Ready for a Career Checkup? Five Steps to Plan What’s Next
Asking yourself some pointed questions to figure out what you want and what you’re good at can bring more purpose and fulfillment to your professional life.
![A young woman smiles as she sits at her desk in an office.](https://cdn.mos.cms.futurecdn.net/TGsBYPTKVsD73WgJSjbEgn-415-80.jpg)
Let’s start with some good news. Despite recent headlines lamenting mass layoffs, rising stress levels, return-to-office politics and the risk of AI-powered automation, the majority of Americans remain satisfied with their jobs.
In fact, job satisfaction last year rose to its highest levels since the late 1980s. According to research from the Conference Board, “U.S. workers have never been more content.” More than 60% of workers are satisfied — up from just 42% during the Great Recession in 2010.
If you’re one of the employees in this happy majority, congratulations on finding fulfilling work and balance. And if you’re in the minority, remember that it’s never too late to pursue a new opportunity or improve the situation at your current employer.
![https://cdn.mos.cms.futurecdn.net/hwgJ7osrMtUWhk5koeVme7-200-80.png](https://cdn.mos.cms.futurecdn.net/hwgJ7osrMtUWhk5koeVme7-320-80.png)
Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
No matter where you are on your career journey, an annual “career checkup” is a great way to step back, reflect on your current situation and move forward with confidence and intention.
What is a career checkup?
In the same way you manage your personal health with a yearly physical and your financial health with regular reviews of your investments, a career checkup sets aside dedicated time to evaluate progress in your professional life.
For example:
- How satisfied are you with your current employment?
- Are you on track to reach your career goals?
- Is a new opportunity in your future?
Being proactive keeps your professional life in good health and ensures you’re ready for whatever comes next. Whether it’s time to negotiate a promotion, launch a job search, pursue a board of directors seat or even downshift as retirement nears, you can make sure your next move is thoughtful rather than reactionary.
Plan your next career move with these five steps
Here’s what the career checkup process involves. It’s key to finding a career that both meets your needs for income and provides fulfillment on a deeper level.
1. Reflect on your current situation.
Self-discovery is essential to positive outcomes. Start by setting aside some uninterrupted time for reflection.
Consider:
- What type of work really energizes you? What drains you?
- What’s positive and working well in your current role?
- What are the most important changes you’d like to make this year — either in your present employment or with a new position?
2. Find your purpose.
Next, prioritize what matters most to you. Figuring out where your values and personal passions intersect with the job market leads to higher job satisfaction and greater personal well-being.
Think about:
- What type of work do you find meaningful?
- When you are totally absorbed and lose track of time, what are you doing?
- What do you want to contribute to the world?
Drawing a pie chart that shows how you want to spend your time can also be helpful. Just as you spread your financial investments across many categories, where you invest your energy and skills should support what’s most important in your life. Consider how big the pie “slices” should be for things like family, recreation, volunteering, learning or travel, and if or where these priorities can overlap with your job responsibilities.
3. Identify your superpowers.
Superman and Wonder Woman aren’t the only ones with special talents — we all have amazing capabilities. Knowing yours will help you unlock new opportunities and stand out with hiring managers, recruiters and professional connections. Think about the unique value that you can bring to an organization.
- Where do you make the biggest impact?
- What do colleagues count on you for?
- When others describe you, what would they say you are “made to do”?
If you’re ready for a pivot in your career, such as shifting to a new industry, dialing back from full- to part-time employment or moving from executive leadership to board service, try to put your skills into a new perspective. Adding value doesn’t need to look or feel the same at all stages of your career.
4. Document your accomplishments.
As you think back over the previous year (or the arc of your career), consider your wins.
- What accomplishments are you most proud of?
- What are the peak experiences that you want to duplicate going forward?
Write them down, paying particular attention to specific results and outcomes where you made a difference at your company. These milestones should inform your next steps. They should also be at the heart of your LinkedIn profile, résumé and professional networking story.
Even if you decide to maintain the status quo in your career, save these tangible proof points for the future; they’ll save you time and fuel an impressive story when you next update your professional materials.
5. Visualize new experiences.
Finally, look back across all your career checkup activities for recurring themes and “a-ha” moments. These will help you see your future and define next steps. At the same time, remember to assess your financial needs so whatever avenue you choose, you can evaluate your compensation and benefits realistically.
As you conduct your career checkup, consider seeking the confidential input of trusted advisers or mentors in your network. Working with an experienced career consultant is another option, particularly for senior leaders who are approaching retirement or unsure of your next move. An outside perspective can be beneficial for exploring new options and keeping your career plans on track.
Putting effort into your career each year pays off with positive returns. The more considered and clear you are, the more your friends, colleagues, family and professional network can help you achieve your goals.
Related Content
Get Kiplinger Today newsletter — free
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.
Anne deBruin Sample, CEO and owner of Navigate Forward, is an experienced HR leader and Career Transition Expert. She has written for CEOWorld magazine and has been published in Fast Company and The Wall Street Journal. Her experience includes high-level positions at PepsiAmericas, Caribou Coffee and Whirlpool Corp.
-
Visa Is the Worst Dow Stock Wednesday. Here's Why
Visa stock is down sharply Wednesday after the credit card company came up short of revenue expectations for its fiscal Q3.
By Joey Solitro Published
-
Another Analyst Moves to the Sidelines on Tesla Stock After Earnings
Tesla stock is spiraling Wednesday after the EV maker's big earnings miss and Wall Street has been quick to weigh in. Here's what you need to know.
By Joey Solitro Published
-
Confused by Annuities? Making Sense of the Different Types
Many investors aren't sure if annuities are a good option for meeting financial goals. Let's look at the different categories, along with their pros and cons.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Published
-
Talkin' 'Bout My Generational Wealth: Baby Boomers
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes.
By Alvina Lo Published
-
How to Avoid a Big Hassle if Your Financed Car Gets Wrecked
How an insurance check is made out for repairs can cause a world of problems if the lienholder is left out.
By H. Dennis Beaver, Esq. Published
-
Estate Planning Strategies to Consider as Election Nears
Are big changes in tax laws coming soon? Not likely, but you might want to take advantage of higher estate and gift tax exemptions well before the end of 2025.
By David Handler, J.D. Published
-
How to Get Your Money's Worth From Your Financial Adviser
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations.
By Pam Krueger Published
-
Think of Prenups and Postnups as Financial Planning Tools
These contracts provide a clear framework for asset management and protection and are especially useful if you get married later in life.
By Andrew Hatherley, CDFA®, CRPC® Published
-
Congratulations on Your Raise: Three Things to Do With It
We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement.
By Andrew Rosen, CFP®, CEP Published
-
Check Off These Four Financial Tasks to Finish 2024 Strong
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference.
By Daniel Razvi, Esquire Published