TOOL 1) The Wheel of Life Template

USER GUIDE: How & When To Use Your Tools!

Especially Good For: All clients.

Description and Purpose of Tool: The Wheel of Life gives a wonderful visual representation of how balanced your client's life is. Each segment on the wheel is scored according to how satisfied your client is across 8 key areas of their life raising awareness and providing the opportunity to make change. In addition, this exercise helps clarify priorities for goal-setting, allowing the client to plan so that their life is more balanced. When used to "Spring Clean Your Life", this tool is a great way to begin - identifying life areas to focus on! Note: This goal is a bonus - included from our Free Coaching Tools!

Steps and How to Use:

1. Ask your client to review the 8 areas on the Wheel of Life. Do they like the category labels? If not, they can rename them and/or split the categories below to make them more meaningful: i. Family & Friends (can be split to give a score to each) ii. Partner/Significant Other/Romance iii.Career iv.Finances v. Health (can be split into emotional/mental and physical/fitness/nutrition) vi.Physical Environment/Home (can be split into work and home environments) vii. Fun/Recreation/Leisure viii.Personal Growth/Learning/Self-development

Other examples of areas your client might like to add to the wheel and score could include; spiritual wellbeing, service, leadership, integrity, achievement or community. 2. Now ask your client to think about what success feels like for each area. 3. Then ask them to rank their level of satisfaction with each area of their life by drawing a line across each segment, placing a value between 1 (very dissatisfied) and 10 (fully satisfied) against each area to show how satisfied they are currently with these elements in their life.

Tip: Use the example wheel in the bottom right to show them how to score/draw the line. 4. The new perimeter of the circle represents their "Wheel of Life" . A great question to start reviewing their wheel is to ask them, "So is your wheel of life a bumpy ride?" 5. Now, looking at the wheel, here are some questions to ask and take the exercise deeper: • Are there any surprises for you? • How do you feel about your life as you look at your Wheel? • How do you currently spend time in these areas? • How would you like to spend time in these areas? • Which of these elements would you most like to improve? • How could you make space for these changes?

USER GUIDE: How & When To Use Your Tools!

TOOL 1) The Wheel of Life Template continued...

• Can you effect the necessary changes on your own? • What help and cooperation from others might you need? • What would make that a score of 10? • What would a score of 10 look like?

When: Use at any time in a coaching relationship for a quick life satisfaction and balance tuneup. This is an especially good tool to use with prospects and new clients.

Use This Tool:

• In Session * • Homework * • Workshops * • Teleseminars * • Group Coaching * * A fabulous all-round tool, with numerous additional applications for your client to gain further and deeper learning.

Tips:

1. This is also an excellent tool to use regularly to track your clients' progress! Learn more about how to do this in our article: A Simple 3 Step Process to Measure Progress Towards

ANY Coaching Goal! 2. Once the initial scores have been given, 3 easy follow-on activities are: i. Brainstorming and identifying actions to raise their satisfaction scores in each segment (or in the segments that score the lowest) ii. Using the segment names and scores as a prompt to explore what a full and balanced life would look like - for each wheel segment. iii. Using the scores which the client is most dissatisfied with - or would most like to improve - to brainstorm goals and next steps.