Work-Life Balance Assessment

What the framework is

A work-life balance assessment compares options or commitments, such as a new role, fewer hours or a side project, by their effect on the rest of your life. The template starts with five criteria: Stress Level, Personal Time, Career Benefit, Wellbeing Impact and Sustainability. The criteria can be changed, added to and weighted.

What the result looks like

When it earns its place

Use it when you are weighing a change in how you work, or deciding what to drop because you are stretched too thin.

The trap is assuming the stress is temporary.

How to run it with a group

1. List two to five options, including keeping things as they are.
2. Decide how much each criterion counts for you right now.
3. Compare the options two at a time on each criterion. If a partner is affected, send them the link too. Participants do not need an account to respond.
4. Read the ranking per criterion as well as overall. An option that wins on career benefit but ranks last on sustainability needs a time limit.

More templates like this

• Personal Decision Assessment

  Compare major life choices across practical, emotional, financial, and long-term considerations. Useful when navigating difficult or uncertain personal decisions with competing priorities. The criteria can be changed, added to and weighted.

• Career Decision Assessment

  Compare jobs, career paths, or professional opportunities in a structured and balanced way. Useful for career changes, promotions, or long-term professional planning. The criteria can be changed, added to and weighted.

• Relocation Decision Assessment

  Compare relocation options across lifestyle, opportunity, cost, and personal priorities. Useful for deciding where to live or whether to move. The criteria can be changed, added to and weighted.

• Education & Course Selection

  Compare universities, courses, qualifications, or learning pathways across value, interest, cost, and future opportunity. Useful for students, professionals, and career changers. The criteria can be changed, added to and weighted.

• Relationship Decision Assessment

  Reflect on important relationship decisions across compatibility, trust, values, communication, and long-term fit. Useful for navigating significant personal relationship choices. The criteria can be changed, added to and weighted.

• Lifestyle Change Prioritisation

  Compare lifestyle changes or habits to identify which could create the greatest positive impact. Useful for wellbeing, productivity, balance, and personal growth. The criteria can be changed, added to and weighted.