Work-Life Balance Assessment

Pathway Builder 🔒
Domain
Career
Type
Assessment
Phase
Discovery Action
Details
30 min Between sessions Monthly
Topics
Self-Care Time Management

For professionals making intentional career moves.

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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Preview Assessment · 30 min

For the Coaching Practitioner

Plus
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 🔒
🔒
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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Pairs Well With

Executive

Energy Audit

A leader feeling drained without being able to say exactly why

15 min Assessment
🔒
+3 more with Plus

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