Program Details

Step1: PreWork  /  Step 2: Workshop  /  Step 3: PostWork

Step 1: PreWork

Survey/assessments
  • Multiple surveys and assessments to paint a picture of each individual
  • Effective knowledge assessments provide understanding of strengths and skills (for example, Gallup’s Strengths Finder)
  • Proven instruments gauge hard-to-determine underlying values and beliefs
  • Our assessments and self-assessment surveys come from recognized experts at the University of Virginia, University of Minnesota, and Gallup
Participants will be part of a 45-minute conference call that will –
  • Set up the workshop
  • Explain the assessment tools and how to complete them
  • Answer questions
  • Explain the workshop objectives
  • Review the attributes of successful people

Participants receive a password to access the Participants section of the Life’s Next Steps website. Here, they are given a reading list and will be asked to complete a number of assessment tools designed to help identify their interests, values and goals. Completed assessments are brought to the workshop for analysis, insight and goal setting.

The assessment tools and readings include –
  • Things To Do While You’re alive
  • Strengths Finder 2.0
  • Operating Values
  • 15 Things You Love to Do
  • Working Style Survey
  • WSJ Article – Profiles in Retirement

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Step 2: The Workshop

With the guidance of our Workshop leaders, participants will –
  • Identify what they find fun, engaging and, even more importantly, meaningful
  • Discover possible new routes their life may take, whether it is work, volunteer activities, social or psychic
  • Develop a unique personal vision statement, a monthly calendar and an action plan that ensures they achieve their vision
  • Be exposed to many real-life stories of what successful "next step" individuals and couples have done
  • Learn a social networking approach that becomes the blueprint for future efforts
  • Cement the commitment and the support elements so key for success
  • Learn how to use the ongoing tools and support that will enhance their next steps

The workshop uses proven, educational methods and assessment tools to achieve its results.

Educational Methods and Facilitation Tools
  • Workshops are held in high-quality facilities across North America.
  • Workshop Leaders are trained and accredited professionals who come from many aspects of business, consulting and education.
  • Our approach is participant-directed and highly interactive, using action learning techniques that enhance the individual’s learning and growth
  • Our methods are based on proven educational models that support adult learning
  • Facilitators use a dynamic, interactive concept called “edutainment”, which helps participants learn more quickly and effectively by making the learning process fun and entertaining.

Workshop Agenda

Day One
  • Intros and your story
  • How we will work our agenda
  • What we know about success
  • BREAK
  • Strengths Finder discussion
  • Profiles in Retirement
  • LUNCH
  • River of Life
  • Values Surveys
  • More Profiles
  • Evening Opportunities
Day Two
  • Check in – Learnings
  • Profiles Reprise
  • Passions: PUTTING it ALL TOGETHER
  • BREAK
  • Goal Setting
  • Barrier Identification
  • Connections leveraged
  • LUNCH
  • Action Plans
  • Partner Support
  • Calendar Expose: River Part 2
  • Close

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Step 3: The PostWork

Life’s Next Steps Workshop Leaders are available to participants for up to a year to help ensure success.

  • Follow-up meetings are scheduled with Workshop Leaders
  • Monthly meetings are set up with workshop coaches (peer coaches identified during the workshop)
  • Meeting formats provided for all these meetings

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