Harvey Retirement RTII Sample


This a sample of the Harvey Retirement for complete version see subscription pages.

Retirement Transition Interview Inventory
Harvey54R Personal Review WIP 7 RTII/CIP©
This is a derivative work from the book, website and coaching of Get That Next Job© 2006-2016.
A Quality Retirement
This product is not a financial, retirement housing or educational program.
Our goal is to present you with an Interview Inventory of “Who you are, what you want and how to get you there.”

We are not connected with any financial, retirement living or educational institution.
01-10-15 Edition WIP6
The information that is gleaned from the Extended Personal Review: Harvey 54R includes:
A quick summary of what you may discover.
The biggest challenge to a quality retirement.
The overlying theme that drives your transition to retirement.
Your overriding transition goals A delineation of your personal characteristic and values.
Your personal interests and hobbies.
Your personal goals.
Your professional goals.
Your family goals for your retirement.
Your descriptors/talking points about youself.
The option to see in writing what “A Quality Retirement” means to you!
The correct hobby, volunteer or work venture that would allow you to be productive and engaged, and also allow for an engagement and family/life balance.
The right choices for you personally.
Fulfilling work responsibilities.

The last five categories can be used by our candidates as a Personal Interview Checklist while assessing your retirement plans.

The information from our Extended Personal Review allows you to customize your decisions about retirement, based on your current personal and professional objectives, as well as develop a workable plan for the future.
****This tool (RTII-Transition Inventory Checklist) should enable any transitionee to more correctly match their “goals, talents and interests to a possible imminent or actual retirement situation, thus allowing the candidate to make an informed series of guesstimates of correct choices and paths to “A Quality Retirement.” Remember, there is no guarantee as we approach retirement; the vagaries of health, mobility, relationships and finances do play a role, but not necessarily the deciding role.
RTII Candidate Transition Inventory Interview, Lite ©.

Editorial Note: This is an example of our retirement inventory. There is no right or wrong answer. The answers must reflect your real feelings. This is your inventory, not ours. Some of these questions will bother you. They are supposed to do that. You are interviewing yourself. Your answers will possibly change, as we do repeat some of the questions verbatim or with slight variations.
Between birth and cessation of life, there are six stages of life. Our goal is to make the fourth and fifth stages a fascinating journey. You do have a choice.
To this author, there are six stages to life:
1. Infancy Dependence
2. Childhood
3. Adolescence
4. Adulthood
5. Retirement
6. Adult Dependency.
Each is inevitable, and each can be interesting and fulfilling. The fourth through fifth take planning and careful thought to make the most of each natural phase.
A quality retirement awaits you if you choose.
Harvey 54r
Copy from here to end to Word only. No PDFs please
“get THAT NEXT job!®”
(This page on our site is not interactive; at this writing, please copy to Word.)
This inventory is also used as part of a Candidate Initiated Search Assignment or a Candidate Transition Interview Inventory.
Suggestion: Save a copy of your completed Mikel to refer to later as you build your TFBs.
*If you are working for yourself, please answer the above questions as if you were working with these people as clients, and please note that difference at the top of the inventory.
Preface: Please answer these questions first:
• In what ways have you felt defeated in your efforts?
• What is mostly missing from your job search?
1. If you could go back and make one change in your preliminary retirement plan to this point, what would it be? Remember, we are not talking about finances, although they are necessary.
2. What involvements that you have chosen were the most fun?
2b. What did you find the least fulfilling?

3. We know you have thought about your prior job, career or profession often. What are three ingredients/things/parts that you miss most often? If you can think of more, it will be helpful.

4. I know you have thought about or pictured retirement opportunity often. What do you see/envision yourself doing? Hobbies, Volunteer Work, Sports, Relaxation, Travel, further education, write a book. etc.
More if you choose:

5. What is the most challenging thing about contemplating or being in transition mode?
5a. Would you consider yourself for:
a. Full Active Retirement
b. Active Retirement
c. Moderately Active
d. Active
e. Inactive
f. Interested in working part-time

6. What are your personal goals and objectives (five each) in the next two years?

7. If you were to seek professional coaching to develop a plan for a quality retirement, which of the skills below would you use or consider? Remember, we do not work on your financial or housing programs.
a. ____Coaching
b. ____Selection strategies
c. ____Identifying skills or real interests
d. ____Community opportunities
e. ____Counseling
f. ____Sounding board
g. ____Balanced strategies
h. ___ Computer search skills

7.a. Level of involvement desired: Full-time / Part-time / Occasionally / Casual/ or None.
7b. How long have you been in transition planning or mode? What activities have you tried? Explain.
7c. Which activities have given you a sense of fulfillment or a feeling of achievement?

8. If you been engaged, what job search activities strategies have you engaged in to this point?
8a. Have you gotten interviews and offers?
8b. What was the outcome?

9. Why were you looking? Explain.
9a. Are you having “identity” pangs?

10. As a worker, what were your five main motivators?
Now rank-order them.
10a. As a worker what were your three main motivators?
Top one? Why?

10b. Descriptor: Of the items below, which best describe you as an employee?
Pick the top 10
______ Engaged
______Physically Aggressive
______Verbally Aggressive
_____Easily Intimidated
_____ Engaged when Necessary
10c Now choose the top seven.
10d. Now choose the top three.

10d. Now choose the best single word from the list or which best sums up your last 3.

10e. When you were employed full-time, did you use …… (see below) …… to win an argument?
Pick 3
_____Covey Method
_____Superior Intelligence
_____ Truth


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