
Final Case: Put It All Together
Where you are: Module 7 · Lesson 29 of 30 · about 80 minutes (reading 10, video 0, practice 35, Final Application Check and reflection 35). This lesson teaches nothing new. It brings the whole course together in three separate parts: a connected case you work and score yourself, twenty questions on new situations, and a private look back at where you started. You can do it in two sittings.
What you'll be able to do
- Work one connected case across the course: an entry, a hypothesis, a question, a delegation plan, a statement of limits and a thirty-day plan.
- Check your own case file against a model, criterion by criterion.
- Apply the course to twenty new workplace situations and see which lessons to revisit.
- Compare your confidence now with your Starting Confidence Self-Assessment in Lesson 1.
How this lesson works
| Part | What you do | About | Sitting |
|---|---|---|---|
| A. Capstone | Six short tasks on one case, then tick your work against the model case file (rubric E-CAP) | 45 minutes | First |
| B. Final Application Check | Twenty multiple-choice questions on new fictional situations, with explained answers | 25 minutes | Second |
| C. Final Reflection / Confidence Self-Assessment | Rate the same nine statements as in Lesson 1, with one line of evidence each | 10 minutes | Second |
Privacy. Part A and Part C are private. Write them in your own record. The platform never receives them, nobody marks them, and a missed practice cannot be detected. In Part B, record only your score, privately.
What the sources allow. Riso and Hudson write that "there is no easy, automatic way to diagnose either yourself or others" (1996, PDF page 70). They also say that day-to-day changes in a person can, "at least in part", be attributed to movement along the Levels (PDF page 436), but they give no way to tell, from one event, how much is a Level, how much is mood and how much is circumstance. So nobody in this lesson is placed on a Level or given a type. The tasks, the criteria, the model and the questions are this course's design, and no source tests them.
Part A: Capstone
The case
Maha is a first-time supervisor. Her team includes Hana and Fahad. The team works Sunday to Thursday. Everything here is fictional.
- Fact A. Fahad has been quiet in three meetings. Maha thinks, "He is a Five."
- Fact B. On Sunday Maha handed Hana the monthly dashboard. The outcome is a finished dashboard. Hana chooses the layout; she may not change the source data. Check-in: Wednesday at 13:00. Real deadline: Thursday at 12:00.
- Fact C. On Tuesday at 10:00 a system notice shows that the source file is locked until Wednesday at 15:00. Hana has not mentioned it. Not known: when Hana learned of the lock, whether she is blocked, how long the dashboard takes once the file opens, and who can lift the lock earlier.
- Fact D. On Wednesday at 09:30 Maha's manager asks for a figure by 12:00. Maha says yes at once. Her private note: body, a tight chest; feeling, uneasy; thought, "if I say no he will think I cannot cope". How long the figure takes is not known.
- Fact E. Three recent entries from Maha's record. E1, Sunday: she agrees to a request at once. E2, Monday: she stays late to rewrite a colleague's slide. E3, Tuesday: she declines a request calmly and feels fine. Who asked, and what Maha expected them to think, is not known.
The six tasks
Keep each answer short. Write them in your record.
- A four-field entry on Fact D: the facts; body, feeling and thought; the first reaction; a possible motive, written as a possibility. Add an alternative reading.
- A tentative hypothesis about Maha's reaction, using the contrary event in Fact E, or "not sure". Say what would change your mind.
- Replace the label in Fact A with the facts and one neutral question.
- A delegation plan for Fact B that deals honestly with Fact C: outcome, authority, check-in, early signs and the response to a material new risk. Add a note on Maha's own pull to take the work back, and one line on what taking it back with no new reason would look like.
- A statement of limits. Decline to say what Level a colleague is, and say why one incident cannot place anyone. Then write a plain open-or-narrowed line for Fact D, with no Level named.
- Your private thirty-day continuation plan, written as your own, with no names. Assume day 1 is next Sunday. Write what from your record you will repeat, the date of your first checkpoint on day 30, how you will record "no change" and "worse", and a stop or review rule.
Pause here. Write all six answers before you open the model.
Model case file (one good answer; other answers can meet the same criteria)
Task 1. Facts: "Wednesday 09:30. My manager asked for a figure by 12:00. I said yes at once. Not known: how long the figure takes, and what else I have before noon." Body, feeling, thought: "A tight chest. Uneasy. 'If I say no he will think I cannot cope', a prediction, not a fact." First reaction: "I said yes at once. One event, not a habit." Possible motive: "I may have been protecting how my manager sees me." Alternative reading: "I may have said yes because the figure is quick, and the tight chest was about something else. I do not know."
Task 2. "When a request arrives, I may agree at once or take on more, to protect how I am seen." Fits: E1, E2 and Fact D. Contrary event: E3, where I declined calmly and felt fine. What would change my mind: finding that I say yes at once whoever asks and whatever I expect, or that I decline calmly most of the time. Next observation: for the next two requests, note who asks, what I expect and what I do. ("Not sure. Four events, no shared cause yet" also meets the criterion.)
Task 3. Facts: "Fahad has been quiet in the last three meetings. Not known: why, and what he thinks of the meetings." Question: "How do you see our meetings?" The label does not appear in the facts or the question.
Task 4. Outcome: the dashboard, finished by Thursday at 12:00. Authority: Hana chooses the layout and may not change the source data. Check-in: Wednesday at 13:00; it stays. Early signs: Hana tells me the same day if she cannot open a file or may miss the deadline. Response to a material new risk: the lock is a new fact; the file opens 2 hours after the check-in and 21 hours before the deadline. On Tuesday, the same day, Maha asks: "A notice says the source file is locked until Wednesday at 15:00. Did you see it? How long do you need once it opens? What do you need from me?" If the wait matters, she steps in only on what Hana cannot do: she asks whoever runs the system whether the lock can be lifted earlier, as a question, not a promise. Pull: "I may be protecting the deadline and how my manager sees my team." Taking it back with no new reason: "Starting the layout myself on Tuesday afternoon before I have asked Hana anything." (Moving the check-in to after 15:00 is also valid.)
Task 5. "I do not say what Level Fahad, Hana or anyone is. One incident cannot place anyone: the authors give no way to tell from one event how much is a Level, mood or circumstance. A quiet meeting, a locked file or a hard day is not a measure of a person." Open or narrowed, Fact D: "At 09:30, when my manager asked, I said yes at once and my chest was tight. For that minute I was narrowed: one thought and one option. It says nothing fixed about me."
Task 6 (a model for a fictional learner; yours will differ). Repeat: "the question 'what new fact have I learned?' before I touch handed-over work; the five-line plan for every handover; the pull tag in my record." First checkpoint: "day 30, which is a Monday if day 1 is a Sunday; about 20 minutes to re-read and count." Recording: "'no change' and 'worse' are results, written with the facts: minutes I spent on the work myself, messages I sent; no verdict about myself." Stop or review rule: "I stop the step if it puts safety or a customer promise at risk, and I review early if two weeks pass with no comparable event."
Tick your own work (rubric E-CAP)
For each criterion, tick it if your answer meets it. If not, write "not yet", note why, and fix it. There is no pass mark for Part A.
| Criterion | What your answer does | Tick |
|---|---|---|
| E-CAP.1 | Task 1 has facts; body, feeling and thought; a first reaction; a motive as a possibility. No self-attack; one event is not called a habit. | |
| E-CAP.2 | Task 2 is hedged, uses E3 as the contrary event (or says "not sure"), classifies no colleague, and says what would change your mind. | |
| E-CAP.3 | Task 3 gives facts and one neutral, factual, open question with no type language. | |
| E-CAP.4 | Task 4 states authority and observable behaviour, is honest about the lock, keeps the check-in, treats silence as unknown, names your pull, and does not take the work back without a reason. | |
| E-CAP.5 | Task 5 declines to give a Level, says why one incident cannot place anyone, and has a plain open-or-narrowed line with no Level. | |
| E-CAP.6 | Task 6 names what to repeat, the day-30 checkpoint, how "no change" and "worse" are recorded, and a stop or review rule, with no names and no self-blame. |
Variants that do not yet meet the criteria:
- Task 1: "I said yes because I am a people-pleaser." A motive stated as a fact, and a self-attack.
- Task 2: "I always say yes to my manager." It says "always" and ignores E3.
- Task 3: "Are you being a Five about this?" or "Are you shy?" Type language; a trait and a yes-or-no question.
- Task 4: "No contact until Wednesday" ignores a new fact. "Take the dashboard back, since the file is locked" takes over with no reason shown. "Hana has not mentioned it, so she is fine" treats silence as progress.
- Task 5: "Fahad is probably at Level 5." It places a colleague from a meeting.
- Task 6: no stop rule; "I will do better"; a colleague named.
The platform does not check whether you apply any of this at work, and this course makes no claim that it does.
Extra practice (optional)
Retry 1. Change Fact C: on Tuesday there is no notice and the file is open; Hana has said nothing since Sunday. Redo task 4.
Retry 2. Replace Fact D: on Wednesday at 09:30 a colleague in Finance asks Maha for a list by 12:00. It takes three hours; she has one free hour before noon, and Thursday morning is free. She may decline or re-date Finance requests. Her note: a tight jaw; pressed; "they will think I am slow"; she asks for ten minutes to check her hours. Redo tasks 1 and 5, and write one sentence to Finance.
Key. Retry 1: there is no new fact, so the work stays with Hana and the check-in stays; silence is unknown, and one short question ("Anything you need from me before Wednesday?") is fine, as is no contact. Taking it back with no new reason would be "opening the dashboard file on Tuesday, just to be safe". Retry 2: facts include "three hours needed, one free: two hours short". Open-or-narrowed: "pressed, but I paused to check my hours, so for that minute I was open." One request cannot place the Finance colleague, or Maha, on any Level. To Finance: "I cannot finish the list by 12:00 today. I can send it by 12:00 tomorrow, or earlier if you tell me which part matters most."
Part B: Final Application Check
Twenty questions about new fictional situations, not the case above. Choose one answer for each, then read the explanations. Each question names a lesson to revisit.
Guide: 16 or more correct means you are applying the course well. Below 16, revisit the lessons named for the questions you missed. Record only your score, privately.
1. Rasha writes three lines about a meeting: (1) 'Anwar spoke for 12 of the 20 minutes.' (2) 'He wanted to take over.' (3) 'He is a control freak.' Which sorting is right?
2. Hadeel checked a junior colleague's spreadsheet four times before it went to a client. Which line in her record keeps behaviour and motive apart?
3. A team leader suggests that everyone shares their Enneagram type at Sunday's meeting, so that she can plan who does what. Which response fits this course?
4. After four weeks of entries, Layan has three events where she agreed to a request at once and two where she declined calmly. She cannot see what they have in common. What is the best entry on her hypothesis card?
5. Which statement describes an observed reaction, not a pattern, a Level or a mood?
6. A colleague tells Wejdan: 'Ibrahim snapped at two people today. He must be at Level 6.' Which reply fits the course?
7. Which statement attributes the instinct names correctly?
8. Leen writes in her record: 'In what order do I use my three instincts, first, second and last?' Which kind of question is this?
9. Deema writes: 'Next time a request arrives after 15:00, I will check my list for five minutes before I answer, and note what happens.' Which step of notice, guess, test, revise is this?
10. Wael handed Jana the supplier report on Sunday, with a check-in on Wednesday. On Monday he has heard nothing, and no new fact has arrived. What fits the course?
11. Rimas wants to give feedback about a late handover note. Which opening follows Situation–Behaviour–Impact (SBI) and invites a response?
12. In a meeting Taleen says to Hazim, 'I am not sure this rota covers Thursday nights.' Hazim feels his face go hot. He can change the rota but not the staffing budget, which his manager decides. What fits the course?
13. On Sunday Finance asks Nayef for a report by Monday at 12:00. It needs four hours; he has one free. He may re-date Finance requests. Which reply fits the course?
14. Anwar's note says 'Lubna is the nervous one.' On Wednesday she asked him twice to check her figures, and both times they were correct. Which question is best to ask her?
15. Jana wants to keep her coaching record in a shared team folder, so that her manager can follow her progress. Which choice fits the course's rules?
16. Amira guessed that Zaid skips the Monday stand-up because he finds it pointless. She asks how the stand-up fits his week. He says it clashes with a client call his manager booked. What adapts her next step?
17. Which is a plain open-or-narrowed line for one moment, as the course teaches it?
18. In a course example, a fictional manager has felt persistently low for months, sleeps badly and no longer enjoys things she used to. Which first action fits the course?
19. Lubna's day-7 review shows she took handed-over work back twice this week, the same as last week. How should she record it?
20. Wejdan must give a weekend task to one of three team members. One often complains; another never does. Which approach fits the course?
Answers explained
- C. Line 1 can be checked, so it is a fact; line 2 guesses a motive, so it is a story; line 3 says what Anwar is, so it is a label. A, B and D swap the kinds. Revisit Lesson 3.
- A. The behaviour is stated as a fact and the motive as a possibility. B turns the motive into a label. C makes the fact uncertain and the motive "probable". D says one event "proves" a motive. Revisit Lesson 7.
- D. The course is for self-use only, and tasks are planned on real criteria. A and B still use types to decide work. C types people secretly, which is worse. Revisit Lesson 1.
- B. "Not sure" is a complete answer, and a next observation keeps it useful. A and C type her from behaviour. D treats "not sure" as failure; it is not. Revisit Lesson 13.
- B. One moment, with a time and what she did. A spans years and settings, so it is about a pattern. C is a mood with a cause. D claims a Level, which the course never does. Revisit Lesson 14.
- D. The sources give no instrument, score or timescale for placing anyone on a Level. A and C still place him, now or later. B keeps a Level but hides it. Revisit Lesson 15.
- A. These are the Enneagram Institute's own names. B swaps the Institute's terms onto Chestnut and Paes, who use self-preservation, social and sexual, which they also call one-to-one. C is not what Riso and Hudson say. D drops attribution, which the course always keeps. Revisit Lesson 18.
- C. An order among the three instincts is a sequence question, an authors' claim. A is about the nine patterns, B about a type combined with one instinct, D about the Levels. Revisit Lesson 19.
- D. Planning one small action and recording its effect is the test step. A is noticing what happened, B is naming a possible motive, C comes after the result. Revisit Lesson 20.
- C. With no new fact, the work stays with its owner and the check-in stays. B takes it back without a reason. A crowds the owner. D treats silence as proof of progress. Revisit Lesson 22.
- A. It names the situation, the behaviour and its impact, then invites her view. C and D are labels with no situation. B defends the speaker's image. Revisit Lesson 23.
- B. He names his reaction privately, asks one test question and states his constraint. A argues instead of asking. C promises what his manager decides. D turns one remark into a personality claim. Revisit Lesson 24.
- A. It declines the time, offers a real date inside his authority and states the trade-off. B over-gives. C blames the team. D is unclear and keeps the problem. Revisit Lesson 25.
- D. Neutral, factual and open, with no type word. A names a feeling and is yes or no. B assumes a habit and asks for a defence. C uses type language. Revisit Lesson 27.
- C. The record is private, with no names or confidential facts. A and B add types and Levels about colleagues, which the course never allows. D shares private notes about people. Revisit Lesson 6.
- B. The answer shows the guess was wrong, so the step changes, and she asks the owner without promising. A repeats the old plan. C protects the guess. D adds a new label. Revisit Lesson 27.
- A. One moment, in plain words, with no score and no Level. B names a Level. C turns a moment into an identity. D adds a score. Revisit Lesson 16.
- D. Something heavier calls for suitable support beyond the course; nobody is diagnosed. A and B treat it as an ordinary pattern or system issue. C tries to place her on a Level. Revisit Lesson 17.
- B. "No change" is a valid result, recorded with the counts. A is a verdict on the self. C throws away a valid result. D changes the result although the sign she fixed stayed the same. Revisit Lesson 21 and Lesson 28.
- C. The same written criteria for everyone, recorded where others can see them. A rewards silence, B uses a type, D uses liking. Revisit Lesson 26.
Part C: Final Reflection / Confidence Self-Assessment
About 10 minutes. This is a private reflection. It is not graded, it is never sent anywhere, and it is not the course's final assessment. It does not show that you apply the course at work, and the course makes no claim that it does.
Use the same scale as the Starting Confidence Self-Assessment in Lesson 1:
- 1 = not yet
- 2 = a little
- 3 = mostly
- 4 = confident
For each statement, write your rating now, one line of evidence (something you did in this course or at work, with no names), and your rating from Lesson 1 if you kept it.
| # | By the end of the course, I can… | Now (1 to 4) | One line of evidence | At the start |
|---|---|---|---|---|
| 1 | Describe a recent work event in plain facts, and keep my interpretation separate. | |||
| 2 | Name what I noticed in my body, feelings and thoughts, my first reaction and a possible motive, without attacking myself. | |||
| 3 | Explain what the Enneagram describes, which parts are an author's teaching, and where the evidence is mixed or missing. | |||
| 4 | Hold a careful, private idea about my own pattern (or say "not sure"), and say what would change my mind. | |||
| 5 | Describe the three instincts as named authors teach them, notice which need is driving a decision, and try one small action. | |||
| 6 | Keep type, instincts, the Levels and Tritype® apart as separate authors' ideas, and explain all nine Levels without rating anyone. | |||
| 7 | Link my own pattern to a leadership situation, such as delegating, feedback, disagreement, limits or fair decisions, and plan one experiment. | |||
| 8 | Ask a colleague a good question about how they see a situation, without giving them a type. | |||
| 9 | Keep a private record of events, what I noticed, what I tried and what happened, and keep going after the course. |
Compare. Where did your rating rise, stay the same or fall? A number that stayed the same or fell is useful information, not a failure. Choose one statement to work on in your thirty-day plan (task 6). Statement 6 mentions Tritype®, which the optional Lesson 30 covers; a rating for it is fine before or after that lesson.
Key takeaways
- One connected case can use every tool in the course: facts, a hedged hypothesis, a neutral question, a delegation plan, a statement of limits and a thirty-day plan.
- You check Part A yourself against criteria; there is no pass mark, and nobody receives your answers.
- In Part B, 16 or more of 20 means you are applying the course well; the explanations name the lessons to revisit.
- Part C is a private before-and-after reflection, not a grade.
- Unknowns stay unknown, nobody is typed, and no Level is ever assigned to anyone.
Sources
- Riso, D. R. with Hudson, R. (1996) Personality Types: Using the Enneagram for Self-Discovery (revised edition). Houghton Mifflin. PDF page 70 (no easy, automatic way to diagnose yourself or others) and PDF page 436 (day-to-day change can, "at least in part", be attributed to movement along the Levels). PDF page numbers, not printed numbers.
- The Enneagram Institute, "How the Enneagram System Works": the instinct headings "Social (aka 'Adaptive')" and "Sexual (aka 'Attraction')" (question 7).
- Chestnut, B. and Paes, U. (2021) The Enneagram Guide to Waking Up. Hampton Roads Publishing. Their instinct names, self-preservation, social and sexual, which they also call one-to-one (question 7).
- Situation–Behaviour–Impact (SBI), from the Center for Creative Leadership (question 11). Situation–Behavior–Impact (SBI) is a model of the Center for Creative Leadership, which presents it with the ™ symbol. CCL article.
- Tritype® is a registered trademark of Katherine Chernick Fauvre (USPTO Reg. No. 6474587).
- This course's own design: the six capstone tasks, rubric E-CAP, the model case file, the twenty Final Application Check questions and their guide of 16, the Final Reflection, and every case in this lesson (Maha, Hana, Fahad and the colleague in Finance; Rasha, Anwar, Hadeel, Layan, Wejdan, Ibrahim, Leen, Deema, Wael, Jana, Rimas, Taleen, Hazim, Nayef, Lubna, Amira and Zaid). All are fictional. No source tests these tasks or questions.
