Life Balance Goal Setting Worksheet for New and Aspiring Leaders

Free Life Balance Goal Setting Worksheet (Instant Download & Printable)

Why Life Balance Matters for Leaders and Solopreneurs

Whether you lead a team, a family, or a one‑person business, your results begin with you. If your health, relationships, or finances are out of balance, it eventually shows up in your performance, decision making, and overall attitude.

A life balance goal setting worksheet helps you:

• Identify the life areas that are getting too little attention
• Recognize what’s already working well (and deserves to be protected)
• Choose specific goals that support your whole life, not just your business or career
• Lead yourself first, so you can lead others more effectively

This life balance assessment worksheet is a powerful self leadership tool. Use it honestly and you’ll gain insights many people never take the time to discover.

Life Balance Goal Setting Worksheet & Exercise

Before you lock in any specific goals, it’s wise to ask a bigger question:

“Is my life in balance right now?”

As you’ve learned in earlier chapters, your goals are only as strong as the foundation beneath them. The Life Balance – Success Wheel is your life balance worksheet. It gives you a visual snapshot of how you’re doing in the most important areas of your life.

This isn’t about perfection. It’s about awareness.

The more clearly you see your current reality, the better you can choose which goals will truly move the needle for your life and leadership.

Life Balance Goal Setting Worksheet (On-Page Version)

Now that you understand the importance of life balance, use this on-page life balance goal setting worksheet to complete your own Success Wheel. This simple, structured exercise will help you see where your life is off balance, choose your top priorities, and turn them into clear, actionable goals.

Step 1 – Rate Your Current Life Balance

Start by rating your current level of satisfaction in each life area below.

Use a scale from 1 to 10, where 1 means “very dissatisfied”, 5 means "neutral - you're getting by but not thriving, and 10 means “couldn’t be better.” Be honest. This life balance worksheet is for you, not anyone else.

Write your scores beside each category, then transfer them to the Life Balance – Success Wheel by placing a mark on the appropriate number along each spoke.

Health & Energy: ___ /10

How do you feel physically and mentally day-to-day? Are you energized, or often tired and stressed?

Career / Business: ___ /10

How satisfied are you with your work, business results, and sense of progress?

Relationships (Family & Friends): ___ /10

Are your relationships supportive, loving, and fulfilling, or do they feel strained and neglected?

Personal Growth: ___ /10

Are you learning, growing, and stretching yourself, or do you feel stuck?

Fun & Recreation: ___ /10

Do you regularly make time for fun, hobbies, and relaxation?

Contribution / Spiritual: ___ /10

How connected do you feel to something bigger than yourself, or to making a meaningful difference?

Once you’ve rated each area, look for the lowest scores. These low‑scoring areas show where your life is least balanced and where a new life balance goal can have the greatest positive impact.

Step 2 – Choose Your Life Balance Goals

Next, choose 2–3 life areas you want to improve first. For each area, write one clear life balance goal. Remember, great goals are specific, measurable, and time‑bound.

For Goal #1

Priority Area #1: _______________________

Current Satisfaction Score: ___ /10

Goal Statement (What do you want this area to look like in 90 days?):

Why This Matters (How will life improve when you achieve this?):

For Goal #2

Priority Area #2: ___________________________

Current Satisfaction Score: ___ /10

Goal Statement:

Why This Matters:

For Goal #2

Priority Area #3: ___________________________

Current Satisfaction Score: ___ /10

Goal Statement:

Why This Matters:

Note: Your Goal and Why This Matters statements will feed directly into your Master Action Plan (M.A.P.) in a later chapter of the Goal Setting for Success course.

Step 3 – Plan Your Next 7 Days of Action

If you’re using the downloadable Life Balance – Success Wheel worksheet, you’ll see a circle divided into spokes, each labeled with a life category.

Now, connect your marks around the wheel.

• Does your wheel look smooth and round?
• Or lumpy and uneven?

Ask yourself:

• Which areas did I score the lowest?
• Which scores surprised me the most?
• If I improved just one or two areas, which would have the biggest positive impact on my life and leadership?

A life balance goal setting worksheet is only powerful if it leads to consistent action. For each goal above, list 1–3 specific actions you will take in the next 7 days. Keep them small and realistic so you build momentum and confidence.

For Goal #1

Priority Area: ___________________

Action 1:  "I will... _______________________"

• What will you do this week?:
• When will you do it?

Action 2: "I will... _______________________"

• When will you do it?

For Goal #2

Priority Area: ___________________

Action 1:  "I will... _______________________"

• What will you do this week?:
• When will you do it?

Action 2: "I will... _______________________"

• When will you do it?

For Goal #3

Priority Area: ___________________

Action 1:  "I will... _______________________"

• What will you do this week?:
• When will you do it?

Action 2: "I will... _______________________"

• When will you do it?

Schedule a weekly review to revisit this life balance worksheet, update your satisfaction scores, and adjust your goals and actions.

Over time, this simple routine helps you create a more balanced, satisfying life while steadily moving toward your biggest personal and professional goals.

Example: Turning Your Life Balance Scores into a Goal

Sometimes it helps to see an example of how the Life Balance – Success Wheel works in real life.

Imagine Alex, a new team leader:

• Career: 8
• Finances: 6
• Health: 4
• Family / Relationships: 5
• Personal Growth: 7
• Fun / Recreation: 3

When Alex connects the dots, the wheel looks very uneven. Work and personal growth are strong, but health and fun are clearly neglected.

Instead of simply setting another career goal, Alex uses this life balance goal setting worksheet to focus on health:

• Category to improve: Health
• Why it matters: “If my health fails, everything else suffers.”
• 90‑day outcome: “Walk at least 20 minutes a day, 5 days a week, and reduce sugary snacks to once a day.”

That single life balance goal, created from the worksheet, will eventually become part of Alex’s Master Action Plan.

You’ll do the same as you continue through this personal goal setting course.

"Difficult times have helped me to understand better than before, how infinitely rich and beautiful life is in every way, and that so many things that one goes worrying about are of no importance whatsoever."

- Isak Dinesen

Success Lesson #14: Have An Effective System

Your life balance goal setting worksheet is more than a one‑time exercise. It’s the foundation of an effective system for leading yourself.

Most people never create such a system. Research shows that:

• Many people never set clear goals at all.
• Of those who do, only a small percentage write them down.
• Fewer still review their goals consistently and track progress.

You are different. By taking time to complete this life balance worksheet, you are already doing something most people never do: facing your current reality and choosing to grow.

But awareness alone is not enough. You need a simple, consistent system that will help you:

• Translate your life balance insights into specific goals
• Turn those goals into daily and weekly actions
• Adjust your plans as life changes
• Stay focused until you succeed

That system is what the Goal Setting for Success course is all about.

Turn Your Life Balance Results into a Daily System

The Life Balance – Success Wheel shows you where you are. Your Master Action Plan (M.A.P.) shows you how you’ll move forward.

Here’s how to turn your life balance assessment into an ongoing self-leadership system.

Review Your Life Balance Regularly

• Revisit your Life Balance – Success Wheel every 3 to 6 months.
• Re-score each category from 1 to 10.
• Notice which scores are improving and which are slipping.

This regular review keeps your life balance goal setting worksheet alive. It becomes a living document that tracks your progress over time.

Capture Goals in Your Master Action Plan (M.A.P.)

For each low-scoring area, create 1 or 2 specific goals and add them to your Master Action Plan:

• Use clear, measurable language.
• Set realistic time frames (30, 60, or 90 days).
• Break each goal into small, actionable steps.

Your M.A.P. ensures that the insights from your life balance goal setting exercise don’t fade away. Instead, they become concrete commitments and daily habits.

Lead Yourself First

A well-used life balance worksheet is a powerful self leadership tool. By regularly assessing your life, setting clear goals, and following a simple system, you:

• Model personal responsibility
• Build confidence and resilience
• Create a more sustainable pace for long-term success

Before you can effectively lead others, you must lead yourself. This is where that journey begins.

Frequently Asked Questions About the Life Balance Goal Setting Worksheet

What is a life balance goal setting worksheet?

A life balance goal setting worksheet is a simple self-assessment tool that helps you rate your satisfaction in key life categories, see where your life is out of balance, and decide which areas to focus on first when setting new goals.

The Life Balance – Success Wheel used in this course is a visual life balance worksheet that makes it easy to see your whole life at a glance.

How do I use the Life Balance – Success Wheel?

To use the Life Balance – Success Wheel:

1. Choose 6 important categories in your life.
2. Rate your satisfaction in each area from 1 to 10.
3. Mark those numbers on the wheel and connect the dots.
4. Notice which areas score lowest or pull the wheel out of shape.
5. Choose one or two low-scoring areas and set a clear goal for the next 60–90 days.

This simple life balance goal setting exercise gives you immediate clarity on where to focus your energy.

Is the Life Balance Goal Setting Worksheet free?

Yes. The Life Balance Goal Setting Worksheet is free as part of the Goal Setting for Success course.

When you subscribe to our free newsletter, you’ll receive access to the Life Balance – Success Wheel, your Master Action Plan (M.A.P.) templates, and many other leadership tools and resources at no cost.

How often should I redo my life balance assessment?

Most people benefit from revisiting their life balance assessment worksheet every 3 to 6 months. This gives you enough time to work on your goals, then check your progress and adjust your focus as needed.

You can review more often during times of major change, or when you feel out of balance and need to reset your priorities.

Can I use this worksheet with my team or family?

Absolutely. While this life balance goal setting worksheet is designed for personal use, many leaders and solopreneurs find it valuable to share the Life Balance – Success Wheel with their spouse, family members, or key team members.

Each person can complete their own life balance worksheet, then discuss what they’ve learned and how to support each other’s goals. By doing so, you extend the benefits of this simple tool beyond your own life and into the lives of those you lead and care about.