EXPEDITION READINESS ASSESSMENT

First and Last Name

Professional Email Address

Phone Number

The Energy Audit Instructions for Section 1: Please rate your experience over the last 30 days using this scale.
0 = This is a crisis point; I am deeply drained or completely negligent in this area.
3 = This is inconsistent; I feel pulled in two directions or I'm running on fumes.
5 = This is robust and protected; I feel energized and aligned in this area.

I have clearly defined and consistently enforced boundaries against people who chronically drain my energy.

I dedicate protected time each week to fully process challenging emotions, stress, or conflict with a trusted person.

My important relationships are characterized by authentic honesty, not performance, people-pleasing, or masking internal struggles.

I successfully resolve conflict and leave no relational debt (resentment, unsaid apologies) from one week to the next.

I regularly engage in strategic thinking and vision planning (at least 2 hours/week) without interruption.

I have a reliable, external system for capturing all ideas, tasks, and requests, preventing them from consuming mental bandwidth.

I maintain single-task focus and avoid switching communication channels during scheduled deep work blocks

I execute decisions quickly because I rely on clear, defined strategic filters, avoiding analysis paralysis.

I dedicate protected time daily or weekly to spiritual practice (e.g., prayer, study, meditation) that restores and anchors my identity.

I feel an unshakable clarity of calling and purpose that supersedes my job title or current metrics.

My ministry or leadership decisions are primarily driven by genuine passion or calling, not guilt or obligation.

I seek vulnerability and input from a trusted spiritual mentor or community before making major life decisions

I consistently get 7-8 hours of quality sleep most nights, and I rarely use my alarm clock to wake up.

I intentionally incorporate movement or exercise (3+ times/week) that leaves me feeling energized, not just exhausted.

My physical energy is naturally stable, and I rarely rely on caffeine, sugar, or processed foods to push through slumps.

I protect my meal times and rarely skip meals, allowing my body to refuel adequately.

Alignment Wheel Rate the following questions 0= Completed Unsatisfied 10= Completely Thriving

Spiritual/Meaning

Physical health and energy

Family and partner connection

Rest and renewal

Professional Purpose

Friendship and community

Financial freedom

The Harmony Audit 0 = Never 5 = Always

I consistently feel a sense of energy and flow in my primary work.

I feel fully present when I am with my family/partner.

I proactively schedule blocks of deep work and focus time each week.

I can easily turn off my work thoughts/notifications at night.

The Dissonance Gap This is reversed scored 0 = Strongly Agree 5= Strongly Disagree

The expectations of my role often force me to compromise my personal values.

I frequently feel like I'm wearing a mask when leading my team or speaking publicly.

My sense of self-worth is highly dependent on my most recent professional achievement.

I am always chasing after the next big thing; I rarely slow down and reflect on what I have accomplished.

I often feel like there is more to do and I'm searching for a deeper meaning, I feel dissatisfied with where I am, this goes beyond drive, but a lack of contentment

RRLAS In the last 30 days please check all that apply.

Inner Life: The Denial & Escape Alert

Avoiding the Chair (Skipping protected self-reflection time).

Just One More" Mentality (Increased reliance on a comfort mechanism to silence anxiety).

Rage Spikes (Experiencing disproportionate emotional reactions to minor triggers)

Hiding Pain (Giving rehearsed, positive answers when asked about well-being).

None of the above

Adaptability: The Rigidity & Control Alert

"I Know Better" Reflex (Automatically dismissing new data or subordinate's suggestions).

Micromanagement Creep (Overriding reports' decisions or doing their delegated tasks).

The Same Speech (Delivering the same strategic message three times without evolution).

Zero Self-Correction (Refusing to publicly admit a previous mistake).

None of the above

Alignment of Public and Private Life: The Contradiction & Secrecy Alert

The Password Barrier (Changing passwords to prevent an accountability partner from knowing them).

Schedule Opacity (Creating "blank" spots in the calendar or refusing to share activity details).

The Hypocrisy Gap (Private behavior contradicting public values/standards).

Deflecting the Intimate (Consistently dodging deep, values-based conversations with partner/spouse).

None of the above

Relationships & Support Systems: The Isolation & Enabler Alert

The Purge (Systematically removing advisors or subordinates who offered critical feedback).

The New Inner Circle (Increasing trust in new contacts who offer excessive, uncritical praise).

Refusing the Audit (Postponing, cancelling, or actively avoiding the mandatory accountability session).

Chronic Distrust (Repeatedly questioning the motives, loyalty, or competence of core team members).

None of the above

Focus of Energy: The Ego & Glory Alert

The "I" Overload (Dramatic increase in use of "I" and "my" when discussing team accomplishments).

Mission Drift (Making costly decisions that primarily serve personal visibility or ego).

The Comparison Trap (Obsessively monitoring and reacting to the success of rivals or peers).

No Service (An extended lapse in any form of outward-focused, uncompensated service).

None of the above

Time Allocation Analysis (The Qualitative Reality) Review your calendar and task list from the past 30 days and estimate the percentage of time spent in each category

Maintenance & Management (Reactive): Firefighting, answering non-urgent emails, handling conflict, managing existing systems. (Estimate %)

Innovation & Building (Proactive): Developing new systems/products, strategic planning, training new leaders, setting new vision. (Estimate %)

Consolidation & Reflection (Restorative): Dedicated rest, systemic documentation, passive income review, mentoring, or transferring tasks. (Estimate %)

What emotion is most dominant on a typical Sunday night?

Do you feel ready to take a calculated, major risk right now?

Yes

No

Depends

Stress Source: Is your primary stress coming from:

Stress Source: Is your primary stress coming from:  

Internal pressures (perfectionism, self-doubt)

External pressures (market conditions, staff turnover)

I don't feel stressed

Nature of Decisions: Are the biggest decisions focused on:

Nature of Decisions: Are the biggest decisions focused on:  

Defense (cutting costs, eliminating programs)

Offense (hiring, investing, launching)

Neither (Routine maintenance or small adjustments)

Decision Speed: Are major decisions being made quickly (under 1 week) or slowly (over 3 weeks)?

Decision Speed: Are major decisions being made quickly (under 1 week) or slowly (over 3 weeks)?  

Quickly (under 1 week)

Slowly (over 3 weeks)