Visualize Client Success: Using the Wheel of Life Chart as a Guide

Visualize Client Success: Using the Wheel of Life Chart as a Guide

Many coaches find that their clients struggle to maintain balance across different areas of their lives. The Wheel of Life has been a practical coaching tool for decades that helps you assess and guide your clients toward better life balance [1]. This straightforward assessment gives you and your clients a clear view of where they are now and what needs work.

The Wheel of Life has proven valuable for coaching professionals who want to help their clients gain clarity about their personal and professional goals. When you use this tool with clients, they can see exactly how satisfied they feel in each area of their life, making it easier for you to guide them in setting priorities.

This guide shows you how to use the Wheel of Life in your coaching practice. You’ll learn ways to conduct the assessment, understand what the results mean, and help clients turn those insights into real changes. Whether your clients feel stuck, want to grow, or need better balance, the Wheel of Life helps you guide them forward.

Watch this quick walkthrough to see how you can create and customize digital Wheel of Life assessments for your clients using Quenza:

You can start building your own online Wheel of Life assessments today with Quenza’s 30-day free trial.

Understanding the Wheel of Life Chart

The Wheel of Life is a visual tool that shows different areas of your clients’ lives in a pie chart divided into sections. When you use this assessment with clients, it helps them see their current situation clearly and spot areas they might want to work on [2].

Definition and Purpose

The Wheel of Life helps you measure how satisfied your clients feel about different parts of their lives. When working with clients, you’ll find it helps them see their current situation clearly. It shows them what’s working well and what needs attention, which guides your coaching conversations about goals and growth. Many coaches value this tool because it helps clients think deeply about their choices and builds self-knowledge.

Components of the Chart

When you work with the Wheel of Life, you’ll use a circle split into eight to ten parts. Each part stands for something important in your client’s life, such as their career, health, or relationships. The scoring works simply – the middle of the circle marks one, and the outer edge marks ten. Your clients mark how satisfied they feel in each area, creating a clear picture of their current situation.

How it Works

Using the Wheel of Life with clients follows a natural flow. You’ll help them pick which areas of life matter most to them right now. Then, guide them to score each area from one to ten based on how satisfied they feel. As they mark these scores on the wheel, they create a shape that shows their current balance. Many coaches find that clients gain new insights just by seeing this shape – it often points out things they hadn’t noticed about their lives before.

What makes the Wheel of Life so useful in coaching is that you can adjust it for each client. You might use different categories for a business client than for someone focused on personal growth. This makes it work well for all types of clients, no matter what brings them to coaching.

Key Life Areas in the Wheel of Life

When working with clients, the Wheel of Life Chart typically covers 8-10 key life areas essential for overall well-being and satisfaction. While these areas can be customized based on each client’s needs and priorities, several common domains often prove valuable in standard Wheel of Life assessments [3]. Here are the core areas to consider including in your coaching sessions:

  1. Career/Work: Guide clients to evaluate their professional life, job satisfaction, work-life balance, and career growth opportunities.
  2. Finances: Help clients assess their financial health, including income, savings, investments, and overall financial security.
  3. Health and Fitness: Support clients in examining their physical well-being, exercise habits, nutrition, and overall health maintenance.
  4. Personal Growth/Education: Explore clients’ learning journey, skill development, personal challenges, and intellectual stimulation.
  5. Relationships: Discuss all types of relationships in clients’ lives – family, friends, romantic partners, and social connections.
  6. Recreation/Fun: Examine clients’ leisure activities, hobbies, and time spent on enjoyment and relaxation.
  7. Physical Environment: Review clients’ satisfaction with their living space, work environment, and overall surroundings.
  8. Spirituality: Explore clients’ sense of purpose, values, beliefs, and connection to something greater than themselves.

Many coaches find value in including these additional areas, depending on their clients’ specific circumstances:

  1. Community: Assess clients’ sense of belonging and contribution to their local or broader community.
  2. Self-Image: Explore clients’ self-esteem, confidence, and overall satisfaction with themselves.

Customizing Life Areas for Your Clients

The Wheel of Life works best when tailored to each client’s specific needs. During your coaching sessions, help clients modify these core areas to match their life roles and priorities. For example, working with parents might call for a dedicated “Parenting” section, while creative professionals may benefit from a “Creativity” component.

Getting the right mix of areas makes all the difference in how well clients connect with the tool. When the categories truly match what matters in their lives, they’ll get much more value from each assessment.

Transform Your Practice with Our Free Ultimate Guide

Transform Your Practice with Our Free Ultimate Guide

Unlock expert strategies to automate client engagement and boost your coaching success.

Guiding Satisfaction Level Assessments

After selecting the right life areas with your clients, the next step is helping them evaluate their satisfaction in each domain. Here’s what many coaches find works well: Start by explaining that this process calls for open, honest reflection. Let clients know it’s normal – and helpful – to spot areas that need attention [4].

What makes this step particularly powerful in your coaching practice is how it opens up meaningful discussions about where clients are now and where they’d like to be. Many coaches find that this assessment stage often brings breakthrough moments for their clients.

Here’s a step-by-step guide to help your clients through this assessment process:

Guiding Clients Through the Assessment Process

  1. Set the Right Environment: Help clients find a quiet space for their assessment. Many coaches suggest starting with a few calming breaths to help clients focus on the task ahead.
  2. Take It One Area at a Time: Guide clients to examine each life area individually. This measured approach helps prevent overwhelm and leads to more thoughtful responses.
  3. Explore the Details: For each section, prompt clients to consider specific aspects. In career discussions, for instance, ask about their job satisfaction, work-life balance, growth prospects, and workplace relationships.
  4. Use the Rating Scale: Have clients score each area from 1 to 10, where 1 means “not satisfied at all” and 10 means “completely satisfied.” This clear scale helps clients pinpoint exactly where they stand.
  5. Record the Scores: Show clients how to mark their ratings on their wheel diagram. Being precise here makes the final visual more meaningful.
  6. Complete Each Section: Coach clients through rating all their chosen life areas. Keep the momentum going while allowing enough time for reflection.
  7. Create the Visual: Once all scores are in place, demonstrate how connecting the marks reveals their life balance pattern. Many clients find this visual really eye-opening.

Tips for Honest Client Self-Assessment

In your coaching practice, helping clients assess themselves honestly creates the foundation for meaningful change. When guiding clients through their Wheel of Life evaluation, encourage complete honesty rather than perfectionism.

Share with clients that their scores shouldn’t be what they wish for or what they think others expect – they should reflect their true feelings. Let them know that comparing their wheel to others’ wheels pulls focus from their own growth journey.

Coach clients to look at patterns over the past few weeks or month, not just their current mood or a single experience. Many coaches find it helpful to remind clients that using the full range of the scale, from 1 to 10, leads to more accurate insights. A score of 1 or 10 is perfectly fine when it matches their true experience.

Suggest that clients trust their first response – it’s usually the most authentic. Have them jot down quick notes about why they chose each rating. These notes often spark productive discussions in future coaching sessions.

Most importantly, help clients understand that a balanced wheel isn’t necessarily a perfect circle. The natural ups and downs they see create opportunities for growth and development in your work together.

This honest foundation helps you and your clients spot real opportunities for growth and set meaningful goals that actually matter to them. Many coaches find that clients who embrace this honest approach make the most progress in their coaching journey.

Interpreting The Wheel of Life Results

After clients complete their Wheel of Life assessment, they’ll have a visual snapshot of their life balance. Helping them understand what this picture reveals opens the door to meaningful coaching conversations and actionable next steps [5].

Analyzing Patterns and Imbalances

When reviewing results with clients, start by looking at the wheel’s overall shape together. A more circular shape typically suggests better life balance, while a jagged or star-like pattern points to areas that might benefit from attention in your coaching work. Draw their attention to their highest-scoring areas – these represent their current strengths and satisfaction points, which can serve as powerful resources in your coaching relationship.

Next, explore the areas showing lower scores. These often become natural focus points for goal-setting and development work. Watch for any patterns where several related areas show similar scores – high or low. These clusters often reveal underlying themes worth exploring in your sessions.

Pay special attention when clients express surprise about certain ratings. These moments of unexpected insight often spark productive coaching conversations about blind spots or overlooked life aspects. Many coaches find that discussing these surprises leads to breakthrough moments with clients.

Finally, help clients see how different areas of their wheel connect and influence each other. For instance, a client’s career satisfaction might affect both their financial outlook and relationship dynamics. Understanding these connections helps clients grasp how changes in one area can create positive ripples throughout their lives.

Working with Client Strengths and Growth Areas

When reviewing the Wheel of Life with clients, explore both their strong points and growth opportunities. Here’s how to approach each:

Building from Strengths:

  1. Recognize Achievements: Help clients recognize and celebrate their high-scoring areas. These wins boost confidence and motivation in your coaching sessions.
  2. Leverage Strengths: Guide clients to see how their strong areas might support growth in other life domains. Many coaches find this strengths-based approach particularly effective.
  3. Keep the Momentum: Work with clients to develop ways to maintain their success in these areas while focusing on new goals.

Exploring Growth Areas:

  1. Prioritize Areas for Improvement: Help clients identify which lower-scoring areas matter most to them right now. This helps target your coaching work effectively.
  2. Investigate Root Causes: Guide clients through exploring what’s behind their scores. Sometimes it’s outside factors, other times it’s about attention and priorities.
  3. Set Realistic Goals: Support clients in creating achievable goals that match their current situation and resources.
  4. Consider Quick Wins: Look for opportunities where small changes could make a noticeable difference in their satisfaction scores.

Share with clients that the Wheel of Life isn’t about scoring perfect 10s across the board. Life naturally ebbs and flows, with different areas taking center stage at different times. What matters is helping them see where they are now and choose where to focus their energy next.

This thorough review process gives you and your clients a clear picture of where they stand and where they want to go. Many coaches find these insights invaluable for shaping meaningful coaching goals and action plans.

When using this tool in Quenza, you can easily track clients’ progress over time, helping them see how their wheel evolves through your work together. Our platform’s digital format makes it simple to revisit assessments during follow-up sessions.

Setting SMART Goals Using the Wheel of Life

After reviewing the clients’ Wheel of Life results, the next step is turning these insights into action. The SMART framework helps structure this goal-setting process. Let clients know that SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound.

Here’s how to guide clients through setting SMART goals based on their wheel assessment:

  1. Specific: Help clients pinpoint exact areas from their wheel to work on. For example, rather than “get healthier,” coach them toward “exercise regularly.”
  2. Measurable: Work with clients to define clear success markers. An example might be “exercise for 30 minutes, three times weekly.”
  3. Achievable: Support clients in setting realistic goals that match their current situation. If they’re new to exercise, suggest starting with manageable workouts rather than lengthy daily sessions.
  4. Relevant: Guide clients to check that each goal aligns with their broader life vision and values.
  5. Time-bound: Coach clients to set clear timeframes for their goals. This adds structure and helps track their progress.

When working with clients on their goals, suggest focusing on one or two key areas first – typically those with lower scores that really matter to them. Let them know it’s perfectly fine to work on other areas later, once they’ve made progress on their initial goals.

This focused approach using SMART goals helps create a practical path toward the changes clients want to see. Many coaches find that clients stay more engaged and see better results when using this structured method.

Life AreaExample SMART Goal
CareerComplete one professional development course within the next 3 months
HealthExercise for 30 minutes, 4 times a week, for the next 2 months
RelationshipsHave a meaningful conversation with a friend or family member once a week for the next month
FinancesSave 10% of monthly income for the next 6 months
Personal GrowthRead one non-fiction book per month for the next quarter

Adding Mindfulness to Your Wheel of Life Coaching

Bringing mindfulness into your Wheel of Life coaching sessions can make the assessment process more meaningful for clients [6]. When clients practice being fully present during their assessment, they often gain deeper insights and make more thoughtful choices about their next steps.

Start each assessment session by guiding clients through a brief mindful breathing exercise. Many coaches find this helps clients clear their minds and settle into a more reflective state. As you move through the assessment together, encourage clients to stay focused on their current experiences rather than getting caught up in past events or future worries.

Coach clients to approach their self-assessment with curiosity instead of judgment. Help them notice their thoughts and feelings about each life area without rushing to label these as positive or negative. Some coaches find it helpful to invite clients to notice any physical sensations that come up as they consider different areas of their wheel – these bodily responses often reveal deeper insights about what truly matters to them.

When the time comes to set goals, guide clients to practice mindful intention-setting. Have them visualize themselves achieving their goals and pay attention to how this vision feels. This visualization often helps clients set more meaningful and motivating goals.

These mindfulness practices can help your clients develop greater self-awareness and get more value from their Wheel of Life work. Let clients know that the aim isn’t perfection – it’s about developing a more conscious approach to creating the life balance they want.

Stage of AssessmentMindfulness TechniqueBenefit
Preparation5-minute breathing meditationCenters mind, reduces distractions
During AssessmentBody scan for each life areaIdentifies physical responses to emotions
Goal SettingVisualization of desired outcomesEnhances motivation and clarity
ReviewLoving-kindness meditationPromotes self-compassion and positivity

Looking to incorporate mindfulness smoothly into your practice? Quenza’s pre-made guided meditation tools pair perfectly with the Wheel of Life assessment, helping you create a more integrated coaching experience.

Enhancing the Wheel of Life with Gratitude Practices

Adding gratitude exercises to your Wheel of Life coaching can boost client outcomes and satisfaction [7]. When clients learn to spot what’s working well in each life area, they often gain fresh perspectives and find new paths forward.

Before diving into each life domain with clients, take time to explore what they value in that area. This simple practice helps balance any concerns they might raise and creates a fuller picture of their situation. Many coaches find it helpful to suggest that clients keep notes about positive moments in each life area between sessions. These notes can spark productive discussions during follow-up meetings.

When reviewing areas where clients score highly, guide them to recognize what’s contributing to their success. This might include acknowledging helpful people, personal strengths, or favorable circumstances. Even in areas clients want to develop, coach them to spot opportunities within the challenges. Sometimes just noticing the chance to grow can shift their whole outlook.

As you work with clients on their goals, weave gratitude into their action steps. For instance, if relationship building is a focus area, they might start each day by noting one thing they value about someone in their life. This combination of gratitude and goal work often leads to more sustainable changes.

Building these gratitude practices into your Wheel of Life coaching can help clients develop more optimism and bounce back better from setbacks. Share with them that creating their ideal life balance involves both working toward goals and noticing what’s already going well.

Frequently Asked Questions

Most coaches find that reviewing the wheel every 3-6 months works well for clients maintaining steady progress. For clients going through major life shifts or working intensively on specific goals, monthly check-ins might make more sense. The key is matching the reassessment timing to each client’s unique situation and goals.

The Wheel of Life adapts beautifully to career coaching. Many coaches modify the categories to focus on professional elements like job fulfillment, work-life harmony, workplace connections, skill building, and career advancement. This targeted approach helps clients spot growth opportunities and create focused career plans.

When working with major imbalances, guide clients toward small, doable steps rather than big changes. Help them find natural connections between different life areas – like suggesting a group fitness class for clients looking to boost both health and social connections. Let clients know that the goal isn’t achieving perfect balance, but rather creating a life that works for them.

Quenza offers a comprehensive pre-made digital version of the Wheel of Life, making it easy to integrate into your coaching practice. It can easily be modified to suit your coaching style. You can start using these tools right away with Quenza’s free trial. Having everything digital streamlines the assessment process and helps keep clients engaged between sessions.

The Wheel of Life complements many coaching approaches. Consider pairing it with SWOT analysis to explore each life area deeper, or combine it with habit tracking to support client goals. Some coaches blend it with personality assessments to help clients apply their natural strengths across different life domains. Journaling exercises can also add valuable reflection to the process.

Conclusion

The Wheel of Life stands out as one of coaching’s most valuable tools for guiding clients toward growth and life balance. Its visual format helps clients see their satisfaction levels across different life areas, making it easier to spot both achievements and growth opportunities.

Throughout this guide, we’ve covered practical ways to use the Wheel of Life in your coaching work. From guiding honest assessments to interpreting results and setting SMART goals, you now have a robust framework to support your clients. The added dimensions of mindfulness and gratitude can make this tool even more impactful in your practice.

Share with your clients that working with the Wheel of Life is an ongoing process. Many coaches find it helpful to revisit the wheel regularly with clients, tracking progress and adjusting priorities as their lives change and grow.

Encourage clients to embrace the insights they gain through this process. When they see areas of progress, celebrate these wins together. When new growth opportunities emerge, help them stay curious and open to possibilities.

By making the Wheel of Life a cornerstone of your coaching practice, you’re giving clients a proven path toward the balanced life they want. Each time they engage with the wheel, they’re taking active steps toward positive change.

Remember, helping clients toward greater life satisfaction isn’t just about the tools we use – it’s about the skilled guidance you provide as their coach. Here’s to your clients’ journey towards greater fulfillment and life satisfaction!

Quenza 5 minute demo

Quenza 5 minute demo

Learning How You Can Provide Tangible Results and Save Time on Admin in Your Practice.

References

  1. ^ Stober, D. R. (2019). Goal-focused coaching: Theory and practice. Routledge.
  2. ^ Spence, G. B., & Grant, A. M. (2007). Professional and peer life coaching and the enhancement of goal striving and well-being: An exploratory study. The Journal of Positive Psychology, 2(3), 185-194. https://doi.org/10.1080/17439760701228896
  3. ^ Roche, M., & Haar, J. M. (2020). Self-determination theory and resilience in the workplace: A conceptual model. Management Decision, 58(12), 2764-2783. https://doi.org/10.1108/MD-04-2020-0514
  4. ^ Van Nieuwerburgh, C. (2017). An introduction to coaching skills: A practical guide. Sage Publications.
  5. ^ Sheldon, K. M., & Niemiec, C. P. (2006). It's not just the amount that counts: Balanced need satisfaction also affects well-being. Journal of Personality and Social Psychology, 91(2), 331-341. https://doi.org/10.1037/0022-3514.91.2.331
  6. ^ Brown, K. W., & Ryan, R. M. (2003). The benefits of being present: Mindfulness and its role in psychological well-being. Journal of Personality and Social Psychology, 84(4), 822-848. https://doi.org/10.1037/0022-3514.84.4.822
  7. ^ Wood, A. M., Froh, J. J., & Geraghty, A. W. (2010). Gratitude and well-being: A review and theoretical integration. Clinical Psychology Review, 30(7), 890-905. https://doi.org/10.1016/j.cpr.2010.03.005

About the author

Seph Fontane Pennock is a serial entrepreneur in the mental health space and one of the co-founders of Quenza. His mission is to solve the most important problems that practitioners are facing in the changing landscape of therapy and coaching now that the world is turning more and more digital.

Leave a reply

Your email address will not be published.