Coaching tools: Life balance wheel

Life balance wheelWhen having a new client for your coaching sessions you are often presented with a challenge to figure out where to start. Sometimes the client comes and has a very clear idea on what he wants to work on, but sometimes the problem is defined more general. “I just want to feel happy,” or “Something is missing from my life and I’m not really sure what.” When this happens you can use this handy tool called “Life balance wheel” to help you decode the priorities and find out where to start with the coaching sessions.

Why to use it

This tool can be used for various purposes, but the basic one is to identify areas of client’s life where he feels low satisfaction. By using this tool you are trying to establish a balance in client’s life. Of course, the tool itself will not solve all the problems, but it can provide the initial insight into what needs to be done and when used regularly it can measure progress.

Steps to follow

  • Draw a wheel – most often is used a simple pie chart with eight pieces, but you and your client can be more creative and add more sectors as needed.
  • Identify significant areas of client’s life – the most common are:
    • Work – anything related to your work, career, colleagues, boss
    • Development – professional and personal growth
    • Money – your income, but also your expenditures
    • Home – your family, parents, kids, your free time, hobbies
    • Health – your physical and mental condition
    • Friends – your friends, past and present, social life
    • Romance – your love, spouse, matters of heart
    • Life Purpose – your mission in this life
  • Go through individual areas and ask:
    • How satisfied are you with this part of your life?
  • Evaluate individual areas on a scale from 1 to 10 where 1 means “Unsatisfied” and 10 means “Completely satisfied”. Keep in mind we don’t talk about how much of that particular activity is in your client’s life, but how satisfied he is with it. So for example, he may have really low income but his satisfaction in “Money” will be high simply because what he is getting is fine for his needs.
  • Connect the dots in the pie chart to show more visually the areas of high and low satisfaction
  • Let client reflect on the picture and ask:
    • What does this mean for you?
  • Pick up an area to focus on by asking:
    • Where do you want to start?
    • What is the most important for you?

It is important to realize and mention to the client that this is a complex system. Change in one area will most likely affect the other areas too. For example, if the client says he has low satisfaction at “Money” so he is going to fully focus on it and will do whatever it takes to get more of them, it may easily happen that the next time you meet he pushes his “Money” satisfaction higher, but his satisfaction with “Work and Home” will go down. So always consider all the aspects and better work on things that have synergetic effect on the others. Ideally, find something that when increased will also increase satisfaction in several other areas.

Where to use it

I described the most common use of the life balance wheel but there are others and it is just on your creativity to decide when it can help. Let me just provide some inspiration:

  • When defining new contract with a client (based on results you decide on priorities)
  • When trying to measure a progress (try to use it the same way as in the initial session every fifth or sixth session to measure how is the satisfaction increasing, it will help to further accelerate the progress)
  • When collecting thoughts about a topic and deciding which one to work on (you may need to ask not about satisfaction but about importance)
  • When deciding between 2 options (drawing a wheel for each option and imagining what the results would be when the option was implemented and then measure satisfaction for each final state)
  • To answer the question: I generally don’t feel happy but I don’t know where to start
  • To identify key aspects of a project and what to focus on (you won’t ask about satisfaction but about complexity or priorities for customers)
  • To facilitate feedback (you may put in different aspects of leadership and ask the team to evaluate each of these aspects; or you can use it to measure alignment of the team by putting in values and asking each team member to rank priorities, then overlay all the feedback and discuss with the team what does it mean for them)

Questions to ask

It is never easy to find the right words so let me give you some thoughts on what questions to ask to make the client think:

  • How satisfied are you with this part of your life?
  • Are the activities you do in this area fulfilling?
  • Think about this part of your life, how much energy are you prepared to put in? (1-10)
  • What could you do to have more satisfaction and fulfillment in this area?
  • What could stop you to make it work? How would you recognize/mitigate that?
  • Who could help you to make it work?
  • Who could remind you, help to keep you on track?

Have you ever used life balance wheel? For what purpose and how did it work? Do you have a tool that can provide similar results?

SMART goals are not good enough

Being a coach or a leader who is using coaching approach to managing people means you don’t set tasks or goals with detail guidelines, but you rather set a vision, high-level goal and you frame it in such a way that your team owns the goal, is motivated and empowered to get it done. It is not your job to do it, it is theirs.

How do you do it? By asking lots of questions and providing very few answers. If you are a coach talking to a client you want to help him understand what is he trying to achieve so the question might be “What do you want?” If you are a leader you might be the one deciding what needs to be done and then the question is “How do you want to achieve the goal?” Let me borrow here a page from solution focused coaching.

The goal needs to be positive

When you ask these questions you need to get a positive answer. If you are not getting one, then ask again or ask differently. What do I mean by positive answer? Let’s say a team member comes to you and says he is not happy with the job he is doing. You ask him “What do you want?” and he says “Well, I don’t like the bureaucracy in my job.” This is not a positive answer that can trigger action and change. He is talking about what he doesn’t want, not what he wants. When you look around you will see that we all do this very often and it leads to endless complaining and dissatisfaction but very rarely to a real change.

So instead of working with this answer and figuring out how to remove bureaucracy or saying that it is the way things are and it cannot be changed you ask again “What do you want instead?” “I want to have at least several hours a day when I can completely focus on technical work I’m doing so I finish my project on time.” Now, this is something that is framed in positive way with a goal in front of our eyes. It also has second important aspect. It is under our control.

The goal must be under your control

Let me give you another example. One of your team members comes to you with this complaint: “My colleague is very annoying and he constantly asks simple questions again and again. I want this guy to stop doing it.” Well, this is not a goal that is under his control as someone else needs to do (or stop doing) something. Moreover, it is not framed positively. “To stop doing” something is just hidden way how to describe negative thought. When you hear this the question then might be “Why does it bother you?”

You may go through couple of these questions and then get to something like “I want more quiet time for my work to reach the deadline.” Now, this is something that just sparks action. The question now is “How do you want to achieve this?” “Well, I could just tell him that I would love to help, but I need to finish also my project. Or I could agree with the team that I’m open to questions in the morning, but I need to focus on finishing my project in the afternoon. I can move to separate office.”

Now you look at how is this under your control, what are the risks associated and how could you mitigate them. For example in our case “moving to a separate office” may be very risky as the team needs to communicate quite a lot and this could lead to breakdown in communication so it probably isn’t an option. Let’s say that at the end the best way forward is just to be very open with the inquisitive person. Now you can work with your employee to help him formulate his thoughts in a way that will be acceptable by the other guy who is “annoying”. You can even role play it if the employee is afraid what the reaction will be. Just make sure the solution is ecological.

The goal should be ecological

What do I mean by that? It should be aligned with the overall strategy of the organization or the team and it should support your other major initiatives and not go against them. You should always consider impact on the rest of the organization and not just on your team. You can have the best and smartest goal, but if it doesn’t align with what others are working on, it will fail. And even if it succeeds it won’t have impact as it doesn’t support the rest of the business.

The goal must have success criteria

Next step is to identify success criteria. “How do you recognize you achieved your goal?” “How do you know you succeeded?” This is important for two reasons. First, it will make the person to think about what the goal really is. Second, it will help the person to get the feeling of accomplishment when he finishes the job. This is extremely important in long-term goals or in initiatives that are repetitious. Let us say you are building a team or growing a company. Your goal is to “grow forever”. If you say the goal is “to grow the team” then there is no clear deadline, the target is constantly moving and you never get the feeling of accomplishment. You may say that “the journey is the goal” but that may not always work.

It is much better to break this long-term goal to something short-term and measurable. “I want to staff this team of four people this quarter and if I do this that is a success.” And then when you actually do it, go and celebrate. Yes, there are still hundreds of people to be hired in coming years, but it doesn’t make this particular accomplishment any less meaningful or important.

And last but not least the SMART part

The last step is to execute. To achieve something you need to start so “What is the very first step you will take?” And be SMART (specific, measurable, achievable, relevant and timely) about this. Have it defined as a really small first step that is easy to achieve (small win) but that can be defined precisely, is measurable and has a clear set deadline.

What would be your answers to a person who comes to you with request he wants to feel more motivated? How would you set the success criteria and measure whether he succeeded and really is more motivated? Is it even the right goal?