connecteddale

Strategy Coach — Clarity + Alignment

Core Values Exercise

In Short

In Detail

Core Values Exercise is a professional development resource designed to help coaches, leaders, and facilitators guided process to surface and prioritise personal core values. It sits within the category of Values identification worksheet, making it particularly useful for practitioners working on capability development, team performance, and individual growth in organisational settings.

In practice, Core Values Exercise is delivered as a 9-step process. The process begins by participants review the master list of values in the document. The session closes by use the final list to guide a current decision or conflict. The structured approach ensures that participants move through a consistent experience while leaving room for the facilitator to adapt pacing and depth to the group's needs.

Core Values Exercise is most valuable when practitioners need a reliable, repeatable approach that can be adapted to different contexts without losing its core structure. It bridges the gap between conceptual understanding and practical application, making it a durable addition to any coaching or facilitation toolkit.

How to Use

From Core Values Exercise PDF. 1. Participants review the master list of values in the document. 2. First pass: circle all values that resonate -- no limits. 3. Second pass: narrow to the top 10. 4. Third pass: narrow to the top 5. 5. For each final value, write a one-sentence definition of what it means in practice. 6. Test: 'Would you sacrifice X for this value?' If yes, it belongs. 7. Use the final list to guide a current decision or conflict.

Pros and Cons

Pros Cons
  • Produces a tangible, shareable artefact that participants take away and continue working with
  • Visual format makes abstract concepts concrete and easier to communicate to others
  • Structured template guides thinking without prescribing answers, preserving participant ownership
  • Template thinking can constrain creativity if participants feel obligated to fill every box
  • Quality of output depends on honest, deep reflection — rushed completion produces shallow results
  • Requires follow-through after the session to convert the artefact into action

Created by Various (adapted by Barbara Toth)

When to Use

This tool is suited to the following coaching and facilitation contexts:

Context Relevant
Individual Coaching
Team Coaching
Leadership Development
Facilitation / Workshop
Online / Virtual