Clarify your next career move with a structured worksheet that turns months of indecision into concrete options and criteria for choosing.

Ten years out — without filtering for what's realistic — where do you actually want your career to have gone?
A Senior Director of Product Engineering was reorganized into a General Manager role overseeing three business units they didn't choose. They came to coaching saying they want to 'figure out whether to stay or go,' but six months in, they haven't done either. The presenting concern is decision paralysis. The actual issue is that they've never articulated a career direction independent of whatever the organization offered them.
Frame this as a direction-finding exercise, not a decision tool. 'You keep saying stay or go, but both options assume you know where you want to end up. Before we evaluate the current role, write where you want to be in 10 years without any reference to this company.' The resistance here is feasibility filtering - this client has built a career by being pragmatic and responsive to opportunity. Writing an unconstrained vision feels irresponsible to them. Name it: 'You'll want to add qualifiers. Don't. We need the unfiltered version first; we'll reality-test it later.'
If the 10-year vision reads like a job description ('leading a mid-sized technology organization with P&L responsibility'), the client is still writing for an audience. Genuine engagement produces directional language about how they spend their days, what problems they're solving, and who they work with - not titles and scope. The don't-wants list is the diagnostic section. If it contains only abstract negatives ('politics,' 'bureaucracy,' 'lack of autonomy') without specific examples from their current situation, they're avoiding naming what's actually wrong. Push for instances: 'Give me one meeting from the last month that represents what you don't want.'
Start with the don't-wants list and read it back to them verbatim. Most clients have never heard their dissatisfaction stated plainly by another person. Then compare the wants and don't-wants: where a want is just the inverse of a don't-want ('I want autonomy' / 'I don't want micromanagement'), the client hasn't done independent thinking about what they're moving toward. The question that opens this up: 'If every item on the don't-wants list were resolved tomorrow, would you still want to leave?'
If the 10-year vision section is blank or contains a single sentence, and the client describes it as 'I just couldn't think of anything,' this may indicate identity foreclosure - a career identity so fused with organizational role that the client literally cannot imagine themselves outside it. Severity: moderate. Response: don't push the worksheet further in this session. Shift to exploring when the client last made a career decision based on their own preference rather than organizational need.
A VP of Marketing at a B2B SaaS company has been talking about moving to a 'purpose-driven organization' for three coaching sessions. They're articulate, well-networked, and have already spoken to several startup founders. They volunteered to fill out this worksheet between sessions and returned it fully completed. Every answer reads like a personal brand statement.
This client doesn't need framing to engage - they'll do it eagerly. The resistance pattern isn't avoidance; it's performance. They'll produce polished output that sounds like a conference talk about their career aspirations. The coaching move is to slow them down after they submit it. 'Before we look at this together, I want you to read your 10-year vision out loud. Then tell me what you left out.' Using the worksheet as a mirror rather than a planning document is the leverage with this client.
Look at the gap between the wants and the goals table. A performing client writes expansive, inspiring wants ('work that aligns with my values,' 'build something meaningful') and then sets goals that are tactical and safe ('update LinkedIn,' 'have 5 informational interviews'). The wants are aspirational branding; the goals reveal what they'll actually do. If all three goals involve networking or research and none involve a concrete commitment (resign by date, apply to specific role, decline a renewal), the worksheet has captured the client's public narrative, not their private calculus.
Skip the vision - they've rehearsed it. Go straight to the goals table. Read the action steps and ask: 'Which of these have you already started?' Performing clients often list steps they've already taken, repackaged as future plans. Then move to the don't-wants: 'You listed five things you want. You listed two things you don't want. What's missing from the don't-wants?' The shorter list is where the real conversation lives - what they won't say about their current situation because saying it makes leaving feel obligatory rather than aspirational.
If the wants list, don't-wants list, and goals are internally consistent and well-structured, but the client has been in coaching for 3+ sessions with no movement toward any concrete step, the polished worksheet may be functioning as a substitute for action. The client produces insight without converting it to behavior. Severity: low. Response: name the pattern directly. 'You've now described what you want in three different formats across three sessions. What would it take to do one thing on this goals list before our next meeting?'
A Controller at a mid-size manufacturing company entered coaching to prepare for a CFO promotion they assumed was 2-3 years out. Their manager suggested coaching as a development tool. The client has been working through leadership exercises and performing well. This worksheet is introduced mid-engagement as part of longer-range career planning. The client expects it to confirm the CFO path.
Position this as a horizon-setting exercise, not a career change tool. 'We've been focused on the next role. This backs up to a wider angle - where you want your career to go over the next decade, not just the next promotion.' This framing matters because the client doesn't think they're considering a change. The 10-year vision question needs to be genuinely open: 'Write this without assuming any particular next step. We're not validating the CFO plan here - we're checking what's upstream of it.'
The surprise shows up in the don't-wants section. A client on a track they genuinely want produces don't-wants about obstacles ('I don't want to manage a team that resists change'). A client on a track they've inherited produces don't-wants about the role itself ('I don't want to spend 60% of my time in board presentations,' 'I don't want to be responsible for investor relations'). If the don't-wants describe core functions of the target role, the client is telling you the promotion isn't what they want - they're just the next person in line. Also watch the 10-year vision: if it describes the CFO title but not what the work looks like day-to-day, the goal is the status, not the function.
Start with the don't-wants and lay them alongside the CFO role description. 'You wrote that you don't want extensive travel and don't want to be the external face of the company. Both are core to the CFO role here. What do you make of that?' This is a confrontation, and it needs to be direct. The client may rationalize ('I could reshape the role'). The follow-up: 'If the CFO role can't be reshaped, and this list is accurate, what career path fits what you actually wrote?' The 10-year vision becomes the anchor for a genuinely new conversation.
If the client becomes visibly distressed when the contradiction between don't-wants and the assumed career path surfaces, this is a significant identity moment. They may have organized years of professional development around a goal they now realize isn't theirs. Severity: moderate. Response: do not rush to resolve. Sit with the discomfort. The coaching work for the next 2-3 sessions is helping the client separate 'what I've been working toward' from 'what I want,' which may require revisiting who set the original goal and why.
An Executive Director of a regional education nonprofit has been in the role for seven years. They came to coaching after a board conflict, ostensibly about 'leadership effectiveness,' but the real issue is exhaustion. They've mentioned career change twice in passing and then retracted it. The guilt cycle is visible: they feel burned out, consider leaving, then feel guilty about abandoning the mission, then recommit, then burn out further.
This worksheet needs careful framing because the client equates 'exploring career change' with 'abandoning the children we serve.' Don't present it as a career change tool. Present it as a clarity exercise: 'I want to understand what you need from your professional life right now - not whether you're staying or going, just what matters to you.' The wants/don't-wants framing is the entry point because it doesn't force a direction. The resistance pattern is moral self-judgment: the client will edit their wants to exclude anything that feels selfish (compensation, work-life boundaries, personal ambition). Name it: 'Write what you actually want, including the things you think a nonprofit leader shouldn't want.'
Two patterns to track. First: the don't-wants list will be longer and more specific than the wants list. Burned-out clients know exactly what's draining them but have atrophied their ability to name what they'd choose. If the wants list is abstract ('meaningful work,' 'good culture') and the don't-wants list is concrete ('board members calling me at 9pm,' 'fundraising galas,' 'explaining our existence to every new funder'), the imbalance is the data. Second: watch the top 3 priorities. If all three are about the current role ('improve board relationship,' 'hire a deputy,' 'restructure fundraising'), the client has defaulted to fixing the current situation rather than exploring alternatives. That's avoidance, not commitment.
Read the don't-wants list back to them without commentary. Then ask: 'How many of these are fixable in the current role?' Sort them into fixable and structural. The structural don't-wants - the ones baked into the nature of the role, not just this organization - are the career change conversation. For the wants list: 'You wrote five things you want. Which of these does your current role provide?' If the answer is one or zero, the worksheet has made the gap visible without the coach having to argue for it.
If the client cannot write in the wants section at all - not won't, but genuinely cannot identify what they want professionally - this signals a level of burnout that may have crossed into depression or identity loss. Seven years of mission-driven self-sacrifice can erode the client's capacity to hold personal desires. Severity: high. Response: do not continue the career exploration. Explore whether the client has support outside coaching (therapist, physician, close relationships). The career conversation requires a self that can want things, and that capacity may need restoration before planning can happen.
A Regional Sales Director at a medical device company was referred to coaching by their VP after missing targets for two consecutive quarters. The client reframed this as a career inflection point in the first session: 'I've been thinking about whether sales leadership is really where I want to be long-term.' They requested this worksheet. The coach needs to determine whether the career change interest is genuine or whether it's a way to avoid reckoning with current performance.
Give them the worksheet without resistance. Genuine career dissatisfaction and performance avoidance produce different outputs, and the worksheet will surface which one is operating. Frame it neutrally: 'You mentioned wanting to explore whether this is the right career direction. This worksheet will help you map that out - your 10-year vision, what you want and don't want, and concrete goals.' Do not signal suspicion. The tool will do the diagnostic work.
The tell is in the specificity gradient. A client genuinely considering a career change writes detailed, textured don't-wants about the nature of sales work ('constant travel,' 'compensation tied to quarterly numbers,' 'transactional relationships'). A client avoiding a performance conversation writes vague don't-wants about their current situation ('not feeling valued,' 'lack of support,' 'unrealistic targets') - complaints about circumstances, not about the work itself. Similarly, the wants section: genuine career interest produces specifics about a different kind of work. Performance avoidance produces wants that describe the current role minus the hard parts ('leadership without the quota pressure'). The 10-year vision is the strongest signal: if it describes a version of their current role where they're succeeding, the issue isn't career direction.
Start with the 10-year vision. If it describes a senior sales leader or CRO who is thriving, reflect that back: 'Your 10-year vision is the top of the sales leadership path. That's not a career change - that's a career commitment with a current rough patch. Do you want to talk about the rough patch?' If the vision genuinely describes different work, pivot to the goals table: 'What's one step on this list you could take in the next two weeks?' The client's reaction to a concrete timeline reveals whether the career change is a real direction or a comfortable abstraction.
If the client produces a worksheet that clearly describes career change avoidance (vague don't-wants, a 10-year vision that's their current role but better, goals that are all 'research' with no commitments), and the coach names this pattern, watch the client's response. Defensiveness or immediate agreement without reflection both indicate the performance conversation is the one to have. Severity: low. Response: redirect the engagement toward the performance gap. The career exploration worksheet can be revisited later if the interest resurfaces after the performance issues are addressed.
A client is dissatisfied at work but can't pinpoint why when the role looks fine on paper
LifeA client feels successful but unfulfilled and wants to understand why
LifeClient is successful by external measures but cannot articulate why the work feels hollow
Step 1 of 6 in A client has been thinking about a career change for months but hasn't committed to a direction
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