Free Alignment + Planning Worksheets | Life Pulse

Free companion worksheets

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Resource 01

REALIGN - the seven steps

All seven steps, R through N, with a sentence or two on each - then working space for the four the video does not cover: locate misalignment, identify the right metrics, generate aligned action, navigate continually.

Goes with: why succeeding at the wrong thing still feels like failing

Download the PDF ↓
Worksheet 02

Reverse Planning - plan tomorrow today

Page one audits the five things a planning system needs. Page two builds tomorrow: the three reverse-planning questions, the daily priority matrix, and one circle, three squares, three triangles - plus the quick tasks you underline.

Goes with: plan tomorrow today, reverse planning and survival shapes

Download the PDF ↓
Weekly Recap #100

Weekly Recap #100 - what we learned from clients

One sentence on each lesson from this week's client work, with a line under each to write how you will put it to work.

Goes with: Weekly Recap #100

Download the PDF ↓
Rest vs. Recovery

Rest For What's Coming

Two pages: from or for, your warning lights, and how you'll protect capacity before this week's demands arrive.

Goes with: Rest vs. Recovery

Download the PDF ↓
Tension Is Not the Enemy

The Tension Check

Two pages: tell yourself the truth, stay in it long enough to learn, and build the bridge that makes the change stick.

Goes with: Tension Is Not the Enemy

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The Problem Isn't the Problem

Find the Gap

Two pages: keep, stop, start, then work your team's biggest recurring problem through stop assuming, symptom vs. cause, and find the gap.

Goes with: Why Your Team's Problems Keep Coming Back

Download the PDF ↓
Weekly Recap #101

Weekly Recap #101 - what we learned from clients

One sentence on each lesson from this week's client work, with a line under each to write how you will put it to work.

Goes with: Weekly Recap #101

Download the PDF ↓

What you are getting

Pick the worksheet that goes with your video.

Resource 01  ·  Locked

REALIGN - the seven steps

All seven steps, R through N, with a sentence or two on each - then working space for the four the video does not cover: locate misalignment, identify the right metrics, generate aligned action, navigate continually.

Worksheet 02  ·  Locked

Reverse Planning - plan tomorrow today

Page one audits the five things a planning system needs. Page two builds tomorrow: the three reverse-planning questions, the daily priority matrix, and one circle, three squares, three triangles - plus the quick tasks you underline.

Weekly Recap #100  ·  Locked

Weekly Recap #100 - what we learned from clients

One sentence on each lesson from this week's client work, with a line under each to write how you will put it to work.

Rest vs. Recovery  ·  Locked

Rest For What's Coming

Two pages: from or for, your warning lights, and how you'll protect capacity before this week's demands arrive.

Tension Is Not the Enemy  ·  Locked

The Tension Check

Two pages: tell yourself the truth, stay in it long enough to learn, and build the bridge that makes the change stick.

The Problem Isn't the Problem  ·  Locked

Find the Gap

Two pages: keep, stop, start, then work your team's biggest recurring problem through stop assuming, symptom vs. cause, and find the gap.

Weekly Recap #101  ·  Locked

Weekly Recap #101 - what we learned from clients

One sentence on each lesson from this week's client work, with a line under each to write how you will put it to work.

Want to run the whole process with us?

REALIGN is two days in St. Louis, November 4–5, 2026 - the full seven steps, in a room with people who have the same problem you do. Or start with a free custom journey and we will tell you where your gap actually is.

See REALIGN 2026 Find Your Starting Point — free