Leadership Learning Center
Leadership Learning Center

Leadership Vision Worksheet

Define the leader you want to become, the values that guide you, and the influence you hope to create — then translate that vision into daily behavior.

60–75 min Leadership Learning Center • Worksheet Last Updated: July 2026
Interactive Worksheet

Educational PurposeThe Leadership Vision Worksheet helps individuals define the kind of leader they want to become and the influence they hope to create. A leadership vision is not only a description of future success — it should also explain how the leader intends to behave while pursuing that success.

It guides users through:

  • Clarifying personal values.
  • Identifying leadership purpose.
  • Describing a desired future.
  • Understanding who may be affected by their leadership.
  • Connecting vision to practical behavior.
  • Identifying barriers and support.
  • Creating immediate action steps.
  • Reviewing whether daily decisions align with the vision.

1. My Current Leadership Context

Where do I currently lead or influence others? Select all that apply:

  • Workplace
  • Business
  • Family
  • Community organization
  • Professional association
  • Volunteer group
  • Faith community
  • School or educational setting
  • Project team
  • Informal group
  • I am preparing for future leadership
  • Other: ______________________________
My current role or area of influence
The people or groups affected by my leadership
My most important current responsibility
A leadership challenge I am currently facing

2. Understanding Leadership Vision

A leadership vision describes:

  • The kind of leader you intend to become.
  • The values you want your leadership to reflect.
  • The environment you want to help create.
  • The people you hope to develop.
  • The outcomes you want to influence.
  • The legacy you want to leave.

Complete these statements:

Leadership means:
A strong leader should:
The kind of leadership I do not want to practice is:
The leadership example I want to provide is:

3. My Leadership Purpose

Why do I want to lead?
Who do I hope will benefit from my leadership?
What problem, need, or opportunity do I want to address?
What contribution do I feel responsible for making?
What would be missing if I refused to lead or influence responsibly?

4. My Core Leadership Values

Choose the values that should guide your leadership.

  • Integrity
  • Honesty
  • Respect
  • Responsibility
  • Service
  • Accountability
  • Compassion
  • Courage
  • Fairness
  • Excellence
  • Humility
  • Growth
  • Trust
  • Stewardship
  • Innovation
  • Stability
  • Inclusion
  • Discipline
  • Faith
  • Family
  • Other: ______________________________

My five most important leadership values

Value 1
Value 2
Value 3
Value 4
Value 5

Value 1 — Deeper Reflection

Value
What this value means to me
How I will demonstrate it

Value 2 — Deeper Reflection

Value
What this value means to me
How I will demonstrate it

Value 3 — Deeper Reflection

Value
What this value means to me
How I will demonstrate it

5. Values Under Pressure

Leadership values become most visible when they are difficult to practice.

The value I demonstrate most consistently
The value I find hardest to practice under pressure
A situation that tests this value
My usual response
The response that would better reflect my values

6. My Desired Leadership Impact

I want the people I lead to feel:

  • Respected
  • Informed
  • Supported
  • Challenged to grow
  • Safe enough to ask questions
  • Accountable
  • Appreciated
  • Confident
  • Included
  • Trusted
  • Prepared
  • Motivated
  • Other: ______________________________

I want the people I lead to become more:

  • Capable
  • Independent
  • Responsible
  • Confident
  • Collaborative
  • Skilled
  • Creative
  • Trustworthy
  • Courageous
  • Prepared to lead
  • Other: ______________________________
The positive effect I hope my leadership will have
The environment or culture I want to help create
The behavior I want people to see modeled consistently

7. My Leadership Strengths

Strengths I currently bring to leadership:

  • Communication
  • Listening
  • Organization
  • Reliability
  • Confidence
  • Compassion
  • Decision-making
  • Problem-solving
  • Integrity
  • Courage
  • Emotional intelligence
  • Strategic thinking
  • Delegation
  • Developing others
  • Adaptability
  • Trust-building
  • Other: ______________________________
My three strongest leadership qualities
Evidence of these strengths
How these strengths support my leadership vision

8. My Leadership Growth Needs

Behaviors or skills I need to strengthen:

  • Speaking with confidence
  • Listening more carefully
  • Managing emotional reactions
  • Setting boundaries
  • Making timely decisions
  • Addressing conflict
  • Delegating
  • Giving feedback
  • Receiving feedback
  • Managing time
  • Following through
  • Developing others
  • Leading through change
  • Strategic planning
  • Building trust
  • Other: ______________________________
The growth area most important to my vision
Why this area matters
How this weakness may affect other people
The behavior I want to demonstrate instead

9. My Future Leadership Picture

Imagine that your leadership has become more consistent, mature, and effective.

Three years from now, I am leading by:
The people around me are experiencing:
The team, family, business, or organization has improved through:
I am known for:
I am no longer struggling with:
The responsibility I am prepared to carry is:
The people I have helped develop are:

10. Leadership Vision by Area

Character

The character qualities I want to demonstrate are:

Communication

I want my communication to be:

Decision-Making

I want to make decisions by:

Relationships

I want people to experience my leadership relationships as:

Accountability

I will practice accountability by:

Developing Others

I will help other people grow by:

Change and Challenges

During uncertainty or difficulty, I want to:

Legacy

I hope my leadership leaves behind:

11. My Leadership Boundaries

A leadership vision should include what the leader will and will not accept.

Behaviors I will not use to gain cooperation:

  • Fear
  • Humiliation
  • Manipulation
  • Favoritism
  • Dishonesty
  • Threats made in anger
  • Withholding necessary information
  • Taking credit for others' work
  • Public embarrassment
  • Other: ______________________________
Standards I will protect
Behavior I will address rather than ignore
A boundary I need to communicate more clearly
How I will communicate that boundary respectfully

12. My Leadership Relationships

People I am responsible for supporting
People I need to listen to more carefully
A relationship that needs greater trust
What may have weakened that trust
An action that may strengthen the relationship
Someone I should thank or recognize
Someone I can help develop

13. My Leadership Decision Filter

Before making an important decision, I will ask:

  • Is it honest?
  • Is it fair?
  • Does it support the purpose?
  • Does it reflect my values?
  • Who may be affected?
  • What risks should be considered?
  • Am I reacting emotionally?
  • Have I gathered enough information?
  • Have I listened to appropriate perspectives?
  • Can I explain the decision responsibly?
  • Would I be comfortable if the decision became public?
  • Does qualified professional guidance need to be obtained?
The three questions most important to my leadership

14. Barriers to My Leadership Vision

What may prevent me from becoming the leader I described? Select all that apply:

  • Fear of criticism
  • Lack of confidence
  • Need for approval
  • Poor time management
  • Avoiding difficult conversations
  • Emotional reactions
  • Lack of knowledge
  • Inconsistent habits
  • Resistance to feedback
  • Lack of support
  • Unclear authority
  • Too many responsibilities
  • Other: ______________________________
My greatest internal barrier
How it currently affects my leadership
My greatest external barrier
What support or adjustment may help

15. Support for My Leadership Vision

A person who can mentor me
A person who can provide honest feedback
A person who models a quality I want to develop
Training, education, or experience I need
A responsibility that would allow me to practice
A resource I will use

16. My Leadership Vision Statement

Use your answers to create a clear leadership vision statement.

A leadership vision statement may describe:

  • Who you intend to be.
  • How you intend to lead.
  • Who you intend to serve.
  • What environment you hope to create.
  • What impact you hope to make.

Complete the framework:

I intend to lead with:
By consistently:
I will support and influence:
So that:
I want my leadership to be remembered for:

My Complete Leadership Vision Statement

17. Vision-to-Behavior Review

A vision becomes meaningful when it is visible through behavior.

My vision says I valueBehavior that demonstrates itBehavior that contradicts it
The behavior that already aligns with my vision
The behavior that most needs to change

18. My 30-Day Vision Action Plan

Priority leadership behavior
Why it matters
Action I will take
How often I will practice it
  • Daily
  • Several times each week
  • Weekly
  • During specific situations
  • Other: ______________________________
Person who can provide feedback
Evidence that progress is occurring
Start date
Review date

19. My Three Immediate Leadership Actions

Action 1
Deadline
Action 2
Deadline
Action 3
Deadline

20. Weekly Vision Alignment Review

Create one copy for each week.

Week of
A decision that reflected my leadership vision
A behavior that aligned with my values
A situation in which I did not lead as intended
What influenced my response?
What I will do differently next time
A person I supported or developed
A commitment requiring follow-up
My vision-alignment rating
  • 1 — Rarely aligned
  • 2 — Occasionally aligned
  • 3 — Sometimes aligned
  • 4 — Usually aligned
  • 5 — Consistently aligned

21. Monthly Leadership Vision Review

Month
Which part of my vision did I demonstrate most consistently?
Which value was difficult to practice?
Feedback I received
A relationship that improved
A decision that reflected my purpose
A mistake that taught me something
A person I helped grow
A behavior that needs greater attention
My priority for the next month

22. Leadership Vision Accountability Questions

At each review, ask:

  • Are my actions matching my stated values?
  • Are people experiencing the leadership I intended?
  • Am I communicating clearly?
  • Am I listening carefully?
  • Am I building trust?
  • Am I avoiding a necessary conversation?
  • Am I developing others or creating dependence?
  • Am I protecting standards fairly?
  • Am I accepting responsibility?
  • What needs to change next?
The question I most need to answer honestly

23. Leadership Vision Commitment

Commitment
I understand that leadership vision is not only a statement about the future. It is a commitment to practice specific values and behaviors in the responsibilities I carry today.

I will review my decisions, relationships, communication, and habits to determine whether they align with the leader I intend to become.

Name or initials: __________________________________

Date completed: ___________________________________

First review date: _________________________________

Signature: ________________________________________
The TrueWealth Takeaway™
A leadership vision gives direction to more than a career or position. It helps clarify who you want to become, what values should guide you, how others should experience your leadership, what impact you hope to create, which behaviors need to change, and what should continue after you step away. A vision becomes credible when it can be seen in daily choices.
Learn. Understand. Lead with Purpose.
— The TrueWealth Perspective™

© 2026 TrueWealth Leadership Development Agency. All Rights Reserved.

Educational Disclaimer: This material is provided for educational purposes only and should not be interpreted as financial, insurance, legal, tax, or investment advice. Individual circumstances vary. Consult qualified professionals before making financial or insurance decisions.