Identity and Life Transitions Worksheets
What does it mean to leave your business successfully? According to GFBAI member, Paul Cronin, COO of Successful Transition Planning Institute, it requires “having a clear plan now for what you want to do with your life after leaving your business.” If you or your clients are feeling stuck and unable to envision the future, these pre-succession planning exercises can help.
Below, you can download the Identity Exercise and the Life Transitions Exercise, courtesy of Paul Cronin. The Identity Exercise will help you (and your clients) discover what else you like to do outside of work to ease the transition into the next phase of life. The Life Transitions exercise will help remind you of what you have learned from previous transitions so that you can apply those lessons to your business/career transition.
Once you’ve developed a clearer sense of who you are and what you’ve learned, we recommend printing out our succession plan tool so you can start to look to the future.