Energy and Boundaries Worksheet: Protect Your Capacity

0 Shares

This worksheet is designed to follow the Energy and Boundaries Assessment. Use it to identify recurring energy drains, clarify limits, prepare respectful boundary language, and build a short recovery plan.

Printable worksheet (PDF): Prefer completing this worksheet on paper? Download the professionally formatted printable PDF worksheet.
Important disclaimer: This worksheet is for coaching, education, personal development, and self-help purposes only. It is not a diagnostic tool for burnout, depression, anxiety, sleep disorders, or any other medical or mental-health condition. Persistent exhaustion, major changes in sleep or mood, unexplained physical symptoms, substance use, self-harm thoughts, or significant loss of functioning should be discussed with a qualified medical or mental-health provider.

Step 1: Map Your Energy

Activity, person, or situation Energy before 0–10 Energy after 0–10 Drain, neutral, or restorative?

Step 2: Identify the Main Boundary Gap

  • Situation where I overextend: ____________________
  • What I usually say or do: ____________________
  • What I actually need: ____________________
  • What I fear may happen if I set a limit: ____________________

Step 3: Choose the Type of Boundary

Boundary type What needs to change?
Time
Availability
Workload
Communication
Emotional responsibility

Step 4: Write a Boundary Script

  • My clear limit: ____________________
  • Respectful wording: ____________________
  • What I can offer instead, if appropriate: ____________________
  • How I will respond if the boundary is challenged: ____________________

Step 5: Protect Recovery

  • One recovery activity that actually restores me: ____________________
  • When I will protect it: ____________________
  • One avoidable drain I will reduce: ____________________
  • One commitment I will renegotiate: ____________________

Step 6: Seven-Day Review

  • Did the boundary reduce strain?
  • What felt uncomfortable but useful?
  • Where did I still overcommit?
  • What response from others surprised me?
  • What boundary needs to become more specific?

Related Resources

Key Takeaways

  • Energy problems may require fewer demands, not more optimization.
  • Boundaries are clearer when stated before resentment builds.
  • Recovery deserves protected time.
  • One well-defined limit is more useful than several vague intentions.

Disclaimer: This worksheet is for self-help and coaching use only. It does not provide medical or mental-health diagnosis or treatment. Consult a qualified medical or mental-health provider if exhaustion, distress, or other symptoms are persistent, severe, or affecting safety or daily functioning.