Navigation Tools

Below you will find a variety of tools for "navigating the river" and moving through the changes in your career and life. You are welcome to download any of these worksheets and sketch out your goals, plans, or ideas. Most are in PDF format and you'll need Adobe Reader to view the files. You may download that program at no charge here. tools

Coaching:

These tools will help you get started with coaching.
Coaching Menu (PDF): Use this menu to select your areas of interest.
Coaching Packages (PDF): A description of the flexible packages available in the private coaching format.
Coaching Plan (PDF): This helps set priorities for our initial work together.
Reflection Questions (PDF): These questions prepare us for our first coaching session.
Prep Questions (PDF): These seven questions help you collect your thoughts prior to each coaching call.
Coaching Call Notes (PDF):This is a note-taking format you can use during coaching calls.


Kayaks

Career:

The following exercises will help you assess your talents, begin to distinguish Who You Are from What You Do, and develop your criteria for what's next.
3-Column Wish List (PDF): Use this list to specify the characteristics of your ideal opportunity.
Ideal Job Profile (PDF): Create a set of criteria for your next role.
Personal Profile (PDF): This template is a place to summarize what you know about yourself. It is your own executive summary.
Taking Stock of Your Skills (PDF): This exercise integrates feedback from other people and challenges you to consider the skills you most enjoy using.
The Who Quadrant (PDF): Make an inventory of the roles you’ve had and the people you’ve impacted. Collect ideas for your next role by exploring who you are to others
Now What?® Assessment (PDF): Take this quiz to determine which of the key factors related to career change are most relevant for you.
Paddles

Motivation, Vision and Values:

Here are a few resources to keep you motivated and to help you reflect on what is most important to you.
Seeing Is Believing (PDF): In this article you'll find directions for creating a vision board.
What’s Your Theme? (PDF): A template you can use to develop your personal theme for the year, before undertaking a big goal, or anytime.
The Year 20__ (PDF): Periodically, a peek into the future, or at least what you imagine for yourself, can be enlightening.
Values:Your Personal Treasure (PDF): This exercise guides you to name the values that are most important to you.
Meditation Favorites (PDF): A list of resources you can use to grow your meditation practice.

Time, Planning:

These tools help you assess your relationship with time, set goals, get organized, and make realistic plans. Planning Assessment: Time Traps (PDF): Identify your tendencies in relationship to time and name the areas to strengthen.
Assessment: When Overwhelm Is On The Rise (PDF): Gain insight into what your feeling of overwhelm is trying to tell you.
Seasons Reflection (PDF | Word File): A tool to help you take a look back at your year, gather insight, and gain perspective.
Focus 2014 (PDF | Word File ): Use this template to capture your goals and theme for the year.
How The Seasons Might Look (PDF | Word File): Use this tool to get a glimpse of your upcoming year.
Financial Game Plan (PDF | Word File): Three quick questions and three action steps for the next 30 days.
Goals Worksheet (PDF | Word File ): Use this worksheet to make sure you really want the goals you say you want and to put some feeling into it.
Ideal Day (PDF): Use this to determine new daily routines you’d like to establish.
Ideal Week (PDF | Word File ): Use this worksheet to design a weekly framework that is flexible and fits your style.
Master List — Personal (PDF | Excel File): This tool allows you to stay focused on your top personal priorities, while keeping track of your projects, ideas and potential action steps. (Note: There are 3 separate 1-page worksheets in this file; make sure to print the entire workbook.)
Master List — Professional (PDF | Excel File): This tool allows you to stay focused on your top priorities for your career or business, while keeping track of your projects, ideas and potential action steps. (Note: There are 3 separate 1-page worksheets in this file; make sure to print the entire workbook.)
What Is Necessary — What Is Possible (PDF-landscape | PDF-portrait): This planning tool helps you set a strategic direction for your day, week, month, season, or business quarter.