Back to Knowledge Base
Free Template

values-decision-alignment-worksheet

Ready-to-use template

Values-Decision Alignment Worksheet

For Authentic Leaders Facing Dilemmas

Decision Context and Situation

Decision Overview

Decision Title: [Clear description of the decision to be made]
Decision Deadline: [When decision must be made]
Decision Maker: [Who has ultimate authority]
Stakeholders Affected: [Who will be impacted by this decision]

Situation Description

Background: [Context leading to this decision point]

Dilemma Description: [Why this decision feels challenging or conflicted]

Competing Pressures: [Different forces or expectations at play]

Consequences of Delay: [What happens if decision is postponed]

Core Values Identification and Clarification

Personal Core Values

Value 1: [Your most important value]

  • Definition: [What this value means to you specifically]
  • Behavioral Examples: [How you typically live this value]
  • Non-negotiable Aspects: [When you would never compromise this value]

Value 2: [Your second most important value]

  • Definition: [What this value means to you specifically]
  • Behavioral Examples: [How you typically live this value]
  • Non-negotiable Aspects: [When you would never compromise this value]

Value 3: [Your third most important value]

  • Definition: [What this value means to you specifically]
  • Behavioral Examples: [How you typically live this value]
  • Non-negotiable Aspects: [When you would never compromise this value]

Organizational Values Consideration

Relevant Organizational Values:

  • [Value]: [How it applies to this decision]
  • [Value]: [How it applies to this decision]
  • [Value]: [How it applies to this decision]

Alignment Assessment: [How well personal and organizational values align in this context]

Decision Options Analysis

Option 1: [Description]

Values Alignment Assessment:

Value 1 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 2 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 3 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Overall Values Alignment Score: [Average of individual scores]

Option 2: [Description]

Values Alignment Assessment:

Value 1 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 2 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 3 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Overall Values Alignment Score: [Average of individual scores]

Option 3: [Description]

Values Alignment Assessment:

Value 1 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 2 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Value 3 ([Value Name]):

  • Alignment Score: [1-5, where 5 = perfect alignment]
  • How this option honors/violates this value: [Specific analysis]
  • Potential compromises: [Any ways this might compromise the value]

Overall Values Alignment Score: [Average of individual scores]

Stakeholder Impact Through Values Lens

Primary Stakeholders Analysis

Stakeholder 1: [Group or individual]

  • How each option affects them: [Impact analysis]
  • Values implications: [How your values relate to their well-being]
  • Ethical considerations: [Right/wrong implications for this group]

Stakeholder 2: [Group or individual]

  • How each option affects them: [Impact analysis]
  • Values implications: [How your values relate to their well-being]
  • Ethical considerations: [Right/wrong implications for this group]

Stakeholder 3: [Group or individual]

  • How each option affects them: [Impact analysis]
  • Values implications: [How your values relate to their well-being]
  • Ethical considerations: [Right/wrong implications for this group]

Values-Based Stakeholder Prioritization

Whose interests should take priority based on your values? [Analysis of competing stakeholder needs through values lens]

How do your values guide balancing different stakeholder needs? [Framework for trade-offs]

Long-Term Values Integrity Assessment

Future Values Test

In 5 years, looking back on this decision:

  • Will I be proud of the choice I made? [Yes/No and reasoning]
  • Will this decision reflect who I want to be as a leader? [Analysis]
  • Will I be able to explain this decision to my family/friends with pride? [Consideration]

Values Development Impact

How will each option affect my future ability to live my values?

Option 1:

  • Values strengthening: [How this choice reinforces values]
  • Values weakening: [How this choice might compromise future values integrity]

Option 2:

  • Values strengthening: [How this choice reinforces values]
  • Values weakening: [How this choice might compromise future values integrity]

Option 3:

  • Values strengthening: [How this choice reinforces values]
  • Values weakening: [How this choice might compromise future values integrity]

Values Conflict Resolution

Identifying Values Tensions

Which of your values are in conflict in this situation?

  • Value A vs. Value B: [Description of tension]
  • Why they're conflicting: [Root cause of conflict]
  • Potential resolution: [How to honor both values]

Values Prioritization in Context

Given this specific situation, how should your values be prioritized?

  1. Most Important: [Value] - [Why it takes priority here]
  2. Second Priority: [Value] - [How to honor while prioritizing #1]
  3. Third Priority: [Value] - [How to honor while prioritizing others]

Creative Values Integration

Is there a way to modify options to better honor multiple values?

Modified Option: [Creative alternative that better serves multiple values]

  • How it honors Value 1: [Specific ways]
  • How it honors Value 2: [Specific ways]
  • How it honors Value 3: [Specific ways]

Decision Integrity Check

Authenticity Assessment

Which option feels most true to who I am? [Gut-level authenticity check]

Which option would the best version of myself choose? [Aspirational authenticity]

Which option requires me to compromise my core identity least? [Identity preservation]

Public Values Test

Would I be comfortable if this decision and my reasoning were public? [Transparency test]

Could I explain this decision in terms of my values to anyone who asked? [Explanation test]

Does this decision set a precedent I'm comfortable with for future similar situations? [Consistency test]

Implementation with Values Integration

Values-Based Communication Plan

How will I explain this decision in terms of my values?

  • To my team: [Values-based explanation]
  • To senior leadership: [Values-based rationale]
  • To affected stakeholders: [Values-centered communication]

Values Monitoring During Implementation

How will I ensure values alignment during execution?

  • Check-in questions: [Regular self-assessment questions]
  • Values indicators: [Signs that implementation is honoring values]
  • Course correction triggers: [When to adjust approach to maintain values alignment]

Final Decision and Commitment

Selected Option

Chosen Decision: [Which option selected]

Primary Values-Based Reasoning: [Why this choice best honors your values]

Accepted Trade-offs: [Values compromises you're willing to make and why]

Values Implementation Commitment: [How you'll ensure decision execution honors your values]

Personal Values Learning

What has this process taught you about your values? [Insights gained]

How will this experience inform future values-based decisions? [Learning application]

What values clarification or development do you need based on this experience? [Growth areas]

Follow-Up and Values Reflection

Post-Decision Values Assessment (Schedule for 30 days later)

How well did the decision align with my values in practice? [Reflection]

What values tensions emerged during implementation? [Implementation challenges]

How did stakeholders respond to the values-based reasoning? [Reception feedback]

What would I do differently next time? [Process improvement]

Values Integrity Maintenance

How can I continue to strengthen alignment between my values and actions? [Ongoing development]

What systems or practices will help me make more values-aligned decisions in the future? [Process improvement]


This worksheet helps Authentic Leaders navigate complex decisions by systematically evaluating options through their core values, ensuring decisions align with their authentic leadership principles.

Ready to Apply This Template?

Take our leadership assessment to discover your unique style and get personalized recommendations.

Start Your Assessment