Ambitious & Balanced September 2025 cohort

Weekly Evaluation

You will use this basic evaluation every week to reconnect with your 4 decisions, decide what is working and what is not and then tweak the process so you move closer and closer to the balanced life you want.

Date of our next call?

YYYY

Name

First Name

Last Name

How many times did you do the Daily Work?

0 - 2

3 - 5

How many times did you do the Work-to-Home Transition?

0 - 1

2 - 3

4 - 5

Scale from 1 - 10, how well did you keep to your 4 priorties-first commitments?

Why did you rate yourself as high as you did? What did you think, feel and do that brought this number up?

Why did you rate yourself as low as you did? What did you think, feel and do that brought this number down?

What, specifically, would need to happen to move this number up? Write down what you would need to think, feel and do.

What is 1 thing, from your list, that you want to commit to this week to move this number up and what do you need to do to ensure you successfully do them?

What is one challenge you are facing (or faced this week) on your journey toward balance that would be helpful to discuss on our call?

Ideas: - Common triggers - Negative mindsets that you can't shake - Something that is constantly irritating you or frustrating you - Times in your schedule you feel a lack of control - Interactions with a colleague, spouse or family member that derail you from your priorities