The purpose of the Balance Wheel Exercise is to assist clients
with prioritizing their work/life in order to ensure greater balance and increased overall
satisfaction. Fundamentally, the wheel is a quick and powerful way to prioritize any client
request. The Balance Wheel is a Coaching Exercise that can be used for the “Create an
Experience” section of the Coaching Arrow and to answer the Planning Questions: “How might you
get it?” and “How might you commit to this?”
1. Contract and rapport
Once the contract and rapport are established,
begin by inviting your client to
think of a number of categories of their work/life in which they are currently
engaged. Examples are finances, elationship, family, health, leisure, career, etc.
Aim for eight categories.
2. Create a wheel
Draw a circle and divide it into eight
sections. Ask your client which section should represent which category, and write the
category along the outside edge of each section.
Then invite your client to rate each of the
categories in terms of their current satisfaction on a scale of 1 to 10. As the client
provides a number, shade in that amount in the appropriate section.
Invite the client to look at the wheel overall
and ask them what they notice.
Ask the client the following: if they were to
be more satisfied with one category, would that positively impact the other categories?
Ask the client to indicate the chosen category, and then highlight or put a star in that
section. (More than one category can be chosen.)
6. Action steps
Ask the client to consider three or more
action steps that would raise their satisfaction with their chosen category or
Complete the session with the remaining
Coaching Arrow elements by reiterating the Action Steps, asking for the Value of the
session and expressing Appreciation.
8. Additional Questions
What categories fit your key interest areas?
What other project areas might you explore using the Balance Wheel Exercise?
Which area do you want to work with today, and why?