Individuals, mentors, teams, and researchers. print or adapt the worksheets for field use, review, facilitation, and pilot studies.
Use these pages to turn the model into repeatable practice. They are meant to be printed, copied, or adapted for journals, meetings, mentoring, pastoral care, team review, and research pilots. Use only the worksheet the situation needs. More forms do not mean better discernment; the goal is one truthful next step.
Safety rule. If the case involves active danger, abuse, coercion, medical risk, self-harm risk, psychosis, credible threat, severe trauma activation, or institutional cover-up, use the worksheets only to preserve clarity. Safety, qualified care, reporting, and protection come before interpretation.
One-Page Field Sheet
Use this sheet when pressure is live and the person needs structure before depth. Each answer should be short enough to say out loud.
Case title:________ Date: ________
Green / yellow / red pressure: ☐\ Green ☐\ Yellow ☐\ Red
- Line | Write one concrete sentence
- Incoming reality signal | ________
- What I expected | ________
- What meaning this pressures | ________
- Source I am trusting | ________
- Capacity right now | ☐\ enough ☐\ limited ☐\ unsafe / overloaded
- Available agency | ________
- False closure tempting me | ________
- Review point | ________
Action sentence. Because ________ happened, I will ________. With / for ________ by ________.
Breach-Profile Worksheet
The breach profile is field notation, not a clinical score or final verdict. It keeps the main pressures visible so the response can match the actual kind of breach.
- Code | Level | Use when
- PE0 | No clear prediction breach | No specific expectation has failed yet.
- PE1 | Mild breach | A small expectation failed, but the model mostly holds.
- PE2 | Material breach | The facts require real updating, verification, or correction.
- PE3 | Severe breach | The event, pattern, or evidence overturns a major expectation or exposes serious risk.
- MG0 | No clear meaning breach | The event does not yet pressure identity, faith, loyalty, purpose, or hope.
- MG1 | Mild meaning breach | The meaning frame is unsettled but still basically intact.
- MG2 | Material meaning breach | The meaning frame needs deeper interpretation, lament, counsel, repentance, or revision.
- MG3 | Severe meaning breach | The meaning frame may be false, idolatrous, shattered, abusive, or too small to hold reality.
- ST | Source trust | Mark high, mixed, low, or unknown after tracing access, method, incentives, corroboration, and accountability.
- CAP | Capacity | Mark green, yellow, or red after checking safety, support, sleep, trauma activation, coercion, clinical risk, and time.
- AG | Agency | Mark adjust, verify, wait, document, protect, lament, confess, repent, repair, refer, practice, negotiate, correct, or escalate.
Profile: PE__ / MG__ / ST__ / CAP__ / AG__
Why this profile fits:________ What would change the profile:________
Source-Trust Worksheet
Source trust asks how the signal was produced, carried, checked, and corrected. It is not the same as confidence, agreement, spiritual language, institutional status, or emotional intensity.
Signal under review:________ Primary channel: ☐\ firsthand observation ☐\ measurement / record ☐\ testimony ☐\ memory ☐\ rumor / forwarded claim ☐\ institutional report ☐\ AI output ☐\ other
- Trust factor | What to ask | Notes
- Access | Did the source actually have contact with the event, data, person, or record? | ________
- Competence | Does the source know how to interpret what it saw or measured? | ________
- Method | Was the signal gathered by a method that can be checked? | ________
- Corroboration | What independent source, record, witness, or pattern agrees or disagrees? | ________
- Incentives | What does the source gain by this being believed, hidden, delayed, or framed a certain way? | ________
- Correction exposure | Can this claim be challenged without punishment, ridicule, or loss of belonging? | ________
- Current trust | ☐\ high ☐\ mixed ☐\ low ☐\ unknown | ________
Do not launder weak signals. Repetition, status, fluency, spiritual vocabulary, technical vocabulary, and group agreement can all make a weak channel feel stronger than it is.
Capacity Checklist
Capacity is not moral worth or intelligence. It is the present ability to handle pressure without preventable harm, coercion, collapse, or forced closure.
- Area | Check | Mark
- Physical state | Sleep, food, hydration, pain, medication, illness, exhaustion. | ☐
- Safety | No immediate threat, violence, stalking, coercion, medical emergency, or self-harm risk. | ☐
- Relational support | At least one safe person or qualified helper is available if needed. | ☐
- Time pressure | The decision does not require rushed interpretation to satisfy someone else's anxiety. | ☐
- Trauma activation | The body is not so activated, numb, frozen, or flooded that depth work becomes unsafe. | ☐
- Clinical risk | Psychosis, mania, severe depression, addiction crisis, eating disorder risk, or dissociation is not driving the moment. | ☐
- Freedom from coercion | The person can speak, pause, document, refuse, or seek help without retaliation. | ☐
- Spiritual pressure | Shame, accusation, fear, false guilt, forced forgiveness, or leader loyalty is not controlling the process. | ☐
Capacity decision. ☐\ Proceed simply. ☐\ Proceed with support and review. ☐\ Stop interpretation and seek safety, qualified care, reporting, or formal process.
False-Resonance Detector
False resonance is relief without truth. It lowers discomfort while preserving distortion. Use this detector whenever the answer feels too quick, too flattering, too punitive, too spiritualized, or too convenient for the powerful.
- Relief path | Warning sign | Truthful alternative
- Denial | The facts are minimized before they are named. | Preserve the event sentence and verify carefully.
- Premature meaning | The lesson arrives before grief, evidence, or protection. | Lament first; interpret later.
- Identity defense | The meaning frame protects my group, role, reputation, or theology from correction. | Ask what reality would require if the facts are true.
- Source laundering | A weak channel becomes trusted through repetition, authority, charisma, or AI fluency. | Trace access, method, incentives, and correction exposure.
- Shame closure | The person concludes, I am bad, instead of naming a repairable breach. | Distinguish guilt, grief, injury, responsibility, and accusation.
- Spiritual bypass | Peace, forgiveness, submission, loyalty, or unity is used to avoid truth and protection. | Restore the order: safety, evidence, lament, repentance, repair.
- Analysis loop | The person keeps studying to avoid one truthful action. | Choose the smallest honest next step and a review date.
Detector prompts. The explanation I most want to be true is:________ This explanation would let me avoid:________ If I close too early, the person who may pay the cost is:________ The truthful discomfort I need to keep holding is:________
Review Log
CRM is not a one-time impression. Pressure profiles change when new evidence appears, capacity improves, counsel clarifies, fruit emerges, or action exposes a hidden cost.
- Date | New signal or counsel | PE / MG | ST / CAP / AG | Action taken | Fruit or concern
Institutional Incident Worksheet
Use this when a team, church, school, company, ministry, clinic, family system, or public body faces a signal that pressures its mission-shaped meaning frame. Institutions often protect the meaning frame that justifies them. This worksheet keeps records, victims, witnesses, incentives, authority, and repair from being absorbed into reputation management.
Governance rule. The institution under review must not be the sole interpreter of the evidence against itself. Preserve records, reduce retaliation risk, name conflicts of interest, and involve independent review when the stakes require it.
- Prompt | Working notes
- What happened, in the plainest recordable sentence? | ________
- Who may have been harmed, excluded, silenced, misled, or placed at risk? | ________
- What immediate protection is needed? | ________
- Which institutional meaning frame is threatened? | ________
- Which records must be preserved now? | ________
- Who has a conflict of interest? | ________
- Who can review this independently? | ________
- What correction, disclosure, restitution, discipline, or policy change may be required? | ________
- What must not be said publicly until verified? | ________
- When will leadership review the fruit of the response? | ________
Institutional breach profile: PE__ / MG__ / ST__ / CAP__ / AG__
Protected meaning frame:________ Protected people:________ Next accountable action:________
Facilitator Script
The facilitator's task is not to win the interpretation. It is to keep truth, safety, agency, and review visible while the person or group faces pressure.
- Move | Say | Why it matters
- Open | Before we interpret this, is anyone unsafe or being pressured? | Safety and coercion set the frame.
- Name event | What happened, in one sentence, without explaining it yet? | The signal must be named before the meaning frame takes over.
- Prediction | What did you expect would happen? | This separates factual model from meaning.
- Meaning | What does this seem to threaten about your meaning frame, identity, faith, trust, or future? | The meaning gap becomes visible.
- Source | How did you receive this signal, and how could it be checked? | Source trust prevents weak channels from gaining authority.
- Capacity | Do you have enough safety, support, sleep, and steadiness to process this now? | Low capacity changes timing and support.
- False closure | What answer would give relief too quickly? | Relief can masquerade as truth.
- Agency | What is one truthful action available now? | The process moves from insight to repair.
- Review | When should this be revisited, and what would change the profile? | Later evidence and fruit matter.
Facilitator boundaries. Do not interpret first. Do not force forgiveness. Do not rush lament. Do not protect a leader, family, group, or institution from warranted correction. Do not treat spiritual language as a substitute for evidence, safety, confession, restitution, clinical care, or public repair.
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