Retirement Transition Interview Inventory
Harvey54R Personal Review WIP 7 RTII/CIP©
This is a derivative work from the book website and coaching of Get That Next Job© 2006-2015.
A Quality Retirement
This product is not a financial, retirement housing or educational program.
Our goal is to present you with an Interview Inventory of “Who you are, What you want and How to get YOU there.
We are not connected with any financial, retirement living or educational institution.
01-10-17 Edition WIP6
The information that is gleaned from the Extended Personal Review: Harvey 54R includes:
Quick Summary of what you may discover.
The Biggest Challenge to a quality retirement
The Overlying Theme that drives your transition to retirement
Your Overriding Transition Goals! A delineation of your Personal Characteristic and Values
Your Personal interests and hobbies
Your Personal Goals
Your Professional Goals
Your Family Goals for your Retirement
Your Descriptors/Talking Points about you
The option to see in writing what “A Quality Retirement” means to you!
The correct hobby, volunteer or work venture that would allow you to be productive, engaged, and also allow for an engagement and family life balance.
The Right choices for you personally
Fulfilling work Responsibilities
The last five categories, those that appear above in red can be used by our candidates as a Personal Interview Checklist while assessing your retirement plans.
The information from our Extended Personal Review allows you to customize your decisions about retirement based on your current personal and professional objectives, as well as developing a workable plan for the future.
****This tool (RTII-Transition Inventory Checklist) should enable any transitionee to more correctly match their “goals, talents, and interests to a possible imminent or actual retirement situation; thus allowing the candidate to make an informed series of guesstimates of correct choice and paths to “A Quality Retirement.” Remember, there is no guarantee as we approach retirement, the vagaries of health, mobility, relationships and finances do play a role, but not necessarily the deciding role.
RTII Candidate Transition Inventory Interview, Lite ©.
Editorial Note: This inventory will take you 4-6 hours. We suggest that you complete the process over a 2-4 day period. There is no right or wrong answer. The answers must reflect your real feelings. This is your inventory, not ours. Some of these questions will bother you. They are supposed to do that. You are interviewing yourself. Your answers will possibly change as we do repeat some of the questions verbatim or with slight variations.
Between birth and cessation of life there are 6 stages of life. Our goal is to make the 4th & 5th stages a fascinating journey. You do have a choice.
To this author there are 6 stages to life: 1. Infancy Dependance, 2. Childhood, 3. Adolescence, 4. Adulthood, 5. Retirement, and 6. Adult Dependancy. Each is inevitable, each can be interesting and fulfilling, the fourth through fifth take planning and careful thought to make the most of each natural phase.
A Quality Retirement awaits you if you choose.
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“get THAT NEXT job!®”
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This inventory is also used as part of a Candidate Initiated Search Assignment or a Candidate Transition Interview Inventory.
Suggestion: Save a copy of your completed Mikel to refer to later as you build your TBF’s.
*If you are working for yourself, please answer the above questions as if you were working with these people as clients and please note that difference at the top of the inventory.
Preface: Please answer these questions first.:
- In what ways have you felt defeated in your efforts?
- What is mostly missing from your job search?
- If you could go back and make one change in your preliminary retirement plan to this point, what would it be? Remember, we are not talking about finances, although they are necessary.
- What involvements that you have chosen were the most fun?
2b. What did you find the least fulfilling?
- We know you have thought about your prior job, career or profession often; what are 3 ingredients/things/parts do you miss most often? If you can think of more it will be helpful.
- I know you have thought about or pictured retirement opportunity often. What do you see/envision yourself doing? Hobbies, Volunteer Work, Sports, Relaxation, Travel, further education, write a book. etc.
More if you choose:
- What is the most challenging about contemplating or being in transition mode?
5a. Would you consider yourself for:
- Full Active Retirement
- Active Retirement
- Moderately Active
- Interested in working part-time
- What are your Personal Goals & Objectives:(5 Each) in the next 2 years.
- If you were to seek professional coaching to develop a plan for A Quality Retirement which of the skills below would you use or consider? Remember, we do not work on your financial or housing program.
b. ____Selection Strategies
c. ____Identifying Skills or real Interests
d. ____Community Opportunities
f. ____Sounding Board
g. ____Balanced Strategies
h. ___ Computer Search Skills
7.a. Level of involvement desired. Full-time/ Part –Time/ Occasionally/ Casual/ or None.
7b. How long have you been in transition planning or mode? What activities have you tried? Explain
7c.Which activities have given you a sense of fulfillment or a feeling of achievement?
- If you been engaged wHat job search activities strategies have you engaged in to this point?
8a. Have you gotten Interviews and Offers?
8b. What was the outcome?
- Why were you looking? Explain!
9a. Are you having “Identity” pangs?
- As a worker; what were your 5 main motivators?
Now rank order them.
10a. As a worker what were your 3 main motivators?
10b. Descriptor: Of the items below which best describe you as an employee?
Pick the top 10
_____ Engaged when necessary
10c Now choose the top 7
10d. Now the top 3.
10d. Now choose the best single word from the list or which best sums up you last 3.
10e. When you were employed full-time did you use …(see below)…….. to win an argument?
- At this time, what do you think you specifically need or want from this Inventory?
- Name seven things you really liked about your current or last job.
Now read the list and eliminate all those that are not of prime importance to you and redo the list. You must have 5. Then list 3 and then 2.
- Name threethings you absolutely disliked.
- Knowing now what you have learned about you as a worker what do you think you can bring to others that has real value?
If you feel you have none, go back and look again.
- Rank order the following about retirement concerns:
a.____ Fun Y/N
b.____ Entertainment Y/N
- ____ Sense of Identity Y/N
- ____ Fill Time Y/N
- ____ Friends Y/N
- ____ Place to GO Y/N
- How would you best describe a former boss?
- ____ ethical
- ____ caring
- ____ professional
- ____ concerned with employees & clients
- ____ kept you informed
- _____ committed to great products
- _____ economically sound
- _____ comfortable with the status quo
- _____ visionary
- ____micro managed
- ____ hypocritical
- ____inaccessible or hibernates most of time (circle)
- ____ community oriented
- ____ task oriented
- ____ people oriented
- ____ insular
- ____dedicated to growth of employees
- ____ involved in his employees lives & goals…… Mentor?
16b. What was the boss’ best trait?
16c. What was worst?
- What secrets do you think others have that you do not know in how to plan a quality retirement?
17a.Why do you seem so happy?
- What are the 5 most important skills//ingredients to you that are necessary for a Successful and quality retirement.
18a. Why is it not just money or location?
18b. What is the most important to you personally?
- What one area of your professional life did you work on most often to improve?
19a. What one area of your professional life did a prior boss work on most often to help you improve?
19b. How does s/he do that?
19c. What are looking for in Retirement?
19d. How do react to the word failure?
- If you could wave amagic wand and fix one professional/or personal flaw that you or others have noticed in you, what would it be?
20a. What would be the desired outcome?
20b. Do keep up to date with world affairs.
- What activities or mix of activities would make you “jump” out of bed each day?
21a. What are you passionate about now? WHY?
21b. Which activities in retirement turn you off or do you feel will make you uncomfortable? WHY?
- What about the product/service/market/role/job made you passionate when you were working?
22a. How did you express that passion?
22b. What do you think you could become equally passionate about in retirement?
- How did you end up in your prior market niche?
23a. Do you regret your decision to work in this niche or market?
23b. What skill/knowledge/offering provide you to be of help to other retirees?
- What is your most rewarding career decision?
- What has been your most rewarding activity/role/achievement in retirement so far?
25b. If you have not had one why?
- Name 5 things did you think you would likebestabout your being In retirement?
26b. What role will give you the most personal satisfaction?
26a. Which do you think will or has given you given you the least?
- When thinking about transition what is your greatest concern?
- Of what fiveavocational activities/accomplishments that are not work related are you most proud?
(5-7 achievements would be great. They will be used later to build your list of choices.)
Can you give me 3 more?
- What are the7 main Talking Points’ (Characteristics or Attributes) about you?
Now pick five, please place them in order of importance to you.
- Of what one personal accomplishment are you most proud?
- What were your 5 major Professional Strengths in order of importance?
31a. What skills most impressed you formers bosses?
31b. Impressed you?
- Did your work location, title or product give you a true sense of Identity.
- Are you concerned that Your planning or actual retirement offer that same reward?
- Are your family’s retirement goals for your different from yours? If so explain….
- If you could plan for retirement now, what are the 6 activities, responsibilities & functions that you most desire or seek?
35a. Which do you not want?
35b. If you are currently in retirement which activity, etc would you not have chosen?
- Quick Self Analysis: This is a tough exercise………..it is supposed to be. *By the way, your answers will change from time to time. From the list below please select your priority list of for a quality retirement.
Rank order: (1 being the highest)
____Medical Facilities & Physicians
____Excellent Shopping & Dining Opportunities
____Access to Airports ____Advanced Education Training
____ Proximity to Religious Institutions
____Accessibility to Cultural Activities Museums
____Accessibility to Sporting Events/Venues
____Quality of Life Safety & Security
____Accessibility to Service Groups & Individuals
____Volunteer & Part-time Work Opportunities
____Biking and Walking Trails
____Beaches/Gaming/Swimming ____Community Bus Routes ____Accessibility to Major Civic Organizations.
Please now choose the top 7 again. List below.
Now choose the top five and list below.
Now reprioritize final top 5.
- In a perfect world; describe in detail what you are looking for in A Quality Retirement.
38a. What are the 3-4 things that you most fear about retirement that position would you want?
38b. What is your biggest fear about retirement? Cannot use money or Health.
38c. If you were to design the perfect retirement for someone you love, what would it be?
38d. What would it not be like?
- What would you look forward to about tomorrow when you go to sleep tonight?
- Explain the kind of home/house you would need to make you feel at HOME the day you move in.
40a. What kind of accommodations would you not accept?
- Name 7 Characteristics, in order of importance to you, that you think best describes or will describe your average week in retirement. Please do this list carefully and in detail.
- What most bothered you about visiting other friends who were in retirement?
42a. After you left them and were driving home what one thing bothered you most?
- If you start planning your retirement at 40, what would you include as necessary? (Cannot use money or health.)
- Have you ever given thought to starting a new career? If so, what other “jobs” would you choose?
44a. Please enumerate the new opportunity and list 5 reasons why it would be a great idea. Please also list 3 reasons why it would not be good for you now.
- What doyou do for fun? Gardening,Woodworking,Cards, Photography, Dancing, Theater Arts, Exercise, Car Repair, Writing, Home Repair or others….. Why is it fun?
45a. What do you expect to do after retirement?
45b.Given three choices, school, work, retirement which would you choose?
45c. Given that you choose retirement, what aspect do you think you would most enjoy?
45d. Are you a risk taker or do you play it safe, EXPLAIN.
- When you think of retirement. What are the first 3 thoughts/ideas that pop into your head?
46a. What are the basic commonalities?
- Is it a pleasing, threatening or frightening concept for you?
47a. What 3 concepts about retirement do you most fear?
47b. How can you help others succeed in retirement?
47c. How can you best help yourself?
47d. How can your community, religious institutions, or your family best help you?
47e. What does the phrase “team work” mean to you?
- Are you comfortable with the new adventure you are about to start?
48a. If not,why not?
- What are the most admirable qualities of your best friend?
49a. What qualities do you find most irksome?
- What qualities do you most admire about others?
50a. What qualities do you most admire about yourself? At least 3-5
50b. Which one best describes you?
50c. Which one do you most dislike about yourself?
- If you were to begin a “new” startup company, what market, product, client base, etc, and management team would you assemble?
51a. If your best friend were contemplating starting a new business today and you were hired as a consultant along with his team of lawyers, accts what would your advice to him be. Please be specific!
51b. If your former boss was about to leave and join a new company, and he called you for advice what questions would you ask him?
- What was the most valuable client relationship and why.
- Describe the person that you care for most.
53a. What would that person say about you?
- If you could go back and make one change in your life that you royally messed up what would it be?
- Someone near you passes how does it affect you?
54b. Write a powerful statement about you that you could use as a tag line on your new business card.
Has this inventory given you a clearer picture of you & what you want from retirement?
What were the most illuminating answers that you reached during this inventory?
What has changed in the way you thought about your retirement?
What have you learned, that may help others as they enter this fourth stage of life?
Did we forgot to ask anything?
Please send responses to firstname.lastname@example.org or call 404-348-0429
If you have any questions call us.
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