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How to send the Balance Wheel, read the answers and talk them through.
What this guide covers
What this guide covers
What this guide covers
What it is
Eight areas, today and wanted
Your mentee rates eight areas of life twice: as they are and as they want them.
When to send it
Send it when the focus is unclear
It helps most before goals are set, or when everything feels urgent at once.
- Early on before you set goals together
- Too much at once when they cannot choose
- Months later fill it again and compare
An honest frame
A mirror, not a test
The wheel has no scientific validation, so use it to start a conversation.
- No right answers it is their own view
- Nothing to grade only gaps to talk about
- Their pick leads they choose the area
Sending it
Send it from your pairing
It takes a minute, and your mentee gets an email.
Open your pairing
Choose Assign a tool and find the Balance Wheel.
Try it as your mentee
Fill it in yourself first; nothing is saved or sent.
Add a short message
Your mentee sees it on their home page and Tools.
Open your pairing
Choose Assign a tool and find the Balance Wheel.
Try it as your mentee
Fill it in yourself first; nothing is saved or sent.
Add a short message
Your mentee sees it on their home page and Tools.
Balance WheelFrom Rachel Bennett To do See all
Balance WheelFrom Rachel Bennett To do See all Reading the answers
Read the gaps before the scores
A low score matters less than the distance between today and wanted.
- Biggest gap where today and wanted are furthest apart
- Strongest area what already works, and why
- The area they picked not always the biggest gap; ask why
Questions to ask
Ask, then ask once more
People who ask follow-up questions are liked more (Huang and others, 2017).
- Which gap surprised you? then: what did you expect?
- Which area would lift the others? then: how would that work?
- What makes your strongest area strong? then: can it help elsewhere?
Feedback that helps
Talk about the area, not the person
Feedback can backfire, so keep it on the answers and the next step.
One step
Agree one step with a when
Plans in the form "if this happens, then I do that" help people act.
After the meeting
Keep it all on Mentornity
The answers, your comments and the next steps stay in one place.
Read it at a glance
The biggest gap and strongest area are summed up.
Add next steps
Write what will be done, by whom and by when.
Ask to fill it again
Earlier answers are kept, so you can compare the wheels.
Read it at a glance
The biggest gap and strongest area are summed up.
On: HealthWhat would one point higher look like? Private noteOnly you see this. Add next steps
Write what will be done, by whom and by when.
Ask to fill it again
Earlier answers are kept, so you can compare the wheels.
On: HealthWhat would one point higher look like? Private noteOnly you see this. Send the wheel this week
Choose a mentee who is about to set goals and send it before you meet.