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Then, break those goals into short- and long-term action items. Explain that the goal of the exercise is to identify areas of improvement. Identify action items: Now that you know where the problems in your client’s life lie, it’s time to make a plan forward.Significant discrepancies across the chart make their life look like a “bumpy ride.”
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In this visual representation, clients can see which aspects of their lives are satisfying and which aren’t - and where their wheel of life isn’t turning properly. But clients who are more satisfied with certain parts of their life than others will find that their lines don’t align. A client who is equally satisfied with all aspects of their life will have a line that traces a perfect circle across all of the spokes. Ask them for their first impression of the lines.
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You can have them complete it again after several sessions to evaluate improvement. It’s best to use this early in an engagement to gauge a client’s current perceived well-being. The first step to using this balance wheel is to make sure you have a copy of it on hand for your coaching sessions. You can then tailor a coaching plan to their needs and goals with this data. If you focus on wellness coaching, you might add categories for “Nutrition,” “Physical activity,” and “Rest” to help see where clients rate these areas of their lives.Īfter using this tool, you should have a better idea of how a client perceives their life and how that differs from where they want to be. Add your own categories to this assessment tool as you learn what questions you want your clients to answer in this process. The Wheel of Live helps clients assess their satisfaction in the following eight categories:Īs you implement the Wheel of Life in your practice, feel free to change it to better suit your coaching model. Since then, coaches have been using it to help clients find better work-life balance. Meyer, founder of the Success Motivation Institute, back in the 1960s. This quick exercise generates insights that can provoke self-awareness and motivation to change. The Wheel of Life is a life coaching and personal development tool that gives clients a high-level view of their well-being in eight different areas of their life. A good place to start is with the Wheel of Life, a tool made for a holistic view of a client’s life. So, how can you, as a coach, give some structure to this process of discovery? After all, asking a client to look at the entire scope of their life and consider what they want from it sounds overwhelming. You never know what you and your client might discover. Gaining fresh perspectives about all the areas of their current situation - not just the one they feel isn’t working - opens clients’ minds to address problems underneath the surface. Part of your role is encouraging clients to go deeper and look at their whole lives. This is an excellent first step for them to take, but as you know, the problem the client has identified may not actually be what's holding them back. Odds are they’ve identified a problem in their life and need help finding a solution. People often find coaches when they feel stuck.