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Below are links to PDF copies of the worksheets referenced in the DISCIPLINE STRATEGY® Book and training course. Click on the worksheet names to download a PDF copy of the worksheet.

To gain access to the DISCIPLINE STRATEGY video based training course, click here:


Perspective Expansion Worksheet

This worksheet will walk you through a process designed to expand your perspective on your life and your decision landscape.

MyPersonality Assessment

As explained in this chapter, psychometric tools use a series of questions to identify personality traits and tendencies. I have designed a customized personality test, MyPersonality, to accompany the DISCIPLINE STRATEGY and have made it available to readers of this book at no additional cost. MyPersonality will provide you with new and perhaps critical insights into your personality that you can immediately apply to the DECISION STRATEGY process. After you complete the assessment, you will receive a personalized report. Take the test for free today by registering on this page:

Daily Journal

There are a lot of great daily journals on the market, but we have provided a Daily Journal template aligned with the DISCIPLINE STRATEGY. Print several copies of this worksheet and create your own journal using a three-ring binder.

Unfiltered Brainstorming

This worksheet guides you through the process of a brainstorming session and provides guidelines and prompts to stimulate discussion.

Identifying Previous Passions

Most of us have long forgotten some of the passions of our youth or early adult years. This worksheet helps you rediscover those passions. This can be considered a subcategory of your brainstorming, but it is important enough to deserve its own worksheet.


Unfiltered Brainstorming

This worksheet, also used in Chapter 1, guides you through the process of a brainstorming session and provides guidelines and prompts to stimulate discussion.

Mentor Discussion Guide

This worksheet is designed to guide you through your meeting or discussion with someone who is assisting you in your search for information.


Sort Worksheet

The Sort Worksheet serves as a reference when sorting material. It helps you walk each piece of data through your belief system, reticular activating system, credibility analysis, and the organizational process. It also summarizes the tagging scheme and will help you grade your materials consistently.


Plan Conception Worksheet

This detailed worksheet will walk you through the six steps presented in this chapter and help you develop a plan for effective change.


Daily Journal Page

Use the DISCIPLINE STRATEGY Daily Journal page (also used in Chapter 1) to capture the specifics of your daily grind. This should include reminders of your new end-of-day habits like recording your bite-sized victories, recording thoughts in your gratitude journal, and any other daily celebrations. The Daily Journal is designed with room for you to customize it for your specific purposes.


Obstacles and Perseverance Worksheet

As mentioned earlier in this chapter, the Obstacles and Perseverance Worksheet is designed to help you quantify the obstacle or significant challenge you’re facing and prepare a plan to persevere until you solve the issue or come up with a suitable workaround. The worksheet is specifically designed to help you improve your psychological capital (PsyCap).

MyPersonality Assessment

Hopefully you’ve already taken the MyPersonality Assessment mentioned earlier in this book. If you haven’t, do it right now! This psychometric tool will open your eyes to your innate strengths and weaknesses as they pertain specifically to the DISCIPLINE STRATEGY process. Take the test for free today by registering on this page:


Feedback Form

Asking friends and colleagues for honest feedback can be a tricky proposition. Without clear guidelines, well-meaning respondents could simply tell us what they think we want to hear, give us a broad overview with no specifics, or even try to talk us out of our goals. Avoid these common feedback pitfalls by walking your feedback source through a clear, actionable conversation using the questions and categories on this form.

Self-Assessment (SWOT) Worksheet

We are too often our own worst critics. We generally think either too highly of ourselves or we only see our failures; neither option provides valuable insights. The Self-Assessment Worksheet, however, guides you in an honest look at yourself and equips you to list your strengths, weaknesses, opportunities, and threats in an effective, unbiased way.

Action Plan Worksheet

Taking the results of the Self-Assessment (SWOT) Worksheet, the Action Plan Worksheet walks you through the development of a plan to magnify strengths, minimize weaknesses, exploit opportunities, and eliminate threats.


Creating Intentional Life Imbalance Worksheet

The topic of life balance is a popular one these days. In this chapter, I have suggested the contrary point of life imbalance. However, I propose you do this with a conscious and intentional effort. Slashing and burning everything around you does not serve any purpose. This worksheet will help you identify and plan for the realignment of your priorities during this critical phase of the DISCIPLINE STRATEGY.


Notice Worksheet

The Notice Worksheet helps you to commit to celebration, assess alignment of your current goal with your internal desires, begin the engineering process for your next goal, document and lock in your areas of personal growth, and inspire you to level up. Use this worksheet as you approach your goal or immediately after you have attained it. This will serve as a foundation for starting the DISCIPLINE STRATEGY with your next goal.


DISCIPLINE STRATEGY Guide to Happiness and Well-being

The Guide to Happiness and Well-being is a pack of worksheets designed to walk you through each piece of the PERMA puzzle. In these forms, you’ll work through exercises to help you build positive emotion, engagement, relationships, meaning, and accomplishments. I encourage you to use these worksheets to carefully consider each component of PERMA and design a plan to nurture your happiness and well-being.