Creating Holistic Goals

1.1 EPI Worksheet

Date:_____________________________________
Mark your results on the circle chart to the right.
On the horizontal line between 0-Stable and 24-Neurotic
On the vertical line between 0-Introvert and 24- Extrovert
Circle your EPI type
1. What element is your personality type associated?
Sanguine Choleric
Phlegmatic Melancholic
2. The term ‘pedagogically’ refers to a method of
teaching. What is the best way to reach you,
according to the EPI results?

3. Introvert versus Extrovert-

What did you learn about yourself from this section?

4. Stable versus Neurotic

What did you learn about yourself from this section?

5. Lie
What score did you get in this section? ______ out of 9
Were you aware of this tendency to answer in a way that you felt is more socially desirable?

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 Creating Holistic Goals
1.2 Personality Test
Write in your results. What percentage are you: Date:_____________________________________
_____% Introverted vs _____% Extroverted
_____% Sensing vs _____% Intuitive
_____% Thinking vs _____% Feeling
_____% Judging vs _____% Prospecting
_____% Assertive vs _____% Turbulent

What type are you? ____ ____ ____ ____ - ____ THE

What is your encrypted profile link? You can get this link under My Account once you've finished
and create an account. I encourage you to do this, so you can check out the surveys and join in on
discussions!
https://www.16personalities.com/profiles/

List your type's strengths.

List your type's weaknesses.

Discuss how your type views and acts in a relationship.

Discuss how your type approaches friendships.

Discuss your type's parenting style.

What kind of career path is your type best suited for?

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 Creating Holistic Goals
1.2 Personality Test
Discuss your workplace habits.

Use the next several lines to write down more about what you learned on the other websites
provided. If you took the test again on another site, did you get different results?

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 Creating Holistic Goals
1.3 Current Resources Chart
Date:__________________________________

People Who
PEOPLE: Who are are your stakeholders?
my stakeholders?

Primary Stakeholders
Who are the primary
decision makers?

Secondary Stakeholders
Who else is directly affected
by my decisions?

Tertiary Stakeholders
Social groups, organizations,
and agencies

Personal
PERSONAL What
RESOURCES: resources
What do do
resources youI personally
personally own
ownand
andhave
haveaccess
accessto?
to?
Resources
Hard Skills (technical skills
you have training and/or
experience

Equipment (tools,
appliances, etc.)

Technology (devices,
software, apps, etc)

Capital (Cash on hand?

Overhead expenses? Debts?)

Social
SOCIAL RESOURCES:What
What resources doyou
resources do youhave
haveaccess
accessto?
to?
Resources
Network resources (available
through your social network)

Community resources
(available through your
neighborhood, community,
organization)

*this worksheet is based on Holistic Management (1999) by Allan Savory with Jody Butterfield. 4
 Creating Holistic Goals
2.1 Celebration of Life Worksheet
Date:_____________________________________

What would you like each of these speakers to say about you and your life?

What kind of husband, wife, father, or mother would you like their words
to reflect?

What kind of son or daughter or cousin?

What kind of friend?

What kind of working associate?

What character traits would you like them to have seen in you?

What contributions, what achievements would you want them to remember?

Look carefully at the people around you. What difference would you like to
have made in their lives?

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 2.2 Ultimate Master List of Personal Values
GENERAL VALUES Humor Calmness
Honesty Intuition Temperance
Integrity Prosperity Brilliance
Wisdom Change Sensitivity
Autonomy Gracefulness Elegance
Loyalty Peacefulness Self-awareness
Freedom Persistence Preparedness
Love Harmony Bliss
Abundance Balance Spontaneity
Kindness Joy Candor
Charity Fun Self-reliance
Respect Independence Clarity
Courage Efficiency Cleanliness
Generosity Promise-keeping Ambition
Gratitude Fairness Boldness
Openness Sincerity Optimism
Accountability Hopefulness Consistency
Compassion Accuracy Bravery
Truth Benevolence Friendliness
Grace Strength Selflessness
Success Perseverance Reliability
Audacity Mindfulness Practicality
Self-love Self-care Energy
Spirituality Goodness Assertiveness
Justice Dynamism
Forgiveness Simplicity RELATIONSHIPS
Self-respect Uniqueness Family
Credibility Hope Trust
Caring Honor Affection
Duty Humility Traditionalism
Accomplishment Insightfulness Listening
Faith Influence Thoughtfulness
Beauty Decisiveness Courtesy
Wealth Knowledge Belonging
Beauty Lawfulness Deep Connections
Acceptance Silence Patience
Popularity Security Reciprocity
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2.2 Ultimate Master List of Personal Values
Appreciation Gift-Giving Stealth
Fidelity Dominance Cordiality
Faithfulness Mutual Support Power
Clear Communication Maturity Articulacy
Playfulness Equal Relationship Community
Devotion Traditional Gender Roles Potency
Sharing Proactivity
Romance AT WORK/SCHOOL Cleverness
Passion Education Neatness
Commitment Timeliness Affluence
Purity Persistence Resolve
Hospitality Learning Craftiness
Unity Productivity Conviction
Confidence Dedication Tidiness
Sincerity Excellence Intensity
Camaraderie Focus Intrepidness
Quality Time Growth Mindset Introspection
Comfort Diversity Devoutness
Reliability Equality Obedience
Sexuality Sophistication Status
Sensuality Mastery Tranquility
Closeness Poise Outrageousness
Synergy Punctuality Adroitness
Empathy Inclusiveness Resolution
Stability Inquisitiveness Structure
Tolerance Professionalism Dexterity
Emotional Intelligence Teamwork Speed
Equanimity Work-Life Balance Legacy
Gentleness Strategic Perceptiveness
Warmth Innovation Thoroughness
Involvement Persuasiveness Hard Work Ethic
Contribution Teaching Realism
Cooperation Ingenuity Competence
Availability Work Smarter, Not Harder Restraint
Attentiveness Recognition Leadership
Sweetness Potency Entrepreneurship
Intimacy Fame Philanthropy
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2.2 Ultimate Master List of Personal Values
Self-Development Celebrity Happiness
Dynamic Responses Dependability Vitality
Tidiness Fast Pace This Too Shall Pass
Diligence Flexibility Adventure
Organization Resilience Education
Richness Approach ability Expressio9n
Quality Trial and Error Prudence
Rationality Positive Impact Ferocity
Usefulness Resourcefulness Fearlessness
Responsibility Coaching Frugality
Discretion Mentorship Expectancy
Helpfulness Problem-Solving Wellness
Credibility Individuality Health
Encouragement Industry Fitness
Adaptability Influence Economical
Intellect Meticulousness Personal Development
Inventiveness Utility Spontaneity
Meekness Modesty Extraordinary Experiences
Nerve Success Travel
Competitiveness Impartiality Exhilaration
Self-Motivation Charisma Self-actualization
Skillfulness Rigor Spunk
Judiciousness Silliness Exploration
Liberty Learning From Mistakes Financial Security
Service to Others Diplomacy Saving Money
Profit Guidance Mellowness
Constructive Criticism Patriotism Self-Control
Management Reverence Restraint
Logic Tactfulness Spirit
Industry Daring
Credibility PERSONAL LIFE Cunning
Consistency Self-Discipline Drive
Enthusiasm Family First Hygiene
Clear-mindedness Friendship Consciousness
Achievement Positive Attitude Conformity
Expressiveness Freedom Non-Conformity
Transparency Creativity Expediency
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 2.2 Ultimate Master List of Personal Values
Modesty Open-Mindedness Coolness
Liveliness Natural Living Willfullness
Vivaciousness Religion Vivacity
Gallantry Traditionalism Wonder
Heroism Strength Volunteerism
Curiosity Conviviality Zeal
Understanding Entertainment Supremacy
Anti-Racism Pride in Your Work Shrewdness
Social Justice Trust Your Gut Studiousness
Moderation Harmony Humanitarianism
Environmental Protection Gregariousness Victory
Animal Rights Implementation Worthiness
Reliability Free Time Thrift
Vigor Leisure Vision
Protecting Others Socializing Unflappability
Self-Preservation Lifelong Learning Warmheartedness
Chasing Your Dreams Laughter
Awareness Peace of Mind
Virtue Watchfulness
Calmness Alone Time
Community Going with the Flow
Exuberance Fierceness
Transcendence Planning
Artistry Inner Truth
Fortitude Righteousness
Experimentation Valor
Imagination Non-Violence
Originality Willingness
Boldness Gentility
Cleverness Tolerance
Stewardship Altruism
Wit Variety
Comedy Winning
Change the World Sustainability
Inspire Others Positivity
Personal Expression Tranquility
Finesse Depth
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Creating Holistic Goals
2.3 Personal Values Reflection
Date:_______________________________
Identify the times in your life when you were happiest.
What were you doing?
Were you with other people? Who?
What other factors contributed to your happiness?

Identify the choices you have made in the past that you were most proud of
Why were you proud?
Did other people share your pride? Who?
What other factors contributed to your feelings of pride?

Identify the times when you were most fulfilled and satisfied
What need or desire was fulfilled?
How and why did the experience give your life meaning?
What other factors contributed to your feelings of fulfillment?

What qualities do you look for in a friend or spouse? In a mentor or guide?

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Creating Holistic Goals
2.3 Personal Values Reflection
How do I interact with people, and how do I treat them?

What qualities in my parents, grandparents, ancestors do I admire?

What makes me angry or frustrated (revealing repressed values I may have)?

How do I respond in a crisis or other difficult situation?

What qualities would I expect to see in the best version of myself?

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 Creating Holistic Goals
2.4 Personal Values Inventory
Date:______________________________________

Values A B C D
1

10

11

12

13

14

15

16

17

18

19

20
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 Creating Holistic Goals
2.4 Personal Values Inventory
Values A B C D
21

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24

25

26

27

28

29

30

31

32

33

34

35

36

37

38

39

40
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Creating Holistic Goals
2.5 Top Values Worksheet
Date:_____________________________________

Importance
Top Values Weight

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 Creating Holistic Goals
2.6 Self-Care Assessment
Date:__________________________________
1. On the following pages, add a check mark on the line before each statement that applies to you a
majority of the time.
2. Add up the total number of check marks for each category and write that number (__/10) on the line
provided.
3. Mark the line and fill in each category on the Wellness Wheel accordingly.

Occu
al pat
nci ion
F Ina al

En
vir
ial

onm
Soc

ental
Inte
cal

llec
si
hy

tu
P

al

al n irit
Sp
otio Em
ual

Take some time and reflect on your Wellness Wheel.

What area(s) have the best scores?

What area(s) have the least scores?

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Creating Holistic Goals
2.6 Self-Care Assessment

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Creating Holistic Goals
2.6 Self-Care Assessment

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 Creating Holistic Goals
2.7 Personal Needs
Date:_____________________________________

a. Behavior, Activity, Outcome

a. Behavior/Activity/Outcome b. Personal Needs
b. Personal Needs

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 Creating Holistic Goals
2.8 Primary Personal Needs
Date:_____________________________________

a. Primary
Personal Need b. Positive Activity/Behavior to Meet the Need

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 Creating Holistic Goals
3.1 Self-Care Goals
Date:__________________________________
Dimension
of Current S.M.A.R.T. GOAL
score
wellness

Physical

Emotional

Spiritual

Intellectual

Environmental

Occupational

Financial

Social

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 Creating Holistic Goals
3.2 Quality of Life Statement
Date:_____________________________________
“The quality of life portion of your holistic goal expresses the reasons why you're
doing what you're doing, what you are about, and what you want to become. It is a
reflection of what motivates you. It should excite you. It speaks of needs you want to
satisfy now, but also of the mission you seek to accomplish in the long run.
It is your collective sense of what is important and why.”
This is your personal mission statement. It should inspire you!

Review the statement you just wrote. Be sure it addresses what you most value in these areas:
*Economic well-being *Human relationships *Personal growth
*Contribution to others *Personal health
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 Creating Holistic Goals
3.3 Personal Holistic Goals
Date:______________________________

Quality of Life Form of Production Future Resource Base

Description Description Description

Adapted from Atina Diffey's Guide to Create Holistic Goals

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