2. Workshop Components
This workshop provides a decision-making model to assist you
in a comprehensive review of your options and help you devise
a strategy in line with your values, interests and personality.
Coping with personal transition
Evaluating personal and professional goals
Assessing current career choices and employment market
Identifying transferable skills
Reviewing financial issues and their impact on career
options
Developing an action plan, and implementing strategies
| 2
3. Program Objectives Session 1
Explore a change model for effective
transitions
Present a decision model for
informed decision making
Provide Action Plan frameworks
Identify concerns, issues, and facts
to consider
| 3
CDW Version 2.0
4. Program Objectives Session 2
Review the change model for
effective transitions
How-To presentation & resources
for Exploring options
Provide decision point research tools
and frameworks
Provide overview of array of DBM
WebCenter resources
| 4
5. Agenda Session 1
Phase X – Change, Transition &
Coping
Phase I – Desired Outcomes & Self-
Assessment
Phase IV - Action Plan frameworks
Next Steps
| 5
6. Agenda Session 2
Phase II – Explore Options
Phase III – Research Decision Point
Phase IV – Refine Action Plan
Resources:
Entrepreneurial
Retirement
Career Continuation
| 6
7. Let’s Get to Know Each Other
Name
Title
Length of Service
Best or Frequently Used Change-
Coping Activity
| 7
9. Phases of a Career Decision Process
Phase X Phase I I
Phase Phase IIII
Phase Phase III
Phase III Phase IV
Phase IV
Identify
Desired Research
Understand Explore
Outcomes the Decision Action Plan
Change and Options
Point
Transition
Self-
Assessment
| 9
10. Phases of a Career Decision Process
Phase I Phase II
Identify Desired Explore
Outcomes Options
Self-Assess Phase “X”
Understand
Change &
Transition
Phase IV Phase III
Research
Develop
Decision Point
Action Plan
| 10
13. Phase X: Understand Change and
Transition
Phase “X” Phase I Phase II Phase III Phase IV
Understand Action
Identify Desired Research the
Change and Explore Options
Outcomes- Decision Plan
Transition Self Asses Point
Understand the
Change
Perspective
Identify Your
Best Coping
Strategy
| 13
14. Definitions of Change
External event or action that can instantly alter a situation
Today feels permanently different from yesterday
Change event is visible, concrete, and may be dramatic
There is a “before” and an “after”
Happens quickly
| 14
15. Definitions of Transition
A mental, emotional and psychological process
Not clearly observable to others
At times is elusive and confusing to the person
A multi-phased process which occurs over time
| 15
22. Phase I: Identify Desired Outcomes
Self Assessment
Phase “X” Phase I Phase II Phase III Phase IV
Understand Action
Identify Desired Research the
Change and Explore Options
Outcomes- Decision Plan
Transition Self-Assess Point
Financial / Family
Issues
Values
Interests & Skills
| 22
23. Key Financial Issues
Understand what is offered to you
New position
Severance package
Benefits
Know your current financial status
Net worth
Cash flow (income and expenses)
| 23
24. Key Financial Issues
Know your long-term and short-term financial goals and
investments required to reach them
Insurance needs
Projected financial status
Need to work? How soon?
Professional financial advice (if desired and applicable)
| 24
25. Unique Family Issues
Responsibilities to:
Self
Spouse/Partner
Parents
Children
Others
Lifestyle
Others
| 25
26. Values, Skills, Interests
What’s important to me?
What do I enjoy and want to do?
What do I know how to do?
Where do I want to do it?
| 26
28. Phase II: Explore Options
Explore Options
Phase “X” Phase I Phase II Phase III Phase IV
Understand Action
Identify Desired Research the
Change and Explore Options
Outcomes- Decision Plan
Transition Self-Assess Point
Current or New
Position
Retirement
Work for Self
Other
| 28
30. What Does it Take to Get a Job?
Background, Assets, Marketable Motivation (WIIFM, Timing,
Skills and Competencies Values)
Salary Level Job Search Tools (Resume,
Job Market / Job Function Marketing Plan, Communications)
Personal Factors (Contacts, Job Search Strategies (Targeting,
Image, Personality, Age, Marketing, Interviewing,
Enthusiasm) Negotiating)
| 30
31. What Does it Take to Retire?
A sense of Purpose!
Identity
Purpose
Direction
Arrived at via three questions
Who Am I?
What Do I Like to Do?
Where Am I Going?
| 31
32. Personal Mission/Purpose Statement
Helps you
Distinguish between wants and needs
Balance gifts and talents
Focus on decisions and life principles
Recover quickly from setbacks
Direct your energy
Resources
Franklin/Covey
| 32
33. What Does it Take to Retire?
Grasp of Ten Retirement Success Factors!
Identify apart from work
Attitude
Directedness
Health
Adaptability
Understanding of Meaning of (your) Life
Life Satisfaction – What & How To
Leisure
Family & Friends
Finances
| 33
34. What Does it Take to Work for Self?
Are you a self starter?
How well do you get along with different people?
Will you offer services/products that are in demand?
How well do you make decisions?
Are your technical skills as good as they need to be?
Do you have the physical and emotional stamina to run a business?
How well do you plan and organize?
Is your drive strong enough to keep you motivated when the going
gets rough?
| 34
35. What Does it Take to Work for Self?
Can you place the desires of others (customers) ahead of your pride
and need to be right?
Are you comfortable making sales calls and presentations?
Is your family supportive of you doing this?
Do you have the financial resources to keep you going for at least a
year if you don't have income from the business right away?
| 35
36. Work for Self – General Info
The estimated 27.2 million small businesses in the US:
Employ about half of the country’s private sector
Hire 40% of high tech workers
Generate a majority of innovations from US companies
In 2007, 637,100 new businesses, 560,300 closed and 28,322
bankruptcies
2/3 of new firms survive at least 2 years ; 44% 4 years; 31% 7+ years
Reasons for a new business's survivability:
Ample supply of capital
Company is large enough to have employees
Owner's education level
Owner's reason for starting the business in the first place
Source: U.S. Small Business Administration Office of Advocacy, September 2008
| 36
37. Other Options?
Returning to school/retraining
Changing career
Working part-time
Leaving the workplace
Volunteering
| 37
CDW Version 2.0
38. Weighing Options
Current position
Take severance
Search for another position
Retirement
Work for self
Return to school/retraining
Change career
Work part-time
Leave the workplace
Other
| 38
40. Phase III: Research the Decision
Point
Phase “X” Phase I Phase II Phase III Phase IV
Understand Identify Desired Action
Research the
Change and Outcomes- Explore Options
Decision Plan
Transition Self-Assess Point
Force Field
Analysis
Anticipating
Roadblocks
Analyze the
Results
| 40
41. Research Decision Point
Ask Five Friends
Informational Interview Five Professionals
Books
Internet
Keyword search
Wikipedia search
Database search
Search Tools
| 41
42. Logical vs. Emotional Decision-Making
Decision-making is a cognitive process where the outcome is
a choice among alternatives
Emotional decision-making, however, is legitimate and
typically very fast (“Intuition”)
Thinking & Feeling
People have preferences
I think…
I feel…
Start with logic and use emotions for final choice
ISPEAK resource/assessment
| 42
45. Analyze the Results
Identify Feasible Actions
Determine Degree of Certainty
Measure Degree of Desirability
Decision Tree Analysis
Solutions
Outcomes
Values
| 45
46. Resources – DBM Webcenter
Action Plan
Accomplishment Statements
Best Fit Work Situations
I-Speak Your Language Style Descriptions
Personal Development Plan
Personal Financial Snapshot
Personal Vision
Satisfiers & Dissatisfiers
Skill & Knowledge Inventory
Career Reflections
| 46
48. Phase IV: Action Plan
Phase “x” Phase I Phase II Phase III Phase IV
Understand Identify Desired Action
Research the
Change and Outcomes- Explore Options
Decision Plan
Transition Self-Assess Point
Clarify Goals
Identify Objectives
Develop Actions
& Time Line
Identify Resources,
Contingencies &
Next Steps
| 48
49. Elements of Action Plan
Goal(s) & Objectives
Actions Needed
Persons Needed
Resources Needed
Obstacles and Contingencies
Timeframe
Monitoring and Evaluation Methods
| 49
50. Clarify Goals, Identify Objectives
Goals Objectives
Broad Narrow
General Intentions Precise
Intangible Tangible
Abstract Concrete
Cannot validate face value Can be validated
Specific, Measurable, Attainable, Realistic, Timely
| 50
51. Your Goal:
Actions I could take within:
24 Hours
2 Days
1 Week
Who Needs to be involved and how?
Obstacles I Anticipate
How I’ll Handle Them
Results I Expect
| 51