Self-Care Inventory

Identify which self-care areas are draining you most, using a structured inventory grounded in evidence-based wellness domains.

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

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Preview Assessment · 15 min
Self-Care Inventory - preview
When to Use This Tool
A client feels depleted and isn't sure which area of their life needs attention most
Someone who takes care of everyone else but hasn't looked at their own needs in a while
Rating physical, emotional, social, professional, and spiritual wellbeing across five domains
How to Introduce This Tool Plus

Looking across these five areas - physical, emotional, social, professional, spiritual - where does the gap between where you are and where you want to be feel most significant right now?

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Interactive Preview Assessment · 15 min
Tool Classification
Domain
Wellness
Type
Assessment
Phase
Discovery Reflection
Details
15 min Between sessions Monthly
Topics
Self-Care Resilience

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 Executive who dismisses self-care as a performance luxury
Context

A managing director at a consulting firm says she doesn't have time for self-care and frames any discussion of it as something for people whose work isn't demanding. She's been increasingly irritable in leadership meetings, her sleep is poor, and her PA has noted she's cancelling personal commitments. She came to coaching for leadership effectiveness, not wellbeing.

How to Introduce

Don't introduce this as self-care - introduce it as a performance audit. 'We're going to look at 27 practices across five categories and assess which ones are currently active in your life and which have dropped off. This isn't about balance; it's about identifying where the infrastructure that supports sustained high performance is degraded.' The R/S/C rating plus domain question - which domain is costing you the most right now - frames the tool as diagnostic, not prescriptive.

What to Watch For

Watch the Professional domain specifically. Clients who dismiss self-care often score Consistently on Professional items (setting boundaries with workload, saying no to non-essential commitments) because they're in a period of professional intensity, not because those practices are actually present. Ask her to score for what's actually happening, not what she theoretically does. High consistency claimed in Spiritual/Meaning alongside Rarely in Physical and Emotional is a pattern worth exploring.

Debrief

Start with which domain she identified as costing her the most. 'You named [domain]. What does that cost look like in a specific week?' Then move to the three most neglected practices. 'Of these three, which one, if restored, would have the most downstream effect on your leadership performance?' This question connects the self-care practice to the outcomes she cares about, making the one-to-start selection instrumental rather than indulgent.

Flags

If the Physical domain shows Rarely across multiple items (sleep, exercise, nutrition) alongside a client who is visibly fatigued and has been in this pattern for more than three months, the coaching work is constrained by a physiological floor that needs to be addressed. Severity: moderate. Response: name the pattern directly. Don't prescribe health interventions - ask what she's doing about it and whether she's spoken to her doctor.

2 Therapist or helper-professional whose clients are thriving while they're depleting
Context

A licensed therapist in private practice is doing strong work with clients but is experiencing secondary traumatic stress symptoms she describes as 'compassion fatigue but I don't want to call it that.' She has stopped doing most of the practices that historically sustained her. She knows exactly what she should be doing - the inventory isn't going to tell her anything she doesn't know - and has said so.

How to Introduce

Acknowledge her expertise directly. 'You know this material better than most people who use this tool. The question isn't whether you know what to do - it's whether knowing is doing anything to change what's actually happening. The inventory here is about naming the current state, not discovering best practices.' The fact that she knows and isn't doing is the more interesting data than the inventory itself.

What to Watch For

Watch for all-or-nothing scoring: practices rated Consistently until some trigger point (a particular client case, a personal loss, a schedule change) and then rated Rarely with no middle ground. That pattern suggests the practices were brittle - dependent on conditions that are now absent. Also watch the Social domain: isolated helper professionals often rate their client relationships as fulfilling their social needs, which masks a genuine personal social deficit.

Debrief

Start by asking her what she expected the inventory to show versus what it actually showed. The gap between expectation and result is the coaching material. Then use the three most neglected practices not as a to-do list but as a mirror: 'Of these three, which one would your clients say they need you to restore first?' This reframes self-care through the professional lens she's more comfortable with, then bridges back to the personal.

Flags

If the inventory shows Rarely across Physical, Emotional, and Social domains simultaneously in a therapist who works with trauma clients, the picture is one of a practitioner who is at risk of significant professional impairment. Severity: high. Response: name the pattern without overstating it. Ask directly whether she has supervision or peer consultation. If not, that's the first item - not the inventory's suggestions.

3 New parent returning to a demanding career after parental leave
Context

A director-level product manager returned from parental leave three months ago to a team that's behind on a major launch. She's managing the professional pressure while also navigating infant care logistics. She describes feeling like she's failing at both. Her self-care practices have entirely ceased and she doesn't think it's possible to restore any of them in her current life structure.

How to Introduce

Frame this as a triage tool, not a restoration plan. 'We're not trying to get you back to your pre-parental-leave baseline. We're trying to find one practice in one domain that has a meaningful effect on your capacity, that's actually possible in your current structure.' The domain question - which one is costing you the most - often helps clients in this situation name the most immediate lever rather than trying to address everything at once.

What to Watch For

Watch for Rarely across all 27 items with no meaningful variation - that uniformity suggests the client has stopped tracking her own state entirely. The coaching value is not in identifying what to restore but in reestablishing the habit of self-observation. Also watch for high ratings in Emotional domain items that depend on the client being alone - journaling, reflection - which may be genuinely unavailable in a household with an infant.

Debrief

Start with the 'one practice to start this week' she identified. 'Walk me through what that would actually look like on Tuesday.' Specificity of implementation matters more here than with other clients because abstract commitments to self-care are the ones that reliably fail. If she can't name a specific day and time, the practice needs to be made smaller until it fits into an identifiable slot.

Flags

If the Emotional domain items related to recognizing and processing feelings are all rated Rarely alongside a client who uses language that suggests emotional numbness ('I'm just getting through it,' 'I've stopped expecting to feel like myself'), the depletion may be more significant than a self-care inventory can address. Severity: moderate. Response: continue with the tool, but check in about whether she has support for the emotional dimension beyond coaching.

Tool Flow Plus
Requires
  • None - standalone tool
Produces
  • five-domain self-care diagnostic map
  • three most neglected practices named
  • one practice to start this week
  • distinction between deliberate and unintentional gaps

Pairs Well With

Wellness

Emotional Regulation Zones

I swing between feeling flat and feeling overwhelmed and I don't know how to regulate in between

30 min Framework
Wellness

Coping Strategy Playlist

When I'm overwhelmed I blank on what actually helps me - I need a list I can reach for

30 min Worksheet
Wellness

Mindfulness and Stress Management Toolkit

A client is running at full capacity and starting to show signs of burnout

30 min Worksheet

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