Work-Life Balance Assessment

Identify what’s driving work to crowd out life, with a structured assessment that maps your time, stress, and priorities into clear patterns.

Assessment · 30 min · Print-ready PDF · Free download

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Preview Assessment · 30 min

When to Use This Tool

A client feels like work is consuming everything else and wants to understand the pattern

A client says they want balance but hasn't looked honestly at where their time goes

A client wants to set clearer boundaries but doesn't know where to start

How to Introduce This Tool Plus

When you compared your time allocation to your energy audit, what did you notice...

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Interactive Preview Assessment · 30 min

Tool Classification

Domain

Career

Type

Assessment

Phase

Discovery Action

Details

30 min Between sessions Monthly

Topics

Self-Care Time Management

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 The department head who works from 7am to 9pm and calls it dedication

Context

A 43-year-old director of operations at a regional healthcare system works long hours by any measure. He frames this as commitment to the mission. His spouse has said the same thing for three years in different ways. He came to coaching because 'I want to be more strategic' — not because he wants to work less. He hasn't named a balance problem. The Work-Life Balance Assessment includes both a time allocation map and an energy audit, and the energy column is what will open the real question: is the time he's spending in work actually producing return at the rate he assumes?

How to Introduce

Frame this around the strategic goal he named, not around balance. 'You said you want to think more strategically and ha...

2 The client who wants better boundaries but keeps explaining why they can't have them 🔒

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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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