Kathy Paauw    Professional Organizer    Certified Business & Personal Coach
  Email: kathy@orgcoach.net    Web: www.orgcoach.net      Phone:  425-881-6627

Work/Life Balance Assessment

First Name*:

Last Name*:

E-Mail Address*:
Title/Position*:
City:
State:
 


Please click on the circle above the statement that most closely fits your response to each statement. Go with your gut response and do not over-analyze. Once you click on the Submit button at the end, your responses will be tallied and your score will be emailed to you.

  1. If you compared a list of things you wanted to do each week (at work, with family and friends, for self-care) with a list of what you really did each week, the two lists would match.

    Always

    Usually

    Sometimes

    Not Usually

    Never


  2. You have a full schedule and a full in-box. You know that if you delegate some of your work to a coworker -- who will do the job adequately -- you can leave work on time today. You delegate the tasks, even though you know you could do an even better yourself.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  3. A coworker comes to you with a question that is not in your area of expertise, and you are trying to get out the door to a family commitment. You are tempted to help because she has helped you so many times. Rather than waste time helping her find the right answer, you say, “Ask Tom. He knows the answer to your question.”:
    Always

    Usually

    Sometimes

    Not Usually

    Never


  4. You have clear boundaries between work and home. You turn your cell phone and pager off after work hours when you are not “on call.”
    Always

    Usually

    Sometimes

    Not Usually

    Never


  5. When someone calls you after work hours about a work-related question that is not emergent, you ask them to call you back during work hours.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  6. You ask for help when you need it -- at work and at home.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  7. You enjoy your home environment and find it a relaxing and nurturing place to spend time.
    Always Usually Sometimes Not Usually Never

  8. You’ve been involved in an industry professional association for years, and now the Board Chair has asked if you will serve on their board for the next three years. You believe in the organization’s mission, but you really don’t have the time this year, so you say no.
    Always Usually Sometimes Not Usually Never

  9. When running errands (dry cleaner, grocery store, etc.), you plan your outings to maximize use of your time.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  10. You schedule time regularly for vital household activities (paying bills, laundry, grocery shopping & meal preparation, home & yard management, etc.).
    Always

    Usually

    Sometimes

    Not Usually

    Never


  11. You schedule time needed each week to tend to vital personal activities (medical & dental appointments, haircuts, exercising, time with friends, hobbies, etc.).
    Always

    Usually

    Sometimes

    Not Usually

    Never


  12. When you spend time with a family member or close friend, you are truly present for them…not thinking about some unresolved work crisis.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  13. You donate or throw away anything that does not enhance your life on a regular basis.
    Always Usually Sometimes Not Usually Never

  14. You only subscribe to publications that you have time to read (newspaper, magazines, etc.).
    Always

    Usually

    Sometimes

    Not Usually

    Never


  15. You have enough quality time with family and friends.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  16. You take all of your paid vacation time for vacation each year. You do not take work with you while on vacation.
    Always Usually Sometimes Not Usually Never

  17. When you are sick, you stay home and take care of yourself and do not do work.
    Always Usually Sometimes Not Usually Never

  18. You have an effective way of handling and reducing stress.
    Always Usually Sometimes Not Usually Never

  19. You get enough sleep most of the time and feel rested the next day.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  20. You take a break away from your work to have lunch daily.
    Always Usually Sometimes Not Usually Never

  21. You regularly carve out “protected time” for people and projects that are important to you.
    Always

    Usually

    Sometimes

    Not Usually

    Never


  22. Overall, you live a balanced life (physical, mental, spiritual, social needs are met).
    Always

    Usually

    Sometimes

    Not Usually

    Never

Are you interested in a free phone consultation if you qualify?

Yes

No thanks

What keeps you awake at night? What would make you feel better about this?

What is one thing that you could do that would enable you to improve your work-life balance? What would that enable you to do that you are not doing now?

What is one area of your life -- that if you focused on over the next three months -- would make a huge positive difference in the quality of your life? Describe some measurable outcomes you desire. Then imagine that you have already accomplished these outcomes and describe what this would do for you. Using the format below, identify your focus area.

EXAMPLE

Focus Area: Spend an hour of quality time with my spouse every week night.

Measurable Outcomes
I am aware of what is going on in his life when he is away from me.
I have time to get in touch with what he is thinking and how he is feeling.
We have time to dream and plan our future together.

Motivation - what this will do for me: We will grow closer together vs. farther apart.
We will have a stronger connection once we are “empty nesters.”

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