Career Goals & Gaps Worksheet

Complete this before recruiting new advisors or scheduling quarterly reviews. Be honest about gaps — advisors can't help with vague ambitions.

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Part 1 — Vision (12–36 months)

Role or title I'm targeting:

Industry / company type:

What "great" looks like in my own words:

Why now? (What's driving the change):

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Part 2 — Current state inventory

Area	Strength (1–5)	Evidence	Gap to close
Technical / craft skills
Leadership & people
Strategic thinking
Executive presence
Industry credibility
Network & relationships
Financial acumen
Personal resilience

Top 3 gaps that would block the vision:

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Part 3 — Goals (SMART-ish)

#	Goal	Metric / done when	Target date	Advisor type needed
1
2
3

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Part 4 — Advisory board implications

Decisions I need outside perspective on this year:

Risks I'm likely to underestimate (ask a Challenger):

Introductions or doors I need (ask a Connector):

Emotional support or confidence I need (Cheerleader / Peer):

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Part 5 — Learning plan (gap → action)

Gap	Learning action	By when	Who can help

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Part 6 — Quarterly checkpoint

Progress on Goal 1:

What changed in my assumptions:

Adjustments for next quarter: