Check the Boxes

Through everyone’s life and career, there will be opportunities to make changes.  Some of those opportunities will not be specifically in our plan (driven by forces outside of our control) and some will be part of the evolution of our life plans.  During decision making in either example, it’s best to have a well calculated evaluation process that is fact based to help you cut though all of the obstacles.

I call that process – Check the Boxes.

In a Check the Boxes process, as you begin considering the opportunities, identify the key items that are most important to you and that you want to ensure you either maintain or acquire with the upcoming change.  As you outline these factors give each a rating of 1 to 5.  By using this simple system, you will be able to eliminate options from your processes and focus only on those that provide a favorable rating in your system.

By way of example, let’s say that you have the opportunity to look for a new job.  This may be because you want to continue to expand your career or that your current company is making some changes and you happen to be caught up in a force reduction.  Either way, look at it as a positive opportunity to make some changes and align closer with your ideal role and goals.  I use this process often with the university students that I mentor and colleagues I work with.

Start the process by identifying all of the potential factors in looking for a new role, whether they are immediately important or not.  Factors like: company, type of industry, location, work environment, commute times, salary & benefits, travel requirements, opportunities to advance, stability of company.  While the list could go on and on, each of the factors are relevant in a position.

Once you have the broad field of factors identified, begin to narrow it down to the key items that are critical to you and give them a weight of importance.  For instance, if type of industry is one of the most critical factors, give it a high rating and as you begin to evaluate opportunities, only include ones that align with this value.  This is what I call Checking the Box.

At the end of this initial process, you should have 4 – 5 key factors that you will want to consider in your decision making process.  As you go through the process, chose to move forward with those options that have the most boxes checked.

Again, the Check the Box process is one that can be used in most decision making situations, at a personal level or professional level.  Buying a car or entering a new market.  Taking a new job or hiring a new employee.

One of the key parts to the process is being true to yourself and basing your decision on fact based logic.  Obviously emotions will always play into a decision, but by using this Check the Box process you can begin to minimize the impact of pure emotion on your decision.

As you have learned from my previous posts, I like to keep it simple.  I hope that this is another simple process for you to use in your personal or professional life.

Have a great day!


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