Worksheets & Information Sheets

Dr. Peters has taught almost 40 workshops in the past 5 years on conflict management, leadership, emotional competence, and more. She has developed several worksheets and information sheets as learning aids in these workshops, and now all of them are available for you to download for free! These worksheets can be used to help you work through the Human Systems Mindful Leadership Model (for professionals) and Mindful Growth Model (for personal/family use). Worksheets are listed by Individual, Relational, and Organizational/Systems.

Individual Growth

The following tools and worksheets (in PDF form) focus on individual development in the areas of leadership, emotions, conflict management, and mindfulness. These worksheets are designed to help you work through the Human Systems Mindful Individual Leadership Model and Assessments (professional use), and the Human Systems Mindful Individual Growth Model and Assessments (personal/family use). Click on the worksheet title to see a description of the worksheet and a link to download the worksheet. If you have any questions or feedback about these worksheets, please feel free to contact us.

Based on information from Dr. Lisa Feldman Barrett’s book How Emotions are Made, this worksheet uses a tool called the affective circumplex, which you can use to plot your feelings on two dimensions: affect (how good or bad you feel) and valence (how excited or calm you are. For more information on feelings, affect and valence, and emotions, visit our Virtual Emotion Wheel tool, which has a mini-lesson on how we make emotions at the beginning. The worksheet then has a few questions to help you reflect on your feelings and emotions related to a recent conflict you have had. For Individual Growth, you can focus on plotting your own emotions on the Circumplex and focusing on your own emotions, thoughts and behaviors for the questions. Download the Affective Circumplex & Conflict Management Worksheet.

The Awareness, Acceptance, Compassion, and Balance (AACB) Mindfulness Worksheet puts the Human Systems Individual Mindfulness Model to practical use. Based on various therapeutic models, including cognitive behavioral therapy and motivational interviewing, this worksheet takes you through the steps of processing an uncomfortable event in a mindful way. For Individual Growth, focus awareness, acceptance, compassion, and balance around your emotions and thoughts towards yourself. Download the AACB Mindfulness Worksheet.

I adapted the Decision-Making Worksheet from a similar exercise often used in cognitive behavioral therapy. I have used it many times to process pros and cons related to complex decisions, and it can also be great to use when a group needs to make a difficult decision together. Download the Decision-Making Worksheet.

Emotion Wheels have been around for decades. The wheels I developed are unique, however, because instead of just one wheel of emotions, I created two – one for comfortable emotions and one for uncomfortable emotions. I developed both wheels using a systematic method of collecting hundreds of emotions and then categorizing and re-categorizing until I believe I have the most comprehensive set of emotions in wheel form. Emotion wheels are great for learning about new emotions, a skill called “emotional granularity”, which very effective for processing emotions. Click here to access the HS Emotion Wheels, as well as PDF downloads and options to purchase laminated copies.

More than anything else, I believe the mark of a great leader is the ability to align your behavior with your principles and values. This ability is also important for mental health and well-being. The term “hard interior/soft exterior” is from Indigenous peoples and refers to your ability to maintain a tough, non-negotiable core of principles so that you can have a soft, flexible exterior. Basically, it’s about setting boundaries that adhere to your needs and values so that you can show up for others. This worksheet will take you through the process of identifying your core principles and thinking through how to better align your behavior with your principles. Download the Hard Interior/Soft Exterior Leadership Worksheet.

Leadership is fundamentally about growth and change. Mindfulness is being aware of ourselves and our surroundings in the present moment. The Individual Mindful Leadership Model explains how we can apply mindfulness for successful change and growth in ourselves. Practicing Mindful Leadership also creates space for others to grow and change. Download the Individual Mindful Leadership Model.

This series of assessments on Individual Mindful Leadership will raise your awareness about your Self Worth; how well you practice Self Care, Mindfulness, and your Principles; and your current capacity for actively seeking Growth opportunities. See the Individual Mindful Leadership Model for more information about Individual Mindful Leadership. Download the Individual Mindful Leadership Assessment.

Use this worksheet to teach your clients how past experiences, stimuli from their current environment, thoughts, and physical feelings come together to create emotion. By guiding your clients to identify and link these components, you can empower them to build more self-awareness around why and how they react to challenging situations. Download the “Linking Experiences, Thoughts, Feelings, & Emotions” Worksheet.

This worksheet is a product of research from Lisa Feldman Barrett’s book How Emotions Are Made. The purpose of the Mindful Feelings Graph is to help you pinpoint the intersection of your feelings and level of mindfulness at a moment in time. The worksheet has a thorough explanation of how the Mindful Feelings Graph works, and you can also watch a video about it. Download the Mindful Feelings Graph Worksheet.

I developed the HS Mindfulness Model based on my research on leadership in human systems, various mindfulness models and literature, and 12-step recovery programs. You can apply the Mindfulness Model using the AACB Mindfulness Worksheet (see above).

Download a PDF of the HS Mindfulness Model with descriptions of each part.

 

Most likely, your organization has a mission and vision. Ideally, the vision describes what the world would look like if the organization’s services were not needed anymore, and the mission describes what the organization does to achieve the vision. You can have your own mission and vision – in fact, you should! What kind of change would you like to see in the world and what do you want to do, what can you do, to help the world get there? The Personal Leadership Definition Worksheet takes you through the process of defining your personal mission and vision so you can stay true to yourself and do what you believe in. Download the Personal Leadership Definition Worksheet.

This worksheet includes the personal leadership definition steps as well as a guide to creating a personal leadership development plan.Download the Personal Leadership Definition and Development Plan.

Emotion words help us process, define, and give meaning to our experiences. This worksheet helps you process your uncomfortable emotions related to an experience and think through how you handled the situation, and if you might handle similar situations differently in the future. You may find it useful to visit our Emotion Wheels and Needs Wheel for this exercise. Download the Redefining My Uncomfortable Emotional Experience Worksheet.

This worksheet will help you process your emotions related to an uncomfortable experience and explore ways to practice acceptance and compassion for yourself and others. Download the Self-Soothing Worksheet.

One of our signature worksheets, Turning Emotion into Action (TEA) is a highly effective way to process your emotions related to uncomfortable experiences and determine the best course of action to avoid feeling uncomfortable in the future. The first part of the worksheet requires the HS Emotion Wheels or Virtual Emotion Wheels (see a video on the Human Systems YouTube Channel on how to use the Virtual Emotion Wheels). The second part requires the HS Needs Wheel or the Virtual Needs Wheel. The TEA will also ask about a principle or behavior change, so you might find the list of principles on the Hard Interior/Soft Exterior Leadership Worksheet to be helpful.

Download the Turning Emotion into Action Worksheet (TEA).

Learn about the HS TEA MiniCert & register!

Many of us engage in critical or negative thinking, which can result in persistent, uncomfortable emotions. Affirmations can help us reverse negative thought patterns. This worksheet will guide you through the process of using the Human Systems Mindfulness Model to create the most effective affirmations for you based on your emotions and needs.

Download the Using Mindfulness to Create & Use Affirmations.

Relational Growth

The following tools and worksheets (in PDF form) are designed to facilitate growth in your relationships. You can use these worksheets in conjunction with the Human Systems Relational Mindful Leadership Model and Assessments (for professional use) and the Relational Mindful Growth Model and Assessments (for personal/family use – coming soon). Click on the worksheet title to see a description of the worksheet and a link to download the worksheet. If you have any questions or feedback about these worksheets, please feel free to contact us.

Based on information from Dr. Lisa Feldman Barrett’s book How Emotions are Made, this worksheet uses a tool called the affective circumplex, which you can use to plot your feelings on two dimensions: affect (how good or bad you feel) and valence (how excited or calm you are. For more information on feelings, affect and valence, and emotions, visit our Virtual Emotion Wheel tool, which has a mini-lesson on how we make emotions at the beginning. The worksheet then has a few questions to help you reflect on your feelings and emotions related to a recent conflict you have had. For Relational Growth, you can invite the person with whom you are having a conflict to join you in plotting your emotions on the Affective Circumplex and you can both answer the questions and talk through your answers. Download the Affective Circumplex & Conflict Management Worksheet.

The Awareness, Acceptance, Compassion, and Balance (AACB) Mindfulness Worksheet puts the Human Systems Individual Mindfulness Model to practical use. Based on various therapeutic models, including cognitive behavioral therapy and motivational interviewing, this worksheet takes you through the steps of processing an uncomfortable event in a mindful way. For Relational Growth, focus awareness, acceptance, compassion, and balance around your emotions, thoughts, and behavior towards others. Download the AACB Mindfulness Worksheet.

The Conflict Management: Mindset Shift Worksheet teaches you about conflict resolution mindsets, including establishing shared goals; empathy; and unconditional respect. The second part of the worksheet guides you through a series of questions that are designed to help you shift your mindset from one of defensiveness to openness. Download the Conflict Management: Mindset Shift Worksheet.

The Conflict Management Style Logic Model Worksheet defines the five approaches to conflict management (avoiding, integrative, dominant, obliging, compromise) and takes you through a logical process that will help you decide how best to approach a conflict. Make sure to read the directions (page 2 of the worksheet) to understand how to best move through the model. Download the Conflict Management Style Logic Model Worksheet.

I adapted the Decision-Making Worksheet from a similar exercise often used in cognitive behavioral therapy. I have used it many times to process pros and cons related to complex decisions, and it can also be great for Relational Growth if two people need to make a decision together. You can invite the person with whom you need to make a decision to complete the worksheet with you. Download the Decision-Making Worksheet.

The Communication Policy Worksheet can help your group or organization develop guidelines about when and how to use different methods of communication. When is it best to email? Phone? Zoom? Text? Many conflicts begin because we use methods of communication (such as email) that do not convey critical subtleties (such as tone, emotion, etc.). This worksheet can get you all on the same page. We also offer a Communication Policy Workshop. Contact us to learn more. Download the Communication Policy Worksheet.

The Conflict Management Planning Worksheet is an activity from our Conflict Management Workshop series. In the workshop, groups are asked to uncover, analyze, and propose remedies for root causes of unproductive conflict, which include patterns of disrespect; power hierarchies; absence of shared goals; low morale; inequities; and patterns of hostility. For more information about the Conflict Management Workshop, contact us. Download the Conflict Management Planning Worksheet.

The purpose of the Connect & Correct Logic Model (CCLM) is to guide you through managing uncomfortable interactions with others. Every interaction that brings up uncomfortable emotions is an opportunity for you to learn and grow, and/or to use the power of your relationships to create opportunities for others to learn and grow. The logic model is called “Connect & Correct” because if you want to invite somebody to learn and grow (“correct” their perspective or behavior), an appropriate authentic connection must be in place.

When you work with the CCLM, you may also want to access other Human Systems Tools, such as our Emotion Wheels and Needs Wheel, HS Mindfulness Model; or worksheets used to process your emotions, such as Turning Emotion into Action (TEA) and the Awareness, Acceptance, Compassion and Balance (AACB) Worksheet.

Download the Connect & Correct Logic Model.

“Managing up” is the process of making changes in your organization that involve the buy-in of individuals who are above you on the organizational chart. The Managing Up Worksheet leads you through a process for making those kinds of changes. Download the Managing Up Worksheet.

This worksheet is a product of research from Lisa Feldman Barrett’s book How Emotions Are Made. The purpose of the Mindful Feelings Graph (MFG) is to help you pinpoint the intersection of your feelings and level of mindfulness at a moment in time. The worksheet has a thorough explanation of how the MFG works, and you can also watch a video about it. After you have some experience working with the MFG, you can take it to the Relational Growth level by completing it with somebody with whom you had an uncomfortable interaction. Download the Mindful Feelings Graph Worksheet.

This worksheet is a guide to processing, managing, and resolving conflict in a kind and compassionate way. Download the Steps to Successful Conflict Resolution Worksheet.

One of our signature worksheets, Turning Emotion into Action (TEA) is a highly effective way to process your emotions related to uncomfortable experiences and determine the best course of action to avoid feeling uncomfortable in the future. The first part of the worksheet requires the HS Emotion Wheels or Virtual Emotion Wheels (see a video on the Human Systems YouTube Channel on how to use the Virtual Emotion Wheels). The second part requires the HS Needs Wheel or the Virtual Needs Wheel. The TEA will also ask about a principle or behavior change, so you might find the list of principles on the Hard Interior/Soft Exterior Leadership Worksheet to be helpful. You can take it to the Relational Growth level when you complete this worksheet with somebody with whom you are having a conflict.

Download the Turning Emotion into Action Worksheet (TEA).

Organizational/Systems Growth

The following tools and worksheets (in PDF form) are designed to be completed in groups in order to gather and process information related to the organization. Some may also be used individually. Click on the worksheet title to see a description of the worksheet and a link to download the worksheet. If you have any questions or feedback about these worksheets, please feel free to contact us.

The Circles of Influence Worksheet takes you through the steps of building a Circles of Influence Model (CIM) for your department or organization. You can use the CIM to gather often elusive information about relationships, power dynamics, and patterns of communication in your organization. You can watch a video to learn more about the CIM and watch one being built. If you are interested in doing this as a group, we strongly suggest a neutral facilitator. Contact us to learn more about facilitation. Download the Circles of Influence Worksheet.

The Communication Policy Worksheet can help your group or organization develop guidelines about when and how to use different methods of communication. When is it best to email? Phone? Zoom? Text? Many conflicts begin because we use methods of communication (such as email) that do not convey critical subtleties (such as tone, emotion, etc.). This worksheet can get you all on the same page. We also offer a Communication Policy Workshop. Contact us to learn more. Download the Communication Policy Worksheet.

The Conflict Management Planning Worksheet is an activity from our Conflict Management Workshop series. In the workshop, groups are asked to uncover, analyze, and propose remedies for root causes of unproductive conflict, which include patterns of disrespect; power hierarchies; absence of shared goals; low morale; inequities; and patterns of hostility. For more information about the Conflict Management Workshop, contact us. Download the Conflict Management Planning Worksheet.

I adapted the Decision-Making Worksheet from a similar exercise often used in cognitive behavioral therapy. I have used it many times to process pros and cons related to complex decisions, and it can also be great for Organizational/Systems Growth if a group needs to make a decision together. You can invite the other stakeholders in the decision to complete the worksheet with you. Download the Decision-Making Worksheet.

At its core, leadership is about growth and change, and management is about safety and stability. We need both in our professional and personal lives to stay happy and healthy. Too much change, and we feel unsafe and become resistant and withdrawn; too much stability, and we become restless and bored. The Leadership vs. Management Worksheet helps groups develop possible pathways to challenges that include a balance of leadership and management actions. Download the Leadership vs. Management Worksheet.

Burnout and excessive turnover are a systems issue, not an individual issue. Burnout happens when individuals no longer have the capacity to meet the combined expectations of the system (cultural expectations and task expectations) and maintain their physical, emotional, and mental health. A Model of Organizational Burnout is a presentation I developed based on current research in social work and human services that explains how organizational conditions result in burnout and turnover, and the effects on the organization and its clients. You may also like to watch a video where I talk through the presentation and explain the model in some detail. Download A Model of Organization Burnout.

In their book on leadership, Reframing Organizations: Artistry, Choice, and Leadership, Bolman & Deal propose that there are four frames through which we perceive our world. These frames determine how we perceive situations and how we address challenges. These four frames are Structural, Human ResourcesPolitical, and Symbolic. Most individuals have a “dominant” frame, but ideally, you learn how to switch between frames to broaden  your perspective. I created a series of questions for each frame that help you think about a challenge from different perspectives. You can take it to the Organizational/Systems Growth level when you use these questions to analyze a specific challenge as a group.  Download the HS Reframing Questions.

This is a worksheet I use to guide organizations through a strategic planning process. Contact us to learn more about our strategic planning services. Download the Strategic Planning Worksheet.

This worksheet can be used by an individual or group, and it includes a reading about strategic leadership (what it is, why it’s important, how to use it), as well as questions to encourage exploration of the material. Download the Systemic Leadership Reading & Worksheet.

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