My Priorities Values Essentials and Goals Workbook
My Priorities Values Essentials and Goals Workbook
A guided reflection workbook for meaningful conversations about what matters most.
A thoughtfully designed workbook to help you, your loved one, or your client to name what truly matters. This workbook is not a clinical form, nor a medical directive. The 13-page workbook is a space for reflection, clarity, courage, and planting seeds for expanded conversations.
What This Workbook Is
My Priorities, Values, Essentials, Preferences and Goals is a guided vignette-style workbook designed to help you articulate what can often be left unsaid or in hiding. It invites you to gently explore the inner landscape of strengths, fears, abilities, wishes, and hopes. This emboldens those around you so they are able to better support and honor your precious life.
What This Workbook Is NOT
It is not about making specific medical decisions.
It is not a legal advance directive.
It is not a substitute for a health care proxy form.
Inside the Workbook
What does a good day look and feel like?
What do I want and not want when I am not having the greatest of days?
What abilities are so essential I cannot imagine living without them?
What matters more: longer life or quality of life?
Who do I trust to speak on my behalf?
What questions do I want to ask my health care team?
Who This Workbook Is For
This workbook supports brave conversations before time becomes more urgent. It helps individuals navigating life-limiting illness or health transitions and those who want to proactively define their wishes. It is a resource for the deathcare ecosystem, loved ones, and families seeking clarity before crisis.
Why This Matters
This workbook is an act of self-advocacy, generosity, and love. It reflects a commitment to strengthening the meaning of your transitional threshold. When your priorities, values, essentials, and goals are clear:
Decisions feel less overwhelming
Loved ones feel more confident
Care teams are better aligned
Your voice remains present even in difficult moments
Digital Download Details
13-page PDF ready for download and print
Designed for personal reflection and sharing
Suitable for use alongside conversations with loved ones and your entire care team
A Thoughtful Next Step
Share it with someone from the Your People section, schedule time to review it with your care team, choose a health care proxy, or revisit the workbook as often as you need for updates.
Created by Jennifer M Brown of Under the Root
Presence-based death doula goods and support services for individuals and loved ones navigating death, dying, grief, and transitional thresholds.




