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Life balance assessment form

life balance assessment form

Whether you're a life coach, a business coach, or a consultant—this Life Balance Assessment Form is for you!

It's perfect if you're working with clients to help them find balance between personal and professional lives. The form can also help businesses looking to support their team's work-life balance.

You'll get a comprehensive snapshot of a person's health, social life, and personal development. Let's dive in!

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Questions to include on your Life balance assessment form

1. Personal Information

This section collects basic details about the respondent. You can use this information to personalize your analysis and recommendations.

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

2. Professional Information

This section aims to understand the respondent's professional life. This can help you measure the balance between work and personal life.

  • What is your profession?
  • How many hours do you work per week?
  • Do you often overwork, beyond your standard working hours? (Yes, No)

3. Health and Well-being

This section helps to gauge the respondent's physical and mental well-being as a vital aspect of life balance.

  • How would you rate your physical health on a scale of 1-10?
  • How would you rate your mental health on a scale of 1-10?
  • Do you exercise regularly? (Yes, No)
  • How many hours of sleep do you get on average per night?

4. Relationships and Social Life

This part helps to understand the social aspect of the respondent's life. This can provide insight into the respondent's work-life balance.

  • How would you rate your satisfaction with your relationships (family, friends, significant other) on a scale of 1-10?
  • How often do you spend time on social activities or hobbies per week?
  • Do you feel you have enough time for personal life and interests? (Yes, No)

5. Personal Development

This last section seeks to understand how much time and energy the respondent is dedicating to personal growth and development.

  • How much time do you dedicate to personal development per week? (e.g., learning a new skill, reading, meditation)
  • Do you feel you have enough personal space and freedom? (Yes, No)
  • Do you feel fulfilled and satisfied with your current lifestyle? (Yes, No)

The questions in the Personal Development section are important because personal growth is a key component of a balanced life. These questions will help you understand whether the respondent is investing enough time in themselves for personal growth and satisfaction.

Other question ideas

When you are creating your Life balance assessment form, 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.
  • If you could change one thing about your current lifestyle, what would it be?

    • This question can provide insights into a respondent's unfulfilled desires or areas of dissatisfaction, which are important for prioritizing changes for improved life balance.
  • On a scale of 1-10, how stressed do you feel on a daily basis?

    • This could reveal how much pressure or stress the respondent is under, which can negatively impact their overall life balance.
  • Do you feel your work is meaningful and aligns with your personal values? (Yes, No)

    • This question may offer insights into a sense of purpose or fulfillment in the respondent's work life, which is an essential component of life balance.
  • How often do you have time for relaxation or downtime on a weekly basis?

    • This question can show if the respondent adequately prioritizes rest and rejuvenation, which are important for maintaining a balanced and healthy lifestyle.
  • On a scale of 1-10, how satisfied are you with your current work-life balance?

    • This question will provide a direct insight into the respondent's perception of their work-life balance.
  • How often do you take time to reflect on your life and your goals?

    • This question can provide insights into the respondent's self-awareness and intentionality in their life choices, which are important for maintaining life balance.
  • Do you feel you manage your time effectively? (Yes, No)

    • This question could reveal insights into the respondent's time management skills, a critical aspect of maintaining balance in various areas of life.
  • Is there anything else you would like to share about your current life balance?

    • This open-ended question allows respondents to share additional thoughts, feelings, or experiences not covered in the previous questions, providing a more comprehensive understanding of their life balance.

Things to consider

  1. Simplicity - Keep the form straightforward and easy to understand. Use simple language and avoid jargon. The less complex the form, the more likely people will complete it.
  2. Privacy - Be aware of privacy issues when collecting personal information. Make sure to include a privacy notice indicating how the data will be used and stored.
  3. Accessibility - Ensure the form is accessible to all users. This includes providing alternatives for visually impaired users, such as descriptive tags for form fields.
  4. Mobile-Friendly - Nowadays, many people access online content from mobile devices. Make sure your form is responsive and can adjust to different screen sizes.
  5. Logical Flow - Arrange your questions in a logical sequence. Start with basic questions, then gradually move to more specific or detailed ones. This makes the form easier to fill out.
  6. Optional Questions - Some questions might be sensitive or personal for some people. Make sure to mark these questions as optional. This offers the respondent flexibility and can help increase response rates.
  7. Progress Indicator - If your form is long, include a progress indicator. This helps respondents know how much of the form is left, reducing the chance they'll abandon the process before completion.

How to create your Life balance assessment form

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.

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