Worksheet 20: Pruning Checklist

Clearing What’s Overgrown, Draining, or No Longer Aligned

Purpose of This Worksheet:
In the Business Tree Model, pruning is essential. A healthy tree doesn’t keep every branch forever — it makes space for stronger growth. Pruning in your business means identifying what no longer serves your purpose, drains energy, or creates imbalance.

Use this worksheet to:

  • Audit your current efforts, offers, and commitments

  • Release what’s no longer aligned

  • Reclaim focus and energy for what matters most

Instructions (Step-by-Step):

Step 1: Inventory Your Current Commitments

🟩 Prompt:
List all current business activities, offers, platforms, collaborations, and systems.

Area of BusinessActivity / CommitmentTime / Energy CostNotesMarketingInstagram postsMediumInconsistent, low ROIClient Delivery1:1 CoachingHighFulfilling but time-heavyAdmin / OpsManual onboarding emailsLowEasy to automateProduct DevelopmentNew course buildHighExciting but behind schedule

✎ Aim for at least 6–10 current activities or recurring efforts.

Step 2: Identify Signs of Overgrowth or Misalignment

🟩 Use the reflection prompts below to rate each commitment:

  • Is this still aligned with my purpose?

  • Is this creating meaningful outcomes?

  • Is this draining more than it gives?

  • Would I say yes to this again today?

✎ Mark activities that feel overgrown, stagnant, or out of alignment.

Step 3: Choose What to Prune, Pause, or Simplify

🟩 Categorise each flagged activity:

ActivityKeep / Prune / Pause / SimplifyWhy?Instagram postsPauseDraining energy, not convertingManual onboardingSimplifyReady to automate via Moxie1:1 CoachingKeepCentral to income & impact

✎ Focus on 1–3 areas to take action on now.

Step 4: Address Guilt, Fear, or Resistance

🟩 Prompt:
What makes it hard to prune this area?
What would change if you released or reshaped it?

✎ Write your honest thoughts here:
[Blank space]

Step 5: Make a Pruning Commitment

🟩 Prompt:
Which one action will you take this week to prune your business tree?

  • Unpublish an offer?

  • Automate a task?

  • Say no to a misaligned opportunity?

  • Let go of something with love?

✎ Write your pruning action + the date:
[Blank space]

Final Prompt:
After pruning, what space opens up — practically or emotionally?

✎ What are you now available for?
[Blank space]