•

VISUAL PLANNING SYSTEMS-

The Career Compass

•
 The Career Compass VISUAL PLANNING SYSTEMS"

Published by:

THE

1000 O'Reilly Avenue

San Francisco, CA 94129-1124

+1.415.561.2500

www.grove.com

ISBN: 1-879502-61-5

Printed in the USA

Version 1.0, April 2009

The Career Compass

© 2009 The Grove Consultants International.

All rights reserved under U.S. and international copyright laws and conventions. Any unauthorized
use of the copyrighted material without the express written consent of the authors is a violation of
U.S. and international copyright laws. No portion of this publication may be reproduced or
transmitted in any form or media by any means, electronic, mechanical, photocopying, recording,
or otherwise, without the prior written consent of the authors.

Visual Planning Systems' (2007-2009), and Graphic Guides® (1996-2009) are all copyrighted to
The Grove Consultants International. All rights reserved.

Printed on recycled paper. This binder is recyclable.

2 2009 THE GROVE CONSULTANTS INTERNATIONAL- Vr

VISUAL PLANNING SYSTEMS "
The Career Compass

Contents

Introduction 5
Career Compass Process Overview 6
The Career Compass Process:

Stage 1: Setting Out 9

Stage 2: History 17
Stage 3: Preferences & Possibilities 25
Stage 4: Work/Life Wheel 33
Stage 5: Choices in Context 41
Stage 6: Networking Map 49
Stage 7: A Day in the Life 57
Stage 8: Path Exploration 65
Stage 9: Action Plan 73
Conclusion 79
Appendix 81

Icon References 82
Additional Resources 84
Photocopying Policy 86
Additional Templates 87
Acknowledgments 99

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 VISUAL PLANNING SYSTEMS The Career Compass

• Introduction

Most of us spend at least one-third of our day at work. Many of us will have multiple
jobs and more than one career. From time to time as circumstances in our lives
change, it's beneficial to survey our career and determine if changes need to be
made. In some instances, a job or career change will be our choice; at other times
the change will be outside of our control. Regardless of the circumstances, being
prepared for moving on to our next career phase can make the transition less
stressful and more rewarding.

The Career Compass is a Visual Planning System -' that will help you creatively
organize and manage your career options. The templates in this system take you
through a step-by-step process that includes assessing your past and present,
researching future possibilities, imagining yourself in different careers, and finally
creating job search and networking plans to fulfill your self-defined goals.

How to Use These Materials

A career counselor or career coach can help you progress through each of the steps
and provide additional insight and resources. A career counselor will also help you
stay on task and keep the process going until you have completed the final stage
and are on your way to making a change. A good resource for finding a counselor is
the National Career Development Association (www.ncda.org ).

If you would like to complete the process on your own, additional books and
websites are provided throughout The Career Compass and in the Appendix to help
you. We also recommend that you talk with family and/or friends to provide support
as you move through the stages.
There is no wrong way of working with these templates. The content you provide
from your own experience and research will create maps for successfully navigating
your career change. Often, the immediate need for a new job will dictate how much
time you can give to the entire process. If time permits, it is advantageous to allow
time for reflection after each stages. Some templates will also require you to repeat
them until you are satisfied with the outcome and ready to move onto the next
stage. For this reason, there are extra copies of certain templates provided in the
Appendix. To make it easy for you, we recommend that you take the templates out of
the binder and work on them as you follow the instructions.
You may want to add additional research, job leads, and job offers to this binder—
as well as your resume, cover letters, thank-you notes, and any other specific
information to stay organized. Once you have a new job or career direction, be sure
to keep your binder for reference at a later date or when it is time to reassess and
perhaps make another change.

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 VISUAL PLANNING SYSTEMS
The Career Compass

Career Compass Process Overview

Orient To Career Planning Assess Who You Are &

What You Want

Stage 1: SETTING OUT Stage 2: HISTORY

.=,....
A A, .

z,

Clarify your reasons for career exploration— Learn from the past in order to make informed
where you are now and where you want to be. decisions about your future.

PREFERENCES & POSSIBILITIES

Clarify who you are, and learn about the

occupations that might fit you.

Stage 4: WORK/LIFE WHEEL

Imagine your preferred future, both at work and

outside of work, in order to set priorities.

6 © 2009 THE GROVE CONSULTANTS INTERNATIONALS

 VISUAL PLANNING SYSTEMS
The Career Compass

•
Research Your Options Focus Your Job Search

Stage 5: CHOICES IN CONTEXT Stage 8: PATH EXPLORATION

• ....
°"1""

Begin researching occupations through secondary Decide on and craft the career path you want,
research: websites and publications. while keeping a backup plan as an option.

• Stage 6: NETWORKING MAP Stage 9: ACTION PLAN

Start contacting others to learn firsthand about Lay out the steps of your job search, and stay
occupations and to create connections. motivated to land the job you want.

Stage 7: A DAY IN THE LIFE

• Continue your primary research—talking with

others—to imagine yourself in an occupation.

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 VISUAL PLANNING SYSTEMS The Career Compass

• Stage

ON1113S
SETTING OUT

ino
Welcome to The Career Compass. You are beginning a thought-provoking,
comprehensive process that will help you make informed career decisions.
Whether you are just starting out in the work force, are in the middle of
your career but seeking something new, or are nearing retirement and
need to make a transition out of full-time work, The Career Compass
will help you visualize and make change. The following instructions and
templates provide frameworks for organizing your thoughts and research
and developing your plans.
In this first stage, Setting Out, you will record your expectations for a
career-change process. It is important for you (as well as your career
counselor) to understand your motivation for embarking on this process.
Setting Out provides a quick view of your current context and maps the
beginnings of a future direction.

You'll always miss 100 percent of the shots

you don't take.
Wayne Gretzky

VI?'
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 VISUAL PLANNING SYSTEMS
The Career Compass

SETTING OUT
Clarify Your Current Situation
Take a moment to explain where you stand currently and where you want to be when you have
completed The Career Compass process. You'll need to express your commitment to change
and the supports and challenges that may affect your progress. There are no "right" or "wrong"
answers—each person's situation is unique.

STEPS
For ease of use, we recommend you first take each template out of the binder and fill it in as
you read through the steps. Each template can be found following the instructions and sample
answers. (See page 13.)

STARTING POINT

Why do you want to go through this process? Why now? Record the reasons why you
want to explore your career options. It might be that you don't like the work you are currently
doing, or perhaps the management of your organization has changed and things that you liked
about your organization no longer apply. You may like the organization you work for, but want
to explore other positions. Or perhaps you foresee changes ahead in your job or organization
and you want to be prepared just in case. There may be changes in your personal life—getting
married, getting divorced, having a child or moving—that require you to make changes in your
job. Or maybe you are finishing school and entering the workforce as a high-school or college
graduate. Whatever your reasons are, write down why you are seeking something new.

ENDING POINT

Primary outcome: What is the main goal you want to reach after completing this process?
Write down what you would like to accomplish. Is it a new job, a promotion, or the same
position with a different industry or employer? Perhaps you are considering a return to school
and you want to confirm that the program you choose will be most beneficial for your career
goals. Whether it is job or school related, write down your main objective for completing The
Career Compass process.

Secondary outcomes: What would you like to gain in addition to your primary outcome? For
example, you may want to learn about different industries, to have a better understanding of
careers that suit your personal preferences, or to discover where to look for new opportunities.
Or, you may have wishes that relate to your personal life.

Time frame: Some individuals will begin this process only after the need to find a new job is
immediate. Depending on the job market and your experience, a short goal may be possible,
but for others it may take at least four to six weeks to find a new job. If you are completing
this process in order to make long-range decisions, you may need six months, a year or more
to make a transition. Record your time frame goal in the space provided.

Resources/supports: It is beneficial to identify the people, places and things that can help
you through this process. If you hit a rough patch, your resources and supports will help get
you back on track. Your resources and supports might include a career counselor or coach,
your family members, friends or possibly coworkers. If you have been laid off, you may be
receiving outplacement services or have a support group of other employees who were
laid off with you. Other resources could include professional organizations or websites with
employment information.

10 ®2009 THE GROVE CONSULTANTS INTERNATIONAL'(t

 VISUAL PLANNING SYSTEMS The Career Compass

• Simply talking with others will prove to be a great support and could create opportunities.
We recommend that you familiarize yourself with the Networking Map (page 49) early in the
process as you begin making connections with people. Keeping track of your contacts from
the onset will greatly help you as you continue to expand your network.

6. Potential challenges: Write down any challenges that might make this process difficult. For
example, you may have commitments at home that need to be handled in a timely manner. Or,
you may be great at starting the process, but feel uncomfortable with certain steps and have
trouble completing everything. There may be behaviors or attitudes you need to change in
order to move forward. It is best to identify these issues so you will be prepared to deal with
them when they appear.

7. How will you commit to this process? First, write down your level of commitment. If you
have decided to do this on your own, you are most likely very committed to the outcome.
However, if someone else is asking you to address your career—your family, employer or
professor—you may not be as vested. Whatever your reasons, be honest with your level of
commitment. If you are not very committed, perhaps there is someone who can help you see
the value of making a change. Also, if you tell someone else that you are committing to the
process you will become more accountable.

•
Next, write down what you can do to stay on task. You may want to complete The Career
Compass steps in a few short weeks and make appointments with another person to review
your completed templates. Or perhaps you and a friend could work through The Career
Compass together, providing mutual support along the way. Regardless of your methods, write
down what will keep you motivated.

Your completed Setting Out template prepares you for the steps ahead. Keep in mind that nothing
is set in stone. For instance, you may find that while going through the rest of The Career Compass
you want to revisit your primary and secondary outcomes. Feel free to adjust these as you move
along.

Use the "Notes" page following the template to capture any additional observations or thoughts.

•
2009 THE GROVE CONSULTANTS INTERNATIONALr 11
 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Setting Out:

START
1. WHY GO THROUGH THIS PRIMARY OUTCOME: New job SECONDARY OUTCOMES:
HERE
PROCESS?: Graduating from in management; get master's Take on more responsibility;
college; laid off; moved to new degree; start my own business; travel less in my job; present
location; returning to work after move to New York; get a job at a conference; make more
having children; not happy in my that is a better fit for my money.
current job. interests.

The Ca Compass SETTING OUT

ENDING POINT

&SECONDARY OUTGO

STARTING POINT

• Why Ms Ih,W MN preemulT

• nRE EPsNE .

*how mu you rorowt

So MN process?

RESOURCES/SUPPORTS

4. TIME FRAME: New 5 RESOURCES/SUPPORTS: E POTENTIAL 7 COM MITMENT:

job in 3 months; Family; support group; CHALLENGES: Commitment
career change in friends; counselor; Money constraints; level=10. Will
12 months; get spouse; professional hard to find time to work with a career
internship this organizations; alumni do this; fear that I counselor; go
summer then new associations; websites. won't like my new to a job-search
job within a year; be job; fear of being group; talk with my
accepted in graduate too ambitious; manager; work with
school next spring. fear that I'm not a mentor; complete
qualified; fear of two templates each
change. week.

A completed template might look like this:

The Career Compaas SETTING OUT

ENDING POINT

STARTING POINT
*PRIMARY OUTCOME

*Why EH through MM prows,

Why no,

• UM* navied
.-po cacti 'Yowl IA RI DRWERt, ;SD
a io Chia( fan Mat TIME FRAME:
as mat.
Y11 GM efaciulift SAS( - GPsaMP• RY 1h GE
— last foe job by
.1J* suit A* III 101- she .s-

of freer NW'
HIGH ' H will you corp.!
to this process?

'POTENTIAL CHALLENGES 'RESOURCES/SUPPORTS

• wo& cypwence • eWetr CAAPCOr

a4A-sidt -4.4 treater. • KIS kNIM

• ne&S to Fa‘ OCP drAck.i- laws. • WASS.' 5

. hard It stp.. motivaieot -ffnoptoy, • iMitAfISA;F:, SAVOT,ASoffe

e.two ess. • Iy
• dee.4- e.4,4 41) d;Cflppo4.44-' „cAree.-t- # Fasi- bosses
• ritO io urn *tor mit-
ta.m Owns -9rt, ens.. Gage mots TM CAOVOgr

12 C 2009 THE GROVE CONSULTANTS INTERNATIONALV.-

The Career Compass SETTING OUT
ENDING POINT

• SECONDARY OUTCOMES

STARTING POINT

Why go through this process?

Why now?

40 TIME FRAME:

How will you commit

to this process?

• POTENTIAL CHALLENGES L., RESOURCES/SUPPORTS

 VISUAL PLANNING SYSTEMS The Career Compass

Notes:

© 2009 THE GROVE CONSULTANTS INTERNATIONA 15

 VISUAL PLANNING SYSTEMS
The Career Compass

• Stage 2
HISTORY
Now that you have begun to map your current situation and have taken your
first steps forward in Setting Out, you will look back to your past. Mapping
your educational, work and life experiences helps reveal where you are
coming from, what has motivated you throughout your life, and especially
what you have liked and disliked along the way. Learning from the past can
help you craft a more ideal future.

By graphically charting your history, you may see patterns that you were
unaware of. You may be surprised at the skills you have developed over
the years. On the other hand, you may be amazed that you keep ending up
in similar situations that are unsatisfying. Your History may also help you
remember things that you once loved doing but haven't done in years, or
experiences that you once found very fulfilling. For some, charting a History
can be a challenging experience. If this is true for you, try to get the facts

• down without judgment. Keep in mind that this template can be a useful first
step in building your resume.

• co4. •
Asnounoms

• YR
16.61661665

6 ILLS

Learn from yesterday, live for today,

hope for tomorrow. The important thing
is not to stop questioning.

•
Albert Einstein

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 The Career Compass VISUAL PLANNING SYSTEMS

HISTORY
Looking Back to Move Forward
The History template helps you review your career history in a creative yet organized manner.
Charting your career history is an effective way to see patterns and build understanding about your
development as you prepare for the future.

We suggest following the sequence below for each horizontal stream of information, starting at
the bottom and working your way up the template. Within each stream it is permissible and often
desirable to hop around the timeline. Recording something that happened in 2000 may remind
you of something that happened in 1995.

Dateline: Begin by putting dates on the dateline. Start at the far right with the current year.
Work backward, one year at a time for the first few years, then increase the time between
dates to two, five or ten years to, ideally, take the dateline back to high school. We suggest
using multiple templates if your work history is extensive. (See the Appendix for an additional
History template if needed.)

Education: Record both formal and informal education. Formal education includes high
school, college and graduate school. Informal education refers to different types of
professional development, such as workshops and conferences, as well as important books or
magazines that have impacted you. Learning experiences on the job or in the community are
also part of your education.

Work Experience & Skills: Chart your employment history and any volunteer work you may
have done. Include job titles and a few words about the responsibilities involved. In addition,
record any skills that were developed and any knowledge gained from these work experiences.
You can use this information when you build your resume.

Life Experiences: Think of life experiences as the items that fill your scrapbook: the people,
places, events and decisions that are noteworthy in your history.

People & Places: Chart the people and places that have made an impact on your life.
People may include family members, friends, community members, coworkers, mentors,
neighbors, and so on. Continue to fill in the template with the places you have lived or
visited for significant amounts of time. Different homes, cities, states and countries are
all relevant.

Key Events & Big Decisions: As you acknowledge significant people and places, let the
flow of information lead to key events and decisions that have impacted your life. This
is the place to reflect on major events in your life, both positive and negative. Events
such as getting married, having children, moving to a new location, going back to school,
dealing with health issues, buying a house, getting a divorce, caring for a sick relative and
mourning a loss are all major milestones worthy of noting. External forces such as world
events or economic trends may have had an impact on your life as well.

Goals & Aspirations: Record high-level inspirations and motivations that influenced your life
at any given time. List career aspirations, hobbies, interests or any ambitions you had at any
period in your life.

18 © 2009 THE GROVE CONSULTANTS INTERNATIONAL-S\.(7

 VISUAL PLANNING SYSTEMS The Career Compass

• 6. Insight: This is the space to reflect on information your have recorded for Steps 1 through 5.

6a. Reread the data and note your happiest moments by either putting a "+" sign next to
them or by circling the items with a certain color pen. Note negative times in your history
with a "-" sign or by circling with a different color pen.

6b. Record the big ideas or themes you see in your history. Note common trends or patterns
that emerge. You may learn what you wish to bring into the future and what you wish to
leave behind. Ask yourself these questions to build deeper understanding: When did you
take risks? What kind? What events helped you learn the most about yourself? Are there
past ambitions that intrigue you? Were there any key events that influenced changes in
work experience or goals? How did you make big decisions in the past?

Reviewing your History template with a counselor or trusted friend may help bring the big picture of
your past into focus and move you forward in your career choices.

Use the "Notes" page following the template to capture any additional observations or thoughts.

•
2009 THE GROVE CONSULTANTS INTERNATIONALVP 19
 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for History:

LIFE EXPERIENCES: I moved GOALS & ASPIRATIONS: INSIGHT: I really enjoyed
to Virginia. I had an influential Becoming a lawyer; becoming working in a social
college professor. I met my a chef; traveling the world; environment. I tend to
wife. I bought my first house. playing guitar; photography; move when I have personal
I broke my leg skiing. I lost parenthood. problems. I was most fulfilled
a dear friend to cancer. when I was being creative. I
Economic downturn. like taking on responsibility.

START
HERE
1. DATELINE: Fill in the years 2 EDUCATION: I graduated from WORK EXPERIENCE &
of your History starting from high school in 1989. I went SKILLS: I was a project
the right (current year) and to college from 1989-1993 manager. Responsibilities:
working backward in time at UCLA, majoring in political account management, client
as you move to the left science. I took Spanish relations, financial tracking.
(high school). A person who courses at City College Skills developed: presenting,
graduated high school in in Dayton, Ohio. I went to team management, client
1989 would review years cooking workshops. interfacing.
1987 to the current year.

A completed template might look like this:

The Career Compass H ISTORY

• INSIGHT fic........ 63 v..;.,, ,..,s 1 1 ,,„=,,,, 40.4..1.4 4 s... fo iy
qt....*
4",'..z„
4....:IL "'"h". 411 *La.*, —. • e7:11.9,
114., .........., lit:7. 8 v.4.4,
ri, ,o,.
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–....z Islarlaiy

*
, 0.11'....+teAvas 1..
• GOALS &
ASPIRATIONS
(_,)
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"4"*.' -74.1 ' 43- --,ife..:..-,
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AL 1.... ' Ili ""
• LIFE J. Latrouk,
EXPERIENCES I, ' L,"4 'r". k=1.
rtZ VI" ;i". t"4 Ilt3gwly trOb, ilf P''' .44
,..., PI 'P'

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* VI s. Naweikk
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malat , ,..■ tn.ult /F., masy ie. „fp, "'I e
• p...,,t W.,!.,‘:;,'';, 57 ,■••••ero..4.'"'''
pliNWS. An•PANA1s*,AM 5.• Sy...a IhNSeN /Awash
, , , A.
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& SKILLS t„7,— • ti-....c.A. welINM

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.1CL 5l3P461
;-= 4 .E.. :11Nejst.A•m*,
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ell
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-7--- lwe•PH .,,,,0.„.41_ '.4..°

DMus. iris Sod

20 0 2009 THE GROVE CONSULTANTS INTERNATIONAL

 The Career Compass H ISTORY

•
 VISUAL PLANNING SYSTEMS' The Career Compass

Notes:

© 2009 THE GROVE CONSULTANTS INTERNATIONALr 23

 VISUAL PLANNING SYSTEMS The Career Compass

• Stage 3
PREFERENCES & POSSIBILITIES
By looking at your History, you may have learned about patterns in your
life. You may be thinking about things you want to continue or develop and
perhaps some things that you don't want to repeat. At the very least, we
hope that you have recorded some of your likes and dislikes.

This next template, Preferences & Possibilities, will give you a fuller picture
of your personal profile. The Preferences & Possibilities template is a holding
space for all of the information gathered from various assessment tests
(usually administered by career counselors) that provide a comprehensive
understanding of who you are. Once you have completed assessment tests
about your unique personality, interests, values, skills and strengths, you will
be able to map job families and occupations that others like you gravitate
toward.

. 3111 1181SSOdSN3e13d3.
We all have possibilities we don't
know about. We can do things we
don't even dream we can do.
Dale Carnegie

© 2009 THE GROVE CONSULTANTS INTERNATIONALVi. 25

 The Career Compass VISUAL PLANNING SYSTEMS

PREFERENCES & POSSIBILITIES

Your Profile Reveals Your Options
The Preferences & Possibilities template helps you synthesize results from a variety of career
counseling assessment tools on a big-picture, comprehensive map. Each assessment may have
its own workbook or report to help you discuss results with your career counselor. This template
takes the evaluation process to the next level by revealing common themes and tendencies and
helps you begin focusing your choices. By seeing a map of your "world" you are able to state who
you are at this point in time, providing a strong foundation for your career plan.

STEPS
This template is designed to hold assessment results provided by other sources. Please request the
appropriate tests from your career counselor or take tests online, or those offered in books, before
completing this template. Each step references commonly used tests that will provide appropriate
results. We highly recommend that you work with a counselor who is trained and qualified to
administer and interpret career and personality assessments. However, if it is not possible to
do so, we have listed some resources that are available to the public*. Results from these
assessments change at different times in your life. It is important to have fresh results before
beginning this template, even if you have done tests before. Once you have gathered your results,
we suggest following the sequence below.

Personality Style: Using your results from the MBTI® or other personality assessment, write
down your personality style in this area. Next, look up the explanations of your personality type
and record key words and phrases that you feel are the most meaningful to you.
Commonly used assessment: Myers-Briggs Type Indicator® (MBTI)
Public resources: The Keirsey Temperament Sorter® II: http://keirsey.com
Paul D. Tieger and Barbara Barron, Do What You Are: Discover the Perfect Career for You Through the
Secrets of Personality Type, (4th ed. Little, Brown & Co., 2007).
Isabel Briggs Myers, Gifts Differing: Understanding Personality Type, (Davies-Black Publishing, 1995).
David Keirsey and Marilyn Bates, Please Understand Me: Character & Temperament Types, (5th ed.
Prometheus Nemesis Book Company, 1984).

Interests: Using the results from an interest assessment, write down your one-, two-, or
three-letter theme code or your general family of interests. For example, if your assessment
indicates that you are Enterprising, Social, and Artistic, you would write those three words in
the area provided for Interests. After reading the descriptions from your report or workbook,
add words or phrases to the template that are relevant to you.
Commonly used assessment: Strong Interest Inventory® (Strong)
Public resources: Self-Directed Search by Dr. John Holland: http://www.self-directed-search.com/
Career Interests Game: http://career.missouri.edu/students/explore/thecareerinterestsgame.php

Values: Using a values card sort or list of values, identify the top ten values that are
meaningful to you at this point in time. After writing down your top ten values, write a definition
for each. Rather than going to the dictionary, ask yourself, "How does this value show up in my
life? What does this mean to me?"
Commonly used assessment: Values-Driven Work - Card Sort by NOVA, Knowdell Career Values Card Sort
Public resources: Quintessential Careers: http://www.quintc ,-. Jrs.com/workplace_values.html
Selfcounseling.com: http://www.selfcounseling.com/help/personalsuccess/personalvalues.html

* An Internet search for career assessments will provide you with many resources. Take care that many online
assessments or quizzes are not scientifically valid or reliable and may not provide you with accurate information.
It is advisable to work with a career counselor who is qualified or certified to administer assessments.

26 0 2009 THE GROVE CONSULTANTS INTERNATIONA

 VISUAL PLANNING SYSTEMS' The Career Compass

• 4. Skills & Strengths: Use this area to capture the skills and strengths that you currently have
and would like to use in the future. You may also include skills you'd like to develop in the future.
Commonly used assessments: SkillScan, Knowdell Motivated Skills Card Sort, EUREKA's Motivated Skill Sort
Public resources: Authentic Happiness, hosted by Dr. Martin Seligman at University of Pennsylvania:
http://www.authentichappiness.sas.upenn.edu/Default.aspx
0*NET: http: / /online.onetcenter.org/skills/
StrengthsQuesem: https://www.strengthsquest.com
Marcus Buckingham and Donald Clifton, Now, Discover Your Strengths, (Free Press, 2001).
Tom Rath, StrengthsFinder 2.0: A New and Upgraded Edition of the Online Test From Gallup's Now,
Discover Your Strengths, (Gallup Press, 2007).

5. Job Families: Before you consider specific occupations, write down broad job families that
interest you, or job families that appeared in the personality, interest, values, skills and/or
strengths assessments results. Job families are groups of occupations that share similar
skills, training and credentials. 0*NET allows you to look at several job families and their
corresponding occupations. Record your top four or five on the job family "arc," allowing plenty
of space in between them.
Commonly used assessment: MBTI Career Report
Public resource: 0*NET: http://online.onetcenter.org

6. Occupations: From the Strong, MBTI, O*NET, or based on work with your counselor, write
down the top eight occupations that correspond to your personality and/or interests. Some of
these occupations may not appeal to you at the moment. However, after further research you
may find that you have things in common with people who enjoy that work. You can eliminate
occupations that aren't a good fit for you later. Record these occupations near the appropriate
job family.
Commonly used assessment: MBTI Career Report, Strong
Public resource: 0*NET: http://online.onetcenter.org

7. Personal Statement: This area of the template allows you to summarize the information you
have collected through all of your assessments and discussion with your counselor. Begin
by writing down three to four words that express the essence of who you are. You may find
these words among the summaries you have written down for your personality style, interests,
values and skills. Look for common themes in your assessment results. Next, brainstorm
different ways of putting these words together to create a phrase that you could use to tell
someone about yourself. This might also be used as an "elevator speech" or thirty-second
commercial. Your statement may complete the sentence: "I am motivated by . . . " Or, you
may want to consider how you would answer the following questions: "What gives me a sense
of purpose?" "How do I want to make a difference through work?" You may want to start by
listing bullets on a separate sheet of paper, then craft your sentence in several different ways
before transferring your final statement to the template.

Your completed Preferences & Possibilities template is a valuable tool in the career process. On
one page, you should have a clear picture of who you are and several career directions to explore.

Use the "Notes" page following the template to capture any additional observations or thoughts.

© 2009 THE GROVE CONSULTANTS INTERNATIONALVt 27

 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Preferences & Possibilities:

PERSONAL OCCUPATIONS: JOB FAMILIES: SKILLS &
STATEMENT: human resources Business and STRENGTHS:
I am motivated by manager, training Financial Operations, Listening, being
working with people specialist, Management, open-minded,
to solve complex marketing manager, Community and generating ideas,
problems, honestly teacher, fund-raiser, Social Services, conceptualizing,
and creatively, while writer, journalist. Communication, teaching, and
making time for my Business/Consulting. counseling.
life outside of work.

REFERENCES &

• JOB FAMILIES

• PERSONAL STATEMENT

PERSONAL *SKILLS •
STRENGTHS

• INTERESTS •ALUES

START
PERSONALITY STYLE: 2. INTERESTS: Social: helping, 3 VALUES: Honesty and
HERE
Extroverted: I prefer working healing, supportive. Integrity: Need a setting
with groups. Intuitive: I see Enterprising: leadership, where these are valued. Help
the big picture. Feeling: I care persuading. Artistic: creative, Others: Either individually or
about how my decisions affect original, independent. in small groups. Challenging
other people. I like harmony. Problems: Like to solve
Judging: I like structure and complex questions. Work/life
like to plan ahead. Balance: Need time for family,
hobbies, and myself.

A completed template might look like this:

PREFERENCES & POSSIBILITIES

• OCCUPATIONS

*AI Tam*,
• JOB FAMILIES

• ef"-
fi
Rm-
,••••• 4 Sa,..ce
• PERSONAL STATEMENT

14. .4 avg. frcl

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in a S4a1,4ap4-a 4.e • 4.,vc-4
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tmr#,I=PI Paialwr
usinq 01 4 04.1 day, Solve p-.444,r pe4d.,st
of•• 414, 2d 7S440,7
ccZ

• PERSONALITY *SPILLS •
STYLE STRENGTHS

*INTERESTS - yALLI ES • Art 4 mclt"

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• AcAcm.4.1-- As

28 © 2009 THE GROVE CONSULTANTS INTERNATIONALV7

 The Career Compass PREFERENCES & POSSIBILITIES

• L., OCCUPATIONS

JOB FAMILIES

ammmiow
011114"-''-

L., PERSONAL STATEMENT

L., PERSONALITY SKILLS &

STYLE STRENGTHS

L.., VALUES
VISUAL PLANNING SYSTEMS The Career Compass

Notes:

THE GROVE CONSULTANTS INTERNATIONALV 31

 VISUAL PLANNING SYSTEMS The Career Compass

• Stage 4
WORK/LIFE WHEEL
With the big picture of your Preferences & Possibilities defined, you may have
begun to imagine a different future. In the Work/Life Wheel, you will craft your
most satisfying life. Consider not only what type of work situation would be
ideal for you, but imagine what an optimal life outside of work might look like.
Articulating your wishes for the future will help you define your direction.

With your work/life dream described, you can compare your wishes with your
reality. This comparison, or gap analysis, will highlight areas of satisfaction
and areas that need improvement. The result will be a clearer understanding
of the priorities you want to set as you move forward.

Without leaps of imagination, or

dreaming, we lose the excitement of
possibilities. Dreaming, after all, is a
form of planning.
Gloria Steinem
I
/ Mel .
• y

© 2009 THE GROVE CONSULTANTS INTERNATIONALVP 33

 The Career Compass VISUAL PLANNING SYSTEMS

WORK/LIFE WHEEL
Assess Your Life and Set Priorities
The Work/Life Wheel template helps you consider the many aspects of your life and set priorities
as you move forward. Work/Life Wheel first asks you to imagine every part of your life in a future,
preferred state. Next you are asked to assess your current situation and identify the areas where
you feel most fulfilled, and those that could improve. The self-awareness gained from this exercise
helps you determine where to focus in the next stage of life and career.

STEPS
Allow yourself to think about your life through different lenses for this exercise. You'll begin by
brainstorming future possibilities (in the outer ring), which requires an open-minded approach.
Then, as you assess your current life (in the inner ring), you will need to be objective. Finally, as
you set priorities, be focused and realistic.

Future Date: Date the template by choosing a time far enough in the future to stretch your
thinking, but not so far that you can't visualize your life at that point. Your future date could
take place anytime between six months and five years from today.

Wishes for the Future: Begin by reviewing the categories on the outer ring of the template.
The template is organized with the left side designated At Work" and the right side "Outside
of Work," with the categories of Health and Wealth bridging both sides. Fill in the outer ring
using the order suggested below, or start where you have the clearest wishes for your future.
In this initial part of the exercise, free yourself from the constraints of today and focus your
attention on the days ahead. Open up your thinking—imagine possibilities you may not have
allowed yourself to envision before. Your completed Preferences & Possibilities may be a
helpful reference for this exercise.

Health: Imagine yourself in excellent health. What would you be doing to take care of
yourself? You may consider physical fitness, sleep, food choices, stress levels, mental
health, and so forth.

The Work I Do: What would you love to be paid to do? If you could craft your own job
description, what would it be? What kinds of things would you do in a day's work?

Professional Growth: Imagine that you have been progressing in your career. Are there
new skills that you have learned? What have you accomplished? Are there hurdles that
you have overcome?

Work Relationships: What do your ideal work relationships look like? Consider what
type of boss, coworkers, associates and clients you would like to have. Would your work
relationships also include friendships?

Work Environment: What is your ideal work environment like? Are you alone or working
with a group of people? Are you in a small or large organization? Describe your imagined
surroundings.

Fun Activities: What are you doing to have fun? Consider socializing, recreation and
leisure activities, travel, entertainment, and relaxation. Often items that come up under
Personal Growth may appear in this category, as well.

Personal Growth: Personal Growth is defined by each individual. Are there classes you
want to take, a spiritual practice to develop, or a behavior or attitude change to work on?
Or perhaps you have intellectual or creative pursuits you want to cultivate. In your future
state, what have you accomplished?

34 C 2009 THE GROVE CONSULTANTS INTERNATIONACV(7

 VISUAL PLANNING SYSTEMS The Career Compass

• 2h. Personal Relationships: Consider the different relationships you have with significant
others, family members or friends. Also take into account relationships that you don't
have now, but may in the future. Although there are variables out of your control, how
could you make your relationships as fulfilling as possible? Ultimately answer: What do
you want from your personal relationships and what would that look like?

2i. Home Environment: If your home environment supported your well-being, what would
it be like? Would it be a completely different place, or your current home, but perhaps
improved? Consider city or town, neighborhood, type of housing, your space, and the like.
Describe your surroundings.

2j. Wealth: Research has shown that money and happiness have a complicated relationship.
Look over the other categories on the template and think about what is fulfilling for you.
Now fill in the sentences: I need enough money to . . . I want enough money to . . .

Current Satisfaction Levels: Now, with an objective but not overly critical mind set, begin to
rate how you feel about each area of your life right now. Draw a line from the center outward to
reflect your level of satisfaction on a scale of 1 to 10. One would be completely unsatisfied, 5
would be moderately satisfied, and 10 would be completely satisfied. Once you draw your line,
you can shade each section if you wish.

• What's Working Right Now? Examine your current satisfaction levels and note the areas of
your life that are most satisfying.

Where Are the Largest Gaps? Now, look at your current satisfaction levels versus your
wishes for the future and note the largest gaps from now to the future state. Think of gaps as
opportunities for change.

Insights/Ideas: Noting your gaps, is there anything you uncovered about yourself that you
previously did not know or had not articulated? Do you have ideas about how to lessen
the gaps? Consider what you may have learned in the Preferences & Possibilities exercise.
Does knowledge about your personal traits shed any new light on areas of satisfaction or
dissatisfaction?

Priorities: As a final step, choose your top three to five priorities for the next stage of your
life. It is very difficult to have complete satisfaction in every aspect of our lives at any given
time. It can, in fact, make us unhappy trying to succeed in all areas. Think about where you
want to focus your attention and where you will give yourself a break for this time period. Look
back at your Insights/Ideas section—sometimes a hidden priority can show up as an insight.

Your completed Work/Life Wheel gives you a comprehensive picture of what is most important
to you, in both your life at work and your life outside of work. The priorities you have set should
provide a focused lens as you advance into research and decision-making.

Use the "Notes" page following the template to capture any additional observations or thoughts.

•
V(7-
2009 THE GROVE CONSULTANTS INTERNATIONAL... 35
 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Work/Life Wheel:

START
FUTURE DATE: HEALTH: THE WORK I PROFESSIONAL WORK
HERE
By my 30th Feel strong, DO: Creative GROWTH: RELATIONSHIPS:
birthday. healthy. Stress work, using Creating and Friendly boss,
levels down. intellectual managing my coworkers,
Overcome and artistic own projects. A clients. Less
insomnia. skills. leader at work. conflict.
WORK ENV'T: 2F. FUN ACTIVITIES: PERSONAL PERSONAL HOME
Team-oriented, Time with GROWTH: RELATIONSHIPS: ENVIRONMENT:
balance of friends, music, Improved Spending quality Better art-
casual and seeing art, painting and time with my making space.
professional. travel abroad. drawing skills. parents, siblings.

lh Career Comps. WORK/LIFE WHEEL WISHES FOR THE FUTURE

• Whet% Mel.,
AO. MOW,

2A.

sewarewe a.„

CURRENT
SATISFACTION
• 1":17. • 1:si•her
LEVELS: Rate
each area
accordingly.

2J.

• Wea lth

2 WEALTH: 4. WHAT'S 5. WHERE ARE INSIGHTS/IDEAS: PRIORITIES:

Need enough WORKING THE LARGEST Haven't been Get a creative
money to cover RIGHT NOW?: GAPS?: Current considering job where I
expenses and Artistic job doesn't professional can grow, in
have some development, suit me, work growth nearly an upbeat,
fun. Save for a social life, relationships enough. Work friendly
house. traveling. are poor. affects health. organization.

A completed template might look like this:

WORK/LIFE WHEEL WISHES FOR THE FUTURE mum DAITC 00 • V•Ki FOowlsofh,
• Health

• whom working . .1, 14OHlt SmoKiNG • Pr.".

right newt Oe
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HAVE
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one le•,c ud 01,10, ■
4110,1•4

36 C 2009 THE GROVE CONSULTANTS INTERNATIONALVr

The Career Compass WORK/LIF EE WHEEL
WISHES FOR THE FUTURE FUTURE DATE:

L., Health

L., What's working

L_ put? L., Priorities
right now? \ 0

440'(\k fr/t/
04,
.cx`e

S AT I S FA CTIO N L
ifk-4

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)10 044 do 3 0 1 S O°
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IP Where O L Insights/
are the
Ideas
largest
gaps?
VISUAL PLANNING SYSTEMS . '
The Career Compass

Notes:

0 2009 THE GROVE CONSULTANTS INTERNATIONALV7 39

 VISUAL PLANNING SYSTEMS
The Career Compass

• Stage 5

IrtitUroNIZISttfolDREC
CHOICES IN CONTEXT
Up to this point in The Career Compass process, you have primarily focused
your thinking internally. Your History combined with your Preferences &
Possibilities developed a picture of who you are. The Work/Life Wheel helped
clarify your work and life wishes, and helped set priorities for moving forward.
These exercises have built on one another to provide a solid foundation for
the work ahead.

In the next phase of The Career Compass, the focus shifts to the external
environment. With Choices in Context, you begin researching different career
opportunities. You will cast a wide net, and then work on refining your options
as you compare different occupations. Choices in Context will help you
consider the context within which occupations relate to the larger job market
and ultimately how occupations relate to you.

CHOICES IN CONTEXT

• Does n.n Me

• ,,Z"""'

10B FAMI,

,>-4.71Yl,-.2"'7:.*
a 14144*Li44-4
OCCUPATION

I 4

In the long run, we shape our lives,

and we shape ourselves. The process
never ends until we die. And the choices
we make are ultimately our own
responsibility.
Eleanor Roosevelt

© 2009 THE GROVE CONSULTANTS INTERNATIONA 41

 The Career Compass VISUAL PLANNING SYSTEMS

CHOICES IN CONTEXT
Investigate Your Prospects
The Choices in Context template helps you compare occupations and eventually focus your career
prospects. It helps you look at different levels of information: the occupation itself, the larger
context of employment trends, and whether or not the occupation fits you personally. The template
is designed to compare three occupations per template. Use additional Choices in Context
templates (located in the Appendix) to look at additional job families and occupations.

STEPS
By completing the Preferences & Possibilities template, you should have a number of job families
and occupations to research. For this template, you will be doing research online; reading books,
magazines and newspapers; and having conversations with individuals in selected occupations.
If you know someone working in a field or occupation that interests you, take the time to read
through the instructions for the Networking Map (page 50). We recommend you start tracking
names on the Networking Map as soon as you begin contacting people.

Choices in Context works well with the Occupational Informational Network (0*NET), which was
developed for the United States Department of Labor and can be found online at http://online.
onetcenter.org . Use 0*NET, or other job search website, and follow the sequence below.

1. Job Family: Look back at your Preferences & Possibilities template and select a job family
that you would like to explore. To reiterate, a job family is a group of occupations that share
similar skills, training and credentials. Write a job family in the center of the template, for
example: "Business and Financial Operations" or "Administrative Support." 0*NET has a
comprehensive list of job families.

2. Occupations: Again, look back at your Preference & Possibilities template and transfer three
occupations that correspond to your chosen job family, one for each column. For example,
if your job family is "Healthcare Practitioners and Technical Occupations," then occupations
under that heading could be "Speech Pathologist," "Psychologist," and "Occupational
Therapist." Often we choose job titles that are already familiar to us. This is a good
opportunity to look at jobs that you don't know. Choose at least one specific job title that
is new to you. If you don't have three occupations for your chosen job family, use the free
columns to fill in related occupations you uncover through research. Or, you can note related
occupations as you look up a particular job and use additional templates to research those if
need be.

3. Job Functions: Start by researching one occupation and summarizing its job title and tasks.
Don't worry about getting all of the information down; just note words and phrases that outline
the scope of the job. A good summary of the job function may be found on 0*NET's online
summary report for each occupation. You will find more information under "Work Activities."
Remember to record information about various settings in which an occupation can be found.

Skills/Education I Would Need: Some jobs require special training, education, internships,
certification or licensing. In some areas, higher education or work experience may be
necessary to compete with others in that market. Search on the Internet with the phrase:
"qualifications required for (occupation)." On 0*NET, search the sections titled "Knowledge"
and "Job Zone." Also on 0*NET, take a look at "Skills," "Abilities" and "Work Styles" and note
areas to develop. Keep track of the highlights, rather than writing down every detail. Don't
worry if you don't currently have the skills or education you will need. This activity lets you see
what additional work is needed to be employable for that job.

42 ©2009 THE GROVE CONSULTANTS INTERNATIONAL-Vt

 VISUAL PLANNING SYSTEMS - The Career Compass

• 5. Transferable Skills I Have: While investigating "Knowledge," "Skills," "Abilities" and "Work
Styles" on 0*NET, write down your current capabilities that match this occupation.

6. Salary Range: Using websites such as online.onetcenter.org , or www.salary.com , as well as

job ads found in periodicals, research the salary range and median salary for each occupation.
Be sure to read the job description carefully to make sure you are writing down the correct
range for the job. Also, pay attention to salary level and how it corresponds to experience.

7. Employment Trends: Now that you've recorded details about the occupation, take your
research to a higher level and investigate the occupation in the larger context of the job
market. 0*NET provides data that indicates the job outlook for occupations on both the
national and state levels in "Wages and Employment Trends." Is this profession growing,
and if so, at what rate? In which states is the occupation growing fastest? Also take into
consideration economic and political trends that may affect this occupation. Cultural needs,
technological innovations and new legislation are examples of trends that can either boost or
threaten an occupation.

8. Does It Fit Me?: Look back at your Preferences & Possibilities template and read your
"Personal Statement." Does this occupation fit with your personality style, interests and
values? Write down similarities you see with your preferences and those listed under "Work
Styles," "Work Values" and "Interests" for this occupation on 0*NET. Also take note of key
differences. Look at your Work/Life Wheel template. Will this job have a positive or negative
impact on your wishes for the future? Does the job excite you? Do you see challenges or
opportunities with the occupation? Look over all of the information in this completed column
and ask yourself, "Is this job a fit for who I am?" You are the only one who can answer this
question. Your answer may be "yes" but only with certain conditions, such as if you were to
work in a certain type of organization. Or your answer could be a clear "no."

9. Final Evaluation: Complete all three columns and as many additional Choices in Context
templates as necessary to make a comprehensive comparison. (Additional templates can be
found at the back of this binder). As a final evaluation for this stage of The Career Compass
process, look over all of the occupations you have researched and choose your top two or
three.

After completing one or more of the Choices in Context templates, you should have two or three
occupations that seem like viable options. You will probably be intrigued to learn more and, if you
haven't already done so, start talking to some people in this profession. You will investigate these
occupations further in the following Networking Map and A Day in the Life exercises.

Use the "Notes" page following the template to capture any additional observations or thoughts.

0 2009 THE GROVE CONSULTANTS INTERNATIONACT7 43

 The Career Compass VISUAL PLANNING SYSTEMS -

Sample Answers for Choices in Context:

START
HERE
1. JOB FAMILY: 2. OCCUPATIONS: 3. JOB FUNCTIONS:
Education, Elementary school Managing library Settings: Public libraries,
Training and teacher, librarian, materials. schools, colleges
Library. curator. —readers' advisory and universities,
services museums, corporations,
—strategic research government agencies,
— filtering info law firms, nonprofits,
4. SKILLS/EDUCATION — databases and and healthcare.
I WOULD NEED: info systems
Administration &
mgmt. training,
personnel and HR
training. May require
M.A., Ph.D. or law
degree, depending
on setting.

5. TRANSFERABLE
SKILLS I HAVE:
English: reading
comprehension,
speaking. People
skills: Active
listening, teaching,
service orientation.
Computer skills.

14. SALARY RANGE: 15. EMPLOYMENT 8. DOES IT FIT ME?:

$30,000 to TRENDS: Characteristics Characteristics
$84,000. Median: Slower growth that fit me: that don't fit me:
$47,000. projected (0-9%). Independence, Conventional,
So. Carolina and relationships, working with public
NV have the highest artistic, may be difficult.
growth rates. investigative. Answer: Only
Internet is affecting partially.
this occupation.

A completed template might look like this:

CHOICES IN CONTEXT

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44 0 2009 THE GROVE CONSULTANTS INTERNATIONAL' P

 The Career Comizsmss CHOICES IN CONTEXT

• Does It Fit M

Employment
Trends

JOB FAMILY
•-•"""'„
, I tY tt t
ii t

• OCCUPATION OCCUPATION OCCUPATION

L. Job Functions

• Skills/Education
I Would Need
•
VISUAL PLANNING SYSTEMS" The Career Compass

Notes:

0 2009 THE GROVE CONSULTANTS INTERNATIONAL' r 47

 VISUAL PLANNING SYSTEMS The Career Compass

• Stage 6
NETWORKING MAP
For the Choices in Context template, you were most likely looking at
secondary sources of research such as the Internet, magazines and books.
With the Networking Map, you will continue to learn about occupations and
the job market, but through primary research—by talking to people one
on one. You may have already begun to discuss your career interests with
family, friends or even some new acquaintances. If this is true, you've already
started networking.

.'.il~7 ► I1:E:[i7~e7r
Networking is done for many reasons: to conduct informational interviews,
to let others know of your job search, or to develop relationships that will
help you further your career. The Networking Map helps you plan and track
your networking efforts as well as develop your networking skills. Because
networking can be daunting to some, this exercise helps you prepare yourself
with the right materials, conversation points and questions to make talking to
others easier. The benefits of networking are critical to any career change—
you will gain crucial knowledge that isn't available from secondary sources,
and you may make the right connection that lands you a job.

The art and science of asking questions

is the source of all knowledge.
Thomas Berger (novelist)

0 2009 THE GROVE CONSULTANTS INTERNATIONAL 49

 The Career Compass VISUAL PLANNING SYSTEMS"

NETWORKING MAP
Organize Your Communication Efforts
The instructions below are primarily for someone beginning to network through informational
interviews; however, as you become more focused on one occupation, your networking may change
from general research to job hunt to continued career development. At whatever stage you are with
networking, your Networking Map will keep you on track.

STEPS
Evaluate the data you have collected thus far in The Career Compass process. Before you begin
networking, it is important to know who you are and which occupation(s) you are interested in.
Plan on conducting many informational interviews for the two or three occupations you selected in
the Choices in Context template. The Networking Map is designed to organize, but not necessarily
contain, all of your communication details. Be aware that the information you gather through
networking will be used in the following Career Compass templates: A Day in the Life, Path
Exploration and Action Plan. Make sure to keep good notes of each conversation.

Materials to Prepare: Since you never know when an opportunity will appear, it is important to be
organized before you start contacting others.

Resume: While an informational interview is not a job interview, you may have the opportunity
to share your resume. (See the Appendix for resources that will help you create a resume.)

Business Cards: If you are currently employed, be sure to bring your business cards with you or
take time to create your own business cards.

Record-Keeping System: It's a good idea to create a record-keeping system for detailed
information. Whether you keep records on your computer or in this binder, you'll want to
capture information that would allow you to reconnect at a later date. Information you keep
should include the name and contact information of the individual; his or her company's name,
position and area of expertise; date of the initial call; referrals from this contact; key points
you learned in the meeting; any follow-up necessary, date you sent your thank-you note, and a
follow-up date.

1. Introductory Statement: This brief statement helps start a conversation. It should include
your name, what you are currently doing or have done recently, how you found the individual
and why you would like to talk to the individual. Begin by writing a draft of your introductory
statement, then practice it out loud, and revise it until you feel natural saying it to yourself.
Once you are happy with your statement, add it to your map. Once you have your introduction
solidified, you will be able to tailor it to each person you talk to.

2. Questions to Ask: Before contacting individuals, be sure to create a list of eight to ten
questions. You may want to have three to four questions that you ask everyone to help
compare answers. As you meet more people, you'll find some of the questions work better
than others and you may want to revise your list. It's better to have more questions than
you'll need, but don't feel that you need to ask all of them. Relax and go with the flow of the
conversation. (See sample questions on page 55.)

3. Info to Exchange: Consider or research information you can share. It may be a recent article
you've read, a good book, information about a future conference or information that you
already possess. Offering to send an article or website url is a great way to follow up. Keep in
mind that you want to not only be making contacts, but building relationships that may benefit
you and your entire network in the future.

50 ®2009 THE GROVE CONSULTANTS INTERNATIONAL."'

 VISUAL PLANNING SYSTEMS The Career Compass

• 4. Networking Goals: As you set out to build your network, each ring on the template asks
you to set goals. The number of people you talk to when you first begin networking may be
modest. However, as you build your network, your goals will become more significant. For
example, your goal for Friends & Family may be to talk to four people and get four referrals in
one week. Your goal for Acquaintances & Associates may be to talk to twelve people and get
twenty-four referrals in two months. Realistically determine the date by which you would like
to accomplish each goal. It may be difficult to find a time when both you and your networking
contacts can meet, so keep that in mind when selecting your goal dates.

5. Friends & Family: Often we overlook those closest to us as networking opportunities.

However, if you're new to networking or just starting again, they are the best place to begin.
Write down some individuals you will feel comfortable talking with. This is a good place to
practice your communication skills. Be sure to take it seriously—these individuals may have
wonderful contacts for you. Put a date next to each person you speak to. Record any referrals
you get in the referral ring. If possible, draw a line from the original contact to his/her referrals.

6. Acquaintances & Associates: Now that you've practiced your skills, it's time to move on to
other people you may not know as well. These could be social acquaintances whom you have
met or will meet at a party. Past or present teachers can make great contacts. Those around
you in your workplace might be helpful as well. Down the line, they may let you know of a job
opening in their department or division. When considering associates don't forget vendors,
people you do business with and, if appropriate, your customers.

7. Professional Organizations: Look into associations or events that interest you. You may
share information you've learned through networking and research about the industry. As you
distribute resumes and business cards, ask others for their business cards so you can reach
them later. Write the date you received the card and where and how you met that contact.

8. Referrals: This circle allows you to capture the many referrals you'll be given. Track the
person who referred you to a contact by writing his/her name in parentheses, or by drawing a
line on the template to show the connection. When introducing yourself, remember to include
the name of the person who referred you.

9. More Referrals & Contacts: The wonderful thing about networking is constantly increasing
your connections. Keep track of the referrals you get from other referrals. You may also try
contacting people you've read about or whose work you admire. You may be surprised by the
number of people who are willing to help you.

10. Follow-through: It is very important to thank those who have taken the time to speak with
you. You will also find that the strength of your network depends on your follow-through efforts.
Keeping in touch with people will boost your potential for opportunities. Your network of
individuals will support not only job searches but continued learning. Some individuals who
have similar jobs and challenges may decide to create communities of practice and meet
informally once a month to share information.

Networking is an ongoing process and is a key to keeping your options open. You should continue
to work your Networking Map as you complete the remaining A Day in the Life, Path Exploration
and Action Plan templates. In addition, you should continue to cycle back to your Networking Map
as you advance further in the career-planning process. Even after you take a new or different job,
keep in mind that continuing to build your network can greatly help you manage your career.

ID 2009 THE GROVE CONSULTANTS INTERNATIONAL'V 51

 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Networking Map:

START
HERE 1. INTRODUCTORY STATEMENT: Hello, my name is Jane Johnson. I'm 2. QUESTIONS TO ASK:
currently working as an information technology technician at XYZ What is a typical day
Company. I'm exploring career options in the healthcare field and my like for you? What do
friend Bob Jones recommended that I get in touch with you for an you like about your job?
informational interview. I'd like to meet with you for about thirty to What do you dislike?
forty-five minutes. Is there a time in the next few weeks that will work What type of skills
for you? does someone in your
job need to have in
order to succeed? What
was your career path?

3. INFO TO EXCHANGE:
Newspaper article,
magazine article,
information about
upcoming conference
or workshop, good book
on a relevant topic.

4. NETWORKING GOALS:
Speak with 4 people,
get 2 referrals by
March 1; etc.

5. FRIENDS & FAMILY:

Cousin, aunt,
grandfather, good
friends of the family,
friends from school.

9. MORE REFERRALS: 8. REFERRALS: Your first 7. PROFESSIONAL 6. ACQUAINTANCES

Your second tier of tier of referrals—the ORGANIZATIONS: & ASSOCIATES:
referrals—use as contacts you get from Member of an Ex-coworker, colleague,
your referrals grow. the first three rings. association, neighbor, friend at
people you meet church, professor, fellow
at workshops and alumnus.
conferences.

A completed template might look like this:

Tn. NETWORKING MAP

NETRODUCTONY STATEMENT QUESTIONS TO ASK

44irofiel s•cacz.
-Itt
? ?

ilaimf is a 1e41 clay like -F•.- y447 INFO TO .CHANGE

TTESt •icany.
' acbg teen *at ' nn
.91 iY.Ittsr TM.Cirem■:,
ivh:DAd
• oaf c• yr like cad c;ee Ins
• Ariiele 1Siz
ow 107 z1. reS ,
14:
e - CArtinle.,9 • er,feeate. II Z., 1:Ay&o.
16,..0.,,km. on Allut..r,
-tottl-e24C4311M3='-to -twat efecnto or...it ou tfit., sf61%
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Catirl

• tvlos. ?note. NrIty

qbedini C DIMS,
e,
• NJillian rpl1911

wan 11,, I sm
V • so
araCt .•-use., • cm, 3cAS on • s
madeel -F1 On gtaiimS
Riwts

52 2009 THE GROVE CONSULTANTS INTERNATIONACV/7

 The Career Compass NETWORKING MAP
121 ■111it,

1
• C- INTRODUCTORY STATEIV11 ENT
e ??
QUESTIONS TO ASK +lip INFO TO EXCHANGE

FRIENDS & FAMILY

Networking Goal
ff Spoken With.
# of Referrals:
By Date:

ACQUAINTANCES & ASSOCIATES

110 Networking Goal
# Spoken With:
# of Referrals:
By Date:

PROFESSIONAL ORGANIZATIONS
L__ Networking Goal
Spoken With:
# of Referrals:
By Date:

REFERRALS
•
VISUAL PLANNING SYSTEMS' The Career Compass

Sample Questions for Networking and Informational Interviews

QUESTIONS ABOUT THE JOB

Tell me what a "typical" day, week and month look like for you.
What do you like about your job? What do you dislike?
What type of skills does someone in a position like yours need in order to succeed? How did
you acquire the necessary skills and knowledge?
What was your path to this job? How would someone entering this field get a job today?
Where do you go next? What is your next career step?

QUESTIONS ABOUT THE COMPANY

What do you like about working for this organization? What do you dislike?
How do the employees have fun? Do you celebrate accomplishments, anniversaries? Do you
socialize outside the workplace?
How are decisions made?
• Do you have regular performance reviews? Are they formal or informal? (Tell me about your
performance-management system?)
• What type of training does the organization provide?
• How is excellent performance rewarded and acknowledged?
Who is the most important stakeholder for your business: employee, customer, or
shareholder?

QUESTIONS ABOUT THE INDUSTRY

What areas of this industry are growing? Which are declining?
What do you see as challenges to the industry in the next three to five years?
Who do you feel are the trendsetters—the people to watch—in this industry?
Are you a member of any professional organizations?
What would you recommend for someone who is entering this profession or industry?
What magazines and trade journals do you read to keep current on trends and industry
information?

© 2009 THE GROVE CONSULTANTS INTERNATIONAL 55

 VISUAL PLANNING SYSTEMS . The Career Compass

•
Stage 7
A DAY IN THE LIFE
Now that you've done a fair amount of research, and you've begun getting
additional first-hand information through networking, you are ready for the
next step: imagining what it would be like to spend a day in an occupation.
At this point in the process, you should have a clearer idea of the one or
two careers or career shifts to pursue. For this template, not only will you
be imagining what your life would be like at work, you will also take into
consideration what a career choice would mean for your life outside of work.
A Day in the Life is an opportunity to craft as well as test your ideas about
what your ideal job would be like. You might paint a picture of the perfect job
and corresponding life situation on your first try, or it may take you several
tries to find the right ingredients for you at this point in life. Take your time
and create a detailed image of your desired future.

I7/
IIL,R
nItI
I have learned, that if one advances
confidently in the direction of his dreams,
and endeavors to live the life he has
imagined, he will meet with a success
unexpected in common hours.

• Henry David Thoreau

Vr
IT 2009 THE GROVE CONSULTANTS INTERNATIONAL-
57
 VISUAL PLANNING SYSTEMS
The Career Compass

A DAY IN THE LIFE

Experience an Occupation
A Day in the Life allows you to imagine yourself in an occupation. For this template you will be
describing your day from the moment you wake up to when you go to bed. Use as much concrete
data about your chosen occupation as you can. Informational interviewing—actually speaking to
someone who is in the occupation—is highly recommended.

STEPS
By completing the Choices in Context template and working on your Networking Map, you should
have narrowed down your occupation choices (or career moves) to two or three. Use the A Day
in the Life exercise to fully explore each one. You may need to fill in several A Day in the Life
templates until you find the right fit for you. (You can find extra templates in the Appendix).

Occupation & Organization: Choose the occupation that most interests you and record
its name at the top of the page. Also, choose a specific organization you are interested in
researching.

Pre-Work Activities: Picture yourself asleep and the alarm goes off. What time is it?
What time do people doing this occupation usually arrive at work? For most people it would
be morning, but for a few the work day may begin in the afternoon or the evening. Think
about where you'd like to live if different from where you are now—what city, neighborhood,
apartment, house and so on. Are you living alone or with others? What activities are part of
your morning routine? What clothes do you wear to work? How long is your commute and
what type of transportation are you using? This scenario may or may not reflect your current
situation.

Work Schedule: First look at the Annual Calendar at the top of the day planner. Highlight the
days of the week in each month that you would be working. Is this a Monday-through-Friday
occupation? Is there weekend work? Is this occupation project-based? Then fill in when a
typical Work Day Begins and when the Work Day Ends. Are the hours flexible? Is there the
possibility of overtime? Also record a time when you get to take a Break and imagine how you
might be spending your break—socializing, exercising, attending a class, etc.

Environment: Picture your workplace. Is it in the city in a large high-rise, or perhaps in the
country in a small building? Is it a large or small organization? Do you work in an office, and if
so, what kind of office? Do you work in a cubicle? Do you work outside?

Culture: Research the organization on the Internet and explore its website. Most
organizations include information about their mission, values and products or services. Talk
to someone in the organization to get a clearer sense. Is the culture highly professional,
with employees wearing suits on a daily basis, or is the culture more casual? Is it stable and
secure or fast-paced and high-risk? Do people work their way up the ranks, or do people tend
to come and go based on project needs? Is the atmosphere competitive or collaborative?

Coworker & Customer Interaction: Do you work independently or in a team? Are you part of
a large department or work group? Whom do you report to, and do others report to you? Who
are your customers? How do you interact with them?

Everyday Duties: What work do you do on a daily basis? What types of projects do you work on?

58 2009 THE GROVE CONSULTANTS INTERNATIONAL-Vr

 VISUAL PLANNING SYSTEMS
The Career Compass

• 8. Other Responsibilities: Are there duties that you would fulfill on a weekly or monthly basis?
Research to find opportunities for becoming involved in projects that interest you specifically,
such as a community-service project. Does the job include travel?

9. Skills Used: What skills are you using in your job? What knowledge do you need to do your job
well? On the Choices in Context template you looked at all the skills used in the occupation.
However, the position at a specific organization may be a bit different. Record pertinent
information for this organization.

10. Technologies Used: Record the technology you use on the job. Are you learning a new
software program or working with tools you've never used before?

11. After-Work Activities: Use this space to write down what happens once you leave work.
How long is your commute? Do you go to the gym or play in a sports league? Are you taking
evening classes? Do you go out with coworkers or meet friends after work? Do you have family
commitments? Once you get home, how are you spending your evening? And finally, what time
are you going to bed?

12. Salary & Benefits: Write down the salary range for this occupation and, if possible, in this
particular organization (www.salary.com can help with general salary information). Include the
benefits offered with this job at this company. You may be able to find this information on the

•
company's website. Examples of benefits that may be offered include health, dental, vision,
401(k), paid vacation and paid sick leave.

13. What Do You Love About Your Job? Looking over the template you have just completed,
pick out the top three to five things you like most about this job. You can receive insightful
answers from informational interviews about what people love about their jobs. Ask yourself,
"Are these same things important to me?"

14. What Are Your Challenges or Anxieties? Look over the completed template and pick out
the top three to five areas that you believe will be a challenge for you or concern you.

15. Final Evaluation. After completing this template, you should know if the occupation is one
that would fit you. Ask yourself these questions: Can I imagine being happy in this occupation?
Would I be content in this occupation, but perhaps in another organization? Would I need to
make some adjustments to my life outside of work if I had this job?

Look back at your Preferences & Possibilities template. Does the job match who you are?

Then look back at your Work/Life Wheel template. Does the job fit with the priorities you set?

Use the "Notes" page to record thoughts regarding these questions.

Complete at least one other A Day in the Life template to make an informed choice about the
occupation or career move you want to pursue. Repeat this exercise until you find a match
that motivates you. (See Appendix for additional templates.)

•
After completing this stage of The Career Compass process, you should have a clear sense
of direction. Having an image of where you are headed is a big step in moving toward your
destination.

®2009 THE GROVE CONSULTANTS INTERNATIONAL (c 59

 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for A Day in the Life:

START
OCCUPATION & PRE-WORK ACTIVITIES: Wake up 6 a.m. Live in — 4. ENVIRONMENT:
HERE
ORGANIZATION: San Francisco, Victorian apartment with friends Working in nature!
Outdoor school in Cole Valley. Go for coffee, bagel, ride my bike Various locations in
educator, REI. to work-20 minutes. Bay Area.
A DAY IN THE LIFE ... as a(n)
OCCUPATION
for
ORGANIZATION NAME

r 5 CULTURE:
Cooperative,
dedication to
environmental
stewardship,
outdoor adventure,
pride.
-6. COWORKER
& CUSTOMER
INTERACTION:
Teaching with other
outdoor educators.
Meeting other
outdoor enthusiasts.

7. EVERYDAY DUTIES:
Gathering supplies
and driving to
site. Teaching
OTHER RESPONS- 9 SKILLS USED: 10 TECHNOLOGIES hiking, kayaking,
IBILITIES: CPR, Speaking, instruction USED: Climbing map reading,
Wilderness First by example, time equipment, kayaking compass navigation.
Responder, first aid. mgmt., coordinating, equipment, hiking Educating others
athletic ability, people gear, compass, about plant and
skills. maps. animal life.

AFTER-WORK SALARY & BENEFITS: WHAT DO YOU LOVE 14 CHALLENGES OR

ACTIVITIES: Take dog $32K to $62K. ABOUT YOUR JOB: ANXIETIES: Weather
to park, go out to Median: $45K. Working outside, can cancel classes,
dinner with friends, Medical, dental, vision, getting exercise. participants could
read a book. Go to life, acupuncture. Getting others get hurt.
bed at 11 p.m. 401K, discounts, hooked on nature.
challenge grants.
aMMIMIIMMO

A completed template might look like this:

A DAY IN THE LIFE ... as a(n) avd= Thstyter- for amdpien- loWscive
TNMI ORGANIZATION NAME

c , 5eFF-055../"*.r.
vo . 144 4 40,-1.1.4 .0,4tat frms *What do you ime
• _zoffsc
lAit 'agates/ Abeut your/al,'

•1,;,• ;A
5.• bedroom hosSe writ, Nr. h.stwe
• ,A5ny,4,41.$41,C(.00C4
• eat-
• 0,41K l'he doe 44
• au, hly0Kci C.-
* SKILLS USED:
• 104000% ,040-40.5
(0 perOpe r Ude 041
t...„0 0 ,
24 ..Aes 4 igas•C • D'I' tivel "'D
cos.kri
*PRE-WORK ACTIVITIES
"poc.1 ref 4 • D,Idte ILy

• r PVC of CartVot, ,4* • what OM yew

chalimpin or •nshetiess
cUttos 5; Cr'7,1tf
j '''.
*Environment
oCHNOLOGIEs USED: • iuur • (44..-
trl,riwe OF T.doer ZVI

- cp. ,SpreoteAt+
g ,,,24c1611
Car
17",` CAD • sant 1) wes
Hood
pecoe,< - 1 kvc 1, be
Alf Geo-r
r,AZZEI"eC 01105
ZOS. vat,
• Itesettete- loferreptt
twerysSS

RM•111•1114*
AFTER-WORN ACTIVITIES

• TrOttest" Olerrer ?Fa Sas ie

c
*SALARY
•■•., y 47.,4s6reg
Mivi on 161. 9,0
,44.,e oZ, 1 Sr, OA, raw-
tIr BENEFITS

r em / I ' Caps es to wo
— Cae.-",e
—v/ K
osmotattusa.,mw - oem ow mono T. Gamma,/

60 0 2009 THE GROVE CONSULTANTS INTERNATIONAL V?

The Career Compass A DAY IN THE LIFE ... as a(n) for
OCCUPATION ORGANIZATION NAME

TIME WAKE UP
L., What do you love
about your job?

• PRE-WORK ACTIVITIES
L., What are your
challenges or anxieties?

10 Environment

t Culture

L., AFTER-WORK ACTIVITIES

VISUAL PLANNING SYSTEMS The Career Compass

Notes:

®2009 THE GROVE CONSULTANTS INTERNATIONAL'V? 63

 VISUAL PLANNING SYSTEMS
The Career Compass

• Stage 8
PATH EXPLORATION
So far, you've done self-assessments to get a good understanding of who you
are and external research to determine where you want to go and what you
want to do. With a clear sense of your goal, you may feel like you are ready to
start applying for jobs immediately. However, there is an additional step that
may greatly support your future success and happiness.
Path Exploration is a scenario-planning exercise. For this template, we ask
you to plot the various career and life milestones that would correspond to a
career choice. Seeing the steps on a timeline will help you clarify your future
actions. Planning both career and life milestones five to ten years in the
future will also help you understand any career/life trade-offs that may affect you.
In addition, and most importantly, Path Exploration asks you to plot a second
course, or backup plan. While some experience a smooth career path or
transition, others may need to regroup. Having a second option can help you

• greatly if your first choice doesn't work out. A second direction could have
a different balance of career and life milestones that turns out to be more
attractive in the long run.

(1■• Lea., PATH EXPLORATION

[,71\~E:CiIr. ~EP I.7!

Time flies. It's up to you to be

the navigator.

•
Robert Orben

*2009 THE GROVE CONSULTANTS INTERNATIONAL' Vr 65

 The Career Compass VISUAL PLANNING SYSTEMS

PATH EXPLORATION
Plot Career and Lifestyle Goals
Career decision-making often requires more than one path. You can follow your primary goal—
Path A, and achieve your objectives. However, circumstances outside your control may require a
detour. Thinking through a different path now may save time and stress later. This template allows
you to determine both your primary goals for your career and lifestyle as well as an alternative
plan. In addition, this template allows you to compare two different career paths and how they may
affect lifestyle choices differently.

STEPS
After completing the Choices in Context and Day in the Life templates, you should be able to make
a decision regarding your preferred career goal. Follow the steps below to map out a future with
this career choice (Path A), as well as a second choice (Path B). Take time and think through your
options in light of your current life and the life you'd like to have.

PATH A

Goal/Objective: Use Path A for your first career choice. For example, it might be a new
occupation, starting your own business, getting a graduate degree, changing companies
or staying with your current company but getting promotions by taking on additional
responsibilities. Write down your primary goal or objective on the top of the timeline for Path A.

Significant Dates: Starting on the left, write down the date (month and year) you are
beginning this process. Move to your right and add other significant dates below the timeline.
It may be helpful to write down milestone birthdays, such as 18, 21, 30, 40, 50, or 65. You
may also want to include the ages of your spouse, partner, parents, and/or children. If your
career choice requires education, write down when school applications are due, when the
semester begins, or when summer internships may open up. The date of an important job fair
would also be significant.

Career Milestones: Use this horizontal stream to plan the steps you need to take in order
to achieve your goal. For example, your goal might be to become a manager at your company.
Your initial milestones might be volunteering for a task force. A bit later, you might talk with your
boss about your career goals; a year or two later you might take classes or attend workshops;
and throughout your career you may be applying for positions within your organization.

If your career choice is something new to you, use the information you have gathered through
websites, articles and informational interviews to fill in the milestones. For instance, many
career goals will require you to go to school before you're qualified for your new position. In
this case, you would need to plot entrance exams, application deadlines, acceptance letters,
etc. A degree could take you two to five years; you might need to complete an internship, and
then you would have to search for a job after that. Or your plan could be to get experience and
progress through several positions to your ultimate goal. Plot each of the milestones leading
up to your goal.

In still another case, you may be planning to get a new job within the next several months.
Choose a realistic date for getting your new job; then, working backward, fill in the tasks
required to get a job offer (see the following Action Plan template for help with these details).

If your career goal is of a shorter rather than longer time frame, use the rest of the timeline
to write down career milestones that might follow accepting a job such as salary increases,
increased responsibility, promotions or relocation.

66 02009 THE GROVE CONSULTANTS INTERNATIONAL V7

 VISUAL PLANNING SYSTEMS"
The Career Compass

• 4. Life Milestones: Record significant lifestyle accomplishments you would like to fulfill and
that would be doable given the career choice. Finances, health, relationships, environment
and leisure are some areas to think about. For some, a life milestone may be financial
independence, finding a new place to live, moving to a new city or taking an important
trip. Others may want to plot relationship-based milestones, such as marriage or children.
Personal-development milestones, such as learning a new language or musical instrument,
represent other possibilities. Review your completed Work/Life Wheel template and review
your priorities. Think about the relationship between the career choice you have made for Path
A and your lifestyle goals. There may be some life milestones that may need to be put off.
Decide what is most important to you and create a path that has the right balance for you.

PATH B

5. Now that you have a Path A that you are content with, imagine a different direction. Path
B is your chance to outline a different future, either slightly or wildly different from Path A.
Perhaps there was another profession that interested you while you were doing research, or
maybe you know of a job opportunity that a friend or family member has communicated. Or in
another scenario, maybe you decide to stay in a current job while you go to night school, pay
off some debt and get yourself prepared for the job search at a later date. Maybe your Path
A is conservative and with Path B you want to push your career or lifestyle ambitions further.

•
Having a Path B will help you remain flexible in your career planning.

Follow Steps 1 through 4 for Path B.

6. Final Evaluation: After you complete Path B, compare both paths. Is Path A still your
preference? Which path best matches the priorities you set on your Work/Life Wheel? Which
path will best fulfill the primary and secondary outcomes that you recorded on the Setting Out
template? Perhaps upon reflection some of your desired outcomes for career transition have
shifted as you've worked through The Career Compass.

Choose one path to work toward and one to keep on the back burner. Whichever path you
choose, take comfort in knowing that you have options.

You are now ready to move on to the Action Plan template and start searching for that perfect
job, internship or educational program. After you land a job, you can use Path Exploration to add
additional career development and/or lifestyle milestones or revise your initial path.

Use the "Notes" page following the template to capture any additional observations or thoughts.

• 0 2009 THE GROVE CONSULTANTS INTERNATIONACS\??. 67

 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Path Exploration:

START 2. SIGNIFICANT DATES: Start Date: March, 2009;
1. GOAL/OBJECTIVE: Public relations representative
HERE
for environmental organization; get M.B.A.; turn 35; trip to Europe; loan payment due; fall
promotion to VP; become a pediatrician. semester begins.

Tn. Care. Compass PATH EXPLORATION

PATH A 00.411011.MCTIVE:

=""

Lite
Milestones

3. CAREER MILESTONES: Complete degree, 4. LIFE MILESTONES: Move to California, own a

apply for jobs, land position as customer home, enroll son in kindergarten, have solo
service representative, move up to gallery show, join a gym, learn to play the guitar.
supervisor, promotion to store manager. Or,
marketing coordinator, marketing manager,
VP of marketing and sales. Or, apprentice,
journeyman, foreman. Or, associate planner,
associate buyer, buyer, divisional manager. Or,
research franchise options, get financing, find
and lease space, prepare marketing materials,
hire staff, open business.

A completed template might look like this:

T. Came, Compass PATH EXPLORATION

PATH A aweiteueenverrNednliSer e (4„i, s, arts
•
Significant
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at•Ht. flested TB be TV C. in
astoienS lures OS-retie:1 ales* GA' teler.

Carex
Mach 1481f 7rviiefremee
hillMetones
.DSOM.CSI
/ 114044 •eowicie "
t.ne
uM Cmetellbs
6-piekcovo tag
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\ .40
Ime Wce—hes .motmot i4 "
eic,fatiTga,

PATH B He•ezoemonye f/el! GA it, Ceder Is plIellOtiO6 urge ureptace

SignMeant
DN.
• a, vi
Apr.l O9 \Pa .09 :ran 20_10_ .201/120O.
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itee bb :IN be
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11111aggsatig
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Cilia ECHO I .ASP
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cit,smeti stMerois
T RecoVeCeS

V) WeeetW,

anicnotnamonoma, *mama tams ma atom

68 0 2009 THE GROVE CONSULTANTS INTERNATIONACVr

The Career Compass PATH EXPLORATION
PATH A GOAL/OBJECTIVE:

2 MONTHS 4 MONTHS 6 MONTHS 1 YEAR 2-3 YEARS 5-10 YEARS

Significant
Dates
Start Date

Career
Milestones

Life
Milestones

PATH B GOAL/OBJECTIVE:

1 YEAR 2-3 YEARS 5-10 YEARS

2 MONTHS 4 MONTHS 6 MONTHS
Significant
Dates
Start Date

Career
Milestones
VISUAL PLANNING SYSTEMS - The Career Compass

Notes:

0 2009 THE GROVE CONSULTANTS INTERNATIONALVr 71

 VISUAL PLANNING SYSTEMS
The Career Compass

• Stage 9

BniMiCORIE
ACTION PLAN
In the previous exercise, Path Exploration, you determined your first and
second choices for career paths. Whether your next career steps involve
applying for a job or applying to school, the Action Plan template will help
you stay organized and take steps toward your future.
Action Plan is designed to keep you accountable to the tasks needed to get
job offers or complete a college application process. It helps you set dates
and track your progress on a time frame that you determine. In addition,
Action Plan helps you think about the conditions of your job or education
search—the supports you can call on and the challenges you may face.
Finally, it keeps you focused on what a job offer must have in order for you
to be happy. Good luck!

• ACTION PLAN

We all must live our lives

always feeling, always thinking
the moment has arrived.
Tracy Chapman

• 2009 THE GROVE CONSULTANTS INTERNATIONAL' 73

 The Career Compass VISUAL PLANNING SYSTEMS

ACTION PLAN
Set and Accomplish Your Goals
Congratulate yourself for your hard work in self-discovery and research. Now, take that momentum
and create a plan for your job search. The Career Compass Action Plan is a specific job-hunt
calendar that you can use to both plan your steps and keep you on task.

STEPS
By completing The Career Compass Path Exploration template, you should have decided on a
career direction. Whether one of the first milestones on your path is to get an internship, get work
experience or apply for that perfect job, the Action Plan helps you organize the tasks involved. You
may also be considering undergraduate or graduate school. You can use the Action Plan for this
purpose as well, keeping in mind that there may be additional tasks involved, depending on the
program. Feel free to change the headings on the template to fit your purposes.

1. Occupation Choice: Look back at all the maps you have already completed and determine
your occupation choice. Be specific, but also keep in mind that different organizations might
call the same job by another name. Or, you may choose to select a different position in your
current organization. If applying to school, change the heading to "Degree Choice" and write
down the degree you will pursue.

2. Start Job By: Write down the specific, time-oriented goal for this Action Plan. For example:
start new job by June 1. If applying to school, you can change the heading to "Start School
By" and put in your hoped for start date—fall semester, for example.

3. Must Have: Whether or not you are fortunate to have more than one job offer, you need to
decide if a job is best for you before you accept. Review your other filled-in Career Compass
templates to determine what you must have in a job in order to accept—it might be the salary
range, opportunity for advancement or the actual work you'll be doing and who you will be
doing it with. Sometimes a job sounds wonderful, but if it takes you away from your ultimate
long-term goal, you may decide to turn down an offer. If you are applying to school you may
consider tuition assistance a "must have" in order to commit to a program.

4. Nice to Have: Similar to your "Must Have" list, use this space to write down the aspects of
a job that would be nice to have but are not deal breakers. For example, a short commute,
the benefits or bonus structure, or extra vacation could be potential items on this list. If an
educational program is the focus of your Action Plan, you may consider things like university
housing or financial aid, as some of your preferences, but not imperatives.

5. Complete-by Dates: At the top of each column, write down a goal date for completing the
tasks in each column. Later, you'll write down the actual completion dates inside the arrow.
Use the "Start Job By" date and work backwards. Keep in mind that in many cases it may
take an organization six to eight weeks for their hiring process after an ad has been posted.
For example, if your "Start Job By" date is June 1, you may receive offers in the second half of
May, your interviews may take place in the first two weeks of May, your interview prep may be
completed the last half of April, your collateral materials would be sent by the second week of
April, and you would have identified your targets in the first week of April. You may have more
time to look for a new job, therefore your "complete-by" dates would reflect a longer time period.

6. Targets: The template gives you five organizations or school programs to track. Hopefully,
you've gained some leads from your networking efforts. In addition, use Internet job websites
to find jobs or internships that are appealing. In addition, a career counselor is a great
resource for specialized job-listing information. If you aren't working with a career counselor,

74 0 2009 THE GROVE CONSULTANTS INTERNATIONALVt

 VISUAL PLANNING SYSTEMS' The Career Compass

• try doing an Internet search by typing in "Careers in " You'll often find job-search
websites you have never seen before. Also, check national or state professional associations
for job boards. Print out job listings, review leads from your Networking Map, then prioritize
your top five. Write these top-five organizations or schools in the target spaces. If you have
more than five, you can put those on another Action Plan. (See Appendix.)

7. Collateral Materials: Each target job will have its own set of materials that need to be sent.
This can include an application, a resume, a portfolio, or cover letter for a job. Or, if you are
applying for school, you may need an application, transcripts, test scores and a personal
statement.

8. Interview Preparation: Whether or not you definitely have an interview, you should still
prepare ahead of time. Research the organization, the competition, and prepare answers
for interview questions. A good place to find information about interviewing is www.
jobinterviewquestions.org . Practice your personal statement or "elevator speech" with a
friend. Make sure you have appropriate interview clothes. You may even want to travel to the
organization to make sure you know where it is and how much time it will take you to get there.

9. Interviews: Once the interviews are scheduled, write down the date of your interview. If you
are applying and interviewing at multiple companies, this will also allow you to track the dates
so that you don't double-book yourself or schedule interviews too closely together. When you
arrive at a company, always arrive a bit early and dress for the job you want. Be prepared to
ask three to four questions of your own at the end of the interview. These questions should
be about performance expectations, reporting structure and professional development rather
than salary or benefits. After the interview, be sure to follow up within twenty-four hours with a
thank-you note.

10. Challenges: Write down the things that may hinder your progress. Consider things that are
outside of your control, like a poor economy and things you may be able to control, such as
your own personal attitudes or behaviors. Identifying challenges helps prepare you to deal with
them when they arise.

11. Supports: Identify the people, places and resources that may help you with your Action
Plan. Write down those people who will support you in your goals. Consider working on your
Networking Map in conjunction with your Action Plan, as your network could certainly support
your efforts. Going to a library may help focus your research efforts or allow you access to the
Internet if you do not have a computer.

12. Offers: If you are lucky, you will have more than one job offer. The offer may come by phone
or in writing. If you receive an offer by phone, you may ask to receive the job offer in writing
and have at least twenty-four to forty-eight hours to discuss it with your family or friends. Go
back to your map and review your Must Have and Nice to Have statements to help you make
a decision. If you have questions about the offer, call the hiring manager and discuss them
before you accept. If you are expecting more than one offer, use the Date Received line in the
arrow to keep track of each offer date. If you need more time to consider an offer, especially
if you expect another offer to come, be honest with the employer. You may want to refer to
Salary.com's Negotiation Clinic at www.salary.com .

• Try not to get discouraged if you have to regroup and create a new Action Plan. It is possible that
you may not be getting offers for a particular occupation, or may not get into the school program
that you wanted. Look back at your Path Exploration template. Often a Plan B (Path B) could work
out better for you than your Plan A (Path A). See the Appendix if you need an additional Action Plan.

®2009 THE GROVE CONSULTANTS INTERNATIONALV. 75

 The Career Compass VISUAL PLANNING SYSTEMS

Sample Answers for Action Plan:

1. OCCUPATION 2. START JOB BY: 3. MUST HAVE: Salary 4. NICE TO HAVE:
CHOICE: April 1. of $50K, health and Salary more than
Registered nurse; dental insurance, $50K, 4 weeks
veterinarian; store short commute, paid vacation;
manager; M.A. in good manager, own office, tuition
Theater. stable business. reimbursement.

The Cares ACTION PLAN 5. COMPLETE-BY

DATES: Select
targets by Jan. 1,
• TARGETS • COLLATERAL
MATERIALS.
• INTERVIEW •
PREPARATION
INTERVIEWS • OFFERS • Row to Rm.
send collateral by
Ellib r- Jan. 20, prepare for
interviews Jan. 20—
Feb. 1, interviews
Jan. 25—Feb. 28,
offers Jan. 30—Mar.
15.

6 TARGETS: Physician
Foundation at Cal.
Pacific Medial
• CHALLENGES *SUPPORTS
Center, Kaiser
Permanente, UC San
Francisco, Arlington
Healthcare, Merritt

7. COLLATERAL
r 8. INTERVIEW
Comptarcte......ve

9 . INTERVIEWS: Dates
Hawkins.

MATERIALS: Date PREPARATION: Dates of your first and

you sent your you researched second interview.
resume, cover letter, company/school
applications, and and prepared for the
references. interview.
10. CHALLENGES: It may take a long time; might 11. SUPPORTS: Family, 12. OFFERS: Dates you
not get job offer from first choice; need new spouse, career received job offers
interview clothes; transportation; need help with counselor, library, or acceptance to
my resume. career center. schools.

A completed template might look like this:

The ems, Compass ACTION PLAN

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MIATEMALS POSPISSOMOO left
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God so min commit
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moral oC
Si TT ,
Does -
••••
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CHALLENGES • SUPPORTS

•14ecti io pcla • Flusl,tm d

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• K,cis
• Med new iAierv■ eui dolises. . Career C'etoi ce lac
2ea lly tad jab Mar Vet
them -601 more, • NetworV Ion coo MCfc .
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• itsted C4,606 45 .
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• Need -11 io F‘al re`41% 8amONwea 701•01.1Y0.1111071.10,138111 /1.

76 C 2009 THE GROVE CONSULTANTS INTERNATIONAL

 The Career Compass ACTION PLAN

• .c 0* 4r4r0
*TARGETS L., COLLATERAL L. INTERVIEW L INTERVIEWS L._ OFFERS L__ Nice to Have
MATERIALS PREPARATION

L. Must Have
1st interview date

cl ate sent date completed 2nd interview date date received

1st interview date

date sent date completed 2nd interview date date received

1st interview date

date sent date completed 2nd interview date date received

L, OCCUPATION
CHOICE
1st interview date

date sent date completed 2nd interview date date received

1st interview date

date sent date completed 2nd interview date date received

L._ CHALLENGES SUPPORTS

•
VISUAL PLANNING SYSTEMS The Career Compass

Conclusion

Congratulations. You have just completed a thoughtful and creative process

designed to help you change and manage your career. You have looked at your past
to find patterns. You've assessed who you are at this point in time and set priorities
for your future. You've researched and explored different jobs and careers. Finally,
you've determined what's important to you and made informed decisions for the
months and years ahead.
As you enter into a new chapter in your career, keep in mind that the world of work
is constantly changing. For instance, there are jobs that are made obsolete by new
technology. On the flip side, that same technology may create entire new fields.
Not only will work change, but at different times in our lives our priorities may shift,
as well. One of the most important challenges we all face is to keep up with these
changes. To keep yourself current, you should revisit The Career Compass process
every three to five years.
We wish you success in your career!

• Note about The Personal Compass

If while you were working through The Career Compass, you found yourself wishing
you could spend more time working on changing not just your career, but gaining
more insight into improving other aspects of your life, we recommend The Personal
Compass.
While The Career Compass focuses primarily on work and its relationship to your life,
The Personal Compass is a deeper exploration of your overall life purpose. The first
in The Compass series, this workbook allows you to explore life goals and dreams
beyond your career decisions. This process of reflection will help you be more
focused and enthusiastic about your life.
You can purchase The Personal Compass from our website: www.grove.com .

2009 THE GROVE CONSULTANTS INTERNATIONALr 79

 The Career Compass

•
VISUAL PLANNING SYSTEMS

Appendix

We've included some other items to help you complete The Career Compass.

Icon References
At The Grove, we believe in the power of visuals to foster breakthrough thinking.
Working with our templates is not about artistic talent, but about capturing
information in a big-picture way. If you want to be creative, we have included
drawings of some items that may appear on your templates. Redraw these icons on
your templates, if you prefer, or come up with your own. Feel free to use different
colored pens or photographs to add variety and make distinctions.

OMM:rn
Additional Resources
We listed some resources in the Preferences & Possibilities section and occasionally
for some of the other templates. There are several other valuable books and
websites that can help you with career change and development. We have included

• some of our favorites.

Additional Templates
There are several templates in The Career Compass that will require extra space or
for you to repeat an exercise multiple times. For this reason, we have included extra
copies of the History, Choices in Context, A Day in the Life and Action Plan templates.

•
©2009 THE GROVE CONSULTANTS INTERNATIONAL' S\.(1- 81
 The Career Compass VISUAL PLANNING SYSTEMS

Icon References

Yri
AREA OF STUDY/ CLASS/ DIPLOMA TEST CHANGE
REPORT SEMINAR/TEACHING/
PRESENTING

UPWARD TREND DOWNWARD TREND EXCITING/COMPELLING/ BIG DECISION GOAL

KEY EVENT/INSIGHT

II It II It

ASPIRATION IDEA CHALLENGING INTROVERTED EXTROVERTED

.7.8fruee)3

c2
I/

I0 ck
3

1 1(
THINKING/ FEELING JUDGING/ SENSING/ INTUITIVE/ PERCEIVING/
ANALYTICAL PLANNING HERE AND NOW BIG PICTURE SPONTANEOUS

4§4 <4)/
PEOPLE FUN
I I

EXERCISE/LEISURE EXERCISE/STRENGTH STRESS

82 © 2009 THE GROVE CONSULTANTS INTERNATIONALV.-

 VISUAL PLANNING SYSTEMS' The Career Compass

•
0

PERSONAL/ GAP WORK RELATIONSHIPS/

1-0
TEACHING/PRESENTING
PROFESSIONAL RELATIONSHIPS WORKING WITH PEOPLE
DEVELOPMENT

HOUSE BUILDING CITY/OFFICES CUBICLE TREE/NATURE

CAR/COMMUTE PUBLIC TRAVEL ARTS/ENTERTAINMENT ENTERTAINMENT/

TRANSPORTATION ADVERTISING

All
SCIENCE HEALTH CARE MATH FINANCE COMPUTER WORK/
SYSTEMS/RESEARCH

LAW/ POLICY READING/PUBLISHING/ WRITING/EDITING PHYSICAL WORK PROTECTIVE SERVICES

RESEARCHING

2009 THE GROVE CONSULTANTS INTERNATIONAL (T 83

 The Career Compass VISUAL PLANNING SYSTEMS'

Additional Resources

BOOKS

Bolles, Richard Nelson. What Color Is Your Parachute? 2009: A Practical Manual for Job-Hunters and
Career-Changers. 2009 ed. Ten Speed Press, 2008.

Briggs Myers, Isabel. Gifts Differing: Understanding Personality Type. Davies-Black Publishing,
1995.

Buckingham, Marcus and Donald Clifton. Now, Discover Your Strengths. Free Press, 2001.

Gebhard, Nathan and Mike Marriner and Joanne Gordon. Roadtrip Nation: A Guide to Discovering
Your Path in Life. Ballantine Books, 2006.

Harvard Business Review Paperback Series. Harvard Business Review on Work and Life Balance.
Harvard Business School Press, 2000.

Ireland, Susan. The Complete Idiot's Guide to the Perfect Resume. 4th ed. Alpha, 2006.

Keirsey, David and Marilyn Bates. Please Understand Me: Character & Temperament Types. 5th ed.
Prometheus Nemesis Book Company, 1984.

Krumboltz, John and Al Levin. Luck Is No Accident: Making the Most of Happenstance in Your Life
and Career. Impact Publishers, 2004.

Rath, Tom. StrengthsFinder 2.0: A New and Upgraded Edition of the Online Test from Gallup's Now,
Discover Your Strengths. Gallup Press, 2007.

Sher, Barbara. I Could Do Anything If I Only Knew What It Was: How to Discover What You Really Want
and How to Get It. Dell, 1995.

Tieger, Paul D. and Barbara Barron. Do What You Are: Discover the Perfect Career for You Through
the Secrets of Personality Type. 4th ed. Little, Brown & Co., 2007.

Yate, Martin. Knock 'em Dead 2009: The Ultimate Job Search Guide. Adams Media, 2008.

Yate, Martin. Knock 'ern Dead Resumes: Features the Latest Information on: Online Postings, Email
Techniques, and Follow-up Strategies. 8th ed. Adams Media, 2008.

84 0 2009 THE GROVE CONSULTANTS INTERNATIONALV'

 VISUAL PLANNING SYSTEMS'
The Career Compass

•
WEBSITES*

Authentic Happiness, hosted by Dr. Martin Seligman at University of Pennsylvania:

http://www.authentichappiness.sas.upenn.edu/Default.aspx

Career Interests Game: http://career.missouri.edu/students/explore/thecareerinterestsgame.php

Hoover's, Inc: http://www.hoovers.com/

Job Hunter's Bible—Richard Bolles: http://www.jobhuntersbible.com/

Job Interview Questions: http://www.jobinterviewquestions.org/

National Career Development Association: http://www.ncda.org/

• Occupational Information Network—O*NET OnLine: http://online.onetcenter.org/

Quintessential Careers: http://www.quintcareers.com/

Salary.com: http://www.salary.com/

Selfcounseling.com: http://www.selfcounseling.com/help/personalsuccess/personalvalues.html

Self-Directed Search by Dr. John Holland: http://www.self-directed-search.com/

StrengthsQuestTm : https://www.strengthsquest.com

The Keirsey Temperament Sorters II: http://keirsey.com/

Wetfeet: http://www.wetfeet.com/

Wall Street Journal Careers: http://online.wsj.com/public/page/news-career-jobs.html

* The website sources listed were available at the time of publication. We apologize if websites have changed.

0 2009 THE GROVE CONSULTANTS INTERNATIONALV.- 85

 The Career Compass VISUAL PLANNING SYSTEMS

Photocopying Policy

We at The Grove are committed to sharing our methodology and tools worldwide in
the interest of helping others visualize and make meaningful change. We strive to
keep our tools affordable to help as many people as possible. Therefore, we ask
that you honor our copyrights and do not photocopy, reproduce by hand or reproduce
by any electronic means any portion of The Career Compass without our prior written
consent—unless it is strictly for your own personal career-planning use. We would
be happy to discuss a licensing agreement if you are implementing The Career
Compass in an organization or school. Please contact us at 415.561.2500.

86 0 2009 THE GROVE CONSULTANTS INTERNATIONALr