Wheel Of Life
The Wheel of Life is a powerful tool used to assess your client's current level of life satisfaction. Download our free worksheet and learn how to use this tool in your coaching practice.
Fact Checked by Nate Lacson.
What is a Wheel of Life?
A Wheel of Life is a versatile tool used by life coaches, counselors, and healthcare practitioners to help individuals assess their overall well-being and life satisfaction across various domains. It is a circular diagram divided into distinct sections, each representing a key area of life, such as career, health, relationships, personal growth, and finances (Byrne, 2005).
At the center of the life wheel is a numerical scale, typically ranging from 0 to 10, which allows individuals to rate their level of satisfaction or fulfillment in each life area. By visually representing these ratings on the corresponding sections of the wheel and into a spider web, individuals can easily identify thriving areas and those that may require more attention or improvement (Swart, 2022).
The Wheel of Life typically talks about how a balanced life involves harmony within the following categories:
- Family and friends: Assessing the quality of family and other relationships and the level of satisfaction derived from family life.
- Partners and love: Reflecting on the quality and importance of romantic connections.
- Growth and learning: Thinking about areas for personal growth and development.
- Spirituality: Reflecting on spiritual or religious beliefs and the sense of inner peace and purpose.
- Finance: Assessing financial security and satisfaction with financial management and goals.
- Career and growth: Considering job satisfaction, work environment, career growth, and professional fulfillment.
- Health: Evaluating physical health, fitness, and overall well-being.
- Fun and recreation: Evaluating the quality and quantity of leisure time and recreational activities.
- Environment: Focusing on satisfaction with current living and working environments.
- Community: Examining the quality of social interactions and connections with friends and community.
Printable Wheel of Life Assessment
Download this Wheel of Life Assessment in order to determine the current level of your client’s life satisfaction.
Why is the Wheel of Life Assessment used as a life coaching tool?
The Wheel of Life Assessment is a great life coaching tool used to provide a comprehensive and visual representation of an individual’s overall life satisfaction across multiple domains. Here are some key reasons why this life coaching wheel is widely employed by life coaches (Richter et al., 2021):
Holistic perspective
This life balance wheel covers various life areas, such as career, health, relationships, personal growth, self-care, and finances. This holistic approach allows life coaches to understand clients' situations and personal issues and identify neglected areas.
Visual clarity
The life balance wheel's circular format presents information clearly and concisely, making it easier for clients to comprehend and recognize potential imbalances or areas for improvement.
Self-awareness
Completing the Wheel of Life assessment encourages clients to reflect on their own life, current circumstances, and priorities, fostering greater conscious awareness and conscious decision-making.
Progress tracking
This life balance wheel can be revisited periodically, allowing coaches and clients to track progress, celebrate achievements, and adjust their action plans toward a fulfilling life.
How to use this Wheel of Life Assessment
Using our free Wheel of Life template is quick and straightforward. Check out the following steps to know how to proceed with the assessment:
Step 1: Download the assessment
The link on this page allows you to download a copy of the blank wheel for free. You can also access it within your Carepatron app.
Step 2: Give your client a copy
Provide your client with a copy of the assessment to complete. Spend time clearly explaining what you're using to evaluate their satisfaction in different areas of life.
Step 3: Let the client complete the life wheel assessment
This assessment is designed so individuals can efficiently work on it independently. Before starting, explain the purpose of the Wheel of Life. Guide them throughout the assessment and encourage them to consider how they would like their lives to be in the future.
Step 4: Review the assessment
Once the client feels satisfied with their wheel, review it with them and identify areas that need improvement or areas they are satisfied with. During these coaching sessions, you can identify and agree on priorities for future exploration and goal-setting.
Wheel of Life Assessment example (sample)
Take a look at our Wheel of Life Assessment example, which is a perfect tool to better understand how it can help you in your practice. It is written from a fictitious customer's point of view, showcasing how the wheel works in a real-life setting.
Download this Wheel of Life Assessment example (sample) here:
When should you do the Wheel of Life Assessment?
The Wheel of Life Assessment can be effective at various stages of an individual's personal growth journey. Here are some key moments when it can be particularly beneficial to complete this exercise:
Beginning of a coaching or counseling journey
Conducting the Wheel of Life Assessment at the start of a life coaching or counseling process provides a baseline understanding of the client's current life situation and areas that may require focus or improvement.
Periods of transition or change
Major life transitions, such as starting a new job, relocating, or experiencing a significant personal event, can be opportune times to reassess life balance and priorities using the life balance wheel.
Goal setting and evaluation
When setting new goals or evaluating progress toward existing goals, the life balance wheel can help identify areas of strength and areas that may need additional attention or adjustment (Richter et al., 2021).
Regular check-ins
Periodically revisiting the life balance wheel, perhaps annually or bi-annually, can help individuals monitor their overall life satisfaction and make necessary adjustments to maintain a balanced and fulfilling lifestyle.
Moments of stagnation or dissatisfaction
If an individual feels stuck or dissatisfied with their current circumstances, the Wheel of Life Assessment can provide valuable insights into areas contributing to these feelings and help identify potential solutions.
Taking action from the Wheel of Life Assessment
After completing the Wheel of Life exercise, the next steps involve a thoughtful and strategic approach to personal development. Based on the exercise results, clients can start by prioritizing the areas of their lives that require more focus and improvement.
Encourage them to establish SMART goals for each prioritized aspect, breaking them down into manageable steps. Help them identify actions they need to take, outline potential obstacles, and share their goals with family and a support network for accountability.
Clients can also explore relevant resources, tools, and positive habits to aid their journey. They can adjust the action plan as needed and embrace continuous learning to stay informed about effective strategies. Also, encourage them to practice self-compassion, acknowledging that personal growth is dynamic until they are fully satisfied with their life balance.
Lastly, remind them to celebrate achievements to maintain motivation and reinforce positive changes. Remember, the Wheel of Life is a dynamic tool, and these steps can be revisited to assess progress and set new goals as you begin to continue your personal development journey.
Why use Carepatron for Wheel of Life software?
Carepatron is an exceptional healthcare compliance software for life coaches seeking to enhance their practice management and client engagement. Our telehealth platform is designed with the unique needs of life coaches in mind, offering a suite of features that streamline the life coaching process and elevate the client experience.
- Customized client templates: One of Carepatron's standout features is its ability to create personalized templates and online versions for each client. This customization within our clinical documentation software ensures that every aspect of the client's journey is tailored to their specific needs and goals, making the coaching process more effective and client-centric.
- Efficient appointment management: Carepatron simplifies scheduling and managing appointments. Our healthcare scheduling system allows life coaches to set up and track appointments easily, reducing the administrative burden and allowing more time to focus on client care.
Ready to experience these features and transform your coaching practice? Choose Carepatron. Sign up for a free trial!
References
Byrne, U. (2005). Wheel of Life: Effective steps for stress management. Business Information Review, 22(2), 123-130. https://doi.org/10.1177/0266382105054770
Richter, S., van Zyl, L. E., Roll, L. C., & Stander, M. W. (2021). Positive psychological coaching tools and techniques: A Systematic Review and Classification. Frontiers in Psychiatry, 12, 667200. https://doi.org/10.3389/fpsyt.2021.667200
Swart, J. (2022). The Wheel of Life as a coaching tool to audit life priorities. ResearchGate. Retrieved from https://www.researchgate.net/profile/Joan-Swart
Commonly asked questions
The Wheel of Life concept is a tool used in life coaching and personal development to help individuals assess their level of satisfaction and balance across different areas of their lives. It typically provides helicopter view categories such as career, finances, health, relationships, personal growth, and leisure.
To score the Wheel of Life Assessment, individuals rate their level of satisfaction in each category on a scale of 1 to 10, with 10 being the most satisfied. The scores are then plotted on a circular diagram, visually representing the individual's life balance. Areas with lower scores indicate opportunities for improvement or focus.
To facilitate the Wheel of Life Assessment, coaches or facilitators guide individuals through the process of rating their satisfaction in each category. They may provide a list of questions or prompts to help individuals reflect on their current situation and identify areas that need attention. The facilitator then helps the individual interpret the results and any challenge they might encounter and develop action plans to achieve overall life balance and satisfaction.
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