Career Fulfillment Assessment

Hooray, you’re an Action Taker! I’m really excited to serve you!

Take the time to go through these questions carefully. Be totally honest and answer in as much detail as possible. It’s not a place for judgment, it’s a place to be open, so I can fully support you in designing your Passion, Purpose, Paycheck Action Plan. Everything you share is confidential, safe and secure.

Step 1 of 33

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Name

First Last

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What is your current job title?

How long have you been in this position?

On a scale of 1 to 5 how satisfied are you with your current job?

1	2	3	4	5

Please explain the rating you give your current job.

Are there aspects of your current job that you enjoy? If so, what aspects are they?

What aspects of your current job do you find most dissatisfying and what don’t you like about them?

Are you motivated to excel and contribute in your current role?

Yes

Comments:

Would a similar role at another company likely offer more of what you want?

Yes	No	Not sure

What if you could stay at your current company but have a different role or title along with a promotion? Would that be appealing to you?

Do your work obligations violate your personal boundaries and exceed the time and energy you wish to devote to your job?

Never	Rarely	Often	Constantly

Comments:

How important is it for you to feel challenged and continue to learn new things at work?

Very important	Somewhat important	Not important

Comments:

Are there opportunities for skill development and career advancement at your current company?

Yes	No	I don’t know

Comments:

Could you potentially find more career fulfillment by changing companies or do you think you need to move into a different career field? :

Change of company might offer more fulfillment

I think a different career field or industry would be more fulfilling

Comments:

How aligned are your personal values with your company's values?

Very aligned	Somewhat aligned	Not aligned	Not sure what my company’s values are

How do you feel about your company culture, does it suit your personality and preferences for the kind of work environment you can thrive in?

How would you describe your relationship with your immediate boss?

How would you describe your relationship with your co-workers?

Is there a need for improved communication and collaboration within your current team or co-workers and would that make a difference regarding staying or leaving?

Are you satisfied with your current compensation and benefits package?

Yes

Comments:

Have you researched job opportunities in your current field with other employers?

Yes

Comments:

Do you know what your interests and strengths are?

Yes, I have a good idea of my interests and strengths

Somewhat, but more exploration would be good

No, this is something I need to explore

Have you explored other potential careers that align better with your interests and strengths?

Yes

If "yes" what have you learned from this exploration?

How does your current job affect your overall emotional and mental well-being? And how does it affect your personal relationships?

How does your current job affect your physical wellbeing? Have you experienced symptoms such as headaches, sleeplessness, exhaustion, nervousness, stress eating, negative habits, weight gain/loss, gut or digestive problems, eczema, skin rashes, hair loss, teeth grinding, etc?

Do you know your long-term career or professional goals?

Yes

Comments:

What have you done so far to get guidance to make the right career decisions?

Sought help from friends, family or mentors

Consulted career counselor/coach/therapist

Haven’t sought any help or advice

Other

Comments:

What action steps have you already taken to try to find a different job or to switch careers? Check all that apply:

Internet search, read job postings

Applying for jobs

Interviewing for jobs

Working with a recruiter

No action, just thinking about it

Regarding any action steps, what results have you gotten?

How long have you been considering a job change or career transition?

What is your future timeline for making the change you desire?

What do you think has been blocking you from finding a fulfilling job or different career path?

Thinking about the people closest to you, are they supportive of you getting help to make a job or career change?

Yes

Please expand on the support or lack of support you have from those closest to you for making a career of job move.

Describe a time when you were considering a new challenge regarding your career. How comfortable were you taking a risk and trying something new? Did you accept the challenge or did you choose not to?

If you don’t find a new job or a new career path in the next year or so what will be the negative consequences of staying in your current situation?

Now, take out your magic wand and conjure up a future where you are experiencing career fulfillment. Describe the vision of your best life (not just the job) in as much detail as possible. What feelings are present, who are you surrounded by, where do you live, what experiences are you having?

Imagine you had the right support and all the resources and tools you needed to bring that ideal future into reality. What would it feel like if you had unwavering certainty that you were on the right path to creating the career and life you want?

Have you hired any experts in the past to support your growth or improve your life? Check all that apply:(Required)

Life or Career Coach

Psychotherapist

Personal fitness trainer

Financial advisor

Lawyer

Other

Do you have an LinkedIn profile, if so please copy/paste the link here

If you have a resume, please upload here

Max. file size: 300 MB.

If a job or career change is indicated in order to create a more fulfilling career, are you willing and ready now to invest in getting expert, professional guidance?(Required)

Just thinking about it, not ready to hire a pro

I want help to create more career fulfillment but need to find a way to finance it

I’m willing and ready to invest in myself so I can get on the path to career fulfillment