Tales of Abundance

Tools

Dr. John Oberg · John Oberg Advisory (JOA) · Daily JO

Dr. John Oberg’s Abundance & Leadership Tools

“Why Settle for Less? Growth and abundance don’t happen by accident—they happen when you get honest about where you are, clarify what matters most, and build simple daily rhythms across every area of life.” — Dr. John Oberg

Over three decades of building healthcare and education companies, mentoring executives, and coaching leaders through John Oberg Advisory (JOA) and Daily JO, Dr. John Oberg (“JO”) created a practical library of worksheets and life-planning tools to help you unlock growth across the Five Fs: Fitness, Family, Friends, Fun, and Finances.

Every worksheet mentioned on Tales of Abundance by Dr. John Oberg and Randy Lorensen is available below at no cost, branded and formatted so you can put it to work immediately.

How to Use These Tools

  • 1-Click Download Fillable PDF: Click Download Fillable PDF on any tool below to save the interactive JO-branded PDF to your computer or tablet. Every worksheet includes interactive form fields so you can type directly into the PDF—or print a clean copy to complete by hand with a pen.
  • 1-Click Make Your Own Copy (Google Docs / Sheets): Prefer working in the cloud? Click Make Your Own Copy to create a private, fully editable Google Doc or Google Sheet directly inside your own Google Drive.
  • Listen to the Matching Episode: Each tool links directly to the Tales of Abundance episode where John and Randy walk through the framework and share real-world stories of how to apply it.

Open Full JO Tools Folder in Google Drive About Dr. John Oberg Browse All Episodes

Life & Purpose: Identity, Core Values & Calling

Before you set goals or build a calendar, start with who you are, what you stand for, and the mark you are called to make. These four tools walk you through the foundational questions Dr. John Oberg uses with executives, founders, and families.

Core Values & Personal Standards Tool

Discover what matters most to you using the 400+ Core Values Finder list, distill your Top 3–5 non-negotiable Core Values, and translate each value into observable daily Standards of Behavior across every domain of life.

Download PDF Make Your Own Copy (Google Doc)

Finding Your Purpose Tool & Worksheet

Uncover your personal calling by mapping the four pillars of purpose—your Passions, your God-given Talents & Skills, your desired Lifestyle, and the Mark you want to make on the world—then synthesize your Purpose Statement.

Download PDF Make Your Own Copy (Google Doc)

Being vs. Doing Identity Tool & Worksheet

Separate who you are at your core ('Being') from the external roles, titles, and achievements you perform ('Doing'), and craft daily 'I Am...' grounding statements.

Download PDF Make Your Own Copy (Google Doc)

Bucket List Tool & Adventure Worksheet

Stop postponing meaningful experiences until 'someday.' Brainstorm your dreams across Travel, Physical Feats, Skills, Family Memories, and Giving, then put your Top 3 on the calendar for the next 12 months.

Download PDF Make Your Own Copy (Google Doc)

Daily Planning & The 5 Facets of Life

Design your year, your week, and your daily habits around the Five Fs of an abundant life—Fitness (Spirit, Body, Mind), Family, Friends & Community, Fun & Recreation, and Finances & Work—using the signature Daily JO system.

Daily JO Life Planner & Simple Life Plan

Dr. John Oberg's signature life-planning system uniting your Tag Line, Core Values, Purpose, 10–25 Year Vision, 3–5 Year Goals, 5 Facets Annual Priorities, Circles of Influence, and Daily JO Journal rhythm.

Download PDF Make Your Own Copy (Google Doc)

The 5 Facets of Life Tool & Annual Review

Evaluate your past year honestly and design your top annual priorities across the Five Fs of an abundant life: Fitness (Spirit, Body, Mind), Family, Friends & Community, Fun & Recreation, and Finances & Work.

Download PDF Make Your Own Copy (Google Doc)

Block Scheduling & Attention Management Tool

Manage your attention—not just your time. Inventory your Daily, Weekly, and Monthly responsibilities, place your Big Rocks on your calendar first, and design your ideal 6:00 AM–8:00 PM weekly block schedule.

Download PDF Make Your Own Copy (Google Doc)

Leadership, Career & Execution

Practical executive frameworks from John Oberg Advisory (JOA) for clarifying your role as a leader, mapping your 5-year career trajectory, delegating through the 5-Step Training Progression, serving internal and external customers, and setting SMART objectives.

The Role of a Leader — The Leadership Toolbox

Dr. John Oberg's executive leadership framework covering the three non-delegable jobs of every leader—Clarity, Execution, and Sustainability—with a 6-part self-assessment and quarterly action plan.

Download PDF Make Your Own Copy (Google Doc)

Career Goals & Growth Tool & Worksheet

Define your 5-year career trajectory, work backward into 3-year, 1-year, and 90-day skill milestones, and use Dr. John Oberg's informational interview scripts to learn from exemplars.

Download PDF Make Your Own Copy (Google Doc)

Delegation Tool & 5-Step Training Worksheet

Stop being the bottleneck in your organization. Audit what to delegate and transfer full ownership using the 5-Step Training Progression (I Do/You Watch → I Do/You Help → You Do/I Help → You Do/I Watch → You Own It).

Download PDF Make Your Own Copy (Google Doc)

Everyone Has a Customer — Avatar & Service Tool

Whether you serve external clients or internal teammates, identify your primary customer, define their goals and bottlenecks, and establish scorecard metrics for a 10/10 experience.

Download PDF Make Your Own Copy (Google Doc)

Setting Objectives & SMART Goal Setting Tool

Turn vague intentions into Specific, Measurable, Achievable, Relevant, and Time-Bound (SMART) objectives across the 5 Facets of Life and your top quarterly leadership priorities.

Download PDF Make Your Own Copy (Google Doc)

Relationships, Marriage & Community

Abundance is never a solo pursuit. Use these tools to intentionally build your Inner Circle, deepen trust across all six levels of connection, and discover high-joy shared activities with your spouse or partner.

Circles of Community & Levels of Connection Tool

Map your relational ecosystem across the 4 Circles of Community (Inner Circle, Mentors/Peers, Exemplars, Networks) and move key relationships from surface-level talk to authentic trust using the 6 Levels of Connection.

Download PDF Make Your Own Copy (Google Doc)

Recreation Enjoyment Inventory (Couples & Fun Finder)

Rate 118+ recreational activities from -3 to +3 independently with your spouse or partner, automatically sum mutual positive scores, and discover your highest-joy shared activities for date nights and vacations.

Download PDF Make Your Own Copy (Google Sheet)

Wealth, Stewardship & Mindset

Heal scarcity thinking, define what 'enough' actually looks like for your family, and align your financial finish line with generosity and purpose.

Financial Finish Line & Relationship With Money Tool

As featured in Episode 8 of Tales of Abundance: unpack your childhood money story, heal scarcity mindset, define your peak lifestyle ('How Much Is Enough?'), and set a clear Financial Finish Line.

Download PDF Make Your Own Copy (Google Doc)

Put These Tools Into Practice

Have a question about one of Dr. John Oberg’s tools, or want to share how you used the Daily JO Life Planner or 5 Facets of Life worksheet with your family or team? Send us a note on our Contact page or catch up on the latest episodes of Tales of Abundance.