Template Ideas

Emotional well-being assessment

emotional well being assessment

Looking to delve deep into your client's emotional well-being?

Our Emotional Well-being Assessment form is a game-changer. It's a perfect fit for life coaches, business coaches, consultants, and any business focusing on personal development.

Use this form to gain a comprehensive understanding of your client's emotional health. It's your perfect starting point to tailor your services and make a monumental impact in their life. Ready to kick-start the emotional wellness journey? Let's dive in!

Tired of chasing people to fill out your forms? Try Content Snare

Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your Emotional well-being assessment

1. Personal Information

This section is meant to gather basic personal information about the individual. This is necessary for record purposes and will help you personalize your interaction with them.

  • What is your name?
  • What is your age?
  • What is your gender? (Male, Female, Prefer not to say)
  • What is your email address? [email

2. Emotional State

Your role as a Life Coach, Business Coach, or Consultant is to understand and help improve the emotional well-being of individuals. This section aims to assess their current emotional state.

  • On a scale of 1-10, how would you rate your general happiness? (1-10)
  • How often do you feel anxious or stressed? (Never, Rarely, Sometimes, Often, Always)
  • Do you often feel overwhelmed by your emotions? (Yes, No, Sometimes)

The question about feeling overwhelmed by emotions can give insights into the individual’s emotional regulation skills. This is important in determining what strategies you can employ to help them manage these emotions better.

3. Life and Work Balance

This section seeks to understand the individual's ability to balance work and personal life, as it greatly contributes to emotional well-being.

  • How would you describe your work-life balance? (Poor, Fair, Good, Excellent)
  • How many hours do you work in a week?
  • How much time do you spend on personal activities in a week?

The question about work hours and personal activities is critical in understanding if the individual has enough time for relaxation or if they are overworking, both of which can significantly affect their emotional well-being.

4. Personal Relationships

Personal relationships can greatly affect an individual's emotional well-being. This section aims to understand the state of the individual's relationships.

  • How would you describe your personal relationships? (Poor, Fair, Good, Excellent)
  • Are you currently in a romantic relationship? (Yes, No)
  • Do you feel supported by the people around you? (Yes, No, Sometimes)

The support question can give insights into the individual’s support system, which is an important factor in emotional resilience and recovery.

5. Coping Mechanisms

Understanding how individuals cope with stressors can help in devising a strategy to improve their emotional well-being.

  • What are your main coping strategies when you feel stressed or overwhelmed?
  • Do you use any substances such as alcohol, cigarettes, or drugs to cope with stress? (Yes, No)

The question on substance use is crucial because it can indicate a harmful coping mechanism that might need to be addressed in the coaching or consultation process.

Other question ideas

When you are creating your Emotional well-being assessment, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • How much time do you spend on social media each day?

    • This question can provide insight into whether excessive time on social media is impacting the respondent's emotional well-being as various studies have linked high social media use to increased levels of anxiety and depression.
  • How would you describe your sleep quality? (Poor, Fair, Good, Excellent)

    • Sleep quality is crucial to emotional well-being. Poor sleep quality could be a sign of stress, anxiety or other emotional issues.
  • Do you practice mindfulness or meditation? (Yes, No, Sometimes)

    • The practice of mindfulness and meditation are known for their mental health benefits. If the respondent does not practice these, it could be a potential area of improvement.
  • How do you usually start your day?

    • Understanding the respondent's morning routine can offer insights into their lifestyle. A rushed or stressed start to the day could impact their overall emotional well-being.
  • How often do you exercise? (Never, Rarely, Sometimes, Often, Always)

    • Regular physical activity can have significant benefits on emotional well-being, helping to reduce stress, anxiety and improve mood.
  • Who do you talk to when you're feeling down or stressed?

    • This question helps to understand the respondent's support system better. If they do not have anyone to talk to when feeling low, it could significantly affect their emotional well-being.
  • How often do you take time for self-care? (Never, Rarely, Sometimes, Often, Always)

    • Regularly taking time out for self-care activities can indicate a healthy balance towards emotional well-being. If the respondent rarely or never takes time for self-care, this could be a potential area of focus.
  • How many close friends do you have?

    • This question can provide insight into the respondent's social connections. A lack of close friendships can be indicative of social isolation, which can negatively impact emotional well-being.
  • Do you feel like you're living up to your potential? (Yes, No, Sometimes)

    • This question can give insights into the respondent's self-esteem and confidence, both of which are crucial aspects of emotional well-being.
  • What is one thing you would like to change about yourself?

    • This open-ended question can provide valuable insights into what the respondent perceives as their shortcomings or areas they want to improve, which can be causing emotional distress or dissatisfaction.

Things to consider

  1. Accessibility - Ensure that your form is accessible to everyone, including individuals with visual, hearing, cognitive, or motor impairments. This can be achieved by using clear fonts, color contrasts, and enabling screen-reader compatibility.
  2. Privacy and Confidentiality - Maintain the privacy of the users' responses. Clearly state your privacy policy and reassure users that their information will not be shared without consent. Confidentiality is of utmost importance, especially when dealing with sensitive topics like emotional well-being.
  3. User Friendliness - Create a form that is easy to navigate. This includes concise instructions, clear and simple language, and easy-to-use form fields. Avoid using jargon and complicated terms.
  4. Assuring Anonymity - If the responses will be used for research or shared with a larger audience, assure respondents of their anonymity. This encourages honest responses.
  5. Mandatory vs. Optional Fields - Clearly indicate which fields are mandatory. However, be mindful of making sensitive fields mandatory as this could discourage some users from completing the form.
  6. Progress Indicators - If the form is lengthy, consider using progress indicators to show users how much of the form they have completed. This can motivate users to complete the form.
  7. Validation - Use form validation to ensure that the correct data type is entered in each field. This helps to maintain data consistency and accuracy, and provides immediate feedback to the user if they've made a mistake.

How to create your Emotional well-being assessment

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.