databank is designed to equip you with an arsenal of powerful questions, each crafted to ignite meaningful discussions and foster deep, lasting connections.
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05
Support Network Worksheet
Exchanging information and seeking support / guidance / action on challenges, experiences, tasks, and goals are key benefits of building a strong network and resource base because doing everything on your own can be time intensive, mentally and physically taxing, and quite honestly, lonely! This worksheet helps you pin down your needs / wants and match them with your support network.
06
Business Frameworks Worksheet
Business Frameworks are useful tools to have in your toolbox. Management consultants and analysts often use these frameworks to analyze business issues, structure and clearly communicate their analyses and recommendations to their clients. This worksheet covers some of the most common frameworks that can be used to analyze a business, a company, a team, or an industry.
07
Storytelling Templates Worksheet
We are drawn to stories from childhood through adulthood because they are engaging and captivating. Human brains are programmed to emphatize with characters in the stories, to follow a sequence of events to learn from, and to witness the exciting journeys the characters embark upon. They are an opportunity to connect emotionally and to unleash our imagination, and as such are easier to remember, follow, and understand. Storytelling, therefore, is a powerful communication tool. Talking about accomplishments, goals, struggles, aspirations, expectations, new initiatives through personal stories can be influential for leaders, salespeople, interviewees, etc.
08
Growth Mindset Worksheet
Growth mindset is a belief that you can accomplish your goals, desires, and dreams through hard work, self-confidence, effort, and a positive attitude. Your intelligence and potential is not limited or fixed. You can grow in unlimited ways. You confront failure with an attitude that you just need to try harder. This worksheet equips you with some ways to eliminate your (unconscious) fixed mindset language and replace it with growth mindset language.
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09
Leadership Styles Worksheet
Discovering and acknowledging your dominant style will increase your self-awareness and self-management, in turn giving you the opportunity to hone in on where you are the strongest and make adjustments where you think you can improve. This worksheet is an attempt to help you discover your style(s) and think about what leadership qualities you want to double down on as well as what habits you want to let go of to become a more effective leader.
10
Goal Setting Worksheet
It is common that we find ourselves "going with the flow" and drifting without feeling like we are getting anywhere in the busy lives we lead these days. Our jobs as leaders, managers, businesspeople, students, parents are hard, and there is a lot to do to "save the day". As such, it's easy to carry on without taking a pause to reflect on our goals. This goal setting worksheet is designed to make you take a pause and think about your desires, your priorities -- and for motivating yourself to turn them into actions that get you where you want to go. The worksheet is based on the SMART goals framework with additional thought bubbles on risks, resources, and rewards.
11
Who am I?
Self-Reflection Worksheet
This worksheet aims to get individuals to take a moment to reflect on their identity, what makes them who they are, in the process instilling self-awareness and provoking thoughts on where to focus and what to eliminate in life. The worksheet might also be a good resource for teams as the members of the team discover their own selves as well as get to know each other.
12
Flow Activities Worksheet
Mihaly Csikszentmihalyi describes the flow state as being fully immersed in an activity, where time flies and every action seamlessly follows the previous one, akin to playing jazz. This state of complete involvement and skill utilization significantly boosts joy and happiness. The Flow Activities Worksheet helps individuals identify and delve into activities that bring them into this flow zone. It's an excellent tool for those seeking to revitalize their daily routines, enhance their personal life, achieve better work-life balance, and find greater satisfaction in their career paths.
13
Objectives, Key Results (OKRs) Worksheet
The OKR worksheet is designed to help individuals and teams clearly define and track their objectives, key results, and impact in a concise table format. It ensures focused execution and regular stakeholder check-ins to optimize performance. For detailed planning, tracking, and reporting, a comprehensive spreadsheet version is also available, recommended for thorough management of objectives, deliverables, KPIs, key results, and business impact.
14
DRASCI Matrix
The (D)RA(S)CI matrix is a responsibility assignment chart that maps out every task, milestone, or key decision involved in completing a project. It assigns specific roles to each action item: Driver, Responsible, Accountable, Support, Consulted, and Informed. ​
While RACI is the most common framework, over time, the roles of Driver (D) and Support (S) have been added, especially for large teams and complex projects. You can use the simple RACI framework, add D and S where applicable, or incorporate other roles as needed. Consistency is key, regardless of the framework you choose. Download this worksheet to ensure clarity in roles and responsibilities, improving communication and efficiency in project management.
15
Mission Statement Worksheet
A good mission statement describes what a company does (purpose), why it does it (reason for existence), and how it does it (real-life application) in a clear and concise manner. This worksheet helps you craft a powerful mission statement by identifying core values, clarifying your purpose, and detailing the impact you aim to achieve. By the end, you'll have a mission statement that captures your organization's essence and aligns your team towards common goals.
16
Vision Statement
A vision statement describes a company’s long-term goals, aspirations, ambitions, and the future impact it intends to drive. The purpose of this worksheet is to help you articulate a clear and inspiring vision statement that reflects your company’s core values and desired future state. By the end of this exercise, you will have a vision statement that not only encapsulates your company’s aspirations and ambitions but also serves as a foundation for future growth and success.
17
Customer Profile Worksheet
A customer profile (also known as a buyer persona) is a detailed description of your ideal customer. It helps you understand your customers better, enabling you to tailor your products, services, and marketing efforts to meet their specific needs. The purpose of this exercise is to help you create a comprehensive customer profile that will guide your business strategies and improve customer satisfaction.
18
Customer Journey Map Templates
A Customer Journey Map illustrates the story of your target customer’s experience, from their initial contact with your products or services to their ongoing engagement and eventual long-term loyalty. It is a comprehensive and invaluable tool for understanding and forming a deeper connection with your target audience. By mapping out each touchpoint, you can identify opportunities to enhance the customer experience, improve satisfaction, and build lasting relationships.
Use these templates to visualize and optimize your customer’s journey, ensuring every interaction is meaningful and impactful.
19
Conflict Management Styles Assessment
According to Adkins, there are five main styles of conflict management and no one is superior to the other. How effective each style is depends on the context in which it is used. This assessment is intended to help you identify your typical response to conflict, with the goal that when you encounter future conflicts, you will be aware of not only your instinctive reaction, but also the pros and cons of that reaction given the specific situation. Once you know your own tendencies, you can share them with your team and have a discussion on team norms around healthy disagreements.
20
Business Model Workbook: Exploring the B2B & B2C Conundrum
Through engaging exercises and thought-provoking questions, this workbook aims to provide you with clarity, insight, and confidence in crafting an effective business strategy tailored to your target market, whether it's B2B, B2C, or a combination of both. By analyzing advantages, assessing resources, evaluating financial considerations, and aligning them with your long-term vision, you will gain a deeper understanding of your target market. This comprehensive approach ensures you can make informed decisions and build a robust business model that drives success and growth.
21
Skill-Will Matrix
The Skill-Will Matrix is a visual framework that categorizes employees based on their skill level and willingness to perform. It helps distinguish between skill-related problems (low competency) and will-related problems (low motivation or engagement). By understanding the underlying factors, leaders can tailor their approach to address the specific needs of each employee.
22
Demystifying Perf Playbook
Performance reviews have long been a cornerstone of the corporate world, shaping decisions regarding promotions, salary adjustments, and career trajectories. However, numerous misconceptions, biases, and damaging practices have plagued the performance review process, hindering its effectiveness and fairness. In this guidebook, we will delve into some of the most prevalent myths surrounding performance reviews, shedding light on the biases and BS that have perpetuated these flawed beliefs. By debunking these myths, this playbook aims to enhance the effectiveness of performance reviews and promote a more equitable and productive workplace.
23
VC Question Databank for Startup Pitches
VCs evaluate startup pitches using a range of questions covering key aspects like the problem solved, value proposition, market size, business model, and team qualifications. This comprehensive worksheet helps founders prepare and articulate their responses, increasing their chances of securing investment.
24
Burnout Assessment Quiz
Burnout—a term that resonates with countless individuals who have navigated the often demanding and relentless pace of the modern world. If you've ever felt physically and emotionally drained, experienced a loss of enthusiasm for your work, or struggled to sleep due to work-related stress, you're not alone. In fact, studies show that approximately 76% of people experience burnout symptoms at some point in their lives. But here's the reassuring part: recognizing burnout is the first step towards addressing it. In this worksheet, we will delve deeper into understanding burnout, its symptoms, and most importantly, how to take constructive steps to combat it.
25
Exploring Mini-Retirements, Sabbaticals, Career Breaks Thinksheet
We all deserve the chance to press pause on our busy lives and embark on mini-retirements, sabbaticals, or career breaks. These moments of respite serve various purposes, whether it's indulging in hobbies, recharging our energy, spending quality time with loved ones, or simply taking a breather. In a world where burnout often feels like the norm and traditional corporate culture encourages an unrelenting "work, work, work" mentality, these breaks are essential for personal well-being. This worksheet is your guide to exploring, planning, and embracing these enriching experiences.
26
People Manager Feedback Survey
A People Manager Survey is a powerful tool for evaluating leadership within an organization. It offers a unique opportunity for team members to provide candid feedback about their managers while maintaining anonymity. This fosters open and honest responses, ensuring feedback is centered on content rather than personal biases. Here, you'll find a sample survey to share with your team. Their input will be instrumental in enhancing your leadership skills and continuing your growth as a people manager.
27
People Management Interview Questions Databank
This People Management Sample Interview Questions Databank is a valuable resource covering various aspects of people management, tailored to help candidates prepare for management role interviews. It includes questions that delve into leadership and management styles, teamwork and collaboration, performance management, employee development and retention, as well as change management and adaptability. Use these questions to sharpen your interview skills and demonstrate your readiness for a successful career in management.
28
Tech Sales & Digital Marketing Sample Interview Questions Databank
This comprehensive databank features a wide array of behavioral and hypothetical questions commonly asked during tech sales and digital marketing interviews. Whether you're a seasoned professional or just starting your journey in tech sales and digital marketing, this databank will help you prepare for your next interview. Dive into these questions, craft your responses, and walk into your interview with confidence.
29
Enhance Your Productivity Worksheet
In a world where time is a limited resource, productivity is the key to achieving our aspirations. This worksheet, tailored for both teams and individuals, offers insightful questions to reflect upon and actionable tools to elevate your productivity game. Designed specifically with leaders and professionals in mind, it helps you streamline tasks, prioritize effectively, and foster a high-performing team environment.
30
Strategic Planning Workbook
The Strategic Planning workbook is meticulously designed to guide leaders and entrepreneurs through the process of yearly goal setting.
This comprehensive tool encourages thoughtful reflection, clear vision setting, and actionable goal formulation. It integrates reflective inquiries with pragmatic strategies, assisting you in crafting a robust and adaptable plan for the upcoming year.
Whether you’re aiming to refine your business direction, amplify growth, or enhance personal leadership development, this workbook serves as your roadmap to clarity, purpose, and strategic momentum.
31
Time Management Worksheet
This worksheet is designed to help you apply key strategies to organize your tasks and enhance efficiency. Dive into and implement some of these strategies to see how they can transform your daily routine and lift the weight, that is your never-ending to do list, off of your shoulders!
32
Navigating Career Change Workbook
Embarking on a career change can be both exciting and challenging. This workbook is designed to guide you through the process of evaluating and navigating a career change effectively. By engaging with the exercises and questions in this workbook, you will gain clarity and confidence in making informed decisions about your professional path.
33
Find Your Strengths Worksheet
This worksheet is designed for professionals who are seeking career advancement, whether it's a promotion, a role change, or a shift in career direction. The first critical step in this journey is identifying and leveraging your strengths. By understanding your key skills and competencies, you can position yourself effectively for your desired career move.
34
Team Growth with the SCARF Model Worksheet
This detailed worksheet combines the SCARF Model's five domains—Status, Certainty, Autonomy, Relatedness, Fairness—with a focus on emotional drivers and incorporating team feedback. It's designed to help leaders navigate change effectively, fostering high-performing, adaptable teams by understanding and addressing key emotional triggers.
35
The Wheel of Life Worksheet
The Wheel of Life is a popular coaching tool that offers a visual representation of the balance (or imbalance) in one's life. It helps individuals identify areas that need more attention and areas where they are excelling. The exercise can lead to insights about personal satisfaction levels across various life domains and guide goal setting for improvements.
36
IKIGAI - Discovering Your Purpose Worksheet
Ikigai is a Japanese concept that means "a reason for being." It's the intersection of what you love, what you are good at, what the world needs, and what you can be paid for. This worksheet is designed to help you explore these four key areas to discover your Ikigai, guiding you toward finding purpose and fulfillment in your life and career.
37
How to Network Authentically Worksheet
This comprehensive worksheet is meticulously designed to empower professionals with refined networking strategies, fostering meaningful connections that can expand their professional circles and elevate their career journeys. Through a series of targeted exercises, you will learn to identify key networking opportunities, develop a personalized networking plan, enhance your communication skills, build and maintain genuine relationships, leverage social media effectively, and measure the success of your networking efforts.
38
Impactful Negotiations Worksheet
This worksheet is designed to help prepare for a negotiation, ensuring you have a clear understanding of your goals, the interests of the other party, and the potential strategies to use. Successful negotiation involves preparation, clear communication, and the ability to find a mutually beneficial outcome.
39
How to Write a Compelling CV to Land your Dream Job
A Curriculum Vitae (CV), also known as a resume, is a crucial sales tool in your job application process. It's your opportunity to sell your skills, demonstrate how well you fit a role, and promote your candidacy to potential employers. Your CV deserves thoughtful preparation, whether you're a recent college graduate or a seasoned executive. This worksheet includes all the tips and tricks on writing a powerful CV as well as a step by step guide with prompts and powerful language recommendations.
40
Linkedin Strategies for Effective Job Search
This comprehensive worksheet is designed to guide professionals in creating and optimizing their LinkedIn profiles for maximum impact in their job search. By making your LinkedIn profile as 'complete' and appealing as possible, you increase your visibility, drawing more attention to your professional persona and improving your chances of being discovered by potential employers.
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41
360 Degree Feedback Worksheet
This worksheet is designed to gather comprehensive feedback from your peers, managers, direct reports, and close network. The feedback will help you understand your strengths, areas for improvement, and overall effectiveness as an individual.
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By utilizing this 360-degree feedback tool, you gain a holistic view of how others perceive your performance and behavior in various professional interactions. This multi-source feedback approach ensures that you receive a well-rounded assessment, providing insights that might be overlooked in traditional performance reviews.
42
Salary Negotiation Worksheet
Navigating salary negotiations requires strategic planning and effective communication. This worksheet guides you through the process, empowering you to advocate for fair compensation aligned with your skills and value. By providing tools for preparation, clarity, and strategy, this worksheet helps you understand your market worth, set realistic goals, and build the confidence to communicate your needs assertively. Equip yourself with the information needed to enter negotiations confidently and aim for a successful outcome that reflects your professional worth.
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43
First 90 Days At a New Job Worksheet
The first 90 days at a new job are critical for establishing a strong foundation, building relationships, delivering results, and positioning yourself for long-term success. This worksheet is designed to guide you through this crucial period, helping you navigate the transition effectively and make a positive impact in your new role. By following the steps outlined, you can set clear goals, prioritize key actions, and build the necessary connections to ensure a successful start and pave the way for future achievements.
44
Pitching Strategic Partnerships Playbook
This guide is designed to equip you with the tools, strategies, and frameworks necessary to craft compelling partnership pitches that resonate with potential partners.
A well-prepared pitch not only showcases your unique value but also addresses the specific needs and challenges of your potential partners. By following the steps outlined in this playbook, you will be able to create customized, impactful pitches that stand out and drive success.
