Free Work Life Balance Assesment - Velanegra Executive Coaching

Time Management Assessment Worksheet

Client Name: {"type":"text","name":"__generic","width":50,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","placeholder":""}

Instructions:

Answer the following questions honestly. Rate each statement on a scale from 1 to 5, where:

• 1 = Strongly Disagree
• 2 = Disagree
• 3 = Neutral
• 4 = Agree
• 5 = Strongly Agree

Part 1: Time Awareness & Planning

1. I plan my daily schedule in advance, allocating specific time blocks for proactive (offense) and reactive (defense) tasks. 1 2 3 4 5{"type":"radio","name":"one1","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
2. I prioritize high-impact activities that contribute to long-term success (offense) over urgent but low-value tasks (defense). 1 2 3 4 5{"type":"radio","name":"one2","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
3. I set daily goals and review them at the end of each day. 1 2 3 4 5{"type":"radio","name":"one3","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
4. I track my time usage and adjust my schedule if I notice inefficiencies. 1 2 3 4 5{"type":"radio","name":"one4","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
5. I start my day with a clear plan and avoid distractions that derail my focus. 1 2 3 4 5{"type":"radio","name":"one5","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   

Part 2: Offense Time – Proactive Business Growth

1. I spend at least 50% of my workday on proactive, revenue-generating activities (offense). 1 2 3 4 5{"type":"radio","name":"two6","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
2. I dedicate focused time to lead generation, client outreach, marketing, or personal development. 1 2 3 4 5{"type":"radio","name":"two7","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
3. I avoid getting caught up in non-essential tasks and delegate when possible. 1 2 3 4 5{"type":"radio","name":"two8","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
4. I set specific time blocks for high-value tasks and protect them from interruptions. 1 2 3 4 5{"type":"radio","name":"two9","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
5. I measure my progress in offense activities by tracking key performance indicators (KPIs). 1 2 3 4 5{"type":"radio","name":"two10","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   

Part 3: Defense Time – Reactive & Administrative Tasks

1. I set designated times to respond to emails, texts, and administrative tasks instead of reacting immediately. 1 2 3 4 5{"type":"radio","name":"three11","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
2. I handle client needs efficiently without letting them consume my entire day. 1 2 3 4 5{"type":"radio","name":"three12","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
3. I use automation or systems to reduce repetitive tasks. 1 2 3 4 5{"type":"radio","name":"three13","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
4. I avoid firefighting all day and leave room for strategic thinking. 1 2 3 4 5{"type":"radio","name":"three14","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
5. I set boundaries on defense activities so they don’t overshadow offense time. 1 2 3 4 5{"type":"radio","name":"three15","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   

Part 4: Work-Life Balance & Energy Management

1. I maintain a structured work schedule while making time for personal well-being. 1 2 3 4 5{"type":"radio","name":"four16","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
2. I take breaks and manage my energy to stay productive throughout the day. 1 2 3 4 5{"type":"radio","name":"four17","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
3. I feel in control of my schedule rather than feeling like I’m constantly catching up. 1 2 3 4 5{"type":"radio","name":"four18","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
4. I say "no" to low-priority tasks that do not align with my goals. 1 2 3 4 5{"type":"radio","name":"four19","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   
5. I feel that my current time management system supports my long-term success. 1 2 3 4 5{"type":"radio","name":"four20","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please make a selection for this item.","options":"1\n2\n3\n4\n5"}
   
   

Scoring & Interpretation:

• 80 – 100: Excellent time management! You effectively balance offense and defense. Keep refining your system.
• 60 – 79: Good, but there’s room for improvement. Identify areas where offense time can be increased.
• 40 – 59: Struggling—offense and defense are not well-balanced. Look at where time is wasted and restructure priorities.
• Below 40: Major adjustments needed. You may be spending too much time on reactive tasks and not enough on high-value offense activities.

Reflection Questions:

1. What are the biggest distractions that pull me away from my offense time?{"type":"textarea","name":"__generic","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}
   
   
2. What specific changes can I make to better balance my offense and defense time?{"type":"textarea","name":"__generic","width":100,"value":"","size":"Small","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}
   
   
3. What is one small habit I can implement this week to improve my time management?{"type":"textarea","name":"__generic","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}
   
   
4. Are there tasks I should delegate or automate to free up more offense time?{"type":"textarea","name":"__generic","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}
   
   
5. What does my ideal time management system look like, and what steps will I take to achieve it?{"type":"textarea","name":"__generic","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please fill in this item.","height":80,"placeholder":""}