AA Step 4 Worksheet Inventory Guide (PDF & Excel Sheet)

The fourth step holds a special place in the 12-step program. In the previous steps, we admitted that our lives had become unmanageable and made a decision to trust a Higher Power as we understood that Power.

Step 4 asks us to make a searching and fearless moral inventory of ourselves. It is an honest look inward and one of the most important steps on the road to lasting recovery.

This guide walks you through the Sober Speak fourth step worksheets, explains each column in plain language, and shows you how to open and save your work. You will find a hope-based, compassionate tone here, never shame.

By the end, you will understand what each chart is for and feel ready to start writing at your own pace.

Downloadable 4th Step Inventory Worksheets

Sober Speak offers free fourth step inventory worksheets so you can write your personal inventory in whatever format fits your life.

  1. A Step 4 Excel worksheet, ready to type into and total automatically.
  2. A printable PDF version of the same fourth-step worksheets, if you would rather use pen and paper.

Both worksheets cover the same four areas, so you can pick whichever feels easier and switch later if you change your mind.

You do not need to set up a free account, hand over an email address, or buy a gift card to get them. There is no paywall and no catch. The compassionate team at Sober Speak simply wants these inventory forms in your hands.

Many people print the PDF, others type into the spreadsheet, and some do both. The format does not matter. Your honesty does.

A quick note on the site itself: our privacy policy, our terms of use, and our use of cookies are all linked in the footer if you ever want to read them.

How to Open and Use the Worksheets on Any Device

You can work with the inventory on a mobile device, tablet, or computer. The Excel and PDF files open on almost anything, including older versions of common software.

To use the spreadsheet, open the file from your downloads, then click any cell at the top of the sheet and start typing. Press Enter to move down to the next line. If a menu looks unfamiliar, the Insert tab and the Formula bar sit near the top of the page, and a few keyboard shortcuts can speed things up once you learn them.

If you prefer the cloud, you can drop the file into Google Drive and open it in Google Docs or Google Sheets from any browser. A helpful tip: save a fresh copy first so your original stays clean.

This is not a graded test or an idiot’s guide. There is no single right way and no contextual tab you must master. Whether you are at a kitchen table or in a treatment session, the worksheet meets you where you are.

A Closer Look at the Sober Speak Fourth Step Worksheets

The Sober Speak fourth step inventory worksheets use four simple charts. Each one has a short introduction, an example row, and a clear purpose for every next column you fill in.

These charts do not stand alone. They feed into one another, and together they form one of the critical parts of working the steps of Alcoholics Anonymous.

The first requirement is rigorous honesty. We expose ourselves to ourselves, with all our negative feelings and character flaws, and we do it fearlessly. That honesty is what sets us on the path toward emotional sobriety.

Resentment Inventory (Grudge List)

The Big Book calls resentment the number one offender, the thing that destroys more people in recovery than anything else. The grudge list is where we look at it head-on.

Resentment breeds dangerous negative thoughts. They fester like a sore and erupt as anger or bitterness, and they are often what pulls a person back toward a drink.

In the first column, you name the resentment. It does not have to be a single word. In the next column, you name who or what you resent, which can be a person, a group, or an institution.

The following column asks why you resent it. Many of these reasons will touch on the fears you explore later. The final column asks what effect resentment has on you, because resentment lives in our attitudes and actions.

Fear Inventory

Fear touches nearly every part of our lives. For many people, fear was a constant companion long before recovery, and some began drinking simply to quiet it.

The fear inventory uses four columns, shown in the example below.

What Do I Fear?Why Do I Fear It?What Effect Does It Have on Me?How Does It Affect Others?
Being aloneBecause it makes me feel as though I have no value.I become withdrawn and demand attention.Others pull away, which deepens the loneliness.

In the first column, you list each fear by name. The next column states the cause underneath it. The third column describes what the fear does to you and how you react to it.

The last column is easy to overlook. The way we respond to fear affects the people around us, so here we note how others, in turn, react to us.

Harms: Making a List of All Persons We Wronged

This chart sets up the 8th step, in which we list all the people we have harmed and are willing to make amends to.

What Harm Did I Do?Who Did I Harm?Why Did I Do This?What Defect Was Behind It?
Lied about my drinkingMy family and friendsI wanted to protect myself.Pride, and an unwillingness to admit a problem.

The first column holds the harm itself. This is often the hardest part, because it asks us to face our own mistakes plainly.

The next column names who we harmed. Many people will appear more than once, and for different reasons. The third column asks why we acted, and the final column delves deeper into the character flaws behind behavior that wrongs others.

Dealing honestly with these harms is vital to our spiritual growth. Later, in the ninth step, we make direct amends wherever we can, except when doing so would injure someone.

Sexual Conduct Inventory

The sex conduct worksheet looks at our intimate history with the same calm honesty we bring to everything else. The Big Book simply asks whether each relationship was selfish.

With Whom?What Happened?How Were They Hurt?Who Was Hurt?What Defect Was Behind It?
A person whose name I never knewOne encounter while drinking, which I bragged about afterwardThrough carelessness and spiteThat person, and my partnerAnger, and insecurity about being enough

Use first names or initials here. No one but you, and perhaps your sponsor, needs to read it.

We review sexual conduct not to wallow but to see where we caused harm and what stood in the way of a healthy relationship. Where we hurt someone, we name it so we can set it right.

Character Defects and the Patterns Beneath Them

Across all four charts, the same character flaws keep surfacing. Selfishness, fear, dishonesty, and pride drive most of the negative feelings we have been tracing.

This is the heart of a fearless moral inventory. We are not collecting evidence against ourselves. We are simply telling the truth so that, in the fifth step, we can ask a Higher Power to help us let go of these patterns.

Different sponsors guide this work in their own style, and that is fine. What matters is that the personal inventory is thorough and honest.

From Step 4 Toward a Spiritual Awakening

Step 4 can take a long time, and that is okay. This fact-facing process is meant to be steady, not rushed. Treat it like training that is harder than the event it prepares you for.

Each chart you complete is a step toward emotional sobriety and a deeper conscious contact with the Higher Power of your understanding. The ninth step promises remind us that we will not regret the past nor wish to close the door on it.

The fourth step is one of several critical parts of a larger journey, and every honest entry moves you closer to the spiritual awakening the program describes. You have already shown courage simply by beginning.

Keep this document of steps nearby. The various step worksheets on Sober Speak connect to one another, so finishing this one prepares you for the work just ahead.

When you are ready, share the completed worksheet with your sponsor or a trusted friend in recovery. Reading it again months from now can show you how far you have come.

A Note Before You Begin

This guide and these inventory list templates are offered for personal reflection and education only, and they are not medical or clinical advice. If you are struggling with alcohol or other drugs, please reach out to a qualified professional or a local recovery group.

You do not have to do this alone. The steps of AA were written by people who once stood exactly where you stand now, and a whole community is ready to walk beside you.

About the author
Shannon M
Shannon M's extensive experience in addiction recovery spans several decades. Her journey started at a young age when she attended treatment aftercare sessions for a family member and joined Alateen meetings, a support group for young people affected by a loved one's addiction. In 1994, Shannon personally experienced the challenges of addiction and took the courageous step of joining Alcoholics Anonymous. This experience gave her a unique perspective on the addiction recovery process, which would prove invaluable in her future work. Shannon's passion for helping others navigate the complexities of addiction led her to pursue a degree in English with a minor in Substance Abuse Studies from Texas Tech University. She completed her degree in 1996, equipping her with the knowledge and skills necessary to provide compassionate and effective support to those struggling with addiction. Shannon M both writes for Sober Speak and edits other writer's work that wish to remain anonymous.