Purpose:
To help leaders and decision-makers assess whether a proposed action, policy, decision, or initiative aligns with the core values and ethical commitments of their organization.
How to Use This Tool
Use this checklist during leadership meetings, strategic reviews, or before high-stakes decisions.
Answer each prompt honestly, using the Yes / Somewhat / No scale.
Discuss any “Somewhat” or “No” responses to identify potential ethical misalignments or risk areas.
Use the reflection section at the bottom to capture insights and action steps.
Section 1: Stated Values and Mission
1. Does this decision reflect the organization's stated mission and core purpose?
2. Is the decision consistent with our published core values?
3. Would stakeholders recognize this action as being true to our values and identity?
Section 2: Integrity and Transparency
4. Are we being transparent about why we’re making this decision?
5. Would we be comfortable explaining this decision publicly or to our employees?
6. Are we avoiding misleading, manipulative, or overly complex communication?
Section 3: Impact on People and Stakeholders
7. Have we considered the impact of this decision on all relevant stakeholders?
8. Are vulnerable or less powerful groups treated fairly in this decision?
9. Are we minimizing avoidable harm and maximizing long-term benefit?
Section 4: Ethical Risk and Red Flags
10. Have we identified any potential ethical risks or blind spots?
11. Have we slowed down to consider unintended consequences?
12. Would an external observer raise concerns about fairness or integrity in this process?
Section 5: Consistency and Precedent
13. Are we being consistent with how we’ve handled similar situations in the past?
14. Does this decision set a precedent we’d be proud to repeat?
15. Are we upholding standards we would expect others to follow?
Reflection & Action Planning
What “Somewhat” or “No” responses raise concerns?
What adjustments could be made to better align this decision with our values?
Are there steps we should take to communicate or explain this decision ethically?
Final Alignment Score (Optional)
Count how many responses were “Yes” vs. “Somewhat” or “No.”
12–15 Yes: Strong alignment – proceed with confidence
8–11 Yes: Moderate alignment – identify and address gaps
0–7 Yes: Low alignment – reconsider or revise decision