Have You Done Your Annual Career Checklist?

Take your pen and put down your favorite word processing program at hand, jot down these career check-list categories. Read more.

Career checklist

The New Year is here, for many of us, that means our thoughts are turning to the goals we want to achieve in 2015. Whether you’re motivated by New Year’s resolutions or just enjoy end-of-the-year planning, the first few weeks of 2015 are a great time to review the overall health of your career before you begin strategizing for 2015.

With pen and paper or your favorite word processing program at hand, jot down these career check-up categories. Work your way through the suggested exercises to help you capture key insights and learning from the year now winding down (for a companion process to improve your job search in 2015, try conducting this SWOT analysis as a career year in review):


List the most critical relationships in your work life. These might include direct reports, indirect reports, your boss, key clients, or vendors. They also might include your mentor(s), your coach, select peers, colleagues, or industry association members. Next to each name, jot down a number between 1 and 10 which reflects the quality of that relationship (where 1 is disastrously poor and 10 is spectacularly fantastic).


Make a list of the 2014 goals you aimed to achieve. Next to each goal, make a note of how well you performed. Be sure to give yourself credit for partial achievements – they count! Do you wish to carry forward any of your 2014 goals into 2015? If so, mark those goals with an asterisk, as you will use them in my upcoming article, “Annual Career Check-Up: Your New Year in View.”

Career Trajectory

Based on the events in your work life in 2014, what direction do you think your career is heading in? Are you satisfied with your current title and scope of position? Are you satisfied with your current employer, type of organization, and industry? What lessons, if any, have you learned about your preferences in 2012?

Personal Brand

What fresh insights did you develop into your personal brand in 2014? Have you repeated any signature successes or further strengthened any of your key skills? Have you added any capabilities to your brand? What testimonials, performance evaluations, and assessment results did you gain in 2014 that can help you to document your brand in your career communications tools (resume, letters, bio, LinkedIn profile, etc.)?

Career Values

What are your top three career values? Review them now and note any changes to your Top three or their ranking. Remember that your values represent those elements of your career that you treasure the most. These are often make-it-or-break-it intangibles that drive your decision to stay in or leave your current role.

Career Passions

What are your Top three career passions? Review these and capture any changes in the content or ranking of your Top three. Your career passions are those things that motivate you or fuel your career performance. While in some cases these may have to do with elements of your job (outperforming the competition, professional growth), they will often encompass non-work areas such as personal growth, making a contribution to society, and doing the right thing.

Career Gifts

What are your Top two career gifts and what did you do in 2012 to develop them further? Gifts are skills on steroids. These are things you do significantly better than others while having invested less time in developing them than others do. Quite often gifts are things that come naturally to you or which you learned rapidly with little instruction.

Industry Trends

What is the state of your industry? What were the defining events of 2012 in your industry? What is the economic state of your industry?

Are the numbers of jobs shrinking or growing? In which sub-sectors? Did any new product, service, or technology developments occur this year? Is your market growing or declining? What kind of growth is forecasted for 2015? How did sales trend throughout 2012? What volume of sales is predicted for 2015?

Personal And Professional Development

What new personal or work-related skills did you develop this year? What formal or informal training did you complete? Be sure to add any completed formal training to the master version of your resume.


What difference did you make to your employer this year?

What challenges and problems did you resolve? What impacts did you have on cost containment, profitability, sales, or market positioning? What innovations did you conceive and implement? What corporate goals did you help attain?

When you complete this category-by-category review, go back over your results and highlight those that are most critical to keep in mind as you prepare your plans and goals for 2015. Then, stop back next week for the next step in the annual career check-up process. And, in the meantime, take a look at 7 Career & Job Search Habits to make your New Year a great one.


Jide Otoki
Notification Bell