Use this document to plan a conversation with your manager to share your thoughts on your future goals and discuss actionable steps to help you get there.
Make a copy of this document and customize it to your specific circumstances.

This simple template helps you track how you’re actually spending your time over a one- to two-week period (we recommend two for the clearest insights). It’s a powerful way to identify patterns, spot inefficiencies, and start making more intentional choices with your time.
Once you've completed your audit, we’d love to help you take it further. Contact us to review your results and explore ways to better organize your schedule, optimize your time, and align your days with what matters most.

When your career feels off, it’s easy to think you need a total overhaul. But clarity can come from stepping back and reflecting on what is working, to better understand what’s not. This worksheet will help you identify patterns so you can make informed, aligned decisions about your next steps.
Make a copy of this document and customize it to your needs.

Make a copy of this document and plan to re-visit it every three months.
Start with a brainstorm following the prompts included. Then, you’ll list your professional goals for the next three months, next year, and next five years. Document action steps and create timelines for you to complete those steps that will help you reach your goals.
Leave time for personal reflection. The full activity should take up to 2 hours.

When you find yourself at a crossroads and making a big decision about what’s next in your career, use this framework to weigh each option objectively.
Make a copy of this document, and fill out the questions included for each option. At the end, score each option and reflect on how the “best fit” option feels.

When starting a role at a new company or making a move to a new internal position, use this checklist to set you up for success from the start.
Make a copy of this document, read through the checklist on what to do, and what to avoid. Add notes as you learn more about the company, team dynamics, and any other information you believe relevant to your ongoing success. Use this as a working document to reference monthly as you become ingrained in the work.