How To Do A Life Audit Mini Guide [2024]

Last Updated on April 26, 2024 by Isabelle Dias

It might be the perfect time for a life audit if you are feeling like life’s on autopilot or just need to shake things up. This can be a wonderful opportunity to create a personalized check-in, revitalize your life, and pave the way for a brighter future!

I put together this mini guide, a simple life audit template to help you conduct your personal audit with ease.

So, grab a cozy blanket and your favorite drink, and make sure to pin this baby for later. Let’s embark on this transformative journey together.

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What is a life audit?

A life audit is like a reality check for yourself. It’s not about judging yourself but gaining clarity and making informed decisions that will help you feel better. Think of it like a GPS for your life, always making sure you’re heading in the right direction that aligns with what you value and want.

Buuut sometimes, the idea of reviewing your entire life can feel overwhelming, especially if there are certain areas you’re not proud of or tend to avoid. But don’t worry, I’ve got you covered with a simple life audit checklist to help get you started.

Whether you’re feeling stuck in your career, struggling with relationships, or just need a general reset, this life audit can help guide you to a better place.

So, are you ready to take the first step towards a more fulfilling life?

How do I audit my own life?

Step 1: Reflect on Your Values and Priorities

Taking stock of your priorities, values, and goals can help you clarify what truly matters to you and steer your life in a direction that feels fulfilling and aligned.

So to start your life audit, begin by reflecting on your core values and what brings you joy.

Consider all areas of your life, including relationships, career, personal development, health, and any other areas that are significant to you.

Take the time to write down the key elements that align with your values and bring you joy. This foundation will serve as your guiding light throughout the life audit process.

Remember that a life audit is not about judgment or criticism. It’s about taking a compassionate and honest look at your life and making adjustments that will help you live more authentically and purposefully. (If you have a hard time with your inner critic, check out one of my favorite books on the topic. The Gifts of Imperfection, by Doctor Brené Brown, helped me be nicer to myself! I hope it can help you, too!).

It’s also important to keep in mind that your priorities and values may change over time, so be open to revisiting and adjusting them as needed.

(And if you are already wondering, “OK, but how often should I do a life audit?” Know that the key to this question is here! Every time you start to feel that your priorities and values are starting to change, it might be a season of slowing down and taking some time to make another life audit.)

Before we go to the second step, here is a gentle reminder: As you go through the life audit process, be gentle with yourself and celebrate your successes along the way. It’s ok to figure out and adjust things as you go.

Life audit questions

Step 2: Assess Your Current Situation

It’s time to get practical and conduct a thorough examination of your current circumstances in each area of life.

Here are a few ways to look at the different aspects of your life:

Business/Career, Finances, Health, Family & Friends, Romance, Personal Development, Fun & Recreation, Contribution to Society
Financial & Career, Mental & Educational, Physical & Health, Social & Cultural, Spiritual & Ethical, Family & Home
Career, Financial, Spiritual, Physical, Intellectual, Family, Social

Once you have identified these areas, it’s time to rate each one between 0-10, with zero being the worst and 10 being the most optimal state.

This step is crucial in understanding where adjustments are needed to align your life with your values and goals.

Start by identifying what’s working well and what needs improvement. Make a list of the things you love about that area and another with the things you are not the biggest fan of.

Take a moment to reflect on patterns or habits that may be contributing to your dissatisfaction or hindering your progress.

This exercise will help you gain a clear perspective on the changes you need to make to live a fulfilling life.

Remember, change is not always easy, but it’s necessary for growth and progress. Keep an open mind and be willing to step out of your comfort zone to achieve your desired outcome. You got this!

Life audit worksheet

Step 4: Create Action Plans

Now that you have your goals set, it’s time to start planning how to achieve them. Creating detailed action plans will help you stay on track and make progress toward your objectives.

To start, you’ll need to define specific steps for each of your goals. Think about the resources you’ll need and the potential obstacles you might face, and be realistic about the time and effort required.

I’m about to get very specific with each one of the steps on how to create action plans, and I get this process can be overwhelming. If you know you will work better with a done-for-you, timesaving approach; I highly recommend checking out The Ultimate Goal Setting & Tracking Workbook, one of the bonuses of my 21-Day Self-Discovery Plan. Over there, all these next steps are broken down into bite pieces, with S.M.A.R.T. goal worksheets, action plan templates, and progress trackers that will make sure you know exactly what and how to do all the things that will really move the needle into setting goals and bringing them to reality. It’s one of the best things I’ve ever created.

Okay, now that the announcements are out of the way, let’s explore each of the goal-setting aspects a little more!

Getting clear about your resources

When creating your action plan, it’s important to consider the resources that you’ll need to achieve your goals.

Whether it’s time, money, or manpower, make sure you are lining out all that you need to succeed, considering how you can acquire them. Maybe you will need to get some help from others or find cost-effective solutions.

Remember, the more detailed your action plan is, the easier it will be to navigate challenges and stay focused on your objectives.

Preparing for potential obstacles

Another important factor to consider is the potential obstacles that you might face along the way.

Be honest with yourself about the challenges you might encounter and think about how you can overcome them.

This will help you prepare for potential roadblocks and ensure that you are ready to handle anything that comes your way.

Creating realistic goals

Finally, be realistic about the time and effort required to achieve your goals. Don’t underestimate the work required, but don’t overestimate it either. Set achievable milestones that will help you track your progress and keep you motivated.

Having a clear roadmap will help you navigate challenges and stay focused on your objectives. By following these steps and creating a detailed action plan, you’ll be well on your way to achieving your goals.

How do you conduct a personal audit?

Step 5: Implement Changes Gradually

Change can be challenging. It’s easy to feel overwhelmed when you think about all the things you want to improve or achieve.

But it’s important to remember that change is a journey, not a sprint. It’s not about making drastic changes overnight but rather implementing small, gradual changes that are sustainable in the long run.

When you’re ready to make a change in your life, start by focusing on one or two areas at a time. This targeted approach will help you stay motivated and avoid feeling like you’re taking on too much at once.

For example, if you want to improve your health, you could start by incorporating more fruits and vegetables into your diet or taking a short walk every day.

By taking small steps, you’ll be able to adapt to the new dynamics in your life more easily. You’ll also be less likely to feel discouraged or overwhelmed, which can lead to giving up on your goals altogether.

Remember, Rome wasn’t built in a day, and neither are sustainable lifestyle changes.

So be patient with yourself, and celebrate your progress along the way. Yes, change is a journey, but it’s a journey worth taking.

How to do a life audit template

Step 6: Monitor Your Progress

It’s important to regularly check in on our progress. By doing so, we can celebrate small victories, learn from setbacks, and adjust our plans if necessary.

The key to achieving our goals is to stay flexible and responsive to the evolving nature of life. While it’s important to have a plan in place, it’s equally important to recognize that life doesn’t always go according to plan.

Sometimes, unexpected obstacles or opportunities can arise, and we need to be able to adapt accordingly.

One way to stay on track with our goals is to consider journaling our experiences.

By noting the lessons learned and expressing gratitude for the positive changes, we can gain valuable insights into our own personal growth and development.

I have tons of blog posts about journaling, with tips, writing prompts, and even journaling essentials. If you wanna learn more about journaling, you can start by this blog post over here.

So, the next time you find yourself feeling stuck or discouraged, take a moment to reflect on your progress.

Remember, success is not a destination but a journey. Keep moving forward, and you will get there!

What are the benefits of life audit?

Step 7: Cultivate Self-Compassion

Embarking on a life audit can be daunting. It can be a time of reflection, introspection, and self-evaluation, which can bring up a range of emotions.

However, it’s important to remember that this journey is about growth, not perfection. It’s about acknowledging where you are right now and the steps you can take to shape the life you desire.

Throughout this process, it’s essential to be kind to yourself. It’s easy to get caught up in negative self-talk and self-criticism, but self-compassion will be your greatest ally.

Embrace the process, acknowledge your efforts, and learn from the challenges. Celebrate the fact that you are taking conscious steps towards personal growth and development.

Remember that a life audit is not a one-time event. It’s an ongoing process of self-reflection and self-improvement. It’s about taking stock of your life, identifying what’s working and what’s not, and making the necessary changes to live a more fulfilling and purposeful life.

As you navigate this journey, keep in mind that it’s okay to make mistakes and experience setbacks. These are all part of the process, and they provide valuable lessons that can help you grow and evolve.

So, take the time to be patient with yourself, and don’t be afraid to seek support from loved ones or professionals.

In the end, remember that you have the power to shape your life and create the future you desire. So, embrace the journey, be kind to yourself, and celebrate your progress along the way.

Life audit questionnaire & mini guide: final thoughts

Congratulations on taking the first step towards changing your life for good!

Hopefully, by taking a deep dive into your life, you’ll be able to identify what’s working, what’s not, and what changes you need to make to live your best life.

If you’re looking for a little more support and structure, you might want to consider The 21 Day Self Discovery Plan. This done-for-you life audit approach not only guides you through a deep and transforming life audit but also gives you a game plan that leads to finding your true self and having the roadmap to your dream life in just 21 days.

Overall, please do your best to stay committed, true to your values, and enjoy the unfolding chapters of your revitalized life.

This is your chance to make positive changes and live the life you’ve always dreamed of. You’ve got this, my dear!

Now, I want to hear from you! Have you done a life audit? Do you have any areas in your life that you want to be more intentional about? Leave a comment below, and let’s chat!

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