A Guided Reflection Workbook for Meaningful Conversations About What Matters Most

A compassionate, 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 pages are 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:

• Clarify your core values

• Define what a “good day” truly means to you

• Identify what brings comfort and contentment

• Express your care preferences

• Reflect on your health understanding and goals

• Name the people who matter most in your care journey

• Prepare for meaningful conversations with your entire care team

This workbook helps you articulate what can often be left unsaid or in hiding.

It invites you to gently explore the inner landscape of your strengths, fears, abilities, wishes, and hopes.  This emboldens those around you so they are able to better support and honor you and the 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.

Instead, it is a companion to those documents that assists you to clarify the why behind future decisions.

Inside the Workbook

You will explore guided prompts such as:

• 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?

Structured sections include:

• The Many Shapes of You

• Your Goals and Health

• Care Preferences (Yes/No with space for expansion)

• Core Values (Strengths, Fears, Abilities, Wishes)

• Your People

• Your Health Care Team

• Next Steps for meaningful follow-through

Who This Workbook Is For

• Individuals navigating illness or health transitions

• Those who want to proactively define their wishes

• Families seeking clarity before crisis

• Caregivers and loved ones

• Anyone wanting to live and plan more intentionally

This workbook supports brave conversations — before they are urgent.

Why This Matters

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

This workbook is an act of self-advocacy, generosity, and love.

Created with Your Honor In Mind

Developed by Jennifer M Brown, Founder and Creative Director of Under The Root, this workbook reflects a commitment to strengthening interconnected deathcare ecosystems and restoring meaning in liminal spaces of care.

Digital Download Details

• Instant PDF download

• Printable format

• Designed for personal reflection and sharing

• Suitable for use alongside conversations with loved ones and your entire care team

A Thoughtful Next Step

After completing the workbook:

• Share it with someone from “Your People”

• Schedule time to review it with your care team

• Choose a health care proxy

• Revisit and update as life evolves

You have taken one of the most thoughtful steps for YOU.

This workbook honors your courage, your voice, and your story.