How to Use the Wheel of Life Coaching Assessment for Personal Fulfillment (Includes the Wheel of Business too)by Scott Jeffrey
The Wheel of Life Exercise is a popular coaching assessment tool because it’s a simple yet powerful diagnostic tool.
The Wheel of Life is based on the notion that there are specific categories—or what I call Areas of Focus—that form the cornerstone of your overall life experience. Let’s walk through the process …
Table of Contents
- The Wheel of Life Categories
- How to Select Your Wheel of Life Categories
- Assess Your Current Level of Fulfillment
- Challenge Your Beliefs
- Before Your Start the Wheel of Life Exercise
- Using the Wheel of Life Assessment
- The Wheel of Life is a Useful Tool
- Book Recommendation
- The Wheel of Business
- Read Next
The Wheel of Life Categories
Although the name you give these Wheel of Life categories may vary, these areas themselves are generally the same for each of us.
The Wheel of Life categories include:
Health: Your physical health and well-being (can also include your emotional health).
Relationships: Includes your primary intimate relationship, family, and friends.
Social: Includes religious/spiritual communities and other group activities.
Financial: Your ability to manage your money effectively, save, budget, and invest.
Professional/Business: This is your work category, which can break out into a Wheel of Business.
Spirituality: This can be its own category or simply the driving force behind all of your Areas of Focus.
These are the basic categories of most people’s Wheel of Life.
Additional Wheel of Life categories might include:
- Mental State
Or anything else that might play a dominant role in your life.
How to Select Your Wheel of Life Categories
The key is to determine the areas that are most important to you.
However, we all have a tendency to focus on certain areas at the expense of other areas.
So your Areas of Focus should include both your strengths AND your weaknesses.
The reason why all of the key areas are important is that many of them hit on basic human needs. And as Maslow highlights, when we don’t address these basic needs, our lives fall out of balance (that is, we exhibit neurotic behavior).
Assess Your Current Level of Fulfillment
After you’ve identified the major categories for your Wheel of Life, the coach instructs you to visualize the Areas as pieces of a pie.
The entire circle represents your overall life and each piece represents a different Area of Focus. It might look something like this:
Now here’s where it gets interesting: We all tend to have certain areas we’re more proficient in and we all have a tendency to spend time in these areas, neglecting our areas of weakness.
You may, for example, do an excellent job eating right, exercising, and staying active (your Health category), but you are horrible at living within your means, paying off your credit cards, saving for the future, and finding more ways to add value (your Financial category).
The Wheel of Life exercise brings these discrepancies to your conscious mind.
Challenge Your Beliefs
Generally, the reason why we fail to grow in particular areas of our lives is due to subconscious limiting beliefs and a fixed mindset.
Before you go through this process, it’s important to address your mindset about your intelligence, your skills, your abilities, and your personality.
Before Your Start the Wheel of Life Exercise
The reason why many people fail to get traction with these types of coaching exercises is that they start off with lots of preconceived notions.
They answer questions based on what they think they “should” answer as opposed to what’s true for them.
The key to overcoming this tendency is to clear your mind before you do this exercise.
There are a number of methods you can use:
You want to leave your beliefs behind you. All of the above methods help you get rooted in the body as opposed to the mind. Doing so helps loosen your mind’s self-concepts.
If you use one of these methods before you do the Wheel of Life Exercise, the process will go infinitely more smoothly.
If you’d like further assistance in getting into the right frame of mind, see The Mastery Method: Activating Your Higher Potential.
Using the Wheel of Life Assessment
If you’d like to create your own Wheel of Life right now:
- Identify the primary Areas of Focus in your life. You may use the list above to start.
- Rank how you’re doing in each Area from 1 to 10, where 10 is excellent and achieving mastery, and 1 is you couldn’t be doing any worse.
- Determine two or three actions you can take to make improvements in the Areas that you’re weakest in (and ideally, do the same for all your Areas).
A fulfilling life is marked by a sense of inner balance and growth.
The more effective you are in each of your Areas of Focus, the more life fulfillment you’ll experience.
Here’s a video of someone walking you through the Wheel of Life assessment exercise:
The Wheel of Life is a Useful Tool
Even without the promise of greater fulfillment, the Wheel of Life can be very revealing.
The Wheel of Life can force you to examine your blind spots and own up to where you need to make major improvements to support yourself and your loved ones.
Used on a weekly, monthly or quarterly basis, it can help you build positive momentum and make course corrections as needed.
Integral Life Practice: A 21st-Century Blueprint for Physical Health, Emotional Balance, Mental Clarity, and Spiritual Awakening
by Ken Wilber, et al.
Ken Wilber is considered by many to be America’s foremost philosopher. Decades of his research and writing led to the development of an Integral Model that encapsulates the critical dimensions of reality into a single framework (called AQAL). But that’s all theory. Integral Life Practice builds on Wilber’s herculean efforts by creating a blueprint for human development. You can explore whichever module speaks most to you and then experiment with the litany of practices and methods to expand your mind of what’s possible as you grow your various lines of intelligence.
The Wheel of Business
Now, if you’re an entrepreneur, let’s tackle your Wheel of Business.
The Areas of Focus for Your Business
Doesn’t your business—even if you’re a one-person operation—have specific categories that are vital for the long-term growth and sustainability of your enterprise?
These Areas of Focus are aspects of your business that always need monitoring, managing, and development.
What are these Areas of Focus for your business?
Here are a few general categories:
- Marketing, Sales, Branding
- Operations, Finances, Administration, Accounting, Legal
- Customer Service
- Innovations, R&D, Product & Service Development
- Leadership, Team Development, Management
- Digital, Web
How many categories you create for your business depends on your needs.
Drucker’s Big Three for the Wheel of Business
Management guru Peter Drucker highlighted three primary categories of business: Marketing, Innovation, and Operations.
If you want to keep it simple, you can start with just these three.
Marketing represents how to create new business by attracting new customers.
Innovation is about finding ways to better serve your customers through your products and services.
Operations are how you run your business.
Generally, the larger the business, the more complex it is and hence the need for more Areas of Focus.
For example, Marketing, Sales, and Branding can represent three distinct Areas for a marketing executive.
Marketing can be broken down further into categories like Advertising Effectiveness, Strategic Planning, Media Buying, Promotions, Digital Media, and so on.
For a small business owner or a solo entrepreneur, as a rule, less is preferred. There’s power in simplicity.
Keep in mind that each Area you identify will require constant results planning, tracking, monitoring, and execution.
As a business coach, I find it incredibly valuable to help my clients clarify their Wheel of Business and establish one or two clear, strategic goals for each area of focus. Operating in a whirlwind of busyness, this clarity helps you dial in on what’s most important.
The Wheel of Business Assessment
Following the same procedure outlined above, identify the key Areas of Focus for your business. Then, rank how you’re doing on a scale from 1 to 10.
Once you clarify your Areas of Focus, ask,
“What has to happen to make considerable improvement in this Area?”
If you rated your marketing category at a 4, what has to happen to bring it up to an 8 in the next 90 days?
Asking this question will activate your mind to think of strategies for improvement instead of simply suppressing your frustration or holding unconscious guilt about underperformance.
Ultimately, this process is designed to put you in a proactive, results-oriented mindset. It empowers you to continuously find ways to improve, grow, and evolve—both within your business and yourself.