Energy Accounting Questionnaire: Activities and People

The client consistently feels drained but doesn't know which specific interactions or tasks are the.

Many clients report feeling perpetually drained without a clear cause. They attribute their fatigue to large, amorphous stressors like “work” or “home life,” making it difficult to pinpoint the specific interactions or tasks that are truly depleting their reserves. This generalized sense of exhaustion leaves them feeling stuck, unable to make targeted changes.

This directive provides a systematic way to inventory the client’s weekly engagements, both tasks and social interactions, and correlate them with their energy levels. The goal is to move beyond guesswork and generalities. The client returns with a clear, personalized ledger of which specific activities and relationships are restorative and which are costly.


Energy Accounting Questionnaire: Activities and People

Consider your activities and interactions over the past 7 days. For each item below, rate how it affected your personal energy. Use the scale provided. Write the number in the rating column. If an item does not apply, leave it blank.

Scale: -2 = Very Draining -1 = Slightly Draining 0 = Neutral +1 = Slightly Energizing +2 = Very Energizing

Part 1: Activities

ActivityEnergy Rating (-2 to +2)
Attending meetings
Responding to emails/messages
Focused, individual work
Commuting
Household chores (cleaning, laundry)
Preparing meals
Paying bills / managing finances
Physical exercise
Watching TV / streaming content
Reading
Using social media
Running errands (groceries, etc.)
Planning your schedule or tasks
[Add your own specific activity]
[Add your own specific activity]
[Add your own specific activity]

Part 2: People & Interactions

Interaction with:Energy Rating (-2 to +2)
Your manager
A specific direct report
[Specific colleague’s name]
[Specific colleague’s name]
A client, customer, or patient
Your partner / spouse
[Specific child’s name]
[Specific family member’s name]
[Specific friend’s name]
[Specific friend’s name]
A large group of people
A small group of people
Time spent entirely alone
[Add your own specific person]
[Add your own specific person]
[Add your own specific person]

After completing both parts, review your ratings.

What were the three most draining items (lowest scores) this week? 1. 2. 3.

What were the three most energizing items (highest scores) this week? 1. 2. 3.

Generated with Rapport7 — rapport7.com

Print it. Hand it over. See what changes.

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