Program Resources


A Pocket Guide to Purpose

A quick and simple way to access and advance your purpose.

Who has time for lengthy career guides and dense self-help manuals? “A Pocket Guide to Purpose” condenses years of wisdom into bite-sized, actionable steps.

Discover your unique skills, ignite your passions, and chart a future that brings you joy. Forget the destination; embrace the journey and unlock your full potential, one empowering step at a time.

Whether you’re a CEO or a student, life’s big questions can feel overwhelming. This handy guide, packed with vivid illustrations and simple prompts, offers a refreshingly accessible path to personal transformation.

Learn more…

A Pocket Guide to Purpose for Leaders

A Powerful Approach to Create and Unleash Greater Innovation, Inclusion and Engagement

Struggling to ignite your team’s passion and crush those stagnant results? This is your 14-minute rocket fuel to success, with actionable strategies to weave purpose into every fiber of your organization.

Discover your own leadership purpose, unite your team under a shared mission, and unlock hidden potential within each individual. Learn to identify aspirations, craft a purpose-driven culture, and see your team flourish with impactful results.

Packed with tools, real-world examples, and clear visuals, this guide is your shortcut to a thriving organization. Invest 14 minutes and watch your team soar.

Quick & Dirties

These valuable lessons are presented in “bite-sized,” PDF format. After you have learned the core concepts, these are great concept refreshers.

accountability diagram


Conquer leader struggles with accountability! Master the “3 U’s” and the empowering mindset shift between delegation and regaining control. Simple, proven, and powerful keys await in this two-part guide.
car with headlights

Headlight Strategy

So often we get ahead of ourselves, thinking further down the road than we really need to be, missing precious moments. This strategy urges us to stay present, focusing only on the path ahead — like driving at night with limited vision.


P.A.C.T. is a four-step process designed to help you understand your options for responding to an uncomfortable and/or disempowering situation. The
process enables you to consider all of your options quickly, allowing you to take intentional action.
diagram with a map

Strategic Moment

Stuck and unsure? The Strategic Moment™ model offers 3 key questions to refocus your team or a difficult conversation. It’s simple, versatile, and power lies in asking, not knowing, the right questions.
hammer breaking a calendar

Calendar Hammer

Time is one of a leader’s strategic sources of power and they must treat and protect their time like a rare gem. Learn how to review your calendar with a critical eye to ensure your time is spent strategically.
calendar concept

Leadership Paradox

Leaders face a paradox: they crave praise for their current work, yet true growth means letting go and elevating their team. Clinging to familiar tasks stunts both leader and team, hindering strategic progress. Embrace the trapeze artist’s leap: release the old bar to reach the next level and fulfill your team’s purpose.
two opposing triangles

Paradox Dialogue

Unlock the secret to strategic plans that stick! The Paradox Dialogue guides you beyond basic analyses like SWOT to embrace the power of emotions. Explore “both/and” thinking and integrate diverse feelings like excitement and concern, driving more effective, realistic plans that truly motivate your team. Ditch the “either/or” binary and breathe fresh life into your planning process.
triangle with Victim, rescuer, and bully

Triangle Disempowerment

The Triangle of Disempowerment is a quick and easy tool you can use to figure out where you are in frustrating and disempowering situations and how to get out of them quickly so that you’re able to lead yourself and others more effectively.
diagram with a map

Change Transition

Don’t mistake change for transition! Change is the external event (moving cities, getting married), while transition is the messy internal journey we face adapting to those changes. Understanding this difference unlocks hidden resistance and empowers you to manage personal and team transitions effectively, turning change into success.

hands letting a bird free

Letting Go

Letting go isn’t just releasing a physical object; it’s freeing yourself from negativity, stress, and limitations. Embrace this simple act and unlock a brighter future with more energy, happiness, and creative potential!
question bubbles

Problem Statements

Problem statements aren’t just “what’s wrong”. Writing them forces clarity, leading to better solutions and a shared understanding of complex issues. Beware of implying solutions like “lack of communication” and dig deeper for the true root cause.
arrow on a target

Desired Future

Craft your dream future with ease! This six-step process unlocks the keys to manifestation without stress. Skip the energy drain and align your thoughts, actions, and destiny with effortless clarity.
people talking

Master Meetings

Every meeting is a decision point. Download this helpful resource to learn how to run efficient and productive meetings.
diagram with people, a business, and a bullseye


Purpose is different from vision, it serves to imbue the group’s work with meaning and impact. A well-crafted purpose statement answers the question, “What will make us proud?”

Future Now

Fast-forward three years and craft your dream life! The Future Now™ process lets you envision your ideal future – all while considering every aspect and pushing beyond limitations. Take stock, express gratitude, and celebrate the journey to your future self.

Moment Meditation

Become more calm, clear, re-energized and focused – quickly – literally within 1-2 minutes. You can use this mediation process between meetings, giving yourself a well-deserved timeout.
stakeholder mastery

Stakeholder Mastery

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Captain’s Log & Strategic Gems

Reflections on Mother’s Day

Reflections on Mother’s Day

A Mother’s Passing: Reflection and Action During the last several months, several special women in my life have passed away. Following the death of my own mother last August, many of my dear friends have also lost their mothers. Sammi and Doug Robertson are...

Taking Off Again

Taking Off Again

After 15 months of being grounded, I am back on an airplane, literally writing this from 20K feet. I'll admit that this is a bit weird, foreign and familiar all at the same time. If you are about to re-enter the world of travel, I hope these insights and tips help you...

Additional Reading

Brown, Brené. Gifts of Imperfection: Let Go of Who You Think You’re Supposed to Be and Embrace Who You Are. Hazelden, 2010.

Brown, Brené. Rising Strong: The Reckoning. The Rumble. The Revolution. Random House Publishing Group, 2015.

Burnett, Bill, & Evans, Dave. Designing Your Life: How to Build a Well-Lived, Joyful Life. Knopf, 2016.

Chamine, Shirzad. Positive Intelligence: Why Only 20% of Teams and Individuals Achieve Their True Potential AND HOW YOU CAN ACHIEVE YOURS. Austin: Greenleaf Book Group Press, 2012.

Craig, N., George, B., & Snook, S. The Discover Your True North Field Book. New Jersey: Wiley, 2015.

Dweck, Carol. Mindset: The New Psychology of Success. Random House, 2006.

Frankl, Viktor E., Man’s Search for Meaning. NY: Pocket Books, 1977.

George, Bill. True North.New Jersey: Wiley 2015.

George, B. with Sims, P. Discover Your True North. New Jersey: Wiley, 2015.

Hendriks, Gay. The Big Leap. HarperCollins Publishers, 2009.

Hurst, Aaron. The Purpose Economy: How Your Desire For Impact, Personal Growth and Community is Changing the World. Elevate, 2014.

Ibarra, Herminia. Working Identity: Unconventional Strategies for Reinventing Your Career. Harvard Business School Press, 2001.

Leider, Richard. Calling Cards: Uncover Your Calling (deck of cards), Barrett-Koehler Publishers, 2015.

Leider, Richard. Power of Purpose: Find Meaning, Live Longer, Better. Barrett-Koehler Publishers, 2010.

Luna, Elle. The Crossroads of Should and Must: Find and Follow Your Passion. Workman Publishing, 2015.

Passion Profiler:

Pink, Daniel. Drive: The Surprising Truth About What Motivates Us. Riverhead Hardcover, 2009.

Seligman, Martin. Flourish: A New Understanding of Happiness and Well-Being and How to Achieve Them. Nicholas Brealey Publishing, 2011.

Sinek, Simon. Start with Why: How Great Leaders Inspire Everyone to Take Action. Penguin, 2009.

Voss, Christopher. Never Split the Difference: Negotiating As If Your Life Depended On It. New York: HarperCollins Publishers, 2016.