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: ______________________________
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:
3. My Leadership Purpose
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 — Deeper Reflection
Value 2 — Deeper Reflection
Value 3 — Deeper Reflection
5. Values Under Pressure
Leadership values become most visible when they are difficult to practice.
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: ______________________________
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: ______________________________
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: ______________________________
9. My Future Leadership Picture
Imagine that your leadership has become more consistent, mature, and effective.
10. Leadership Vision by Area
Character
Communication
Decision-Making
Relationships
Accountability
Developing Others
Change and Challenges
Legacy
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: ______________________________
12. My Leadership Relationships
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?
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: ______________________________
15. Support for My Leadership Vision
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:
My Complete Leadership Vision Statement
17. Vision-to-Behavior Review
A vision becomes meaningful when it is visible through behavior.
| My vision says I value | Behavior that demonstrates it | Behavior that contradicts it |
|---|---|---|
18. My 30-Day Vision Action Plan
- Daily
- Several times each week
- Weekly
- During specific situations
- Other: ______________________________
19. My Three Immediate Leadership Actions
20. Weekly Vision Alignment Review
Create one copy for each week.
- 1 — Rarely aligned
- 2 — Occasionally aligned
- 3 — Sometimes aligned
- 4 — Usually aligned
- 5 — Consistently aligned
21. Monthly Leadership Vision Review
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?
23. Leadership Vision Commitment
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: ________________________________________
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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.
