Wheel of Life

Self 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/Ethical Okay I want to change I have strong religious beliefs. I believe in God/Higher power I live by my spiritual/ethical values I am at peace spiritually I pray/meditate regularly I am able to discuss my beliefs and convictions with anyone I regularly teach spiritual/ethical values to my family and others I regularly adhere to the spiritual/ethical laws I believe in I 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 me I am willing to do what is right, even if it involves personal sacrifice I have a strong sense of purpose and mission in my life Family/Home Okay I want to change My actions show that my family is important to me I regularly tell my family members that I love them I have a good relationship with all of my extended family My family is good about expressing love toward each other I have a loving and caring spouse I listen well to each of my family members I am a good role model for my family I give quality and quantity time to my family according to their individual needs We take family vacations together at least once a year We regularly plan weekend activities together I am comfortable that family members can bring any problem/discussion with me I dont take out my work frustrations on my family I work hard at building self esteem for each family member I live in a neighborhood that is the right environment I spend the right amount of together time with my significant other We regularly and openly discuss tough topics in our family I work on constructive solutions to family problems Health/Physical Okay I want to
Source: The Power of Goal Setting, Russ Umphenour

Wheel of Life
Self Assessment change I am happy with my energy level I am happy with my appearance I rarely miss work because of illness I have a regular exercise program that includes aerobic and strength training I take vitamins regularly I do not smoke or drink excessively I am in control of my eating habits I get the right amount of sleep for me I have only healthy stress that comes from exciting challenges I understand that the primary determinant of good physical health is my own mind I plan for regular down time for relaxation and recreation I dont have any bad habits that I need to break I understand the impact of proper diet and nutrition I do not put off addressing symptoms of poor health I am happy with my health and accident insurance coverage for my family and me I have complete physical exam regularly Mental/Emotional Okay I want to change I am happy with my education so far I am involved in an ongoing educational/personal development course now I regularly read books, magazines, journals, tapes that focus on my job responsibilities I also read books and magazines in other areas in order to be well rounded I use a source for complete global, nation and local news on a daily basis I allow time for and plan to be involved in cultural events I really enjoy learning about new and different things I am opportunistic about my life and future I follow through on commitments and can always be counted on I can learn from any person, situation, event

Source: The Power of Goal Setting, Russ Umphenour

Wheel of Life
Self Assessment Career/Job Okay I want to change I enjoy my work I truly like the people I work with I am respected at work I am liked by my superiors, peers and team members I appreciate and share the company values and beliefs I feel that my work environment is productive, inspiring and fulfilling I can see how I can meet my personal goals by doing my part to help IBM achieve its goals I have the technical skills and knowledge to do my job well I know what the next step is job-wise. I have discussed it with my supervisor and we are in agreement on development and timing I know what skills I need to develop to be at the next step I clearly understand the companys vision, mission, strategic plan and goals and how I fit with them I meet or exceed my goals at work Financial Okay I want to change I live within my means I save at least 10% of my income I manage my money well I have a budget and I live within it I pay all my taxes on a timely basis I pay all my bills on time I pay off my credit cards every month I have a will that is current I have no legal issues hanging over my head I have a financial plan for retirement I have adequate insurance for myself and my family I have enough money set aside to live on for at least 6 months

Source: The Power of Goal Setting, Russ Umphenour

Wheel of Life
Self Assessment Leadership Okay I want to change I seek and embrace challenge as a business approach I create the belief that IBM can transform business and society through its unique capabilities I develop colleagues through community building and team meeting structure/processes I actively develop the skills and capabilities of colleagues by assembling and redistributing insight, development and education with outside-of-the-box approaches I am always honest I say what I think I accept responsibility I do what I say I will do I do the right thing I motivate others to continually refocus energy I demonstrate energized attitude towards personally contributing to IBM, and demonstrates resilience and emotional stamina through difficulties and problems I develop trust and confidence with key decision makers I establish and preserve strong relationships with key decision makers with executive, credible, consultative behavior occasionally managing short-term I do whatever it takes I give credit to others for performance Social Okay I want to change I am a people person. I truly enjoy people I have a best friend/soul mate with whom I share everything I have many friends I socialize with I have a few close friends who are important to me I am comfortable in almost any social situation I provide encouragement and help to everyone around me I am there for my friends when they need me My friends are there for me when I need them I know and use the rules of social etiquette I am an excellent listener I dont gossip or speak ill of others I remember peoples names, smile, look them in the eye and shake hands firmly

Source: The Power of Goal Setting, Russ Umphenour

Wheel of Life
Self Assessment Charitable Okay I want to change I actively participate in civic, business and charitable organizations I believe I have a responsibility to give back to others I am comfortable with my current level of financial giving I volunteer my time to help charitable organizations I believe it is important to help others succeed Travel/Fun/Toys: your away from work activities, travel, vacations, activities, toys Okay I want to change I take regular vacations I take weekend trips I plan things to do during my time off I have goals for toys I create opportunities for new experiences I allow time for doing things for me Thought starters for Travel/Fun/Toys Artwork Tools Motorcycle Boat Video Games Golf Clubs Jacuzzi Pool table Pets Wine Cellar Jet ski Kayak Housekeeper Nanny Second Home Photography

Car Ski vacation Cruise Swimming Pool Weekend trips Hiking Landscaping See all 50 states

Bigger House Scuba Diving Stereo Musical Instrument Weekend Trips Regular Massage Personal Trainer Exotic Travel Destinations

Source: The Power of Goal Setting, Russ Umphenour

Wheel of Life
Self 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?

Travel/Fun/Toys

Spiritual/Ethical

Charitable

Family/Home

Social

Physical/Health

Leadership

Mental/Emotional

Financial

Career/Job

Source: The Power of Goal Setting, Russ Umphenour