21 Questions for self-auditing and self-reflection / by Jasmine Tate

Since joining TGR Foundation, the annual staff retreat is something I’ve looked forward to because I’m a big fan of personal and professional development, and it gives the staff time to take a break from the work and reconnect to each other and our why. After enduring five months of a global pandemic and the heightened awareness of and spotlight on racial divisions, I’ll admit I was emotionally drained a little less excited this year about the idea of a virtual retreat. The committee exceeded my expectations and planned and executed a great two-day retreat.

Including interactive small group activities and covering topics from Diversity, Equity and Inclusion, to personal and professional development, the two days of workshops were insightful and inspirational. We explored our personal values, wellness exercises like Emotional Freedom Techniques (EFT) Tapping and more. As I think back on the retreat and look forward to a new season, I’m sharing quotes and 21 questions that were asked and emerged throughout the training as I continue the ongoing process of self-reflection and self-auditing. Whether thinking through the answers or writing them down, they can all lead to action and significant change.

Learning and Unlearning

Dr. Milton Chen invited us on a journey to put ourselves at the center of our education in an exercise called “EdYouCation.” During the segment of the program we were able to identify opportunities for skill-sharing. It was very interesting to see how our desires and proficiencies aligned and explore opportunities to put them into action.

“People are born to learn.”

Milton Chen, Ph.D.

  1. How has my life been impacted from learning and teaching?

  2. What do I want to learn?

  3. How do I learn best?

  4. What can I teach?

  5. Who can benefit from what I can teach?

Diversity, Equity and Inclusion

Diversity, Equity and Inclusion is vital to the growth and success of any company. Leo Tucker, who is a long-time friend of TGR Foundation and a member of the board of governors joined us to share his personal and professional experiences driving organizational change and weaving DEI into company culture. Leo is the first African American to become a Managing Partner at Northwestern Mutual and has spoken at many national gatherings and international conferences. He was very genuine and transparent in his segment. His words resonated with many, including me, and continued to echo beyond his presentation. Most of the questions below derived from his session, but some were developed during other workshops during the training.

“It takes everyone to create an inclusive culture.”

Leo Tucker

  1. How can I be more intentional about self-auditing to continue moving forward on my journey and the path toward DEI for all?

  2. Am I intentionally exploring and experiencing thinking patterns that challenge mine? 

  3. In what areas or topics should I challenge my thinking and listen more? 


  4. Am I cultivating environments for individuals who are different from me to be their true, authentic selves with comfort? 

  5. How have I fostered inclusivity in every area of my life? 


  6. Am I being a genuine, supportive ally to other marginalized and/or oppressed communities through my words and actions? 

  7. Where and how can I be a better ally without compromising my faith and values? 


  8. Am I questioning my biases, interpretations and areas of favoritism? 


  9. Am I perpetuating inequality without realizing it? 

  10. Am I being courageous with opportunities to be a truth-teller in different, unfavorable and/or uncomfortable environments? 


Service and Impact

These two words are seen and heard often in the nonprofit world, but they are also very important elements of my personal and professional fulfillment. One of our last sessions was led by Dr. Karma Lekshe Tsomo, a Buddhist specialist and teacher. This workshop was designed to provide practical ways to quiet the mind, restore emotional balance and cultivate inner peace. As a devout Christian, I was a little nervous about participating but also curious and intrigued. Dr. Tsomo shared many words of wisdom that resonated with me and connected with principles of Christianity. I was grateful for the opportunity to hear and learn from her. Although much of the session was centered around quieting the mind, I was also reminded repeatedly of the reward and importance of gratitude, service and impact.

“The happiest people are the ones who are helping others.“

Karma Lekshe Tsomo, Ph.D.

  1. How can I be of most help to others?

  2. How many hours of service have I completed this week, month, year?

  3. What has prevented me from serving?

  4. What service projects and opportunities bring me the most joy?

  5. Where can I serve more?

  6. Where do I want to serve more and how often?

The best thing about imperfection is that it allows room for growth. I love opportunities to hear and share feedback, but I also believe that next to God, I know myself best. Self-reflection and auditing is a critical element of the development process.

Are self-reflection and self-auditing processes a regular part of your personal and professional practices? Which of the quotes or questions above stood out to you most? Share below.

(Virtual) Hugs & Handshakes,

Jasmine C. Tate

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