This practical coaching worksheet is designed to be used after the Life Balance Assessment. The assessment helps you identify areas that feel strong, strained, neglected, or overly demanding. This worksheet helps you decide what to do next.
Printable worksheet (PDF): Prefer completing this worksheet on paper? Download the professionally formatted printable PDF worksheet.
Important disclaimer: This worksheet is for coaching, personal development, education, and self-help purposes only. It is not a medical, psychological, or psychiatric assessment and cannot diagnose or treat any condition. If you have persistent symptoms, major changes in mood, sleep, physical health, functioning, substance use, or safety concerns, discuss your situation with a qualified medical or mental-health provider.
Step 1: Capture Your Assessment Results
| Life area | Assessment score | Satisfaction 0–10 | Importance 0–10 | Priority now? |
|---|---|---|---|---|
| Work, study and contribution | ||||
| Physical energy and daily care | ||||
| Relationships and connection | ||||
| Personal growth and learning | ||||
| Enjoyment and recovery | ||||
| Environment and practical stability |
Step 2: Protect What Is Already Working
Improvement does not always mean adding more. Identify two areas that currently support you.
- Area I want to protect: ____________________
- What is helping: ____________________
- What could accidentally disrupt it: ____________________
- One protection I will keep in place: ____________________
Step 3: Identify the Highest-Value Gap
Choose one area that is both important and currently less satisfying.
- Chosen area: ____________________
- Why it matters now: ____________________
- What feels out of balance: ____________________
- What is within my control: ____________________
- What is outside my control: ____________________
Step 4: Remove, Reduce, Add, or Protect
| Question | My answer |
|---|---|
| What could I remove? | |
| What could I reduce? | |
| What could I add? | |
| What already helps and needs protection? |
Step 5: Create a 14-Day Experiment
- One small change: ____________________
- When and where I will do it: ____________________
- How often: ____________________
- Main obstacle: ____________________
- If that obstacle appears, then I will: ____________________
- How I will measure whether it helped: ____________________
Step 6: Weekly Review
- What felt easier this week?
- What still felt difficult?
- Did the change improve the area I intended?
- Did it create an unexpected cost elsewhere?
- What will I continue, change, or stop?
Related Resources
Key Takeaways
- Choose one high-value gap instead of trying to fix everything.
- Protect what is already working.
- Small experiments are easier to evaluate than major life overhauls.
- Review whether a change improves balance or simply moves strain elsewhere.
Disclaimer: This worksheet is for self-help and coaching use only. It does not provide medical or mental-health diagnosis or treatment. If you are concerned about your health, symptoms, or functioning, consult a qualified medical or mental-health provider.
