How to Use a Balance Wheel or Wheel of Life

The Wheel of Life, also known as the Balance Wheel, is a powerful coaching tool used to assess various areas of a client’s life or business. 

The wheel helps identify areas for improvement and growth by providing a visual representation of different assessment categories. Clients can evaluate their satisfaction levels and prioritize goals effectively.

If you use it along with a DISC, Big 5 or Strengths Finder assessment, you can build an excellent coaching toolkit. All of these are included with your Evalinator subscription. 

In this blog, let’s dive deeper into how a balance wheel can be used for assessment and balance.

Note: Take it for a spin now (opens in a new window)

A Balance Wheel for Every Purpose

The Balance Wheel serves as a versatile tool applicable across various domains. This enables coaches and their clients to gain a comprehensive view of different aspects of their lives or businesses.

types wheel-of-life, wheel of business, balance wheel

For example, in a business context, the Balance Wheel can be tailored to assess key areas such as finance, operations, marketing, human resources, and more. See this post for a business balance wheel or Wheel of Life.

Similarly, in the realm of health and well-being, the Balance Wheel can offer insights into various dimensions of wellness, including physical health, mental well-being, emotional balance, and lifestyle habits. See this post for a health balance wheel or Wheel of Life.

Each category can further be divided into sub-categories to provide a granular analysis.

For instance, under the finance category, sub-categories may include budgeting, revenue streams, expenses, investments, and cash flow management. By evaluating each sub-category, business owners can identify strengths, weaknesses, and areas needing improvement, thus guiding strategic decision-making and fostering overall business growth.

Sub-categories within the physical health category may encompass exercise routine, nutrition, sleep quality, preventive care, and overall vitality. By examining each sub-category, individuals can pinpoint areas of imbalance or neglect, empowering them to make targeted changes and adopt healthier habits. Whether it’s optimizing workout routines, enhancing sleep hygiene, or prioritizing mental health practices, the Balance Wheel provides a structured framework for holistic self-assessment and improvement.

Through the utilization of sub-categories, the Balance Wheel enhances its utility as a tool for facilitating growth and achieving equilibrium in diverse facets of life and business alike.

Rating Your Satisfaction on a Balance Wheel

Clients are encouraged to rate their satisfaction levels in each category on a scale of 1 to 10, with 1 being extremely dissatisfied and 10 being fully satisfied.

This rating exercise allows them to reflect on their current life situation and pinpoint areas that may need attention.

Let’s consider a wheel with the following categories:

  • Health
  • Career
  • Finances
  • Family
  • Personal Growth
  • Recreation
  • Spirituality
  • Contribution

A client might rate their satisfaction in the “Career” and “Finances” categories as a 5 and 6 due to feeling stagnant in their job and experiencing financial stress.

In contrast, they might rate their satisfaction in the “Personal Growth” category as a 9 because they’ve been actively pursuing hobbies and learning new skills.

Identifying Imbalances

After rating satisfaction levels, clients can visually observe any disparities or imbalances among the different life categories.

In this instance, they will notice that they have low satisfaction in their career but high satisfaction in their relationships, indicating a need to prioritize and take steps to improve their professional career.

Let’s consider another example where a client rates their satisfaction in the “Health and Well-being” category as a 4 due to neglecting exercise and self-care while prioritizing work. This misalignment highlights the importance of rebalancing priorities to foster holistic well-being.

The balance wheel is a great way to see a visual snapshot of your balance.  

Prioritization Using a Balance Wheel

Once imbalances are identified, clients can prioritize areas for improvement based on their values and long-term goals. This prioritization process ensures that efforts are directed towards the most critical aspects of life, leading to greater overall satisfaction and fulfillment.

For instance, if a client rates their satisfaction in the “Personal Growth” category lower than other areas but values continuous learning and self-improvement, they may choose to prioritize setting goals related to skill development and personal development initiatives.

Conversely, if a client values their relationships highly but has been neglecting them due to work commitments, they may prioritize allocating more time and effort towards nurturing these connections.

Let’s consider a hypothetical scenario where a client, Sarah, rates her satisfaction levels on the Wheel of Life:

Health and Well-being: 6
Career and Finances: 8
Relationships: 4
Personal Growth: 7
Recreation and Leisure: 5
Environment: 6
Spirituality: 7
Contribution: 5

Upon reviewing her ratings, Sarah realizes that while she’s satisfied with her career and personal growth, her relationships and contribution to others are areas that need attention. She recognizes the importance of fostering deeper connections with loved ones and giving back to her community.

Based on this assessment, Sarah decides to prioritize setting goals related to spending quality time with family and friends, volunteering for causes she cares about, and actively contributing to her community. By rebalancing her priorities and focusing on what truly matters to her, Sarah sets herself on a path towards greater fulfillment and well-being.

Your Wheel of Life or Balance Wheel on Evalinator allows for goal setting and tracking within the Wheel. So no additional tools are needed.


The Balance Wheel or the Wheel of Life serves as a valuable tool not only for assessing satisfaction in various life categories but also for identifying imbalances and prioritizing areas for improvement.

Take it and see how it works. Or see the many different uses of it such as for business, health etc.

By rating satisfaction levels, identifying areas needing balance, and prioritizing goals accordingly, clients can create a more balanced and fulfilling life aligned with their values and aspirations.

As coaches, let’s continue utilizing this tool to empower our clients on their journey towards holistic well-being and success.

Get started with creating your own fully customizable Wheel of Life on Evalinator. It comes with built-in goal setting and before-after pictures to measure progress over time. It is also fully online so there is no need to print out paper templates.

Take advantage of our 14 day free trial, and annual plans that help you save. Personalized assistance is always available.


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