The 5 Self-Assessments I Do Before Goal-Setting

Every wise explorer carries something to navigate by.

Especially if what you’re exploring is yourself. 

Whenever I’m planning to make a major shift or a significant life change, I carve out time for a little self-exploration beforehand.

Why?

When I’m do something that doesn’t look like it makes sense to others, I have to be pretty sure of myself and the ‘big whys’ behind my big leap or big shift.

A few of the ‘senseless’ things I’ve done in the past:

• Quit my ‘good corporate job’ as a management consultant to invest in real estate

• Quit my ‘good corporate job’ as an IT project manager to become a freelance writer

• Quit my ‘good corporate job’ as a content strategist to move to Spain and teach English

And I recently quit my ‘good corporate job’ to start following my purpose.

After 4 years of working in an environment that tested my self-confidence and my commitment to my personal values, I knew I needed to spend some time getting reacquainted with myself without the constant stress and anxiety that comes with being in a situation or environment that is just not the right fit.

I turned to several personality assessments - some I’d taken before, some I hadn’t - to help me dig deep and really put some effort into my answers to the questions: 

‘Who Am I?’

 and,

‘Why Am I Here?’

Answering these questions allow me to enter my life planning or goal-setting process with clarity. Not just clarity about what I want - i.e., what I want to accomplish, what I want to have more of, what I want to have less of - but clarity about who I am now, who I am becoming, and what will help me bridge the gap between the two.

Having the answers to these questions gives me the essential ingredients I need to begin writing my life story. To assume the role of the hero in my own story. To stop waiting for external achievement, relationship or reward to make me feel complete or valued.

I believe that each of us was sent to the world at the exact time we were born because we have a mission to complete. Some call that mission destiny, others call it purpose. But whatever you call it, it’s this driving force that will really help us feel fulfilled in life versus only feeling accomplished.

To make sure I get the maximum value out of these personality assessments, I developed a process of extracting the most meaningful bits of each assessment and using them as inputs to:

1. Defining my life story’s main character

2. Creating the outline for my life story

As with life, it’s not just about the results of the test, but what you do with those results that matters most.

Below are the 5 personality assessments I use before I begin life planning or goal-setting. For more details on how I use each assessment, and how I create my Declaration of Self and my Life Value Map from the results, click each link to explore further.

My 5 Go-To Self-Assessments:

1. Natal chart

2. Typefinder (aka, Meyers-Briggs Type Indicator)

3. Enneagram

4. Life Values Inventory

5. StrengthsFinder

The Life Planning Outputs I Create from My Self-Assessments:

• Declaration of Self

• Life Value Map