Wheel of LifeSelf Assessment

The statements on these pages are for you to answer with brutal honesty. This is only for you and your future goal setting.

(Okay= Okay with where I am on this)

Spiritual/EthicalOkay I want to

changeI have strong religious beliefs.I believe in God/Higher powerI live by my spiritual/ethical valuesI am at peace spirituallyI pray/meditate regularlyI am able to discuss my beliefs and convictions with anyoneI regularly teach spiritual/ethical values to my family and othersI regularly adhere to the spiritual/ethical laws I believe inI live by the Golden Rule “Do unto others as you would have them do unto you”I seek to improve my character and regularly schedule time to work on meI am willing to do what is right, even if it involves personal sacrificeI have a strong sense of purpose and mission in my life

Family/HomeOkay I want to

changeMy actions show that my family is important to meI regularly tell my family members that I love themI have a good relationship with all of my extended familyMy family is good about expressing love toward each otherI have a loving and caring spouseI listen well to each of my family membersI am a good role model for my familyI give quality and quantity time to my family according to their individual needsWe take family vacations together at least once a yearWe regularly plan weekend activities togetherI am comfortable that family members can bring any problem/discussion with meI don’t take out my work frustrations on my familyI work hard at building self esteem for each family memberI live in a neighborhood that is the right environmentI spend the right amount of together time with my significant otherWe regularly and openly discuss tough topics in our familyI work on constructive solutions to family problems

Health/Physical

Source: The Power of Goal Setting, Russ Umphenour

Wheel of LifeSelf Assessment

Okay I want to change

I am happy with my energy levelI am happy with my appearanceI rarely miss work because of illnessI have a regular exercise program that includes aerobic and strength trainingI take vitamins regularlyI do not smoke or drink excessivelyI am in control of my eating habitsI get the right amount of sleep for meI have only healthy stress that comes from exciting challengesI understand that the primary determinant of good physical health is my own mind I plan for regular down time for relaxation and recreationI don’t have any bad habits that I need to breakI understand the impact of proper diet and nutritionI do not put off addressing symptoms of poor healthI am happy with my health and accident insurance coverage for my family and meI have complete physical exam regularly

Mental/EmotionalOkay I want to

changeI am happy with my education so farI am involved in an ongoing educational/personal development course nowI regularly read books, magazines, journals, tapes that focus on my job responsibilitiesI also read books and magazines in other areas in order to be well roundedI use a source for complete global, nation and local news on a daily basisI allow time for and plan to be involved in cultural eventsI really enjoy learning about new and different thingsI am opportunistic about my life and futureI follow through on commitments and can always be counted onI can learn from any person, situation, event

Source: The Power of Goal Setting, Russ Umphenour

Wheel of LifeSelf Assessment

Career/JobOkay I want to

changeI enjoy my workI truly like the people I work withI am respected at workI am liked by my superiors, peers and team membersI appreciate and share the company values and beliefsI feel that my work environment is productive, inspiring and fulfillingI can see how I can meet my personal goals by doing my part to help IBM achieve its goalsI have the technical skills and knowledge to do my job wellI know what the next step is job-wise. I have discussed it with my supervisor and we are in agreement on development and timingI know what skills I need to develop to be at the next stepI clearly understand the company’s vision, mission, strategic plan and goals and how I fit with themI meet or exceed my goals at work

FinancialOkay I want to

changeI live within my meansI save at least 10% of my incomeI manage my money wellI have a budget and I live within itI pay all my taxes on a timely basisI pay all my bills on timeI pay off my credit cards every monthI have a will that is currentI have no legal issues hanging over my headI have a financial plan for retirementI have adequate insurance for myself and my familyI have enough money set aside to live on for at least 6 months

Source: The Power of Goal Setting, Russ Umphenour

Wheel of LifeSelf Assessment

LeadershipOkay I want to

changeI seek and embrace challenge as a business approachI create the belief that IBM can transform business and society through its unique capabilitiesI develop colleagues through community building and team meeting structure/processesI actively develop the skills and capabilities of colleagues by assembling and redistributing insight, development and education with “outside-of-the-box” approachesI am always honestI say what I thinkI accept responsibilityI do what I say I will doI do the right thingI motivate others to continually refocus energyI demonstrate energized attitude towards personally contributing to IBM, and demonstrates resilience and emotional stamina through difficulties and problemsI develop trust and confidence with key decision makersI establish and preserve strong relationships with key decision makers with executive, credible, consultative behavior occasionally managing short-termI do whatever it takesI give credit to others for performance

SocialOkay I want to

changeI am a people person. I truly enjoy peopleI have a best friend/soul mate with whom I share everything I have many friends I socialize withI have a few close friends who are important to meI am comfortable in almost any social situationI provide encouragement and help to everyone around meI am there for my friends when they need meMy friends are there for me when I need themI know and use the rules of social etiquette I am an excellent listenerI don’t gossip or speak ill of othersI remember people’s names, smile, look them in the eye and shake hands firmly

Source: The Power of Goal Setting, Russ Umphenour

Wheel of LifeSelf Assessment

CharitableOkay I want to

changeI actively participate in civic, business and charitable organizationsI believe I have a responsibility to give back to othersI am comfortable with my current level of financial givingI volunteer my time to help charitable organizationsI believe it is important to help others succeed

Travel/Fun/Toys: your away from work activities, travel, vacations, activities, toysOkay I want to

changeI take regular vacationsI take weekend tripsI plan things to do during my time offI have goals for “toys”I create opportunities for new experiencesI allow time for doing things for me

Thought starters for Travel/Fun/ToysArtwork Tools Car Bigger House

Motorcycle Boat Ski vacation Scuba DivingVideo Games Golf Clubs Cruise Stereo

Jacuzzi Pool table Swimming Pool Musical InstrumentPets Wine Cellar Weekend trips Weekend Trips

Jet ski Kayak Hiking Regular MassageHousekeeper Nanny Landscaping Personal TrainerSecond Home Photography See all 50 states Exotic Travel Destinations

Source: The Power of Goal Setting, Russ Umphenour

Wheel of LifeSelf Assessment

Mark your level of satisfaction in each area of your life by putting an x on the corresponding spoke. The outer circle represents where you ultimately want to be in your life. A rating of 10% indicates that your satisfaction is low. Connect the dots. How round is your wheel? How big is your wheel?

Source: The Power of Goal Setting, Russ Umphenour