The Your Life survey is a self assessment tool for clients. It allows clients to tell you how important each of the 8 Dimensions of Wellbeing are to them, and how they believe they are currently tracking towards living a life aligned to that dimension.
What is the Life Score?
The Your Life Score is a snapshot in time as to how the client is tracking to live their best life based on what they deem as their most important personal dimensions of wellbeing.
The survey asks the client up to two questions across the 8 Dimensions of Wellbeing.
- Financial
- Intellectual
- Occupational
- Physical
- Social
- Environmental
- Emotional
- Spiritual
Firstly, the client is asked how important a values related statement is to them to live their best life.
The client then ranks the importance on a scale of 1 (not important at all) to 10 (critical).
If they rank the statement above neutral (5) they are then asked the second question. This question asks the client to rate how close they are to living their best life in regards to the statement (progress), with 1 being not at all and 10 already living their best life.
Once the client sets the progress they will be presented with a second survey question for the dimension of wellbeing.
Once the client has completed all 8 dimensions of wellbeing and the accompanying questions, the client will be presented with:
- A summary of the survey
- Their Your Life score
- The top 2 areas of success
- Top 2 areas to improve
- A graph that identifies Your progress vs Your Importance
The overall Life Score is calculated using these inputs based on the below calculation:
Life Score = Wellbeing Dimension Current Progress towards Best Life Score Total ( send end for further details)
The Graphs
The importance of each dimension and the client's progress determines the graph below. Each quadrant represents the client's progress and importance. Anything that has a big circle represents the Top 2 areas of Success or the Top 2 areas to Improve based on the findings.
You can easily identify the dimensions of wellbeing that are important to the client and how they are progressing using the below graph .
How the Your Life Score is Calculated
These scores are representative of the below inputs in a Your Life Survey, the below table captures the inputs and scoring in our example survey result above.
Dimension | Statement | Importance score | Progress score | Progress Average % (based on Current Progress towards Best Life score, where N/A is not counted) |
Emotional | How important is it to be able to spend money without guilt? | 8 | 8 | 80% (8/1=80%) |
How important is spending time with loved ones? | 5 | N/A | ||
Spiritual | How important is volunteering your time to causes you care about? | 7 | 4 | 40% ((4+4)/2 = 40%) |
How important is it to you to be able to support others in living their life with purpose? | 7 | 4 | ||
Educational | How important is pursuing education, a career change or a passion project? | 4 | N/A | 70% (7/1 = 70%) |
How important is supporting your family’s educational needs? | 7 | 7 | ||
Physical | How important is investing in your physical wellbeing and improving your health and fitness? | 8 | 4 | 55% ((4+7)/2 = 55%) |
How important is supporting yourself or your loved ones should anything happen to you? |
9 | 7 | ||
Environmental | How important is living in the best place and home? | 5 | N/A | N/A |
How important is investing your time or money into protecting the environment locally, nationally or globally? | 5 | N/A | ||
Financial | How important is having financial peace of mind that will support you in achieving your goals? | 7 | 7 | 70% (7/1 = 70%) |
How close are you to achieving peace of mind with your finances? |
5 | N/A | ||
Occupational |
How important is working with purpose, whether at home or in your career? |
8 | 4 | 70% ((4+9)/2 = 70%) |
How important is achieving financial independence to do the things you want to be able to do? |
8 | 9 | ||
Social |
How important is reducing the time you spend at work to allow you to spend more time with those you care about? |
8 | 7 | 55% ((7+4)/2 = 55%) |
How important is enjoying social activities with your family and friends? |
7 | 4 |
Your Life Score
The overall Life Score is calculated using these inputs based on the below calculation:
Life Score = Wellbeing Dimension Current Progress towards Best Life Score Total
For our example the Life Score is calculated as:
8 + 4 + 7 + 5.5 + 7 + 6.5 + 5.5 / [number of dimensions with at least one valid critical score]
= 43.5 / 7
= 62.142% which is then rounded up to 63%
Dimension | Statement | Current Progress towards Best Life Score | Wellbeing Dimension Current Progress towards Best Life Score |
Emotional | How important is it to be able to spend money without guilt? | 8 | 8 |
How important is spending time with loved ones? | N/A | ||
Spiritual | How important is volunteering your time to causes you care about? | 4 | 4 |
How important is it to you to be able to support others in living their life with purpose? | 4 | ||
Educational | How important is pursuing education, a career change or a passion project? | N/A | 7 |
How important is supporting your family’s educational needs? | 7 | ||
Physical | How important is investing in your physical wellbeing and improving your health and fitness? | 4 | 5.5 |
How important is supporting yourself or your loved ones should anything happen to you? |
7 | ||
Environmental | How important is living in the best place and home? | N/A | N/A |
How important is investing your time or money into protecting the environment locally, nationally or globally? | N/A | ||
Financial | How important is having financial peace of mind that will support you in achieving your goals? | 7 | 7 |
How close are you to achieving peace of mind with your finances? |
N/A | ||
Occupational |
How important is working with purpose, whether at home or in your career? |
4 | 6.5 |
How important is achieving financial independence to do the things you want to be able to do? |
9 | ||
Social |
How important is reducing the time you spend at work to allow you to spend more time with those you care about? |
7 | 5.5 |
How important is enjoying social activities with your family and friends? |
4 | ||
Total | 43.3 |
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