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The Fourth Step Inventory form is a critical tool drawn from the principles of Alcoholics Anonymous, aiming to guide individuals through a process of profound self-reflection and honesty. By utilizing the text from the Big Book's pages 63-71, this form encourages participants to meticulously catalog both their defects and assets, thus fostering a deep understanding of personal values, behaviors, and the discrepancies between the two. It's not just about identifying flaws; the form encourages acknowledging strengths, with an emphasis on fairness and self-compassion. Though not officially endorsed by Alcoholics Anonymous, these worksheets have a long history of informal circulation within the community, hinting at their valued role in the recovery process. This inventory, far from being a means to self-critique, allows for a balanced look at one's character, urging introspection into current behaviors rather than past misdeeds. Including a checklist and a review of flaws form, it serves as a practical step toward recovery, emphasizing honesty, acceptance, and the prioritization of significant personal issues to foster growth and self-improvement.

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FOURTH STEP INVENTORY

These Fourth Step worksheets use the wording from Alcoholics Anonymous (the Big Book) pages 63-71. Text in italics is quoted from the Big Book. When the word “optional” is used in the worksheets, it means that the Big Book suggests doing this but does not suggest writing anything down. However, many people who have used these worksheets found it helpful to write down their flaws and their specific defects.

Remember, these worksheets are meant to be helpful, but do not feel restricted by them.

You can get the latest version of these worksheets and other AA materials at www.royy.com.

These worksheets are not officially produced or approved by Alcoholics Anonymous. They have been circulating unofficially

among AA members for at least 50 years in various versions. Their origin is unknown to the producer of this version.

hR 1/1/2005

. . . what? . . . )

HELPFUL HINTS

PREPARATION: before you start this written Fourth Step, read pages 63-71 in the Big Book and the Fourth Step in the Twelve Steps and Twelve Traditions.

NOTE:

1.This inventory is not an exercise in beating yourself up. Be scrupulously honest but be fair to yourself. Inventory your strengths as well as your defects.

2.The following checklist merely suggests what some people consider flaws. You must decide how they fit with your own moral code. Do not be limited by this list--add your other flaws and assets. It is in this Fourth Step that you begin to discover your values– what you consider right and wrong,

functional and dysfunctional behavior–and how you live up to your standards.

3.This inventory is about who you are now, not who you were when you were drinking and taking drugs. Be careful, however, not to blame all past bad behavior on drinking and drugs if the seed of that bad behavior still exists in you.

4.Don't be discouraged when your character defects are not immediately lifted after you

have completed your 5th Step--that is the work of the 6th, 7th and 10th Steps.

5.Prioritize! Spend most of your time on

the 20% of your flaws that cause 80% of the trouble in your life. You can initially check off as many flaws as you want on the checklist but then prioritize to the 12 that cause the most trouble. If you list more

than 12 flaws, you are probably beating yourself up! You must check at lease twice as many assets as you check flaws or you really are beating yourself up.

INTO ACTION: On the following list, check all of your defects and all of your assets. This is an inventory of both bad and good characteristics. Then discuss your defects (with your best example of each) on the Review of Flaws form.

ROYY@ROYY.COM

Glossary of Words Used in Steps Four and Five

Moral Inventory

..A list of personality defects, violations of moral

 

principles, defects in character, maladjustments,

 

and dysfunctional behavior.

Character

Moral vigor or firmness, especially as acquired

 

through self-discipline.

Defect

Lack of something necessary for completeness; flaw;

 

weakness, fault; same as Shortcoming.

Dishonest

The act or practice of telling a lie, or of cheating,

 

deceiving, stealing, etc.

Exact

Precise, detailed.

Fault

Something done wrongly, an error or mistake.

Fear

Painful emotion marked by alarm, dread, anxiety,

 

agitation, uneasiness, apprehension, etc.

Frightened

A temporary or continual state of Fear. Anxious.

Inconsiderate

Without thought or consideration of others.

Nature

The essential characteristic of a thing.

Self-centered

Occupying or concerned only with one’s own affairs

 

(same as Selfish).

Self-seeker

A person who seeks only or mainly to further his

 

own interests.

Selfish

Too much concerned with one’s own welfare or

 

interests and having little or no concern for others

 

(same as self-centered).

Shortcoming

Falling short of what is expected or required (same

 

as Defect).

Wrong

Immoral, improper; not suitable or appropriate.

Footnotes to the list on following page:

1Dr. Bob’s Fourth Step List; in “He Sold Himself Short,” (Alcoholics Anonymous, p. 292)

2 Seven Deadly Sins (Twelve Steps and Twelve Traditions, p. 48)

3Clarence Snyder’s Fourth Step List (one of the original 40 members of AA, see “Home Brewmeister,” Alcoholics Anonymous, pp. 297-303)

4 Boy Scout Law, Robert Binkey's The Official Boy Scout Handbook (10th edition, 1990)(so?

- 1 -

4 Character Defect

 

 

 

Opposite Asset 4

aggressive, belligerent

 

good-natured, gentle

angry2

 

 

forgiving, calm, generous

apathetic

 

 

interested, concerned, alert

apprehensive, afraid

 

 

 

calm, courageous

argumentative, quarrelsome

 

agreeable

arrogant, insolent

 

 

unassuming, humble

attacking, critical

 

 

 

fair, self-restrained

avoidant

 

 

faces problems and acts

blocking

 

 

 

 

honest, intuitive

boastful

 

 

 

 

modest, humble

careless1

 

careful, painstaking, concerned

cheating

 

 

 

 

honest

competitive (socially)

 

 

cooperative

compulsive

 

 

 

 

free

conceited1,self-important

 

humble, modest

contradictory, oppositional|

reasonable, agreeable

contrary, intractable, pigheaded

reasonable

controlling

 

 

lets go, esp. of other's lives

cowardly

 

 

 

 

brave 4

critical 3

non-judgmental, praising, tolerant,

cynical

 

 

 

 

open-minded

deceitful

 

 

 

 

guileless, honest

defensive

 

 

 

 

open to criticism

defiant, contemptuous

 

 

respectful

denying

 

 

 

 

honest, accepting

dependent

 

accepts help but is self-reliant

depressed, morose|

hopeful, optimistic, cheerful 4

dirty, poor hygiene

 

 

 

clean 4

dishonest3

 

 

 

 

honest

disloyal, treacherous

 

 

faithful, loyal 4

disobedient

 

 

 

 

obedient 4

disrespectful, insolent

 

respectful, reverent 4

enabling

 

setting boundaries, tough love

envying2,3

 

empathetic, generous, admiring

evasive, deceitful

 

candid, straightforward

exaggerating

 

 

 

 

honest, realistic

faithless, disloyal

 

 

 

reliable, faithful

falsely modest

 

 

honest, has self-esteem

falsely prideful2,3

 

 

 

modest, humble

fantasizing, unrealistic

 

 

practical, realistic

fearful3

 

 

 

confidant, courageous

Checklist of Flaws and Assets

forgetful

 

responsible

gluttonous2, excessive

moderate

gossiping3

 

closed-mouth, kind, praising

greedy 2,3

 

moderate, generous, sharing

hateful3

forgiving, loving, concerned for others

hypersensitive

tolerant, doesn't personalize

ill-tempered1, bitchy

good-tempered, calm

impatient3

 

patient

impulsive, reckless|

consistent, considered actions

inconsiderate

 

 

thoughtful, considerate

indecisive, timid

 

firm, decisive

indifferent, apathetic, aloof

caring

inflexible, stubborn

 

open-minded, flexible

insecure, anxious

 

self-confident, secure

insincere3, hypocritical

sincere, honest

intolerant1

 

tolerant, understanding, patient

irresponsible, reckless

responsible

isolating, solitary

 

sociable, outgoing

jealous1,3

 

trusting, generous, admiring

judgmental

 

 

broadminded, tolerant

justifying (own actions)

honest, frank, candid

lack of purpose

 

purposeful

lazy, indolent

 

industrious, conscientious

loud

 

 

tasteful, quiet

lustful2

 

 

healthy sexuality

lying3

 

 

honest

manipulative

 

candid, honest, non-controlling

masked, closed

 

honest, open, candid

nagging

 

 

supportive

narrow minded

 

open minded

obscene, crude

 

modest, courteous

over emotional

 

emotionally stable

perfectionistic

 

realistic goals

pessimistic|

realistic, hopeful, optimistic, trusting

possessive

 

 

generous

prejudiced

 

 

open-minded

procrastinates3

disciplined, acts promptly

projecting (negative)

clear sighted, optimistic

rationalizing

 

 

candid, honest

resentful1,3,

bitter, hateful

forgiving

resisting growing

 

willing to grow

rude, discourteous

 

polite, courteous 4

sarcastic1

 

praising, tolerant

self-important3

 

humble, modest

self-centered

 

caring of others

self-destructive, self-defeating

self-fulfilling

self-hating

 

self-accepting, loving

self-justifying3

 

admitting wrongs, humble

self-pitying3

 

grateful, realistic, accepting

self-righteous

 

humble, understanding

self-seeking3

 

selfless, concerned for others

selfish1,3

altruistic, concerned with others

shy

 

 

outgoing

slothful (lazy)2,3

 

industrious, taking action

spiteful, malicious

 

 

forgiving

stealing

 

 

honest

stubborn

 

open-minded, willing

sullen

 

 

cheerful

superior, grandiose, pretentious

humble

superstitious

 

realistic, no magical thinking

suspicious

 

 

trusting

tense

 

 

calm, serene

thinking negatively3

 

being positive

treacherous

 

 

trustworthy

undisciplined, self-indulgent

disciplined

unfair

 

 

fair

unfriendly, hostile, bitchy

friendly4

ungrateful

 

thankful, grateful

unkind, mean, malicious, spiteful

kind 4

unsupportive of others

 

supportive

untrustworthy, unreliable, dishonest|

trustworthy 4

useless, destructive

 

 

helpful 4

vain

 

modest, humble

vindictive

 

 

forgiving

violent

 

 

gentle

vulgar3

 

 

polite

wasteful

 

 

thrifty 4

willful

 

accepting of the inevitable

withdrawn

 

 

outgoing

wordy, verbose

 

frank, to the point, succinct

Other dysfunctional ways of acting, feeling or thinking which cause others or me pain (specify in the following Review of Flaws).

See source footnotes on page 2.

- 2 -

Instructions for Completion

REVIEW OF FLAWS

First, we searched out the flaws in our make-up which caused our failure.

(optional)

FLAW

Give your best example of this specific flaw in your life.

1

2

3

4

5

6

7

8

9

- 3 -

10

11

12

FLAW

Give your best example of this specific flaw in your life.

If you must list additional flaws do so below. Do not beat yourself up.

- 4 -

RESENTMENTS

Do not be restricted by this list. It is just to help you get started. List your resentments on the next pages.

PEOPLE

In-Laws

Father

Judges

Mother

Lawyers

Boy Friends/Lovers

Life-long Friends

Brothers

Parole Officers

Sisters

Police

Sponsors

Probation Officers

Employers

School Friends

A.A. Friends

Teachers

Acquaintances

Uncles

Aunts

Wives

Best Friends

INSTITUTIONS

C.A. Friends

Authority

Childhood Friends

Bible

Clergy

Child Protection

Co-Workers

Church

Cousins

Correctional System

Creditors

Education System

Doctors

Government

Employees

Law

Girl Friends

Marriage

Husbands

Health/Mental Health System

 

Nationality

Philosophy

Races

Religion

Society

PRINCIPLES

Adultery

Death

God-Deity

Golden Rule

Heaven

Hell

Homophobia

Jesus Christ

Life After Death

Original Sin

Retribution

Satan

Seven Deadly Sins

Sin

Ten Commandments

MORE from your experience!

- 5 -

Step Four Resentments Checklist Column 4*

“Putting out of our minds the wrongs others had done, we resolutely looked for our own mistakes. Where had we been selfish, dishonest, self-seeking and frightened?”

SELFISH

Not seeing others point of view, problems or needs

Wanting things my way

Wanting special treatment

Wanting others to meet my needs– dependence

Wanting what others have

Wanting to control–dominance

Thinking I'm better–grandiosity

Wanting to be the best

Thinking others are jealous

Wanting others to be like me

Being miserly, possessive

Wanting more than my share

Reacting from self loathing, self righteousness

Too concerned about me

Not trying to be a friend

Wanting to look good or be liked

Concerned only with my needs

DISHONEST

Not seeing or admitting where I was at fault

Having a superior attitude–thinking I'm better

Blaming others for my problems

Not admitting I've done the same thing

Not expressing feelings or ideas

Not being clear about motives

Lying, cheating, stealing

Hiding reality–not facing facts

Stubbornly holding on to inaccurate beliefs

Breaking rules

Lying to myself

Exaggerating, minimalizing

Setting myself up to be “wronged”

Expecting others to be what they are not

Being perfectionistic

SELF SEEKING

Manipulating others to do my will

Putting others down internally or externally to build me up

Engaging in character assassination

Acting superior

Acting to fill a void

Engaging in gluttony or lusting at the expense of another person

Ignoring others’ needs

Trying to control others

Getting revenge when I don't get what I want

Holding a resentment

Acting to make me feel good

FRIGHTENED (OF)

Peoples' opinions

Rejection, abandonment

Loneliness

Physical injury, abuse

Not being able to control or change someone

My inferiority, inadequacy

Criticism

Expressing ideas or feelings

Getting trapped

Expo sure, embarrassment

_______________

*Thanks to Anonymous in New England.

- 6 -

Instructions for Completion

Complete each column top to bottom before proceeding to the next column.

Thus, for instance, fill in all the names of those you are resentful at

before filling in the column for the cause of each resentment. List real resentments, not imaginary or theoretical resentments. Is the resentment a problem for you, does it cause you pain?

Column 1 In dealing with resentments we set them on paper. We listed people, institutions or principles with whom we were angry. Column 2 We asked ourselves why we were angry.

Column 3 On our grudge list we set opposite each name our injuries. Was it our self-esteem, our security, our ambitions, our personal, or sex relations which had been interfered with?

Column 4 Referring to our list again. Putting out of our minds the wrongs others had done, we resolutely looked for our own mistakes. Where had we been selfish, dishonest, self-seeking and frightened?

Column 5 This Column is optional. List specific other defects to show your participation in the resentments.

Reading from left to right we now see the resentment (Column 1), the cause (Column 2), the part of self that had been affected (Column 3), and the exact nature of the defect within us that allowed the resentment to surface and block us off from God’s will (Columns 4 and 5).

COLUMN 1

COLUMN 2

REVIEW OF RESENTMENTS

“SELF”

COLUMN 3

COL. 4

COLUMN 5

Affects My

My

Specific

 

Own

Defects

 

Mistakes

(optional)

I’m RESENTFUL at:

The Cause:

1

2

3

4

5

6

-7-

I’m RESENTFUL at:

The Cause

7

8

9

10

11

12

If you must list additional resentments do so below.

- 8 -

FEARS

Do not be restricted by this list. It is just to help you get started. List your fears on the next pages

abandonment

flying

needing anyone

aging

fourth & fifth steps

not being good enough

anger

future, the

not being happy

authority figures

getting fat or thin

not being liked

being alone

God

not being perfect

being deceived

going home

people (specify who)

being found out

going out on a “whim”

police, the

being myself

having children

poverty

change

homelessness

procrastination

compliments

homosexuality

rape

confrontation

honesty

rejection

creditors

humiliation

relationships

death

hurting others

resentments, my

denial, my

I’m a fraud and others will find out

responsibility

disapproval

incarceration

risks

disease

intimacy

saying that I can’t do something

divorce

IRS, the

sex

embarrassment

letting go

sponsor, my

employment

living

success

facing myself

loneliness

unemployment

failure

losing hope

unknown, the

fear

love

violence

feelings

mediocrity

work

financial insecurity

money

Search your own experience for other fears..

-9-

File Characteristics

Fact Detail
Content Source The Fourth Step Inventory worksheets utilize wording from the Big Book of Alcoholics Anonymous, specifically pages 63-71.
Usage Suggestion Although certain sections are marked as optional, it is found beneficial by many to write down both flaws and specific defects.
Unofficial Nature These worksheets are not officially produced or approved by Alcoholics Anonymous and have been circulating for over 50 years among AA members in various forms.
Preparation Advice Before starting the Fourth Step written work, it is recommended to read pages 63-71 in the Big Book and the Fourth Step in the Twelve Steps and Twelve Traditions.
Inventory Purpose The inventory focuses on the current self, urging participants not to blame past behaviors wholly on substances if those behavioral patterns persist.
Progress Reminder Immediate character defect removal should not be expected post-5th Step; it's an ongoing process involving the 6th, 7th, and 10th Steps.
Reflection Balance The inventory encourages listing twice as many assets as flaws to maintain a balanced self-reflection and avoid self-criticism.
Inventory Coverage The inventory encompasses both positive and negative traits, aiming for a comprehensive reflection of the participant's character.
Resource Availability The latest version of these worksheets and additional AA materials can be accessed at www.royy.com.

Steps to Writing Fourth Step Inventory

Beginning the journey through the Fourth Step Inventory requires both courage and honesty. This comprehensive self-assessment tool is designed to facilitate a deep and meaningful reflection. It is essential to approach this inventory with an open heart and mind, recognizing both your strengths and areas for growth. Preparing yourself by reading the suggested pages from the Alcoholics Anonymous (AA) Big Book and the Twelve Steps and Twelve Traditions will provide valuable insights. Remember, this inventory is not about critiquing your past with harsh judgment but about understanding your current self, acknowledging your progress, and identifying areas for further development.

Before proceeding with filling out the Fourth Step Inventory form, please review these important steps:

  1. Ensure you have a quiet, comfortable space where you can reflect deeply without interruptions.
  2. Gather your Fourth Step Inventory worksheets, a pen or pencil, and your AA Big Book for reference.
  3. Start by reading pages 63-71 in the AA Big Book to get a comprehensive understanding of the inventory process.
  4. Review the "Helpful Hints" section carefully. Remember, the aim is not to judge yourself harshly but to conduct an honest and fair self-assessment.
  5. Make a list of character flaws and assets. While the provided checklist suggests common ones, add any specific to you that may not be listed.
  6. Follow the instruction to check all of your defects and assets on the provided list. Aim for a balanced view by acknowledging at least twice as many assets as flaws.
  7. Prioritize your flaws, focusing on the ones that have caused you the most trouble. Remember, if you list more than 12 flaws, you might be being too hard on yourself.
  8. On the "Review of Flaws" form, describe the best example of each prioritized flaw in your life. This reflection is crucial in understanding the impact of these flaws and lays the groundwork for addressing them.
  9. If additional space is needed for flaws not initially prioritized, add them at the end, but maintain a compassionate and balanced view towards yourself.

Once you've completed these steps, take a moment to review your work. This inventory is a pivotal part of your recovery process, paving the way towards personal growth and healing. Remember, completion of this step is not the end but a significant milestone in your journey. It prepares you for the subsequent steps, where you will work on addressing and rectifying these character flaws. Although it might be challenging to face some truths about yourself, this process is crucial for achieving long-lasting recovery and personal development.

Important Details about Fourth Step Inventory

What is the Fourth Step Inventory form?

The Fourth Step Inventory form is a tool used by individuals working through the 12 Steps in Alcoholics Anonymous (AA) and similar programs. It guides them in making a searching and fearless moral inventory of themselves, as suggested in AA's Big Book, specifically pages 63-71. The form includes a checklist of character defects and assets, alongside a section for individuals to write down examples of how specific flaws manifest in their lives. While not officially produced or approved by AA, versions of this form have circulated among AA members for decades to assist in their recovery journey.

Why is it important to do the Fourth Step Inventory?

Doing the Fourth Step Inventory is crucial because it involves a deep, honest reflection on one's character defects and strengths. This process is about identifying behaviors, attitudes, and habits that have been harmful to oneself and others. By recognizing these patterns, individuals can begin to address and change them, which is essential for personal growth and rehabilitation in recovery. It is a step towards understanding one's moral code and how one's actions align with it, facilitating accountability and laying a foundation for making amends in subsequent steps.

How should one prepare for completing the Fourth Step Inventory?

Before starting the Fourth Step Inventory, it's advised to read pages 63-71 in the Big Book and the corresponding section in the Twelve Steps and Twelve Traditions book. This preparation ensures a thorough understanding of what the Fourth Step entails and sets a reflective mindset for the task. Additionally, it's essential to approach the inventory with honesty and fairness to oneself, acknowledging strengths as well as defects. The objective is not self-punishment but rather self-awareness and growth.

Is it necessary to write down every thought and flaw in the Fourth Step Inventory?

While the Big Book suggests a forthright moral inventory, it does not explicitly require writing everything down. However, many find that writing helps to concretely identify and acknowledge their defects and strengths. The key is not to overwhelm oneself by attempting to list every single flaw or thought but to focus on those that have been most problematic or evident. Checking off many flaws is less important than understanding and prioritizing the ones that significantly impact one's life and relationships.

What should one do if they find themselves listing too many flaws?

If you find yourself listing an overwhelming number of flaws, it's essential to pause and shift focus towards balance. The guidance suggests listing at least twice as many assets as flaws to avoid beating yourself up. Prioritizing the flaws that cause the most trouble in your life can also help streamline the list. Remember, the goal is constructive self-evaluation, not self-deprecation.

Are the character defects listed immediately removed after completing the Fourth Step Inventory?

No, the character defects identified in the Fourth Step Inventory are not automatically removed upon completion of this step. The process of addressing and removing these defects is ongoing and primarily tackled in the 6th, 7th, and 10th Steps. Completing the Fourth Step is about recognition and readiness to change; the actual transformation requires continued effort and application of the principles learned in later steps.

Can the Fourth Step Inventory change over time?

Yes, the Fourth Step Inventory can and often does change over time. As individuals grow and evolve in their recovery, their understanding of themselves deepens, and their moral and ethical perceptions may shift. This evolving perspective can lead to new insights into character defects and strengths, which may necessitate revisiting and revising the inventory. Recovery is a process of continual personal development, and what one finds critical at one stage may differ as they progress.

Common mistakes

One common mistake individuals make when completing the Fourth Step Inventory Form is overlooking the guidance to balance the examination of flaws with an assessment of strengths. The instructions emphasize the importance of inventorying both positive and negative traits, yet some people focus solely on their defects. This skewed perspective can hinder a balanced self-assessment, which is essential for personal growth and recovery. Acknowledging both assets and shortcomings allows for a more holistic understanding of oneself.

Another error involves misunderstanding the scope of the inventory by limiting the reflection to their behavior during periods of active addiction. The form specifically instructs that the inventory is about the individual's current state, not just their past actions influenced by substances. This misconception can lead to an incomplete or inaccurate inventory, as it omits patterns of thought and behavior that persist in sobriety. Recognizing the continual nature of some defects, regardless of substance use, is critical for meaningful recovery work.

Additionally, some users treat the optional writing suggestion as unnecessary, choosing not to jot down their thoughts about each flaw and asset. While the worksheets indicate that writing is optional, many find that putting thoughts to paper is conducive to a deeper reflection. Without documentation, individuals may miss the opportunity for a thorough and lingering engagement with their inventory, potentially bypassing insights that could emerge through the writing process.

Failure to prioritize is another pitfall. The instructions advise focusing on the flaws that cause the majority of troubles in one’s life, yet it's common to see inventories where this advice is not heeded. When individuals don't prioritize their flaws, they may spread their attention too thinly across too many issues, diminishing the efficacy of their introspection. Concentrating on the most problematic aspects can lead to more targeted and productive personal development efforts.

Ignoring the recommendation to check at least twice as many assets as flaws is a mistake that can lead to an excessively harsh self-evaluation. This practice is meant to ensure a balanced view of oneself, countering the tendency to dwell on the negative. By overlooking this guidance, individuals risk reinforcing a negative self-image, which can be counterproductive to the recovery process and overall well-being.

A common oversight is also seen in participants not utilizing the full range of flaws and assets listed in the form, or failing to add their personal ones that might not be listed. Limiting the inventory to predefined categories without considering personal experiences and characteristics can lead to a less comprehensive self-assessment. Personalization of the inventory ensures that it is reflective of an individual’s unique journey and challenges.

Last but not least, many fail to properly engage with the instruction to discuss defects post-inventory, either skipping this step or not engaging deeply with it. This discussion can be pivotal for opening up about one's flaws, understanding their impact, and starting the process of change. Without this, the inventory may remain a purely introspective exercise, lacking the transformative potential of shared reflection and support.

Documents used along the form

When undertaking the transformative journey of self-assessment and personal growth, especially within the context of recovery as facilitated by programs like Alcoholics Anonymous (AA), the Fourth Step Inventory form is a crucial document. However, this form doesn't stand alone. It's part of a broader suite of materials designed to support individuals in their path to recovery. Understanding these additional documents can enhance the effectiveness of the introspective process initiated by the Fourth Step Inventory.

  • Pre-Inventory Checklist: Before diving into the Fourth Step Inventory, individuals often use a Pre-Inventory Checklist. This document helps prepare the person mentally and emotionally for the deep introspection required. It might include reminders to approach the process with honesty, openness, and willingness, along with practical tips, such as setting aside quiet time and space for completing the inventory.
  • Fifth Step Guide: After completing the Fourth Step, the Fifth Step Guide becomes instrumental. This document assists individuals in admitting the nature of their wrongs to themselves, to God (as understood by them), and to another person, usually a sponsor or spiritual advisor. The guide may suggest how to select a trustworthy person for sharing the inventory and offer prompts for discussing one's discoveries and feelings about the process.
  • Daily Inventory: Post Fourth and Fifth Steps, many find that a Daily Inventory sheet helps maintain the progress and insights gained. This shorter form encourages regular reflection on one's thoughts, behaviors, and actions throughout the day, aiding in the continuous application of the principles learned in the Fourth and Fifth Steps to everyday life.
  • Gratitude List: Alongside the more introspective forms, a Gratitude List can be a positive tool in recovery. This simple document is where individuals list things, people, and experiences they are grateful for. Focusing on gratitude can shift perspective, help combat negativity, and reinforce positive pathways in the brain.
  • Resentment Inventory Form: Since resentments are often a focus of the Fourth Step, a separate Resentment Inventory Form can be useful. This document allows for a detailed examination of current and past resentments, exploring their origins, the individual's role in them, and the impact on their life and recovery. The process facilitates deeper understanding and healing.

The Fourth Step Inventory initiates a profound journey toward recovery and self-discovery, but it doesn't work in isolation. Each accompanying document plays a unique role in supporting individuals as they explore their past, make amends, and build a foundation for a healthier, sober life. Together, these forms create a comprehensive toolkit, equipping individuals with the means to confront their flaws, acknowledge their strengths, and progress on their path to recovery.

Similar forms

The Fourth Step Inventory form is quite similar to a personal journal, especially one used for self-reflection or therapy. Journals often encourage the writer to explore both their strengths and weaknesses, much like the Fourth Step encourages individuals to inventory their character assets and defects. The process of writing in a journal, like completing the Fourth Step Inventory, is meant to foster a deeper understanding of oneself, highlight areas that need improvement, and acknowledge personal growth. Both tools are private, intended for the writer's eyes only unless they choose to share, providing a safe space for honest and often vulnerable self-exploration.

Self-assessment tools used in various professional development programs also bear resemblance to the Fourth Step Inventory form. These assessments typically ask individuals to identify and evaluate their competencies, weaknesses, and areas for growth. Similar to the Fourth Step Inventory’s directive to list flaws and assets, professional self-assessments aim to spark self-awareness and insight. Both processes are geared towards identifying personal patterns that may either hinder or advance one’s goals, and they encourage the formulation of strategies for personal or professional improvement.

The Fourth Step Inventory form also parallels patient intake questionnaires used in mental health practices. These questionnaires often ask patients to reflect on their behavioral patterns, emotional wellbeing, and areas of discomfort. The emphasis on self-evaluation found in the Fourth Step Inventory is mirrored here, as both tools are starting points for deeper investigation into the individual’s psyche. The objective is to uncover underlying issues that may contribute to current struggles, making it possible to address them in therapy or counseling, much like the subsequent steps suggested in Alcoholics Anonymous following the inventory.

Morality tests, which assess an individual's moral reasoning and values, share similarities with the Fourth Step Inventory form. Both tools involve evaluating one’s actions and attitudes against a set of standards to discern right from wrong or healthy from unhealthy behaviors. The Fourth Step Inventory, by focusing on personal defects and assets within the context of moral inventory, allows individuals to define their own moral compass and see where they may have strayed from it, much like morality tests aim to illuminate ethical strengths and weaknesses.

Last but not least, the Fourth Step Inventory form resembles goal-setting worksheets that are often used in personal or career planning. Such worksheets help individuals to articulate their aspirations, acknowledge obstacles, and recognize the resources they have or need to reach their goals. This goal-setting process is akin to the Fourth Step’s approach to listing flaws to overcome and assets to leverage, all with the ultimate purpose of personal betterment. Both exercises encourage a proactive stance towards one’s personal development and the pursuit of a more fulfilling life or career.

Dos and Don'ts

Do's and Don'ts for Filling Out the Fourth Step Inventory Form

The Fourth Step Inventory is a fundamental tool designed to help in your recovery journey. Approaching this form with an honest and open mindset can greatly enhance its effectiveness. Below are essential do's and don'ts to consider when completing the form:

Do:

  1. Read pages 63-71 in the Big Book and the Fourth Step in the Twelve Steps and Twelve Traditions before starting.
  2. Approach this inventory with honesty, but also treat yourself fairly.
  3. Focus on who you are now, acknowledging but not blaming past behavior solely on substances.
  4. Understand that character defects might not be immediately resolved after this step.
  5. Prioritize the flaws that cause most of the problems in your life.
  6. Include both your defects and assets in the inventory.
  7. Discuss your defects and provide specific examples where applicable.

Don't:

  • Use the inventory as a means to excessively criticize yourself.
  • Limit yourself strictly to the flaws listed in the form; add any others you recognize in yourself.
  • Ignore your positive traits and assets; it's important to acknowledge these as well.
  • Attribute all past mistakes and behaviors to alcohol and drug use if those tendencies still persist.
  • Rush through the inventory without giving thoughtful consideration to each aspect.
  • Forget to prioritize your flaws to effectively address those with the most impact on your life.
  • Omit discussing your findings with a trusted individual as outlined in later steps.

Misconceptions

There are several misconceptions about the Fourth Step Inventory form that are worth clarifying:

  • It's only about listing negative traits. This is not true. While the inventory does focus on identifying personal flaws and defects, it also emphasizes acknowledging and inventorying personal strengths and assets. The goal is to gain a balanced understanding of oneself.
  • It's an exercise in self-blame. This form is not designed to encourage self-criticism or negativity. The instructions clearly state that this process should not be about beating yourself up but about honest self-reflection. It's important to approach this inventory with fairness and kindness towards oneself.
  • It's only relevant to past behaviors. The inventory is actually focused on understanding who you are now, not just who you were in the past. While it's vital to acknowledge past behaviors and their impacts, the main goal is to evaluate current character and behaviors.
  • The checklist must be completed as is. The form suggests a checklist of flaws but encourages users to add any other flaws they recognize in themselves. It's a personalized process that allows for flexibility, not a rigid set of criteria that must be strictly followed.
  • Completing it will immediately remove character defects. The Fourth Step Inventory is an early step in a longer process. The document notes that character defects may not be immediately lifted upon completion and that further steps will continue to address these areas.
  • It's an official Alcoholics Anonymous document. These worksheets are not officially produced or approved by Alcoholics Anonymous. They have been circulated among members for personal use and have been found helpful by many, but they are not an official part of the AA program.

Understanding these misconceptions can help individuals approach the Fourth Step Inventory with a more accurate expectation and mindset, making the process more beneficial and meaningful in their recovery journey.

Key takeaways

When approaching the Fourth Step Inventory form, understanding its purpose and how to effectively complete and use it is vital. Here are key takeaways for anyone taking this significant step:

  • Intention is Key: This inventory should be approached with the intention of gaining self-awareness, not self-criticism. It's about honesty and fairness to oneself, assessing both strengths and defects.
  • Customizable to Your Moral Code: The checklist of flaws and assets is a starting point. Individuals are encouraged to personalize this list based on their own understanding of right and wrong, adding or omitting as they see fit.
  • Focus on the Present: The evaluation centers on who you are now, not who you were in the past. This distinction helps in identifying current behaviors and attitudes that may contribute to your struggles.
  • Patience with Progress: Realize that character defects might not change immediately after completing this step. Subsequent steps are designed to address and help remediate these defects over time.
  • Prioritize for Impact: Concentrate on the few defects that cause the most trouble in your life. Attempting to tackle everything at once can be overwhelming and less effective.
  • A Balanced View: For a holistic view of oneself, it's important to recognize as many, if not more, assets than flaws. This approach encourages a balanced and positive perspective on personal growth.
  • Open Discussion: Sharing your findings with someone you trust can provide additional insights and support, making this process not just about self-reflection but also about community and recovery.

Remember, the Fourth Step Inventory is a tool for growth, not a means to judge oneself harshly. It's about identifying areas for improvement while acknowledging and building on your strengths. The journey of self-improvement is ongoing, and each step taken is a step toward a better, more aware self.

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