Edward Coaching

Life Balance Workbook

The questionnaire over the following pages has been designed to give you a balanced overview of all
your most important life areas. Upon completion, you'll be able to identify the specific life areas you
really want to make changes in today.

LIFE AREA 1: Work through the questions & grade your answers
from 1 – 10 , be instinctive and don’t agonise over it.
SOCIAL AND FAMILY RELATIONSHIPS

My family relationships are very important to me. /10

I am satisfied with my family relationships. /10
I am close to my parents and our relationships are healthy. /10
I am close to my children and our relationships are healthy. /10
The people who matter the most in my life accept me. /10
Social relationships are important to me. /10
I am satisfied with my social relationships. /10
I have close friendships with people I can be myself around. /10
I have a good (real world) social network/ am part of social groups. /10
10. I am good at connecting with new people. /10
11. I get along with my neighbours and the people in my area. /10
12. How satisfied are you with your romantic relationship/s? /10
13. I am happy with the overall quality or my relationships. /10

Write a personal vision statement about about an area/s in your relationships that
you’d like to make changes in:

LIFE AREA 2: Work through the questions & grade your answers
from 1 – 10 , be instinctive and don’t agonise over it.
CAREER & EDUCATION ASPIRATIONS

Achievements are important to me. /10

I am satisfied with my career achievements to date. /10
I’m fulfilled in my current work environment /10
I look forward to going to work each day. /10
My career stimulates and develops me as a person. /10
I have a healthy & rewarding work/life balance. /10
My career is offering me advancement and reward. /10
Strong working relationships are important to me. /10

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I am happy with my current working relationships. /10

10. My working environment is positive and supportive /10
11. I find contentment and fulfilment in my current career. /10
12. I would urgently like a career change. /10
13. If I died today, I would be happy with the legacy I’ll leave behind /10

Write a personal vision statement about about an area/s in your career or

education that you’d like to make changes in:

LIFE AREA 3: Work through the questions & grade your answers
from 1 – 10 , be instinctive and don’t agonise over it.
MONEY & PERSONAL FINANCES

Being financially capable is very important to me. /10

I am content with my current financial effectiveness.   /10
I have enough money to meet my current needs. /10
I have enough money to meet my current wants. /10
I know my exact monthly outgoings. /10
Being generous to others is important to me. /10
I am satisfied with how generous I currently am. /10
I am satisfied with how much I give to others. /10
Charitable contribution is important to me. /10
10. I am satisfied with how charitable I currently am. /10
I am willing to step out of my comfort zone & take new risks to generate
11. /10
more income.
12. I worry a lot about my curret financial situation. /10

Write a personal vision statement about about an area/s in your career or

education that you’d like to make changes in:

LIFE AREA 4: Work through the questions & grade your answers
from 1 – 10 , be instinctive and don’t agonise over it.
HEALTH RECREATION & LEISURE

Establishing a healthy work/life balance is very important to me.  /10

Physical health is critical to me. /10
I am very happy with my current physical health. /10
I am very happy with my current physical fitness levels. /10
Having plenty of ‘free’ time is very important to me. /10
I am content with the amount of free time I have. /10
My physical appearance is very important to me. /10

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I am content with my current physical appearance. /10

I can handle my stress and anxiety levels effectively. /10
10. I enjoy life outside of work/study. /10
11. I am able to do things I enjoy frequently. /10
12. I have room for improvements in my life outside of work and/or study. /10

Write a personal vision statement about about an area/s in your personal finances

that you’d like to make changes in:

LIFE AREA 5: Work through the questions & grade your answers
from 1 – 10 , be instinctive and don’t agonise over it.
LIFE'S ROUTINE RESPONSIBILITIES

Managing routine tasks around the home is important to me. /10

I am satisfied with how I currently handle routine tasks. /10
I am disciplined in paying my routine household bills. /10
I could be more disciplined in managing my bills & other important
/10
responsibilities.
Prioritizing my responsibilities is important to me. /10
I am satisfied with how I prioritise my responsibilities /10
A well-managed home environment is essential to me. /10
I am satisfied with my current home environment. /10
Dealing with home issues promptly is important to me. /10
Home life would be easier if I had a better system in place for managing my
10. /10
routine responsibilities.

Write a vision statement about about how you could become more

efficient in managing your routine responsibilities:

LIFE AREA 6: Work through the questions & grade your

answers from 1 – 10 , be instinctive and don’t
CONTRIBUTION & GIVING BACK TO SOCIETY
agonise over it.

I feel it's important to contribute back to society and make a difference. /10
I am satisfied with how much I currently give back to society. /10
I regularly make a positive impact in the lives of other people. /10
I am satisfied with the amount of difference I make in the lives of others. /10
Leaving behind a meaningful legacy is important to me. /10
I am happy with the current legacy that I would leave behind. /10
I encourage and support those closest to me often. /10

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My time is mainly spent focussing on myself and my immediate needs. /10

I get involved with and support a social initiative that I genuinely believe in. /10
10. Those closest to me find great value in me. /10
11. My peers or co-workers find great value in me. /10
12. Someday my children will be proud of the way in which I've lived my life. /10
13. I could make more effort in contributing back to society.  /10

Write a personal vision statement about about how you could begin

making a greater impact in your culture or society:

LIFE AREA 7: Work through the questions & grade

your answers from 1 – 10 , be instinctive
MENTAL, EMOTIONAL & SPIRITUAL HEALTH
and don’t agonise over it.

Being mentally healthy and strong is very important to me. /10

I currently feel I am very mentally healthy and strong. /10
Being emotionally healthy and strong is very important to me. /10
I currently feel I am very emotionally healthy and strong. /10
I am confident and secure in who I am as a person. /10
The way in which I am currently living my life is fulfilling. /10
Being spiritually healthy and strong is very important to me. /10
I currently feel I am very spiritually healthy and strong. /10
I am consistently competent at managing my emotions. I have good self-
/10
control.
10. My emotions will often manage me. I am undisciplined in self-control. /10
11. Negative and destructive emotions will often get the 'better' of me. /10

Write a personal vision statement about how you can begin developing

yourself mentally, emotionally and spiritually:

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