Setup Your Custom Wheel of Life Online

A custom Wheel of Life is an excellent coaching tool.

Try it here (opens in a new window). The landing page, colors, and questions can be customized as needed.

There are no paper printouts or emailing of PDF templates anymore.

Your customized wheel helps your clients determine where they stand on multiple dimensions of their life or business. 

As clients become aware, they start thinking of working with you to make the required changes.

The wheel comes with goal setting and before-after analysis features to help your clients make progress. You also have the flexibility to customize the dimensions and questions if you like.   

Note: With Evalinator, you have the unique advantage of also using our standard DISC, Big 5 personality assessment, and Strength Finder templates. These assessments are proven by research and help you address your clients needs in a holistic manner. 

Benefits of a Custom Wheel of Life

A customized wheel of life is tailored to your practice – you can bring your unique philosophy to the results and send people to your course or coaching package as appropriate. 

The wheel can be embedded on your own website for a complete white labeled experience. 

  1. Generate more leads by providing immediate value to prospective clients
  2. Personalize your discovery sessions by having clients complete the wheel before your first meeting
  3.  Track progress of existing clients using the built-in before-after analysis
  4. Use goal setting to ensure accountability of actions
  5. Raise awareness of your coaching packages and services by sharing insights from your custom Wheel of Life

In this post we will show how to a customize our template and use it as an effective coaching tool. 

As a result, you can then create your own custom Wheel of Life in as little as 10 minutes!

Who Can Use An Online Custom Wheel of Life? 

A Wheel of Life is very flexible because it can be tailored to any kind of application.

The online Wheel of Life can be used by a variety of coaches and consultants. Some of the many different applications of Wheel are:

  • Life coaches can address dimensions such as career, family, friendships, financial security etc.
  • Business coaches could look at leadership, sales, marketing, people, customer service etc.
  • Career coaches might examine culture fit, skills, growth, executive presence, storytelling, etc.
  • Health coaches can look at categories such as diet, exercise, stress, etc.
  • Spirituality coaches can have topics such as discipleship, sacrifice, service, etc.

Try these example Wheels (open in a new window):

  1. Wheel of Life
  2. Wheel of Business
  3. Wheel of Health
  4. Wheel of Spirituality

Each of these comes as a template. So you can simply change your branding and start using it with clients in less than 10 minutes! 

The Different Spokes/Categories of a Wheel

Typically, a wheel has multiple spokes– generally 8-10 questions (see next section for categories of questions).

You can customize these questions as you see fit for your practice.

The questions can cover both personal and professional aspects of one’s life or business.

There are templates available for:

  • Traditional Wheel of Life
    • Simple and easy to use with standard facets such as family, friends, career, hobbies, faith etc.
  • Business Wheel
    • Covers the basics of business such as marketing, revenue, customer satisfaction, operations etc.
  • Wheel of Health
    • Covers different dimensions of health such as diet, exercise, hygiene, etc.
  • Wheel of Spirituality
    • Covers different dimensions of spirituality such as connection with oneself, meditation, discipleship etc.
  • And others

The assessment takes only a few minutes and helps measure the “current satisfaction” or performance.

Wheel of Life

At the end of the exercise your clients can clearly see the areas of prioritization, and can decide how to make a change supported by a coach.

This makes for a very powerful and visual way of looking at the entire subject area at a glance.

For example, this is what the results of a Wheel of Life look like.

Once this assessment is taken, coaches then have a lot of flexibility in working with their clients. They can use this to set the right goals, measure progress etc.

 

Creating a Wheel with Dimensions or Multiple Questions in Each Category

Sometimes you may have to use more detail upfront to make your wheel more actionable.

To achieve that you can add multiple questions inside each dimension.

For example:

  1. Under the “Health” category of the wheel of health, you can create questions such as eating habits, exercise regimen, sleep patterns etc.
  2. For “Family” category (or dimension) of the Wheel of Life, you can as questions about reserving personal time, shared interests, expression of love, dining together etc.   

A wheel with dimensions will automatically roll up the scores for each question up to the dimension.

You have the option to display only the dimension scores or display the scores for all the questions as well.

In addition, you can set goals at the dimension level, or keep them at a question level.

Using Goal Setting and Progress Tracking

Evalinator offers some unique and multiple ways for you to work with clients. You can set goals for with your clients that reflect the actions they need to take over the next few days or weeks.

These goals can then be updated with comments so that you can have a fruitful discussion on the progress. It keeps your clients accountable.

Goals and their progress also help your clients see the progress that is being made. This is a very powerful reinforcement of the value they are getting by working with you.

 

goal setting

 

Looking at Before and After Pictures Using a Wheel of Life

Evalinator help you keep track of your clients’ progress.

But every so often you may want to show the clients how far they’ve come.

This is easy to do:

  1. Just set the duration to what is right for you – 2 weeks, 30 days, 60 days etc.
  2. Have the clients take the Wheel of Life again
  3. Their new results will be available to view in a nice graphical form
  4. Your can then compare and contrast with previous iterations.    

This is a great way to showcase the value that the clients have realized. So they are more likely to continue their coaching and stay engaged with you.

Create Your Own Custom Wheel of Life

Evalinator provides a great way to create and customize your own wheel of life online and host it on your website. You can start with a Wheel of Life template and adjust it to your liking.

There is a 14 day free trial so you can try for yourself.  

There are several templates available:

  • Traditional Wheel of Life
  • Business Wheel
  • Wheel of Health
  • Wheel of Spirituality

Or you can start from scratch to give yourself complete flexibility. Here’s how you may want to customize your Wheel of Life to personalize your approach for optimal customer experience. 

Tip: When you first start creating, it’s best to just breeze through the various steps without deliberating too much. Once you see your Wheel of Life live, then you can go back and adjust things (edit questions, add images, refine descriptions etc.) to make it ready for primetime.

Step 1: Getting Started

After signing in, hit the “create assessment” button. The first thing you’ll enter is the title. Be sure to select the “Wheel of Life” option. You can always edit all this later. Put in a nice catchy title that your audience will identify with.

Evalinator Basics page

 

Once you get through this step, you’ll begin to see a whole range of menu options on the top. We’ll walk through them next!

  evalinator tabs bar

Step 2: Setting Up Questions

A typical wheel of life, shows each question and its score on the polar chart. You can set up each question in the “Questions” section. All you have to do is to enter a short phrase and then the actual question itself. For example: “Career” and “How happy are you with your career growth trajectory?”. These questions will then show up as a “Wheel of Life”.

It’s recommended you keep between 8-12 questions so as not to overcrowd the wheel.

wheel of life question setup

For many coaches, it’s enough to set up these questions because it gets them to a point where they can begin the process of introspection and discovery with their clients.

A typical Wheel of Life is made up of “rating scale” type questions. For example, respondents choose their score on each question from 1 to 10.

 

wheel of life - interactive content

 

Step 3: Rolling Up Scores by Dimensions (optional)

However, there are cases where you have many more questions to ask because you want to present a more comprehensive picture. So you will  want to have multiple questions that roll up into a single dimension. For example, you may have 3 questions under career, and 4 questions under family.  For business coaches or consultants, these could be 3 questions on marketing, and 3 on technology along with several other dimensions.

This is where dimensions help.

Doing this is easy. First, in the “options” section, select the option to show dimensions when the users see their results. Showing by dimensions means that questions will not be mapped to dimensions instead of their scores being shown on their own.

wheel of life option settings - dimensions

Now, in the “dimensions” section, set up your dimensions.  These dimensions will show up on the polar chart, instead of each question.

wheel of life dimensions

Finally, when you set up your questions, select the dimension for each question. You can map more than one dimension to each question. 

map question to dimensions

If there are multiple questions for a dimension, then an average of the scores will be taken. 

Step 4: Setting Up Feedback Texts (optional)

This is a really nice feature because as a coach you can now give some personal advice to your respondents. This advice also serves to build rapport and trust with a respondent who is not yet a client.

You do that in the feedback text section of each question. For each of the scores 1-10 you can specify personalized feedback. Practically, you may just want to do it by ranges. For example, a specific feedback for those scoring between 8-10 on a question, a different feedback for those scoring between 4-7, and then finally a different feedback text for those scoring 1-3.    

feedback texts wheel of life

Additional Ways to Personalize Your Custom Wheel of Life

As you think about your Wheel, you have these additional options.

  1. Rolling up scores by dimensions, instead of per question – for example, two or more questions may roll up into career.
  2. Showing comparison benchmarks to users. This is typically used for business assessments and interactive content. For example, here’s how other CEOs rated in your industry.
  3. Asking for email address before or after the assessment has been taken
  4. Following up with respondents to help them, and to determine if they should subscribe to your paid services.

Customizing all this is fairly simple. 

Conclusion

These 4 simple steps above should help you create your custom Wheel of Life for multiple purposes – business, personal, and life coaches. Of course there are other settings too. To see the configuration “options” available to you, please look at this post. This post on The Coaching Tools Company also covers a Wheel of Life pretty comprehensively. Here’s our own guide to the wheel of life.

Custom Wheel of Life assessments are a powerful way to help your customers. They are also useful in sales lead generation and sales follow up scenarios. Every successful engagement starts with self awareness and bench-marking.

Next steps

A Wheel of Life is a fantastic tool, and there is nothing better than testing it out!

Get started with a free trial and craft your first custom Wheel of Life. Take advantage of the 14 day trial.

We are here to help you be successful.

Create Your Custom Wheel of Life Now

 

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