ANNUAL CAREER CHECK-IN TIME

Annual Career Management Checklist

Annual Career Management Assessment.docx

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A practical way to check in on how you’re managing your career, and where to focus next. Either download the document or complete below:

For each section, rate yourself on a scale of 1–5 (1 = Needs Attention, 5 = On Track). Add up the total for each category to get a snapshot of where you're at.

Understanding Skills, Interests and Values

·        I have a clear understanding of my key strengths and how they’re used at work.    [Rate: 1  2  3  4  5]

·        I know what truly interests me and try to bring that into my career decisions.    [Rate: 1  2  3  4  5]

·        I’ve reflected on what matters most to me (values) and how my current work aligns with that.    [Rate: 1  2  3  4  5]

Subtotal: ________

Rating Current Role Fit

·       Overall role feels like a good match for my skills, interests and values.   [Rate: 1  2  3  4  5]

·        I feel challenged (in a good way) and am learning or growing.    [Rate: 1  2  3  4  5]

·        I’m satisfied with how I’m contributing and the direction my work is heading.   [Rate: 1  2  3  4  5]

Subtotal: ________

My underlining needs are being met

·       My leader allows me to operate at my best.    [Rate: 1  2  3  4  5]

·        The level of role structure and clarity is aligned.    [Rate: 1  2  3  4  5]

·        My team meets my needs in how I like to work.    [Rate: 1  2  3  4  5]

Subtotal : ________

Receiving Feedback

·        I receive regular, constructive feedback on how I’m going.    [Rate: 1  2  3  4  5]

·        I seek feedback from trusted colleagues or mentors.    [Rate: 1  2  3  4  5]

·        I act on feedback to improve or develop new capabilities.    [Rate: 1  2  3  4  5]

Subtotal: ________

Understanding Internal Plans and Org Changes

·        I understand the direction my organisation is heading in.    [Rate: 1  2  3  4  5]

·       I have a good internal network and at least one person who is a promoter of mine (Rate: 1 2 3 4 5)

·        I know what opportunities for growth or progression are available internally.   [Rate: 1  2  3  4  5]

Subtotal: ________

Understanding External Opportunities and Threats

·        I have a sense of what’s happening in my industry or sector.    [Rate: 1  2  3  4  5]

·        I understand what skills and experience are in demand outside my organisation.    [Rate: 1  2  3  4  5]

·        I’ve considered how external trends could impact my future career options.    [Rate: 1  2  3  4  5]

Subtotal: ________

Maintaining and enhancing my network

·       I have a good network and actively engage with them.    [Rate: 1  2  3  4  5]

·        My network is growing and I am keeping abreast of trends via my network.   

[Rate: 1  2  3  4  5]

·       I have a sense of where I could transition if I need to.    [Rate: 1  2  3  4  5]

Subtotal: ________

Employability

·       I have transferrable skills that can transition across different organisations and industrys [Rate: 1  2  3  4  5]

·        I have a clear plan b, and have current resume in case I need to activate it   

[Rate: 1  2  3  4  5]

·       I have a development plan to increase new skills that are needed in the future   

[Rate: 1  2  3  4  5]

Subtotal:_______

Long Term Career Planning

·       Í’ve thought about where I want to be in 3-5 years and have a general direction or career vision.  [Rate: 1  2  3  4  5]

·       I’m activtely developing the skills, experience or qualifications that support my longer-term goals.[Rate: 1  2  3  4  5]

·       I check in with myself every so often to make sure my thinking is logical and realistic [Rate: 1  2  3  4  5]

Subtotal:_______

Use this as a snapshot to check in on how you’re tracking, where the gaps might be, and what needs your attention next.

Have a look through your results and consider what the subtotal scores are telling you – answer these guided questions to help you gain further insights? 

What’s working well for you – what categories have the highest scores and what can you do to continue to build momentum?

What categories had the lowest scores? What’s not working so well and what is this telling you?

Did you have any individual scores of 1 – what needs to be done about these?

Were there any surprises in your responses? 

What are some steps to propel all the scores forward.

Who could help you if you are feeling stuck?

If nothing changed, how would you feel in 12 months from now?

On the other hand what is your vision for yourself in the next 12 months?

Sometimes doing a check-in like this can highlight where you are cruising or coasting or where you might be stuck.  If a few areas made you pause, take the time to develop a plan – of course as a career coach, I can help you with this to navigate your way to a career that goes from fine to fabulous.