Reader's Companion Toolkit
The Reader’s Companion Toolkit is a set of thought-provoking tools that anyone can use to grow their self-knowledge and navigate key life events. While these tools are available to all, they are specifically designed to give readers of Permission to Be You interactive resources in their journey to passion mastery. If you haven’t already done so, we encourage you to get the book!
- Action Planning Tools include the Passion-Linked Action Plan, a framework for setting and acting on goals built around passion-centered living.
- Assessment Tools explore self-expansion, relationships, marriage, work, and passion mastery.
- Reflection Tools help you define your beliefs, core values, and how the pivotal moments in your life have shaped you.
These PDF files are designed to be used as e-forms or to be printed and filled out manually. Please note that these tools are optimized for use on a desktop or laptop computer.
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My Passion-Linked Action Plan
This planning tool is a powerful framework for creating a life you love. It is a living document built from the insights you’ve gained by reading Permission to Be You, completing the Passion Profiler, and engaging with other Toolkit materials designed to help you better understand yourself and your needs.

Core Values Worksheet
This simple tool helps you capture five key words or phrases that resonate as guiding values in your life. You can use these as you develop your Passion-Linked Action Plan.

Pivotal Moments Exercise
This exercise and reflection tool is designed to give you deeper understanding and insight about the pivotal moments in your life that have shaped you. Reflecting on these moments can be a key stimulus for setting goals going forward, which you can capture in a Passion-Linked Action Plan.

Guiding and Limiting Beliefs Exercises
What beliefs do you hold that support you in living a meaningful life and contribute to your personal and professional well-being? What kind of limiting beliefs might be negatively impacting your life? This tool can help you clarify and better understand how your beliefs shape both positive and negative outcomes in your everyday life.

Passion Archetype Strengths and Vulnerabilities
After taking a Passion Profiler™ and learning your Core Passion Archetypes, this exercise is designed to help you examine where you exhibit passion strengths and illuminate the situations that can trigger your vulnerabilities.

Four Insights for Meaning and Purpose at Work
The people who experience the greatest success with finding meaning and expressing purpose at work have mastered four insights. This tool can help you examine your proficiency with applying these insights and reveal areas for improvement.

Career/Job Change Checklist
Are you ready to make a pivotal career move? To help you prepare, this tool will highlight areas where you might need to develop more insight about yourself or the job opportunity, or develop skills and support systems to ensure your success.

Big Six Compatibility Factors
Six key compatibility factors influence the success and long-term happiness of a romantic relationship. This tool is designed to help you look at both the importance and presence of these factors in your relationship to help illuminate areas that may need more attention.

Sustainable Marriage Quiz
This quick survey can give you insight into how your needs are (or are not) being met in your relationship and can point to areas of opportunity for improvement.

Self-Expansion Preference Scale
Are you a self-expander or a self-conserver? The answer can be valuable in helping you make decisions about everything from romance to what kind of job suits you best. This assessment will reveal which of these describes you best.
