My 13-point checklist for managing a career change

Thinking of changing careers? It can be hard to know where to start. Here are the things I believe are absolutely necessary to consider. 

1. What are your goals and values  

Before making a career change, take time to assess your motivations. What drives you? What do you value most in your work? Are some of your goals conflicting with some of your values? Which ones feel more important?

2. Identify your transferable skills  

Take stock of the skills and experiences you’ve gained so far. Skills like communication, leadership, problem-solving, and project management are often valuable across industries (obviously!). Highlighting these transferable strengths can make you a strong candidate even if you’re entering a new field AS LONG as you do the analytical work for the hiring panel and explain how your skills apply to your new field. 

3. Research your target industry  

Figure out who you want to help and how. Speak to as many people as possible about the areas you are considering working in. Informational interviews with people already working in the field can provide tonnes of invaluable insights which you can then reference in the interview too. Explore job descriptions, industry growth trends, and required qualifications. 

4. Test the waters first

Before fully committing, look for ways to experience the field first-hand. This could mean taking on freelance projects, volunteering, or shadowing a professional. These experiences allow you to confirm your interest and build relevant skills.

5. Make connections with those who inspire you  

This doesn't mean you have to use cringeworthy terms such as networking! Making an effort (and getting outside your comfort zone) is the only way I know to learn about something I didn't know previously! Expand your professional network in your desired industry. Join professional organisations, attend networking events, and use platforms like LinkedIn to connect with people in the field. Networking can open doors to job opportunities and mentorship.

6. Invest in yourself

You're going to have to accept that a career change can be tough, it takes time, sometimes money (if you hire a coach to speed up the process) and may require prequalification.  I've never met someone who didn't think investing was worth it but it can feel like a bit gamble before doing it - especially if you're not used to investing in yourself or think that is selfish. 

7. Understand the financial impact  

Changing careers might involve a financial adjustment but you can consider future earning potential as well. Get clear on what your minimum number is and how quickly you'd need your salary to increase. Be brutally honest with this. If you can avoid taking a step down in pay and responsibility. It's hard to claw back. Can you think more creatively about how you might make money? Can you review your spending?

8. Assess the job market  

Investigate the demand for roles in your new field. Look into job availability and salary expectations. A robust job market can ease your transition, while a competitive or declining market may require you to be more creative in how you go about searching for what you want.

9. Plan your transition  

Lay out a step-by-step plan with clear timelines and goals. Outline the actions needed to achieve your career switch, such as gaining experience, updating your resume, or networking. A structured approach will keep you focused and motivated, though don't make it too rigid. Give yourself ample time and at a minimum nine months. 

10. Adapt to change with confidence  

Career transitions can bring uncertainty and self-doubt. It’s essential to embrace these emotions and stay flexible. Lean on your support system of friends, family, or mentors for encouragement and perspective. This is also an opportunity to learn all about your resilience and other parts of your identity that aren't based on your career. Where else do you get joy, love and energy in your life? How can you amp that up more during this process?

11. Evaluate work-life balance  

Consider how your new career will fit into your life. Will it allow you the work-life balance you need? Balancing professional growth with personal well-being is crucial for long-term satisfaction. Consider where and how this will impact those around you. What practical steps can you consider in order to ensure change is constructive? 

12. Is it a place that you respect? 

Research potential employers to understand their values and culture. A good cultural fit can significantly impact your happiness and success in the workplace. Ensure the style size and values of the organisation are aligned as much as possible with yours. 

13. Accept there's going to be lots of learning

You'll learn in lots of different ways during a career change and it will almost certainly pull you outside your comfort zone. There may well be rejection too. Embrace it as much as possible.