Discovery & Alignment

15 Chapters Interactive Playbook

The Life Audit & 90-Day Alignment Master Workbook

A 15-chapter workbook of practical activities, reflection and small next steps. Work at your own pace, revisit observations and choose what to share with your coach.

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Playbook Structure & Focus

An interactive digital playbook structured into digestible sequential chapters with multimedia modules and reflection prompts.

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Full workbook

Read every chapter and explore the exercises below. This is a read-only template preview. Use this workbook in your account to personalize it and collect your clients' responses.

Chapter 1 of 15

Chapter 1: The Philosophy of the Audit

Take a whole-life snapshot.

Objective

Take a whole-life snapshot.

Use recent examples and brief notes. All activities are optional; you can skip a question or return later. Choose what you share. These activities support coaching reflection, not diagnosis or treatment.

Take a whole-life snapshot

Rate each area from 0 (little support or satisfaction now) to 10 (well supported or satisfied now). These are personal observations, not test scores; an even shape is not required.

Take a whole-life snapshot

Work—

Money—

Health—

Rest—

Relationships—

Community—

Learning—

Home—

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Choose one area to observe before deciding what needs to change.

1. The action I choose

Choose one area to observe before deciding what needs to change.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Choose one area to observe before deciding what needs to change. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 2 of 15

Chapter 2: The Physical & Mental Vitality Audit

Observe physical and mental energy.

Objective

Observe physical and mental energy.

Observe physical and mental energy

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Time or activity	Energy before	Energy after	Context	Possible support
Morning	Time or activity —	Energy before —	Energy after —	Context —	Possible support —
Afternoon	Time or activity —	Energy before —	Energy after —	Context —	Possible support —
Evening	Time or activity —	Energy before —	Energy after —	Context —	Possible support —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Track one ordinary day and choose one manageable adjustment.

1. The action I choose

Track one ordinary day and choose one manageable adjustment.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Track one ordinary day and choose one manageable adjustment. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 3 of 15

Chapter 3: The Career & Purpose Audit

Explore work and purpose.

Objective

Explore work and purpose.

Explore work and purpose

Complete both sides using the same situation. Notice where evidence, needs or perspectives differ.

1. Work that feels meaningful

Use a brief example from your situation.

2. Work that feels draining

Use a brief example from your situation.

3. Strengths I use

Use a brief example from your situation.

4. Contribution I want to test

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Try a small task that connects a strength with a useful contribution.

1. The action I choose

Try a small task that connects a strength with a useful contribution.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Try a small task that connects a strength with a useful contribution. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 4 of 15

Chapter 4: The Wealth & Financial Peace Audit

Make financial priorities visible.

Objective

Make financial priorities visible.

Make financial priorities visible

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Commitment	Amount or estimate	Due date	Flexibility	Next step
Essential costs	Commitment —	Amount or estimate —	Due date —	Flexibility —	Next step —
Savings or buffer	Commitment —	Amount or estimate —	Due date —	Flexibility —	Next step —
Optional spending	Commitment —	Amount or estimate —	Due date —	Flexibility —	Next step —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Confirm one uncertain number before making a financial commitment.

1. The action I choose

Confirm one uncertain number before making a financial commitment.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Confirm one uncertain number before making a financial commitment. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 5 of 15

Chapter 5: The Relationships & Connection Audit

Map connection and support.

Objective

Map connection and support.

Map connection and support

Map the roles or relationships in each area. Use role labels instead of names if you prefer; check assumptions with the people involved.

1. Close support

Use a brief example from your situation.

2. Everyday companionship

Use a brief example from your situation.

3. Community connections

Use a brief example from your situation.

4. Connection to nurture

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Arrange one manageable opportunity for contact, with mutual consent.

1. The action I choose

Arrange one manageable opportunity for contact, with mutual consent.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Arrange one manageable opportunity for contact, with mutual consent. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 6 of 15

Chapter 6: The Ego & The Inner Critic

Examine an inner-critical thought.

Objective

Examine an inner-critical thought.

Examine an inner-critical thought

Complete both sides using the same situation. Notice where evidence, needs or perspectives differ.

1. Exact thought

Use a brief example from your situation.

2. Facts that support it

Use a brief example from your situation.

3. Facts that complicate it

Use a brief example from your situation.

4. Fairer response

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Use the fairer response once when the thought returns and notice its effect.

1. The action I choose

Use the fairer response once when the thought returns and notice its effect.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Use the fairer response once when the thought returns and notice its effect. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 7 of 15

Chapter 7: Toxic Habits & Dopamine Baseline

Investigate a habit without judgment.

Objective

Investigate a habit without judgment.

Investigate a habit without judgment

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Cue or situation	Habit	Immediate benefit	Later cost	Alternative to test
Recent example one	Cue or situation —	Habit —	Immediate benefit —	Later cost —	Alternative to test —
Recent example two	Cue or situation —	Habit —	Immediate benefit —	Later cost —	Alternative to test —
Recent example three	Cue or situation —	Habit —	Immediate benefit —	Later cost —	Alternative to test —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Change one cue or substitute a manageable action for one attempt.

1. The action I choose

Change one cue or substitute a manageable action for one attempt.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Change one cue or substitute a manageable action for one attempt. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 8 of 15

Chapter 8: Core Values & Alignment Friction

Prioritize values in practice.

Objective

Prioritize values in practice.

Prioritize values in practice

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Value	Current expression	Conflict or trade-off	Action within capacity
Value one	Value —	Current expression —	Conflict or trade-off —	Action within capacity —
Value two	Value —	Current expression —	Conflict or trade-off —	Action within capacity —
Value three	Value —	Current expression —	Conflict or trade-off —	Action within capacity —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Choose one value-led action and decide what you will defer to make room.

1. The action I choose

Choose one value-led action and decide what you will defer to make room.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Choose one value-led action and decide what you will defer to make room. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 9 of 15

Chapter 9: Limiting Beliefs & Shadow Integration

Map a belief and alternatives.

Objective

Map a belief and alternatives.

Map a belief and alternatives

Start with the belief or question, then explore each branch. Include exceptions and uncertainty.

1. Belief I notice

Use a brief example from your situation.

2. Where it appears

Use a brief example from your situation.

3. Evidence and exceptions

Use a brief example from your situation.

4. Alternative explanation

Use a brief example from your situation.

5. Safe test

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Test a modest prediction in a low-stakes situation; you may also pause.

1. The action I choose

Test a modest prediction in a low-stakes situation; you may also pause.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Test a modest prediction in a low-stakes situation; you may also pause. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 10 of 15

Chapter 10: Environmental Friction & Digital Hygiene

Reduce environmental friction.

Objective

Reduce environmental friction.

Reduce environmental friction

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Environment or tool	Friction	Small adjustment	Effort or cost	Trial result
Workspace	Environment or tool —	Friction —	Small adjustment —	Effort or cost —	Trial result —
Phone or notifications	Environment or tool —	Friction —	Small adjustment —	Effort or cost —	Trial result —
Evening space	Environment or tool —	Friction —	Small adjustment —	Effort or cost —	Trial result —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Change one setting or physical cue and assess whether it helps.

1. The action I choose

Change one setting or physical cue and assess whether it helps.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Change one setting or physical cue and assess whether it helps. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 11 of 15

Chapter 11: Goal Architecture & The 5 Whys

Connect a goal to its purpose.

Objective

Connect a goal to its purpose.

Connect a goal to its purpose

Follow the steps in order. Use a specific situation and keep each step small enough to try.

1. Goal in concrete terms

Use a brief example from your situation.

2. Why it matters

Use a brief example from your situation.

3. Who or what benefits

Use a brief example from your situation.

4. Evidence of progress

Use a brief example from your situation.

5. Small first action

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Check that the first action fits the reason you care about the goal.

1. The action I choose

Check that the first action fits the reason you care about the goal.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Check that the first action fits the reason you care about the goal. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 12 of 15

Chapter 12: The 90-Day Sprint & Lead Measures

Plan a ninety-day experiment.

Objective

Plan a ninety-day experiment.

Plan a ninety-day experiment

Add a concrete milestone and evidence of progress to each time period. Adapt the timing to your circumstances.

1. Weeks 1–2: establish baseline

Use a brief example from your situation.

2. Weeks 3–6: practise

Use a brief example from your situation.

3. Weeks 7–10: adjust

Use a brief example from your situation.

4. Weeks 11–13: evaluate

Use a brief example from your situation.

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

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Choose your next step

Choose a weekly action measure and schedule the first review.

1. The action I choose

Choose a weekly action measure and schedule the first review.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Choose a weekly action measure and schedule the first review. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 13 of 15

Chapter 13: Morning & Evening Anchors

Design flexible daily anchors.

Objective

Design flexible daily anchors.

Design flexible daily anchors

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Anchor	Cue	Small action	Minimum version	Evidence of fit
Morning	Anchor —	Cue —	Small action —	Minimum version —	Evidence of fit —
Midday transition	Anchor —	Cue —	Small action —	Minimum version —	Evidence of fit —
Evening	Anchor —	Cue —	Small action —	Minimum version —	Evidence of fit —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Try one anchor three times before adding another.

1. The action I choose

Try one anchor three times before adding another.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Try one anchor three times before adding another. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 14 of 15

Chapter 14: Obstacle Contingency Planning

Prepare for likely obstacles.

Objective

Prepare for likely obstacles.

Prepare for likely obstacles

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Obstacle	Early signal	Action within my control	Support needed	Fallback
Low capacity	Obstacle —	Early signal —	Action within my control —	Support needed —	Fallback —
Competing commitment	Obstacle —	Early signal —	Action within my control —	Support needed —	Fallback —
Unexpected interruption	Obstacle —	Early signal —	Action within my control —	Support needed —	Fallback —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

{}

Choose your next step

Prepare the fallback for the obstacle most likely to occur this week.

1. The action I choose

Prepare the fallback for the obstacle most likely to occur this week.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Prepare the fallback for the obstacle most likely to occur this week. Bring what you notice into the next chapter.

Back to chapter contents

Chapter 15 of 15

Chapter 15: Accountability & The Micro-Win Engine

Build a review and accountability rhythm.

Objective

Build a review and accountability rhythm.

Build a review and accountability rhythm

Complete one row at a time using a real example. Mark unknown information as unknown rather than guessing.

Row label	Week or date	Action attempted	Evidence of progress	Learning	Next adjustment
First review	Week or date —	Action attempted —	Evidence of progress —	Learning —	Next adjustment —
Second review	Week or date —	Action attempted —	Evidence of progress —	Learning —	Next adjustment —
Third review	Week or date —	Action attempted —	Evidence of progress —	Learning —	Next adjustment —

What do you notice from this activity?

Name one useful pattern, one uncertainty and what they mean for your next choice. Refer to the examples above.

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Choose your next step

Agree how and when to review progress, alone or with a willing partner.

1. The action I choose

Agree how and when to review progress, alone or with a willing partner.

2. When and where

Name a realistic occasion or date.

3. Support, consent or fallback

What is needed, and what will I do if capacity changes?

4. Evidence and review date

What will I notice, and when will I decide whether to keep, adapt or stop?

Next: Agree how and when to review progress, alone or with a willing partner. Review your observations with your coach or on your chosen review date.

Back to chapter contents

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The Life Audit & 90-Day Alignment Master Workbook

Playbook Structure & Focus

Chapter 1: The Philosophy of the Audit

Objective

Take a whole-life snapshot

Take a whole-life snapshot

What do you notice from this activity?

Choose your next step

Chapter 2: The Physical & Mental Vitality Audit

Objective

Observe physical and mental energy

What do you notice from this activity?

Choose your next step

Chapter 3: The Career & Purpose Audit

Objective

Explore work and purpose

What do you notice from this activity?

Choose your next step

Chapter 4: The Wealth & Financial Peace Audit

Objective

Make financial priorities visible

What do you notice from this activity?

Choose your next step

Chapter 5: The Relationships & Connection Audit

Objective

Map connection and support

What do you notice from this activity?

Choose your next step

Chapter 6: The Ego & The Inner Critic

Objective

Examine an inner-critical thought

What do you notice from this activity?

Choose your next step

Chapter 7: Toxic Habits & Dopamine Baseline

Objective

Investigate a habit without judgment

What do you notice from this activity?

Choose your next step

Chapter 8: Core Values & Alignment Friction

Objective

Prioritize values in practice

What do you notice from this activity?

Choose your next step

Chapter 9: Limiting Beliefs & Shadow Integration

Objective

Map a belief and alternatives

What do you notice from this activity?

Choose your next step

Chapter 10: Environmental Friction & Digital Hygiene

Objective

Reduce environmental friction

What do you notice from this activity?

Choose your next step

Chapter 11: Goal Architecture & The 5 Whys

Objective

Connect a goal to its purpose

What do you notice from this activity?

Choose your next step

Chapter 12: The 90-Day Sprint & Lead Measures

Objective

Plan a ninety-day experiment

What do you notice from this activity?

Choose your next step

Chapter 13: Morning & Evening Anchors

Objective

Design flexible daily anchors

What do you notice from this activity?

Choose your next step

Chapter 14: Obstacle Contingency Planning

Objective

Prepare for likely obstacles

What do you notice from this activity?

Choose your next step

Chapter 15: Accountability & The Micro-Win Engine

Objective

Build a review and accountability rhythm

What do you notice from this activity?

Choose your next step

Bring this workbook into your practice

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