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🧭 Coaching & Consulting

Free Career Transition Readiness Assessment

Score the six conditions a career change needs - clarity, market reality, finances, support, evidence and timing - before a client hands in a notice letter.

6 readiness gates
Runway check
Go, hold or prepare
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score the six conditions a career change needs - clarity, market reality, finances, support, evidence and timing - before a client hands in a notice letter.

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About this template

Career transitions fail less from bad timing than from one unexamined condition. This assessment scores six gates: clarity on the target, honest market reality, financial runway, support system, transferable evidence and timing constraints. The report does not cheer anyone on - it names the gate that is currently blocking and what preparation would convert a hold into a go.

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Template at a Glance

TemplateCareer Transition Readiness Assessment
CategoryCoaching & Consulting
FormatWeighted 1-5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus an AI consultant chat reached from the report QR
Best forCareer coaches · Clients mid-doubt · Founders leaving employment
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

What you get when you copy this template.

1

Six scored gates

Clarity, market, runway, support, evidence, timing.

2

Financial runway check

Months of cover, stated plainly.

3

Market reality items

Who is paying for this, and how much.

4

Go, hold or prepare verdict

With the specific blocking gate named.

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How It Works

Four steps from copy to a usable result.

1

Score the six gates

Especially the two people skip.

2

Test the market read

Evidence of demand, not enthusiasm.

3

Read the verdict

Go, hold or prepare - and why.

4

Close the blocking gate

Preparation has a defined finish line.

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Who Is This For

Where this fits in a coaching practice.

1

Career coaches

Stop a client from a preventable leap.

2

Clients mid-doubt

Separate push from pull motivation.

3

Founders leaving employment

Check the runway before the identity.

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Key Features

What makes it work as a professional deliverable.

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Sample Questions Inside

Real items from the template - the live version scores each response and writes a personalized AI report.

  1. How clearly can you describe the target role? (1-5)
  2. Who is currently paying for that skill? (open)
  3. Months of expenses covered if income stops (choice)
  4. How would your household react to the change? (open)
  5. What evidence can you show a buyer today? (open)
  6. What specifically makes now the moment? (open)
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Frequently Asked Questions

What makes a career change "ready"?
Six conditions met well enough: clarity, market reality, finances, support, evidence and timing. One weak gate sinks otherwise good moves.
Does it tell me to stay put?
No. It tells you which gate is currently blocking and what preparation would change the verdict.
Why score finances at all?
Because the most common failed transition is an unexamined runway, not a wrong destination.
How long does it take?
About ten minutes, and the market items need actual research.
Can it be re-run?
Yes - most clients re-score after closing the blocking gate.
Is there a report?
Yes, a one-page AI PDF with the six-gate profile and the verdict.

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