New Era University

College of Business Administration

No.9 Central Avenue New Era, Quezon City

Talent Management through

Employee Life Cycle

CAREER PLANNING WORKBOOK

Submitted by:

Patricia Mae I. Lovete

Submitted to:

Professor Philip S. Macalinao

3HRDM-1

Career Planning Workbook i

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Part 1:

DISCOVERING ME

Career Planning Workbook 1

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Skills

Personal Career
Vision Anchors

Personal
Mission Preferred
Environments

Personality

Career Planning Workbook 2

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 A. COMPETENCIES

If you were asked to mentor others, what are the 3 areas would you consider yourself an
expert at?
1)
2)
3)

Which of the following skills, do you have (put a check on all that apply)

INTERPERSONAL SKILLS MENTAL SKILLS

Taking instructions, serving, helping
Communicating verbally one-on-one
Communicating in writing
Instructing, teaching or training
Coaching, counseling or mentoring others
Linking people
Diagnosing, treating, healing
Assessing, evaluating, selecting individuals
Representing others, interpreting others’
ideas
Making presentations to groups
Performing, amusing, entertaining
Persuading, selling
Consulting, giving advice to groups in your
area of expertise
Managing or running a business or group
Leading, taking the lead, being a pioneer
Initiating, starting up, establishing a group
Resolving conflicts
MENTAL SKILLS
Compiling, searching for information
Gathering information by interviewing
Gathering information by observation
Creating, designing new ideas/systems
Working with numbers
Analyzing information
Organizing, systematizing information
Problem-solving & decision-making
Planning
Record keeping & documentation
Having superior memory, keeping track
of details
Computer programming
Visualizing, drawing, creating videos or
software
PHYSICAL SKILLS
Having finger dexterity
Good hand and eye coordination
Gross motor coordination
Having agility, speed & stamina
Crafting, sewing, carving, sculpting
Finishing, painting, restoring etc
Cooking, baking
Assembling machines or equipment
Operating, driving machines/equipment
Maintaining machines or equipment
Constructing buildings or rooms
Gardening
Taking care of animals

Look back on all the skills you have checked, and list down your expert topics and favorite skills
on the Career Worksheet

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 3

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
B. Career Anchors
Use the following scale to rate how true each of the items is for you:

Never True Occasionally Often True Always True

for me True for me For me For me
1 2 3 4 5 6

5 1. I dream of being so good at what I do that my expert advice will be sought

continually.
3 2. I am most fulfilled in my work when I have been able to integrate and
manage the efforts of others.
5 3. I dream of having a career that will allow me the freedom to do a job in
my own way and on my own schedule.
1 4. Security and stability are more important to me than freedom and
autonomy.
4 5. I am always on the lookout for ideas that would permit me to start my own
enterprise.
2 6. I will feel successful in my career only if I have a feeling of having made a
real contribution to the welfare of society.
2 7. I dream of a career in which I can solve problems or win out in situations
that are extremely challenging.
5 8. I would rather leave my organization than to be put into a job that would
compromise my ability to pursue personal and family concerns.
3 9. I will feel successful in my career only if I can develop my technical or
functional skills to a very high level of competence.
1 10. I dream of being in charge of a complex organization and making decisions
that affect many people.
5 11. I am most fulfilled in my work when I am completely free to define my
own tasks, schedules, and procedures.
4 12. I would rather leave my organization altogether than accept an assignment
that would jeopardize my security in that organization.
5 13. Building my own business is more important to me than achieving a high-
level managerial position in someone else’s organization.
4 14. I am most fulfilled in my career when I have been able to use my talents in
the service of others.
5 15. I will feel successful in my career only if I face and overcome very difficult
challenges.
5 16. I dream of a career that will permit me to integrate my personal, family,
and work needs.

Career Planning Workbook 3

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
Never True Occasionally Often True Always True
for me True for me For me For me
1 2 3 4 5 6

1 17. Becoming a senior functional manager in my area of expertise is more

attractive to me than becoming a general manager.
1 18. I will feel successful in my career only if I become a general manager in
some organization.
5 19. I will feel successful in my career only if I achieve complete autonomy and
freedom.
2 20. I seek jobs in organizations that will give me a sense of security and
stability.
5 21. I am most fulfilled in my career when I have been able to build something
that is entirely the result of my own ideas and efforts.
5 22. Using my skills to make the world a better place to live and work is more
important to me than achieving a high-level managerial position.
4 23. I have been most fulfilled in my career when I have solved seemingly
unsolvable problems or won out over seemingly impossible odds.
5 24. I feel successful in life only if I have been able to balance my personal,
family, and career requirements.
5 25. I would rather leave my organization than accept a rotational assignment
that would take me out of my area of expertise.
3 26. Becoming a general manager is more attractive to me than becoming a
senior functional manager in my area of expertise.
5 27. The chance to do a job my own way, free of rules and constraints, is more
important to me than security.
1 28. I am most fulfilled in my work when I feel that I have complete financial
and employment security.
5 29. I will feel successful in my career only if I have succeeded in creating or
building something that is entirely my own product or idea.
5 30. I dream of having a career that makes a real contribution to humanity and
society.
3 31. I seek our work opportunities that strongly challenge my problem-solving
and/or competitive skills.
5 32. Balancing the demands of personal and professional life is more important
to me than achieving a high-level managerial position.
5 33. I am most fulfilled in my work when I have been able to use my special
skills and talents.
(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 44

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
Never True Occasionally Often True Always True
for me True for me For me For me
1 2 3 4 5 6

3 34. I would rather leave my organization than accept a job that would take me
away from the general managerial track.
5 35. I would rather leave my organization than accept a job that would reduce
my autonomy and freedom.
3 36. I dream of having a career that will allow me to feel a sense of security
and stability.
5 37. I dream of starting up and building my own business.
5 38. I would rather leave my organization than accept an assignment that
would undermine my ability to be of service to others.
3 39. Working on problems that are almost unsolvable is more important to me
than achieving a high-level managerial position.
5 40. I have always sought out work opportunities that would minimize
interference with personal or family concerns.

At this point, look over your answers and locate all the items that you rated highest. Pick out
the THREE items that seem most true for you and give each of those items an additional FOUR
(4) points.

Transfer your ratings in the Scoring Sheet provided in the next page. Instructions are given for
your reference.

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 5

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 SCORING SHEET

The following blanks represent the items you have just rated. Transfer your answers
from the preceding pages to these blanks. Do not forget to add the four points for the
three items that were most true for you. Total the numbers in each column, and then
divide that total by the number of items in the column (five). The resulting average is
your self-assessment of how true the items in that scale are for you
Autonomy/ Independence

Dedication to a Cause
Technical/ Functional

General Managerial

Sense of Service,
Security/ Stability

Pure Challenge
Entrepreneurial
Competence

Competence

Creativity

Life Style
1. 5 2. 3 3. 9 4. 1 5. 4 6. 2 7. 2 8. 5

9. 3 10. 1 11. 5 12. 4 13. 5 14. 4 15. 5 16. 5

17. 1 18. 1 19. 5 20. 2 21. 5 22. 5 23. 4 24. 9

25. 5 26. 3 27. 9 28. 1 29. 5 30. 5 31. 3 32. 5

33. 5 34. 3 35. 5 36. 3 37. 5 38. 5 39. 3 40. 5

Total:

19 11 38 11 24 21 17 29

Divide by 5 Divide by 5 Divide by 5 Divide by 5 Divide by 5 Divide by 5 Divide by 5 Divide by 5

Average:

3.8 2.2 7.6 2.2 4.8 4.2 3.4 5.8

Write the top three values you indicated on the Career Worksheet

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 66

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
C. PREFERRED WORK ENVIRONMENT

1. Rate the following according to how much of it you would like in your job?
(Must total 100%)
20% Working with People
60% Working with Data
20% Working with Machines

2. How much of your work time do you want to spend in the following environments?
(Must total 100%)
100% Inside an office
Going around in the field
Outdoors
Others

3. Rank which of these type of organizations you would want to work for with 1 as most
preferred
1 Large business organization
2 Small business organization
5 Government organization
4 Non-government/volunteer organization
3 School/university

In the Career Worksheet write down your top answers for these 3 questions.

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 9

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 D. PERSONALITY

For each of the following pairs, encircle which of the statements describe you the most.

1. In a new group setting I prefer

a) joining in on a group discussion
b) talking individually with selected people

2. I get along better with

a) realistic people
b) imaginative people

3. I am viewed by others as
a) tough-minded
b) warm-hearted

4. I prefer planning to be
a) structured and laid out well in advance
b) flexible and open to frequent adjustment

5. I am viewed more often by others as

a) talkative, and easy to know
b) reserved, quiet and harder to know

6. I think about business strategy in terms of

a) a specific plan or
b) a broad vision

7. In communicating with others in the organization, I prefer

a) telling it like it is,
b) telling it in a way that will not offend or hurt others

8. I enjoy being
a) organized
b) flexible

9. I get more excited about

a) people and things
b) ideas and thoughts

10. I take pride in being

a) conventional and orthodox
b) original and unorthodox

11. I look on others’ mistakes with

a) tolerance
b) forgiveness

Career Planning Workbook 1010

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
12. I like to think in terms of
a) making things happen
b) letting things happen

13. I enjoy
a) less intimate relationships with many people
b) close, intimate relationships with a few people

14. I prefer
a) applying current skills
b) learning new skills

15. I take pride in being a

a) thinking person
b) feeling person

16. I take pride in being

a) right most of the time
b) open to suggestions

17. When struck by a thought or feeling, I tend to

a) blurt it out
b) keep it inside

18. I like to think in terms of

a) realities
b) possibilities

19. I prefer
a) confronting people and issues head on
b) smoothing over conflicts and difficult issues

20. I come across to others as

a) the orderly type
b) the easygoing type

21. I prefer getting information by

a) listening to others tell me about it
b) reading about it myself

22. I prefer change that is

a) incremental and step-by-step
b) sweeping and dramatic

23. I am most likely to

a) terminate an employee for unacceptable performance
b) keep and develop an employee who is delivery unacceptable performance

Career Planning Workbook 11

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
24. I come to conclusions
a) right away
b) gradually

25. I prefer working

a) in a group
b) alone

26. I like discussing and evaluating

a) the practical side of business
b) the conceptual side of business

27. I pay more attention to

a) critiquing, then perhaps complimenting
b) complimenting and then critiquing

28. I typically
a) handle deadlines by planning in advance
b) meet deadlines by last minute rush

29. In the midst of significant external change, I usually want to

a) do-think-do
b) think-do-think

30. I prefer understanding

a) the details before worrying about the full picture
b) the full picture before dealing with any details

31. I work to improve organizational capabilities through

a) programs
b) people

32. I am most susceptible to which strategic mistake

a) sticking to one’s strategy for too long
b) drifting from one strategy to another

33. Other people would consider me to be more

a) extraverted
b) introverted

34. When evaluating business, I like to think in terms of

a) current performance
b) future potential

35. I attempt to improve results from people by

a) pointing out their failings
b) applauding their strivings

Career Planning Workbook 1212

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
36. I believe that the best way to prepare for the future is to
a) carefully plan for it
b) boldly invent it

Scoring Instructions

Complete the scoring sheet by placing a check mark in the (a) or (b) column for each of
the 36 questions, then total the number of (a) and (b) answers in each column. Circle the letter
with the higher total for each pair. The combination describes your personality type. The
descriptions and possible careers are described on the next page.

No. a b No. a b No. a b No. a B

1 2 3 4
5 6 7 8
9 10 11 12
13 14 15 16
17 18 19 20
21 22 23 24
25 26 27 28
29 30 31 32
33 34 35 36
TOTAL 3 6 4 5 1 8 6 3
E I S N T F J P

E - Extroversion S - Sensing T – Thinking J – Judging

I - Introversion N - Intuitive F - Feeling P - Perceiving

Write down your personality type in the Career Worksheet

Craig Hickman 1992. Mind of a Manager, Soul of a Leader. Wiley.

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 13

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
E. MY PERSONAL MISSION

A mission statement answers the questions:

1. What are your roles in life? (eg. who are the people/groups you want have a significant impact
on?)
2. What is the impact you want to make on them? What would you like each of these people to say
about you and your life? What kind of husband, wife, father, or mother would you like their words
to reflect? What kind of son or daughter? What kind of friend? What kind of work associate? What
character would you like them to have seen in you?
My Personal Mission

“To inspire and encourage everyone to live the life of

their dreams while having the freedom that they’ve
wanted.”

Write an abbreviated version of your mission statement on the Career Worksheet

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
F. MY PERSONAL VISION

A vision statement describes how you see yourself in the future.

Some guide questions to help you…..

1) What contributions or achievements would you want people to remember your for?
2) What difference would you like to have made in their lives?
3) What is the legacy you would like people to remind you by?

My Personal Vision

My personal career goal is to have a work-life

balance. To reach financial freedom in able to spend
my time with loved ones.

Write an abbreviated version of your vision statement on the Career Worksheet

Career Planning Workbook 2020

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
CAREER WORKSHEET

Competencies

Mental Skills
Compiling, searching for information Career
Personal Vision
Gathering information by observation Anchors

(2) Autonomy/ Independence

WLBF (1) Lifestyle

Personal
Mission Preferred Work
Environment

Work with Data

IELD Inside an office
Personality Large business organization

INFJ

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Career Planning Workbook 21

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
Looking at your career worksheet, reflect on your current job and the following questions:

Does your job make use of your favorite skills?

YES If NO, indicate skills you wish you could use more

Analyzation Skills, Trading Skills

Is your job along your interests?

YES If NO, indicate interests you wish you could be involved in more

Crypto currency trading and investing

Stocks
Own Clothing Business

Is there a consistency between your job and career orientation?

YES If NO, indicate values you wish you could have more of in your job?

Work-Life Balance
Independence

Are your work preferences consistent with your current job?

YES If NO, indicate work preferences you wish you could have more

Independence

Is your job consistent with your personality?

YES If NO, indicate other types of jobs that are suited to your personality

Stocks and Crypto trading and Investing which I can do all alone.

Will your job allow you to fulfill your personal mission?

YES If NO, indicate the areas of conflict

Can’t have the freedom for personal time as well as time with loved
ones.

Will your job allow you to fulfill your personal vision?

YES If NO, indicate the areas of conflict

Can’t have the freedom for personal time as well as time with loved
ones.

Career Planning Workbook 2222

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Part 2:

CHARTING MY FUTURE

Career Planning Workbook 1

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Career Options Directory
DIRECTIONS
In planning your career, you may tend to think of the next move only as moving up. But up is not the
only way to move. Up is only one of your options for making the most of your skills and maximizing
your effectiveness.

The Career Leverage Inventory is designed to help you examine all your options – for the more options
you have, the more leverage you have for your career. And when your leverage increases you are in a
more powerful position.

Each of the following statements needs to be considered as it applies to your current job. Rate each statement
by circling the number that indicates how true the statement is for you (5 means most true, 0 means not
applicable). As you rate the statements, remember there are no “right” answers. Your rating will be as
individual as your job, your skills, and your self. Your ratings will help you decide what directions to
consider in setting your career goals.

Career Leverage Inventory

CONSIDER AND RATE

Definitely True

Not Applicable
Probably True

Not True

Not True
Probably
I would like to stay at the same level in another unit of this Not Sure
1.
5 4 3 2 1 0
organization.
2. I would like to increase the variety of skills I use on this job. 5 4 3 2 1 0
3. I am ready for more responsibility. 5 4 3 2 1 0

4. I wish I could find a job with a more manageable schedule 5 4 3 2 1 0

5. I would like to open my own business 5 4 3 2 1 0

6. I want a different job with the same level of responsibility I have

5 4 3 2 1 0
now.

7. I like my current job but wish the same level of responsibility I have
5 4 3 2 1 0
now.
8. I would like my manager’s job. 5 4 3 2 1 0

9. My values no longer seem to fit this organization. 5 4 3 2 1 0

10. I would prefer a less demanding position. 5 4 3 2 1 0

Career Planning Workbook 22

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Definitely True

Not Applicable
Probably True

Not True

Not True
Probably
Not Sure
11. I would like a job at the same level in a different area of the
5 4 3 2 1 0
organization.

12. I would like more visibility in my current job. 5 4 3 2 1 0

13. Being in a demanding and challenging position is important to me. 5 4 3 2 1 0

14. I am willing to take a lower level position in order to pursue a

5 4 3 2 1 0
different career path.

15. I am considering moving to another company. 5 4 3 2 1 0

16. I would like to stay in the same kind of job in a different

5 4 3 2 1 0
geographical location.
17. Training others to do what I do would be challenging for me. 5 4 3 2 1 0

18. I like to feel as if I’m continually advancing in the organization. 5 4 3 2 1 0

19. I would be willing to give up some of my responsibilities at work in

5 4 3 2 1 0
order to have more time for my personal interests.

20. There are no more career growth opportunities that appeal to me in

5 4 3 2 1 0
this organization.

21. I would be interested in trading my position for one of my

5 4 3 2 1 0
colleagues jobs.

22. I would like to expand my current job. 5 4 3 2 1 0

23. I would like to have more decision-making power within the

5 4 3 2 1 0
organization.

24. Having free time and flexibility are more important being in a high-
5 4 3 2 1 0
powered position.

25. I don’t think this organization utilizes enough of the skills I have to
5 4 3 2 1 0
offer.

26. I would like to think there are other opportunities for me at my

5 4 3 2 1 0
level in this organization.

27. I would like to make more of my current job rather than making a
5 4 3 2 1 0
move now.

28. I am a person who likes to keep advancing. 5 4 3 2 1 0

29. I would like to take on less responsibility in order to reduce the

5 4 3 2 1 0
stress in my life.

Career Planning Workbook 3

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 Definitely True

Not Applicable
Probably True

Not True

Not True
Probably
Not Sure
30. I believe I have reached my maximum potential in this
5 4 3 2 1 0
Organization.

31. Before I can move up in this organization, I probably need to work

5 4 3 2 1 0
in a different job at the same pay grade.
32. I would like to have more autonomy on my current job. 5 4 3 2 1 0

33. If I advance, I would demonstrate my capacity to handle more

5 4 3 2 1 0
responsibility.

34. Lately I find that my work has become less important to me in

5 4 3 2 1 0
defining success for myself.
35. This organization no longer fulfills my career aspirations. 5 4 3 2 1 0

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 LATERAL – Moving Across to
another function
ENRICHMENT – Growing in Place
VERTICAL – Moving up to levels
5 above current position
4 RELOCATION – Moving out of the
5
4 unit or organization
0
REALIGNMENT – Returning to a
3 5 former job or responsibility
2 5
2 3

0 5
5 28
20

0
4
5
3
0 4
0
0 4
0
2 0
2 2 2
9
2 4
3 19
2 5

2
2

15
5

15
5

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools
 CAREER PLAN

Describe your career objective: To be able to find a job that motivates me and help me grow wherein I
can be my true self.

MY DEVELOPMENT PLAN – COMPETENCIES AND GOALS

Three to five things I MUST do to be successful in the next twelve months

WHAT BY WHEN

1. FIND JOB THAT FITS MY LIFESTYLE

2. CHOOSE A JOB THAT IS WORK-LIFE BALANCE

After this semester ends.
3. APPLY FOR A JOB THAT TRULY MAKES ME HAPPY

4. FIND A JOB THAT DOESN’T LIMIT YOUR PERSONAL TIME AND

DOESN’T DESTROY YOU MENTALLY AND EMOTIONALLY

(source: Career Planning Workbook; 5th Edition by Josefina O. Santamaria)

Adapted from Ateneo CORD, Department of Psychology, School of Social Sciences, Loyola Schools