Wheel of Life Assessment

Client is performing in multiple life areas but feels an undefined sense of imbalance or emptiness

Assessment · 15 min · Print-ready PDF · Free download

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Preview Assessment · 15 min

When to Use This Tool

Client is performing in multiple life areas but feels an undefined sense of imbalance or emptiness

Client has never mapped life balance across all domains including spiritual and relational dimensions

Coach wants a whole-life baseline including dimensions that professional assessments typically exclude

How to Introduce This Tool Plus

This wheel maps eight life dimensions including relationships, finances, growth,...

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Interactive Preview Assessment · 15 min

Tool Classification

Domain

Wellness

Type

Assessment

Phase

Discovery Review

Details

15 min Opener Monthly

Topics

Self-Care Values Identity

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 Whole-Life Baseline Before a Performance-Focused Engagement

Context

A client who is an EVP of commercial banking at a regional bank has requested coaching specifically to improve her leadership effectiveness and team performance. She frames the engagement as purely professional. Before accepting that framing, her coach wants a whole-life picture - a high-performing executive who is silently managing crisis in relationships, finances, or health will hit a ceiling in any performance-focused work. The eight-dimension wellness wheel captures all life domains including spiritual, relational, and financial, giving the coach visibility into the full system before narrowing to the stated agenda.

How to Introduce

Frame the wheel as routine intake rather than a pivot from her stated agenda: 'Before we focus on the leadership work, I...

2 Naming the Source of Persistent Imbalance Across Multiple Reviews 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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