Career Transition Planner

Pathway Builder 🔒
Domain
Career
Type
Planner
Phase
Discovery Action
Details
45+ min Between sessions As-needed
Topics
Career Transition Accountability

For professionals making intentional career moves.

When to Use This Tool
A client is seriously considering leaving their current role or field
A client wants to make a career change but feels paralyzed by the gap between now and the target
A client needs to map the risks and build a realistic phased plan for transition
How to Introduce This Tool Plus

When you got to the risk assessment section, what felt like the most honest risk...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Planner · 45+ min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 The longtime corporate attorney who wants to go in-house but won't commit to the timeline
Context

A 41-year-old litigation partner at a mid-size law firm has been saying she wants to move in-house for three years. The goal is credible — she has the skills, a relevant network, and a clear preference for the operational work of corporate counsel over the business development grind of partnership. She has never written a transition plan. Every coaching session produces good analysis and no action. The Career Transition Planning worksheet forces her to translate 'I want to go in-house someday' into a current-state skills inventory, a target role profile, a 12-month phased plan, and a risk assessment. The planning artifact is the diagnostic: what she puts on paper and what she omits both tell you something.

How to Introduce

Frame this as converting a wish into a project. 'You've been clear for a while about the direction. What you don't have ...

2 The senior engineer who wants to become a product manager but doesn't know what she doesn't know 🔒
🔒
3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
Unlock with Coaching Tools Plus
For professional coaches and coaching practitioners
Tool Flow Plus
See what this tool requires and produces in a coaching engagement
Unlock with Coaching Tools Plus

Pairs Well With

Career

Personal Budget Tracker

My client wants to make a career move but says they can't afford to take the risk

30 min Tracker
🔒
+3 more with Plus

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