The first thing I always do with a new client is the Wheel of Life exercise. No matter how accomplished or happy we are, we all have areas of our life that could use some improvement. The Wheel of Life is a way to take a good look at each facet of your life, and rate its relative quality level, so you can uncover which areas need more attention than others. Consider that each are like a spoke of a wheel: when one of the spokes is shorter than the others, it can throw the whole thing off balance.
Step 1: Choose your categories
The Wheel of Life categories are chosen depending what might play a dominant role in your life. They include:
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Health: Your physical health and well-being (can also include emotional health)
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Relationships/Friends and Family: Includes your primary intimate relationship, family and friends
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Social: Includes religious/spiritual communities and other group activities
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Financial/ Money: Your ability to manage your money effectively, save, budget, and invest
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Professional/ Business/ Career: This is your work category, which can break out into a whole another category
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Personal Growth: personal development
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Spirituality: This can be its own category or simply the driving force behind all of your areas of Focus
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Fun & Leisure: anything you do for fun
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Home Environment: your personal space
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Significant other: If you have one (how are you). If you want one (how is that going and how important is it)
*Tip: You must determine the areas that are most important to you. However, we all have a tendency to focus on certain areas at the expense of other areas.
*Tip: All key areas are important as they hit on basic human needs. When we don’t address these basic needs, our lives fall out of balance (can cause neurotic behavior)
*Tip: The entire circle represents your overall life and each piece represents a different aspect.
Step 2: Assess and Rank your Current Level of Fulfillment on a scale of 1 – 10
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Think briefly what a satisfying life might look like for you in each area
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Next, draw a line across each segment that represents your satisfaction score for each area.
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Imagine the center of the wheel is 0 and the outer edge is 10
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Choose a value between 1 (very dissatisfied) and 10 (fully satisfied)
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Now draw a line and write the score alongside
*Tip: Use the FIRST number (score) that pops into your head, not the number your think it should be!
Step 3: Determine 2 or 3 actions you can take to make improvements in the Areas that you’re weakest in
The Wheel of Life can force you to examine your blind spots and own up to where you need to make major improvements for LIFE BALANCE.
Used on a weekly, monthly, or quarterly basis, it can help you build positive momentum and make course corrections as needed.
Please use the attached Wheel of Life and take your own assessment.
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