Self-Assessment Tools

Self-assessment gives us the opportunity to take control of the changes we want to make in our lives. Self-assessment helps us look at ourselves or our lives to decide how we want to focus our attention and efforts.

Change starts with knowledge or awareness. Self-assessment can be both challenging and affirming. The challenges come when we look at things we really would rather avoid. Self-assessment is affirming when we are able to validate what we know about ourselves.

Some of the self-assessment tools found here have been modified from other survey tools. But most are based on practical efforts to help people help themselves make changes in their lives. Take a look at the different tools listed below by clicking on the link provided.

Complete them one at a time, giving yourself a chance to reflect in between. It’s also helpful to talk to others (whom you trust) about your quiz results as they may also be able to provide new perspectives or validation.

Retirement Readiness Quiz

This self-assessment quiz is asking you to rate how much you have considered and planned for key aspects of a fulfilling life in retirement.

If you rated yourself 70 or above this indicates a fairly high level of readiness, which means there is greater likelihood of you leading a life you will love in retirement. Our suggestion: keep re-evaluating, learning and begin now to try out some of the big and little things you want to build into your life in retirement. This time before retiring can be your ‘test-drive.’

If you rated yourself under 70 then you would benefit from more in-depth self-assessment and planning. To do this, consider attending the four-session Retirement Lifestyle Planning webinar program that will be offered by The Retired You. It will provide you with dedicated time for self-exploration, learning and planning.

For more information or to learn about upcoming Retirement Lifestyle Planning workshops and webinars, contact Dr. Sue Hutchinson: theretiredyou@gmail.com

Exploring Personal Strengths

As you move forward with planning for your retirement life, this self-assessment tool will help you think of how you might be able to tap into or build on your personal strengths as you take steps to create your retirement plan.

Losses and Gains Self-Reflection

Reflect on what aspects of work-life that you want to bring with you into your retirement, as well as aspects of work-life that you are happy to leave behind.

Leisure Attitudes & Self-Efficacy

This is a two-in-one tool, to help you assess both your attitudes toward leisure (free-time activities) and your confidence to take action on activities that are important to you.

Values and Needs

This self-assessment tool is intended to help you determine what matters most to you at this stage in your life, especially as you think about planning your next life stage: retirement.

Retirement Action Planning

This is a practical goal-setting and action planning worksheet to help you think about what you can do for yourself in the next 2-6 months to take steps to creating a fulfilling and successful transition to retirement.

Barriers to Living My Best Life

If you aren't sure about how you might want to invest your time in retirement, check out this Interests Inventory. It includes a list of different activities you might want to pursue in your retirement.

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