Step 4 & Tradition 4 Worksheets

There is no one right way to do a 4th step inventory. For many people in program, the 4th step has been surrounded by so much unnecessary anxiety!  We have made something that should be so simple into something very complicated.

It is a difficult balance to present all the information on how to do a 4th step inventory.

Over the years, I have also gathered many, many 4th step inventory worksheets in the process. I am always trying to simplify this step and document how to explain it. The unfortunate side effect is – that in my quest for simplicity – I may have inadvertently made it more complicated rather than less.

I think that it can be very helpful to have all the information that I have gathered over the years available for anyone who might be interested in understanding the 4th step in depth.  Here is the dilemma: As addicts, we do not do well with too many choices. And, as addicts, we like to figure things out for ourselves and make our own decisions. So, I am listing all of the various types of 4th step inventories and their explanations.

This page is a work in progress. Please forgive me if it is confusing and disorganizing. Everyone’s patience and tolerance is greatly appreciated!

This website offers a comprehensive explanation on all  the steps.  Below is the link for step 4 which I highly recommend!

http://www.barefootsworld.net/aaworkstep4.html

The main formats for doing the 4th step are:

1. The multiple column inventory.

This is most popular due to Joe and Charlie, two very dynamic and popular AA Big Book speakers. I highly encourage anyone to listen to their talks.

Unfortunately, they have passed away. Their legacy, however, continues to live on.

Dallas also has made beautiful step 4 inventory worksheets following the multiple column inventory format of Joe and Charlie. Here are the various worksheets.

Joe and Charlie Step 4 inventory instructions:

Dallas-B-4th-Step-Guide

4th-step-instructions

BBFears

BBResentments

Step4Suggestions

BB_SexConductFillR

BBInvFearFillN

BBInvResentLCTabB

The BBA, by Dan S. is the first way that I did a 4th step. Dan S. sadly passed away in 2016, may his memory be a blessing. Dan was a tireless servant and will be missed by those of us in the 12 Step community.

The BBA 4th Step inventory is very detailed. I personally gained so much from this method. However, there are many people find it very complicated. In my experience, I found that I needed to change what I was doing in order to get a fresh perspective on my character defects. Otherwise, my program becomes stale and routine.

These are the BBA Step 4 worksheets:

4th-step-resentments-original-bba

4th-step-fear-grid-sample

4th-step-fear-grid-8×11

4th-step-sex-inventory-worksheet

Here is the BBA Step 4 Worksheets filled out as an example:

BBA Worksheet Examples

Below is a more in-depth explanation of the Step 4 inventory from the BBA, including examples.  I recommend it as a teaching tool or if you are confused about the Step 4 inventory and want a more detailed explanation:

Expanded Step 4 Worksheets Sponsorship Guide

I find this document helpful when I do my 4th step inventory using the BBA work sheets:

Step Four compact different formatting

Herb K. also does the 4th step similar to Dan S. Both men have their own websites and are very generous about sharing their knowledge and passing their legacy forward.

Lawrie C. also shares his experience, strength and hope on how to do a 4th step inventory. He too follows the multiple column inventory format popularized by Joe and Charlie.  If anyone is interested, he has YouTube videos and a book on how to do the steps and naturally, the 4th step is included.

2. The assets and liabilities inventory

Based on my understanding of the AA Big Book and the documentation gathered by Wally P., I believe that the original founders of the AA program did not do the multiple column inventory format. I believe that they followed the assets and liabilities format. And, the success rate of program at that time was 70%.

So, currently, I believe that it is best to start out using the assets and liabilities inventory format. After one becomes more proficient at doing it, then, explore other inventory methods.

Dr. Bob, in his last public speech said, “Let’s keep it simple.” A tireless servant, he took over 5,000 people though the steps, using this method. Unfortunately, he was less of a writer, and therefore, his legacy is less easily accessible. The closest that we can come to knowing some of his views is from the Table Mate, which he helped to edit, and which later turned into The Little Red Book. He also helped to edit the 1946 edition of this book. That edition is also available and I highly recommend obtaining the book.

This is from John H. who has written a wonderful book called the Spiritual Solution. He has a website, and runs back to basics workshops regularly. Please support his work. He is also a tireless servant for carrying the message to those who still suffer.

This is his worksheet, I like very much:

Steps-4-and-5-Handout2

This is the most concise instructions on how to do the 4th step using the 4 columns and the assets and liabilities format:

step4

 

3. Autobiographical inventory

 

 

This is a 1 page worksheet that I developed to take the 4th step.  I find it very helpful, and I enjoy the simplicity of only using 1 page:

Step 4 Worksheet5-24-2016

Step 4 Worksheet5-24-2016

Below are links for a document that I developed for a Step 4 workshop.

Doing an inventory 05-24-2016

Doing an inventory 05-24-2016

On this page are various Step 4 inventories and formats.  There are many ways to do the 4th step.  Action is the magic word.

THE FOURTH STEP AND HOW TO DO IT

Here is a helpful flowchart of step 4:

Step_flowchart-Step_4

This is something that I came across about the difference between Steps 4, 10 & 11:

STEPS 04, 10, AND 11

 

This is a worksheet which summarizes all 12 steps, and includes detailed instructions for steps 4 and 5 using the 12 steps in 4 hours format:

Step 1-12 table ES&F

Here are the documents that were created for the 12 Steps in 4 Hours Emotional Sobriety and Food Workshop:

This is my latest draft:

B2B ES&F S4 instructions12-13-2014

B2B ES&F S4 instructions12-13-2014

I will be taking the rest down, but until then, the links below are for older versions of the one above:

B2B-ES&F-Step 4 Simple

B2B ES&F S4 8-30-14simple and definitions

B2B ES&F S4 instructions8-28-14

B2B-ES&F-Step 4 Simple

B2B-ES&F-S4-instructions

 

This is the Step 4 Emotional Sobriety OA worksheet in a word document and a pdf file:

Step 4 Inventory-1-19-2014

Step 4 Inventory-1-19-2014

 

This is a written inventory based on the 4 Absolutes, in a word document and a pdf file:

4 absolutes 4step inventory

4 absolutes 4step inventory

Carolyn’s 4th step-absolute inventory

 

There was a wonderful website by Jeremy Broomfield with terrific worksheets on all the steps. Unfortunately, the website is no longer available. The link below is no longer functional, but I am leaving it as it. I am hopeful that one day it will return.

http://www.jeremybroomfield.com/sober/

Here are the step 4 worksheets from that site:

step4worksheetsjbloomfield

step4instructionsjbloomfield

These are simplified personal Step 4 inventories  designed to make it easy as a guide for Steps 5- 9:

Step 4 sex and harm inventory 12-28-2013

Step 4 inventory sheet – Resentments 12-28-2013

Step 4 inventory sheet harms 12-28-2013

My updated document of steps 4-9:

Steps 4-9 ES-OA Compact Sheet

Steps 4-9 ES-OA Compact Sheet

step_4

 

Back to Basics Inventory Worksheets:

step_4

7. Sample-Moral-Inventory

8. Moral Inventory Blank Form

9. Updated Simplified Inventory form from Wally

10. Basic-Recovery-Instructions-Steps-4-9

Assets and Liabilities Step 4 inventories:

MoralInventoryChecklist3p

MoralInvDefinitions1

MoralInvDefinitions2

These are more detailed explanation of the 4th step.

Forth Step Inventory

Step Four

Step4

BBSG Step Guide 4

Four Kinds of Moral Inventory

Moral_Inventory_Guide_booklet

Moral_Inventory_Forms

A fast, quick method to do a 4th step inventory:

15-min-solution

Additional 4th Step ideas:

SUNDRY CORRECTIVE MEASURES

Step_4_Uncovering_Discovering_our_Old_Ideas

Step4_WS

This is a compact inventory, which can be easily used for Step 10 as well:

SITZ-4TH-STEP-GUIDE

This is not a program worksheet, but, it offers a more therapeutic method of “uncovering that which blocks us off from the Sunlight of the Spirit.”

Final Emotion management strategy worksheet

Tradition 4 worksheets:

1212and12_tradition_4

TRADITION 04

3 Responses to Step 4 & Tradition 4 Worksheets

  1. Pingback: Homework for January 26, 2014 | Emotional Sobriety OA

  2. filhour says:

    Awesomeness! Great Job.

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