Guidelines for Coaches, Consultants, Companies & Collaborators


USING OUR WORK
GUIDELINES FOR COACHES, CONSULTANTS, COMPANIES, AND COLLABORATORS

Protecting the Integrity of the Transformed Leader™ Frameworks

At Transformed Leader™, we equip people and organizations for meaningful transformation by aligning the whole person—Heart, Soul, Mind, and Strength™. This foundational framework powers everything we do: from emotional intelligence and identity work to performance strategy, team development, and spiritual growth.

We envision a growing movement of aligned coaches, consultants, companies, and collaborators who carry this work into diverse industries and contexts. We are committed to multiplication with integrity—encouraging contextualization while preserving the clarity, quality, and intent of the original frameworks.

You May Freely:

  • Reference the Heart, Soul, Mind, and Strength™ framework in coaching, teaching, or personal growth with verbal or written attribution. “Used with permission from Transformed Leader™, part of the Human Operating System™.”
    “Adapted from the Heart, Soul, Mind, and Strength™ model by Transformed Leader.”

  • Use public content (e.g., blogs, free PDFs, non-branded visuals) in small groups, teams, or internal discussions, non-commercially.

You Must Request Permission If You Are:

Creating, selling, or adapting tools, training, or products built on our quadrant-based frameworks in any setting—companies, nonprofits, educational institutions, or other such organizations. This includes:

When using and selling Heart, Soul, Mind, and Strength™ as a structured framework for:

  • Leadership or team development

  • Personal growth, mindset, or identity work

  • Emotional intelligence or coaching tools

  • Mentoring initiatives

  • Curriculum, facilitation models, or learning programs

  • Any framework guiding behavior change, transformation, or leadership development


When using or adapting:

  • Human Operating System™, including its five principles:

    • Systemic Leadership (systems and polarities)

    • Integrative Leadership (full quadrant access)

    • Aligned Leadership (Starter and Flow Types via Quadrant Flow™)

    • Change Leadership (via Transformational Learning Pathway™)

    • Trust Leadership (relationships mapped through the quadrant lens)

  • Quadrant Flow™ – Typological and behavioral movement across quadrants

  • Flow Types™ – Profiles based on dominant or shifting quadrant expression

  • The Four Quadrants of Leadership™ – Strategic, Visionary, Collaborative, and Performance styles (including any adapted roles)

  • Strength Index™ – Tools using quadrant-based metrics for leadership and team performance

  • Transformational Learning Pathway™ – Any developmental process structured around progressive quadrant movement

  • Trust-building tools – Mapping personal or professional relationships through Heart, Soul, Mind, and Strength™

This applies across both faith-based and secular contexts where products are being monitized. Any curriculum, retreat, leadership model, coaching tool, or system built on these frameworks—regardless of name—requires written permission and may be subject to licensing.

If your process uses Heart, Soul, Mind, and Strength™ as the underlying engine, it is considered part of the Human Operating System™ intellectual property, even if renamed.


Trademarked Properties

Our trademarks cover both the names and the original frameworks they represent:

  • Heart, Soul, Mind, and Strength™

  • Human Operating System™

  • Quadrant Flow™

  • Flow Types™

  • Strength Index™

  • Transformational Learning Pathway™

  • Heart Engaged EQ™ (Model)

  • The Four Quadrants of Leadership™

  • Leadership Thresholds™


Attribution Guidelines

When referencing or adapting our content, please use one of the following:

“Used with permission from Transformed Leader™, part of the Human Operating System™.”
“Adapted from the Heart, Soul, Mind, and Strength™ model by Transformed Leader.”

If you are unsure whether something you are building or referencing requires permission, please ask. We are happy to clarify and support aligned use of this work.


Use Clarification: Faith, Psychology, and Public Language

We recognize that heart, soul, mind, and strength are part of a long tradition—biblically (the Shema: Deuteronomy 6:5; Mark 12:30) and across fields like psychology, philosophy, and leadership. These terms, when used conceptually or generically, are part of the public domain.

These uses are considered part of the public and professional commons:

  • Preaching, teaching, or reflecting on these themes in spiritual or academic contexts

  • Referencing the language in sermons, devotions, or general teaching

  • Using the terms in personal development, emotional intelligence, or leadership discussions


What is protected is the specific, structured frameworks developed by Transformed Leader™—as seen in the Heart, Soul, Mind, and Strength™ model and its related tools. This includes:

  • Typology systems (e.g., Quadrant Flow™, Flow Types™)

  • Leadership and coaching tools

  • Cohort sessions and exercises (Transformed Leader & Sage Expansion Guides)

  • Change models or transformation processes

  • Discipleship, team, or curriculum design rooted in the quadrant structure

Referencing the language in general discussion, teaching, or reflection is part of the broader public domain. However, building or adapting structured systems using the integrated quadrant model—such as tools, processes, or programs—is protected intellectual property and requires written permission.

If you are seeking to use, license, or adapt any part of these frameworks, especially in leadership, coaching, curriculum, sports performance, or team development, please contact us to discuss your intended use. Access to tools, certifications, and partnerships is reviewed on a case-by-case basis.

Best Practices and Next Steps

  • Honor the Source – Attribute clearly. When in doubt, over-credit or ask.

  • Stay Aligned – Reach out early if you are building on our work.

  • Avoid relabeling quadrant concepts outside of their current definitions to illuminate confusion. Alignment enables collective strength. Let’s collaborate.

  • Want to Go Deeper – Inquire about certification, licensing, or co-branded partnerships.

Vision and Invitation

We believe this work can empower a generation of transformational leaders—across companies, education, ministry, healthcare, sports, and beyond.

  1. We are building the HOS Institute—a collective of leaders, consultants, coaches, and collaborators who champion the five principles of the Human Operating System™. Together, we are developing a shared body of work to advance transformational leadership and deep, lasting change.

  2. Our mission is to train, equip, certify, support, and multiply transformational leaders using the integration of our core frameworks like the Human Operating System™ and Heart, Soul, Mind, and Strength™and more—across multiple industries and real-world applications.

If you are looking to use this work with alignment and excellence, or if you are interested in contributing to the growth of the HOS Institute, please reach out to explore the next step.

Thank you for honoring the source and protecting the purpose. Let’s build aligned, lasting impact—together.

 —The Transformed Leader Team