Next Chapter Audit

This is a short, structured audit designed to help you think more clearly about what’s next.

If you’re in a moment where something about your current path no longer fits, but the next move isn’t fully clear or committed, this audit will help you:

-clarify what you want your next chapter to look like

-see how you’re currently operating

-identify what may be constraining your options

After you complete it, I’ll review your responses and follow up with a short synthesis and a few suggested next steps within a couple of days.

Most people complete this in about 10 minutes.

What’s true right now

1. Which of these feels most true? (select up to 2)

A

I’m successful on paper, but something about my work or life no longer fits

B

I have options, but no clear direction I trust

C

I feel pulled toward something new, but can’t fully justify it logically

D

I’m good at what I do, but I’m not energized by it

E

I’m operating at a high level, but it feels harder to sustain

F

I don’t feel stuck, but I don’t feel clear either

2. What are you trying to decide between right now? (1-2 sentences)

Where things feel off

3. Where are you feeling the most tension? (select up to 2)

A

The path I’m on vs the life I want

B

External success vs internal satisfaction

C

Stability vs desire for change

D

What I’m known for vs what I want to be known for

E

What I should do vs what I want to do

F

Depth in one lane vs expanding into something broader

4. What feels increasingly difficult to sustain? (1-2 sentences)

How you’re operating

5. Which of these have you been doing repeatedly in the past 90 days? (select up to 2)

A

Editing what I say to be better received

B

Simplifying myself to fit expectations

C

Staying in roles or situations that don’t fully utilize me

D

Prioritizing credibility over curiosity

E

Optimizing for how things look vs how they feel

F

Holding back ideas I’m not sure will land

What’s pulling you forward

6. What feels hardest to ignore right now? (select 1)

A

A desire to do something meaningfully different

B

A sense that I’ve outgrown my current role or environment

C

Curiosity about a different kind of work or life

D

The feeling that I could be doing more, or something else

E

A growing disinterest in what used to motivate me

7. If you were to make a meaningful change in the next 12 months, what direction would you likely take? (select 1)

A

Shift roles within my current field

B

Expand into a broader or more generalist scope

C

Start something of my own

D

Move into a different industry or domain

E

Redesign how I work, for example portfolio or fractional

F

I’m not sure yet

G

Other (briefly describe below)

What’s preventing you from moving forward

8. What makes it hard to move on right now? (select up to 2)

A

Financial considerations

B

Reputation or how I will be perceived

C

Lack of clarity on viable options

D

Time or energy constraints

E

Family or personal obligations

F

Fear of making the wrong move

What you’ve been focused on

9. How have you been spending most of your time over the past 2 to 3 weeks? (1-2 sentences)

What action have you taken

10. Which statement best describes you right now? (select 1)

A

I know something needs to change, but I have not taken action

B

I have started exploring, but nothing has clicked yet

C

I have a direction, but I am not fully committed

D

I am actively making a transition