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Career Direction Workbook / Action kit

Career direction & role exploration workbook

Compare possible roles using actual work preferences, constraints, and evidence.

Made for professionals considering a role change.

Price and availability

Catalog price: $9 USD

One-time purchase · No subscription

  • FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition. A worked example is included.
  • To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files.
  • LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
  • SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
Read the free worksheet

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The task

What you'll make

A small set of role hypotheses with a low-commitment reality test.

Gather before you start

  • Past work examples
  • Practical constraints
  • Candidate roles

Mark missing information so you can check it before using your work.

When to skip this kit

  • You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook.
  • You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
  • You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

  1. 01Work evidence
  2. 02Constraint map
  3. 03Role hypotheses
  4. 04Reality checks
  5. 05Next experiment

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

Your completion check

Each option is evaluated against the same priorities and unknowns have a concrete research action.

Before you finish

Check this before you use it

A role title is chosen from an idealized description of daily work.

Test a representative task and speak with someone doing comparable work.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy
WORKSHEET 01 / 05
Download worksheet

Work evidence

Jump to a section

Worksheet 1 of 5. Work evidence Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}

Instructions

List tasks that energized or drained you and explain the conditions involved.

Worked example, fictional

Context: An administrator compares operations coordination with customer success after reviewing real job descriptions. Completed response: Coordinating a launch felt satisfying; constant unscheduled calls did not.

Your decision

Which past tasks gave both engagement and useful results? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before moving on

[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.

Next worksheet: Constraint map.

Before you start

  • Past work examples: [Source or notes]
  • Practical constraints: [Source or notes]
  • Candidate roles: [Source or notes]

What you will make

A small set of role hypotheses with a low-commitment reality test.

View plain worksheet text
Worksheet 1 of 5. Work evidence
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
List tasks that energized or drained you and explain the conditions involved.

Worked example, fictional
Context: An administrator compares operations coordination with customer success after reviewing real job descriptions.
Completed response: Coordinating a launch felt satisfying; constant unscheduled calls did not.

Your decision
Which past tasks gave both engagement and useful results?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Constraint map.

Before you start
- Past work examples: [Source or notes]
- Practical constraints: [Source or notes]
- Candidate roles: [Source or notes]

What you will make
A small set of role hypotheses with a low-commitment reality test.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook.

Before you choose

What should I have ready for this kit?

Bring past work examples, practical constraints, candidate roles. Mark anything you still need to check.

How do I know the work is finished?

A small set of role hypotheses with a low-commitment reality test. Check your answers against the original records and note anything unresolved before sharing your work.

Does it include a spreadsheet or native app template?

No. You receive editable Markdown documents and an offline HTML workbook. These are not native Excel, Canva, Notion, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.