All Steps

Current State Analysis


If not now, then when.


Step 1: Fill in both your current and desired states of employment in the first two boxes.  Where are you now and where would you like to be?

• Current job if employed
• Current pay
• Last raise and advancement potential
• Hours worked or scheduling
• Level of enjoyment
• Sense of purpose or mission

Step 2: In this next area, fill in any immediate needs, difficulties, or issues that you want to address or change while your roadmap is being developed and click on the box to the left to add these items to your Action Plan.

Examples: negotiating for a promotion, job searching due to loss of job, transitioning to another career, expanding your consultancy or freelance business, choosing a college major, colleague problems that need to be immediately addressed, etc.)

When finished, don’t forget to click on the “save/next” button on the bottom right of each step.

Let's get a baseline of where you are currently at vs where you want to be.

Step 1: Please list your current state and then your desired state at work. If you work with a coach, you can use this area for each session to make sure you are moving forward as intended. Describe it in detail: your position, home/personal life, etc.

Current State
Desired State (Long-Term Vision)
Notes/Opportunities for Growth (Yours or Coaches)

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Strengths, Interests, Skills and Motivators


Believe that you're enough

Now that you have completed your assessments have you gained some insight into yourself? In this section, you will gain a clear understanding of your strengths, interests, skills, and motivations by going through your assessments and picking out from your reports the strengths part (may be listed as traits). The interest, skills, and motivations you innately know so fill those out to the best of your knowledge.

  • See the list below for there may be strengths you know to be true but, may not be in your assessment
  • Ask your coworkers and friends if these fit your personality if needed
  • If you have not taken an assessment already, here’s a quick assessment that can help you with your strengths: The DISC assessment.

We will use these lists throughout your roadmap in various sections, such as building your brand and marketing content. More importantly, knowing yourself more fully allows you to convey your strengths, interests, skills, and motivations during job interviews, promotions, etc. It’s a fun getting to know yourself, especially when you are challenged. That is when you truly see your authentic self.

When finished, don’t forget to click on the “save/next” button on the bottom right of each step.

Your top strengths, skills, and drives will help you determine your career path and build your brand.

Step 1: This information will be the basis for building your brand or choosing a career path. From your assessment(s) that you took in the last step and what you personally know about yourself, add your strengths. Your interests, skills, and drives/motivators will not come from your assessment but from what you gravitate toward in your work and personal life. If you have not taken one already, here's a quick assessment that can help you with your strengths: High5 Test or The DISC assessment.

Personality Traits/ Strengths (your top 5 strengths that make great things happen)
Interests (hobbies / reading subjects or activities you enjoy )
Skills (top work skills you have currently built)
Motivators/Drives (money, social justice, family well-being etc.)

Examples of strengths that might not be listed on your assessment but that resonate deeply with you.

  • Creative
  • Collaborative
  • Persuasive
  • Adaptive
  • Prioritizer
  • Arranger
  • Detail-Oriented
  • Positive
  • Decisive
  • Learner
  • Results-Oriented
  • Analytical Mind
  • Persistent
  • Articulate
  • Good Listener
  • Productive
  • Inquisitive
  • Courageous
  • Creative
  • Visionary
  • Balanced
  • Wise
  • Organized
  • Intelligent
  • Humorous
  • Strategic
  • Committed
  • Sincere
  • Supportive
  • Trustworthy
  • Thought-Leader
  • Evangelist


In this area, you want to rank the tasks you enjoy doing the most with “1” being the highest, and “5” being the lowest.

PURPOSE: See which areas are your strongest that you naturally gravitate toward. These descriptors come from the ADDIE learning model and are often used in performance development and work descriptions. These are words you can also use in your brand and marketing content to help describe yourself.

Take note of areas in which you rank low will help you determine which team members you should work with that are better at these functions- so that you can offset your weaker areas.


Don’t forget to save your work with the button on the bottom right.

Step 2: Rank the work descriptors below in order of the type of work you most enjoy on a scale of 1-5 (1 being the highest).

Notes/Opportunities for Growth (Yours or Coaches)

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Visualize Your Growth Ladder


Strength and Growth


Note for Non-Planners: Some people prefer not to plan, and that works very well for them. So instead put what you want out of your career here– just put your desired position. What is most important is not to get stuck in a position where you are not growing. So growth could be what this ladder represents.

For those that are working toward a specific goal: Visualize how you will grow in your career, consultancy or freelance business using this career ladder.

  1. Start with your long-term goal at the top of the ladder and work backward if it is easier.
  2. What education or skills training will help you get to where you need to be?
  3. Determine what experience is needed. What projects and roles you should take on that will help fast-track your career (look at how others who are above you and see if they took any unique paths).
  4. What connections are needed? Grow a support network by utilizing sponsors, professional association connections, colleagues in your field, etc.
  5. Are there any awards or achievements that might be helpful to pursue?
  6. Is there any professional association volunteer work that might be helpful to help you network or get work experience you might not normally have?
  7. For employees, ask your company for an org chart to help you determine your path if you plan to move up in the company at which you are working. For consultants, think in terms of growth in your consultancy.
  8. Research on LinkedIn the position and industry you are aiming toward. Look at the path of the people that are already there. What was their path? Their education? Try to look up at least 2-4 people that in the position you want to ultimately be in– and see if there is a pattern. Reach out to them on LinkedIn and see if they will talk to you for 10 minutes to give you their experience and advice.
  9. Don’t forget to add the meaning or purpose in the box below so that you can remember to incorporate that into your visualized path.

Determine where you want to grow at least two positions ahead, so you can set up necessary supports.

Long-Term Goal/Desired Position (at least think 1-2 positions above where you are currently) Degrees, Skills, Experience, Networking, Training/Education, Awards, Presentations, Projects, or Professional Association Experience Needed for Next Level
(Work backwards until you get to your starting point)

Describe how you will incorporate meaning (your mission or what is important to you) into your career path.


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Salary/Revenue and Retirement Savings Goals




Step 1: What are your salary (employee) or revenue (consultant, freelancer) goals?

Knowing these numbers will help you make a more informed career choice based on what you want out of life, not just how much money you want. If your life has more meaning with a lower paying position, then consider living more as a minimalist. Or if you want to be the next Bill Gates and be a billionaire, state that too.

These numbers are based on what YOU want and need. (Fill in amounts below.) Make sure you put your salary goals in your career goal lines of “ALIGN: Life and Career Goals/Values Alignment”.

Fun Fact: $40-75K is the salary cap needed for happiness ($40k if single; $75K if you have a family- depending on where you live.)

Do you have multiple revenue streams? If so, list them here. Put in what you intend to make or are making. Take note of any streams that are particularly generating well. If you can figure out the percentage of income versus effort, please put that in here.

For example:

Income stream 1: Consulting: $10,000 annual revenue for 100 hours of work = $100 per hour; (10,000 (income stream 1)/90,000 (total income stream) = an ~11% income generation but at ~2.4x the hourly rate of income stream 2 (100/41=2.4)

Income stream 2: Full-time job: $80,000 annual revenue for 1960 hours of work = $41 per hour ; (80,000 (income stream 1)/90,000 (total income stream) = an ~89% income generation

Total from income streams = $90,000

If that math is too perplexing, try to at least figure out the hourly rate for each revenue generation stream to get a gauge of where you might want to invest your time.If there are some areas that are generating more revenue, should you put more effort into this area if it fits your overall long-term goals?

Step 2: How prepared are you for retirement, layoffs, and sabbaticals.

This is just a checkpoint to see where you are at if any of these occur in your work life.

Determine your desired salary goals so you can align them to your growth strategy. If you have not done so already, consider adding passive income generators (books, speaking engagements, etc.) so you can have more financial freedom to grow in your desired direction.

Current or most recent salary/revenue annual salary/revenue
Desired salary/revenue in 1years annual salary/revenue
Desired salary/revenue in 5 years annual salary/revenue
Desired salary/revenue in 10 years annual salary/revenue
Minimum salary/revenue requirement to meet living expenses annual salary/revenue
Desired Retirement Annual Income annual salary/revenue
I generate revenue from the following sources. Each contributes (?) percentage. (Possibly focus efforts primarily on the best generator?)
Are you financially prepared for unexpected layoffs or sabbaticals (minimum of 6 months salary)?
Have you saved enough for retirement?
What is your Glassdoor salary range for the position you are in or currently seeking? *See Salary Assessment button on left menu to research through Glassdoor or click here. Do you need to renegotiate for a higher salary? If so, speak with your coach, or address this after working through the Assure Your Salary Growth section in MAXIMIZE. Add this to your ACTION PLAN. Go here to work on ways to increase pay. Any other notes?

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Possible Roadblocks



Is there anything holding you back that you need to address that is impeding you from having the life that you want?

  1. Read below through the questions to see if any of these roadblocks or barriers apply to you.
  2. If so, check off the box to the left so they can be addressed with your coach if you are working with one.

We all typically have some kind of barrier to work through. There is no one judging you here, so let’s embrace it, and learn how to work around or through it.

Everyone typically has some type of barrier to work through. The key is to call it out and work through it.

Check the boxes below if they apply to you.
Notes/Opportunities for Growth (Yours or Coaches)

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Get into an Empowered Mindset for Growth & Success



Through research, coaching, and experience, there are commonalities that we have seen in the mindset of successful people. See link to the page with this researched information below. After reading through these, check off the ones that you think you currently are using now, and work on the ones that are not checked off as you progress through your career.
Don’t forget to save your work with the button on the bottom right.

Get to your long-term goals with a growth mindset.

Read about it here:  Top Traits for an Empowered Mindset for Growth & Success

Success Mindset
Do any of these resonate with you? (Check all that apply, and work on the unchecked areas.)
Do you have your own favorite growth mindset, concepts or mantras that are important to you? Share it also in the Career5 Tribe.

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Thanks for submitting for the Growth Strategy Phase. You can take a break or go on to the next phase of your roadmap.