Wheel of Life Assessment
Classic coaching assessment tool to evaluate life satisfaction across multiple areas and identify priorities for growth.
Template Content
WHEEL OF LIFE ASSESSMENT
INTRODUCTION
============
The Wheel of Life is a powerful visual tool that helps you assess your current life satisfaction across key areas. This assessment will help identify where you're thriving and where you might want to focus your energy for growth and improvement.
INSTRUCTIONS
============
1. Look at each life area below
2. Rate your current satisfaction level from 1-10 (1 = very dissatisfied, 10 = completely satisfied)
3. Consider what "perfect" would look like for you in each area
4. Be honest - this is for your own insight and growth
5. After rating, reflect on the patterns and priorities that emerge
CLIENT INFORMATION
==================
Name: _____________________________
Date: _____________________________
Coach: ____________________________
LIFE AREAS ASSESSMENT
=====================
1. CAREER/WORK
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
2. FINANCES/MONEY
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
3. HEALTH & FITNESS
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
4. RELATIONSHIPS/FAMILY
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
5. ROMANCE/INTIMATE RELATIONSHIP
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
6. PERSONAL GROWTH/LEARNING
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
7. FUN & RECREATION
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
8. PHYSICAL ENVIRONMENT
Rating: ___/10
What's working well:
_________________________________
_________________________________
What's challenging:
_________________________________
_________________________________
What would a "10" look like:
_________________________________
_________________________________
VISUAL WHEEL
============
Draw your wheel by marking your satisfaction level for each area:
Personal Growth (10)
|
|
Physical Environment ──── ──── Career/Work
(10) \ | / (10)
\ | /
5 \ | / 5
\|/
Fun & Recreation ──────── ● ──────── Finances
(10) / | \ (10)
/ | \
/ | \
Romance/Love ────────── | ──────── Health & Fitness
(10) | (10)
|
Relationships (10)
CONNECTION PATTERNS
==================
Looking at your ratings, answer these reflection questions:
Highest Rated Areas (8-10):
1. ______________________________
2. ______________________________
3. ______________________________
What do these areas have in common?
_________________________________
_________________________________
Lowest Rated Areas (1-5):
1. ______________________________
2. ______________________________
3. ______________________________
What patterns do you notice?
_________________________________
_________________________________
Mid-Range Areas (6-7):
1. ______________________________
2. ______________________________
3. ______________________________
Which of these could you improve most easily?
_________________________________
_________________________________
INTERCONNECTIONS
===============
Which life areas affect each other the most?
Example: Low health might impact career performance and relationships.
Area 1: ___________________________
Affects: ___________________________
How: _______________________________
Area 2: ___________________________
Affects: ___________________________
How: _______________________________
Area 3: ___________________________
Affects: ___________________________
How: _______________________________
PRIORITIES FOR GROWTH
====================
Based on your assessment, which 2-3 areas would you most like to focus on improving?
Priority 1: _______________________
Current rating: ___/10
Target rating in 6 months: ___/10
Why this is important to you:
_________________________________
_________________________________
Priority 2: _______________________
Current rating: ___/10
Target rating in 6 months: ___/10
Why this is important to you:
_________________________________
_________________________________
Priority 3: _______________________
Current rating: ___/10
Target rating in 6 months: ___/10
Why this is important to you:
_________________________________
_________________________________
ACTION PLANNING
==============
For each priority area, identify specific actions you could take:
Priority 1 Actions:
• _______________________________
• _______________________________
• _______________________________
Priority 2 Actions:
• _______________________________
• _______________________________
• _______________________________
Priority 3 Actions:
• _______________________________
• _______________________________
• _______________________________
INSIGHTS AND REFLECTION
=======================
What surprised you about your ratings?
_________________________________
_________________________________
What patterns do you notice about what makes you satisfied vs. dissatisfied?
_________________________________
_________________________________
How might improving your lowest-rated areas impact your highest-rated areas?
_________________________________
_________________________________
What would need to change for you to feel more balanced overall?
_________________________________
_________________________________
What strengths from your high-rated areas could you apply to your growth areas?
_________________________________
_________________________________
COMMITMENT TO CHANGE
===================
On a scale of 1-10, how motivated are you to work on your priority areas?
Motivation Level: ___/10
What would increase your motivation?
_________________________________
_________________________________
What support do you need to make these changes?
_________________________________
_________________________________
When will you reassess your Wheel of Life?
Date for next assessment: ___________
COACH NOTES
===========
(For coach use during review session)
Client's energy and engagement during assessment:
_________________________________
Key insights that emerged:
_________________________________
_________________________________
Coaching focus areas identified:
_________________________________
_________________________________
Follow-up actions agreed upon:
_________________________________
_________________________________
USING YOUR RESULTS
=================
Your Wheel of Life assessment is a snapshot of where you are today. Use these insights to:
✓ Set meaningful goals aligned with your priorities
✓ Make decisions that support life balance
✓ Track progress over time
✓ Celebrate improvements in all areas
✓ Stay aware of how changes in one area affect others
Reassess every 3-6 months to track your growth and adjust your focus as your life evolves.
ADDITIONAL DEVELOPMENT RESOURCES
===============================
To gain even deeper insights into your personality, motivations, and natural strengths that can accelerate your progress in all life areas, consider taking a professional personality assessment.
Professional assessments available at: https://www.personality-quizzes.com/for-coaching
Understanding your personality type can help you:
• Set goals that align with your natural motivations
• Choose strategies that work with your personality rather than against it
• Understand your relationship patterns and communication style
• Identify your core strengths and how to leverage them across all life areas
💡 Enhance This Template with Personality Insights
Take your assessment toolkit to the next level with professional personality assessments. Understanding personality types, communication styles, and motivational drivers creates more personalized and effective coaching relationships.
Explore Professional Personality Assessments