Notes / Productivity / 02 Goal Setting And Planning / 1 Vision And Goal Tracking

Life Vision Journal — Template

Quarterly life-alignment template using a life-areas wheel and vision-statement revisit to check values against actual time spent.

Life Vision Journal — Template

Use this quarterly. This is the highest-altitude template in the set — pull the life-area ratings from your Monthly Review entries over the quarter if you kept them, and use this to check alignment between stated values and lived priorities.

  • Quarter: [FILL: e.g. 2026 Q3]

1. Life Areas Wheel

Rate current satisfaction (1-10) in each area — this is the “wheel of life” exercise.

Life AreaSatisfaction (1-10)
Career / Work[FILL]
Health / Fitness[FILL]
Relationships[FILL]
Finances[FILL]
Learning / Growth[FILL]
Fun / Recreation[FILL]
Contribution / Purpose[FILL]

Where is the gap between satisfaction and time actually spent widest? [FILL]

2. Values Check

  • My top 3 stated values: [FILL]
  • Where did my actual time/energy this quarter align with these values? [FILL]
  • Where did it diverge? [FILL]

3. Vision Statement Revisit

  • Current vision statement (or draft one if this is the first time): [FILL]
  • Does it still feel true? What’s changed? [FILL]

4. Alignment Gaps

The specific gaps between the vision and current reality that matter most right now.

  • [FILL]

5. Quarter Ahead

  • One shift to close the biggest alignment gap: [FILL]
  • What would “on track” look like by next quarter’s review? [FILL]

Reference: Wheel of Life (values-vs-satisfaction across life domains) is a standard coaching tool for surfacing where lived priorities diverge from stated values.

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