Career Change Worksheets
When I completed writing 12 Steps to a New Career, I knew that trying to complete the career change worksheets would be difficult using a 6″ by 9″ size book that was bound. Consequently, I have prepared all of the career change worksheets in letter-size (A4) format so you can download and use them more easily. The documents listed below are all in PDF format so you won’t be restricted to a specific software to open them. One form was prepared as a PDF file and an Excel worksheet. If you are reasonably adept at using Excel, I encourage you to download the Excel version of Worksheet 11.1 E since formulas in selected cells will simplify preparation of the worksheet.
The worksheet numbers match the chapter number and document number as shown in the book.
To download each document, click on the link title of the worksheet:
Worksheet 1.1 – Identifying Your Values (PDF) – This worksheet will help you identify your values and rank them by how important they are to you. This useful exercise will be a critical step when you are considering potential opportunities.
Worksheet 2.1 – Categories of Achievements (PDF) – This worksheet will help you to think differently about areas where you might not have previously considered them as areas of achievements.
Worksheet 2.2 – Writing Achievement Stories (PDF) – Interviewers will ask you to describe a career achievement. This worksheet will help you to identify and describe the skills and experience that will demonstrate and support your career achievements. If you follow the instructions and guidance carefully, it will result in your being able to confidently describe and demonstrate what you bring to the table. Having stories that are well written and demonstrate your best skills will be one of the most important and, perhaps, the most exercise you will perform. It is the foundation for everything else that you do in your career search.
Worksheet 3.1 – Skills with Tangibles – PDF – This worksheet will help you to identify and describe your skills with material and tangible things.
Worksheet 3.2 – Skills with Intangibles – PDF – This worksheet will help you to identify and describe your skills with information, ideas, data or thoughts.
Worksheet 3.3 – Skills with People – PDF – This worksheet will help you to identify and describe your skills with different individuals or groups.
Worksheet 3.4 – Job Profile – PDF – This worksheet will help you to review your past jobs and describe it in ways that interviewers (and recruiters) will ask you about them. It pays to prepare in advance for the inevitable questions that you will be asked.
Worksheet 3.5 – Your Preferred Skills – PDF – This worksheet will help you to focus on the skills you prefer to use most often. It helps you to rearrange your skills into the ones you are most passionate about wanting to use. The result will be what you are best at doing and want to do. These will be critical when you prepare your resume and need to describe what you are best at, and most passionate about, doing.
Worksheet 4.1 – Personal Living Preferences – PDF – This worksheet will help you to think about and describe how important various living issues are to you. Completing this will help you to be more confident in your career search and be able to assess potential opportunities more objectively.
Worksheet 4.2 – Workplace Preferences – PDF – Interviews are two way exercises and this worksheet will help you to assess how well the physical environment of a potential opportunity meets your preferences. You will then be able to ask questions and/or observe whether the new opportunity is in alignment with your initial preferences and, if not, quickly reassess how important is that preference.
Worksheet 4.3 – People Preferences – PDF – Making a transition in mid-career means that you know the personal styles or characteristics of people you do not want to work for or with. This worksheet will help you to turn those dislikes into the positive personal characteristics you want to work for or with. It will give you the language you can use to ask about the positive aspects you want that will result in your best work.
Worksheet 6.1 – Personal Information Inventory (Form) – PDF (Computerized Form Fields) – Completing this form will help you to cover all the information that potential employers (including recruiters) are most likely to ask you. Completing this ahead of time will simplify and expedite how quickly you will be able to respond to requests from others. A quick response shows you are organized and prepared.
Worksheet 6.1 – Personal Information Inventory – PDF (Manual hand write) – This is a version of the above form that you can print and prepare manually.
Worksheet 6.2 – Resume Checklist – PDF – This is a summary to use when you think you have finalized your resume to be sure it is viewed professionally by others.
Worksheet 10.1 – Preparing for Interviews – PDF – Here is a list of sixty questions (seven pages) that interviewers are most likely to ask you. I recommend you print this out and enter keywords for how you would answer each question. Prioritize them numerically or by color into three categories so you review it and prepare before every interview.
Worksheet 10.2 – Post Interview Notes – PDF – Use this form immediately after every interview to note how well it went and what you need to do next time to adjust for things you should have covered. Note who you talked to and what happens next. If you wait too long to prepare this, you will not remember who you talked to or what you need to be better prepared for in the next one.
Worksheet 11.1 – Calculating Your Salary Requirements (Excel) – (Computerized Excel version) – Use this worksheet when you need to determine your salary requirements and you are familiar with using Microsoft Excel.
Worksheet 11.1 – Calculating Your Salary Requirements (PDF) – PDF (Manual hand write) – Use this worksheet when you need to determine your salary requirements and you are NOT familiar with using Microsoft Excel.
Worksheet 12.1 – Contact Sheet – PDF – You will be contacting a lot of people during a job search. It will be difficult to keep track of everyone you come in contact with and to keep everyone current on when you agreed to meet again, who agreed to do something for you or you for them, or just to remind you about what you talked about. This worksheet can be used in printed form or you can use a computer app to do this if you are comfortable using one. Be careful not to spend too much time learning to use a computerized contact app when the purpose is to keep in contact, not learn another app.