Quality Life Performance Discovery

Deploy the Quality Life Performance Discovery process to pave the path toward a quality life. This article provides a step-by-step approach to leverage this tool and interpret the results.

Overview:

This article describes how to deploy the Quality Life Performance Discovery process and then interpret the insights for engaging in discussions with clients. The Quality Life Performance Discovery is designed to provide a representation of how participants are progressing with building a quality life.  Participants rank 80 items in the categories of Life Purpose, Career, Financial, Health and Recreation, Community, Relationships, Confidence, and Wisdom to see a representation of how they are progressing. 

Completing the Quality Life Performance Discovery:

If you would like your clients to complete the Quality Life Performance Discovery, they should go to this self-service link:

The Quality Life Performance Discovery consists of 80 situational questions and typically takes 10 to 15 minutes to complete. Upon completion, the results and their responses to the questions will be sent to the participants' email.

Accessing Client's results:

The Quality Life Performance Discovery is conducted separately from the DNA Web App. As a result, the findings are not accessible within the app. After completing the discovery, participants receive their results via email in the form of a PDF Report. Moreover, they have the choice to share these results with their advisor. If the client decides to share the results with you, you will also receive a copy of the report.

Quality Life Performance Optimization: Step-by-Step Approach

The overall Quality Life Performance Score out of a maximum score of 7.0 will tell you how well all the key areas of your life are integrated. The overall objective is to design and invest the time, money, and resources into living a Quality Life Plan where the integration of your key life areas is optimized. A Quality Life Plan requires having a healthy relationship with money, enabling happiness, success, and well-being while reducing stress.

So that you can use the feedback summary above, please follow these steps.

Step 1. Identification and Prioritization of Low Scores

• Conduct an initial assessment to identify your current scores for each of the eight (8) primary Quality Life categories.
• Rank the eight categories based on their scores, with the lowest scores getting the highest priority.
• Allocate more time and resources to the lowest-scoring categories to initiate improvement efforts.
• In allocating more time to the lowest-scoring categories, don't let the highest-scoring categories decline.

Step 2. Setting the Target for Optimization

• Establish a clear goal for each category, ideally aiming for a score of 7/7.
• Recognize that while the ultimate goal is perfection, progress is more important than perfection.
• Develop specific, achievable objectives for each category to progress towards the target score gradually.

Step 3. Incremental Improvement for Mid-Range Scores

• Identify categories with scores between 4 and 6.
• Analyze these categories to understand what's working well and where improvements can be made.
• Implement targeted actions to elevate these scores, focusing on continuous, incremental progress.

Step 4. Continuous Assessment and Adjustment

• Establish a regular schedule for reassessing your scores in each category.
• Use these assessments to gauge progress and identify new areas requiring attention.
• Adapt your strategies based on these assessments, ensuring a flexible approach that responds to changing needs and circumstances.

Step 5. Documentation and Reflection

• Keep a detailed record of actions taken, progress made, and challenges encountered in each category.
• Reflect on these experiences regularly to gain insights and lessons that can inform future strategies.
• Share your progress and reflections with a mentor, coach, or peer group for external perspectives and advice.
• Repeat completion of the Quality Life Performance Discovery every 6 months.