The Meritas Resource Collection

Alignment starts with your next move.

Free leadership and team alignment tools for the conversation, decision or handoff in front of you.

Choose one. Put it to work. Leave with a clearer way forward.

Choose your first move
Meri Stockwell, founder and CEO of Meritas Advisory Group.
Meri Stockwell, MBA, CSP, CEP
Practical tools. Clearer agreements. Intentional action.
Seven free resources. No checkout.Built for real leadership moments.People. Priorities. Resources. Aligned.
Leadership Unleashed with Meri and CC promo featuring Meri Stockwell and CC, Chief Cultural Officer. Free TikTok LIVE begins November 2, weekdays at 8:30 a.m. Eastern.

Free weekday TikTok LIVE

Leadership Unleashed™
with Meri & CC

Five minutes. One leadership insight. A practical move forward.

Join me and CC, Meritas’ Chief Cultural Officer, for real conversations about what helps leaders and teams click. We’ll explore team alignment, mental fitness, developing leaders, aligning spend, AI readiness and the team behind the team in women’s sports.

Each session brings one perspective to challenge your thinking and one action you can put to work. Bring your questions, your coffee and your next leadership challenge.

Monday–Friday · 8:30–8:35 a.m. Eastern

Starts Monday, November 2, 2026 · Free on TikTok LIVE

Follow Meri & CC on TikTok ↗@meritasadvisorygroup · Follow our account and turn on LIVE notifications.

Start where you are

Free leadership &
team alignment resources

Choose a focused worksheet, explore the bench strength guide or put the 2027 culture playbook to work. Start with the challenge in front of you.

Showing all 7 free downloads

Leadership Pressure Reset™ free reflection worksheet cover from Meritas Advisory Group, with CC.

02 / Leadership FREE PDF

Leadership Pressure Reset™

Pause before pressure chooses your response. Separate facts from assumptions and plan a question or action that serves the result you want.

Your first move: A deliberate next response and one behavior to practice.

2-page PDF · 5-minute individual reflection

Download the free PDF

Ready to go further?
PQ for Teams and Organizations

Conversation Preparation Sheet™ free workplace conversation planner cover from Meritas Advisory Group, with CC.

03 / Leadership FREE PDF

Conversation Preparation Sheet™

Prepare for a workplace conversation with facts, a clear purpose and a useful opening question. Record the next commitment, owner and follow-up.

Your first move: A prepared opening and a clear agreement to close the conversation.

2-page PDF · 5-minute preparation

Download the free PDF

Ready to go further?
The Difficult Conversation Toolkit™

Strategy to Action Sheet™ free people and spending alignment worksheet cover from Meritas Advisory Group, with CC.

04 / Strategy & spend FREE PDF

Strategy to Action Sheet™

Connect one business priority to the people, spending and decisions needed to deliver it. Name the tradeoff and choose evidence for your review.

Your first move: One actionable priority with ownership, resources and review evidence.

2-page PDF · One priority + a two-week test

Download the free PDF

Ready to go further?
Alignment advisory with Meri

The Team Behind the Team™ Handoff Alignment Sheet cover for women’s sports operations, with CC.

05 / Women’s sports FREE PDF

The Team Behind the Team™: Handoff Alignment Sheet

Turn an off-field promise into a clear handoff. Align partnerships, operations, finance and communications around ownership, inputs and acceptance evidence.

Your first move: One shared handoff agreement for a sponsor, event or operational commitment.

2-page PDF · 15-minute cross-functional conversation

Download the free PDF

Ready to go further?
Talk with Meri about The Team Behind the Team™

Beyond the Future™: The Depths of Bench Strengths guide cover by Meri Stockwell, with CC.

06 / Talent & succession FREE PDF

Beyond the Future™: The Depths of Bench Strengths

Explore bench strength, succession planning, talent gaps and leadership development in Meri Stockwell’s existing guide. Connect your talent pipeline to the work your organization needs next.

Your first move: A clearer starting point for a bench strength and succession conversation.

10-page PDF · Guide to succession and talent development

Download the free PDF

Ready to go further?
Talk with Meri about talent optimization

Culture & Engagement™: The 2027 Alignment Playbook cover by Meri Stockwell, featuring CC.

07 / Culture & engagement FREE PDF

Culture & Engagement™: The 2027 Alignment Playbook

Bring the CLICK Framework™ into your 2027 culture and engagement planning. Listen for friction in the work, change one working agreement and close the loop with your team over 30 days.

Your first move: One clear team commitment, an observable leadership change and a 30-day review.

4-page PDF · 20-minute conversation + a 30-day test

Download the free PDF

Ready to go further?
Talk with Meri about organizational alignment

A different starting point

Explore your readiness.
Notice your patterns.

These online assessments are separate from the downloadable worksheets. Each opens on its existing assessment site.

AI Readiness Assessment™

Explore the questions your organization needs to address before adopting or expanding AI. Use your results to start a practical conversation about people, processes and priorities.

Take the AI readiness assessment ↗Free online assessment · Opens a separate assessment site

Saboteur Assessment

Explore patterns that may influence how you respond under pressure through the external Positive Intelligence® Saboteur Assessment. Bring your questions to a conversation with Meri about PQ for teams and organizations.

Take the Saboteur Assessment ↗External Positive Intelligence® assessment · Opens a new tab

A few useful answers

Are these resources free?

Yes. The seven PDFs are free to download without checkout. Paid toolkits, workshops and advisory services are separate and available through the Growth Hub or a conversation with Meri.

Which worksheet should I start with?

Choose Team Alignment Check™ for team friction, Leadership Pressure Reset™ for your own reaction under pressure, or Conversation Preparation Sheet™ for a workplace discussion. Strategy to Action Sheet™ connects priorities to resources. The Team Behind the Team™ sheet focuses on handoffs across women’s sports operations. Beyond the Future™ explores bench strength and succession. Culture & Engagement™ supports a 30-day team improvement cycle for 2027.

Can I share or redistribute the downloads?

Use the tools for their intended reflection or team conversation. The materials remain copyrighted. Copying or distribution requires express written consent from Meritas Advisory Group, LLC. Colleagues can obtain their own copy from this resource page.

Can Meri help us put this into practice?

Yes. Schedule a 15-minute conversation to discuss leadership development, team alignment, people and spending priorities, or the business teams supporting women’s sports.

Need help deciding what to address first?

Let’s talk about where your people, priorities and resources are out of alignment, and what a useful next move could look like.

Talk with Meri ↗