Employment & Work Transitions

Changes in employment often involve time pressure, financial uncertainty, and decisions that can affect your income, benefits, and long-term plans. This category includes checklists designed to help you think through work-related decisions before, during, and after major transitions.

These tools are intended to help you organize information, identify risks, and prepare for next steps — especially when circumstances feel sudden or stressful.

Neatly organized desk with employment documents, briefcase, and papers representing a job transition or work decision.

Common Situations This Category Covers

You may find these checklists helpful if you are:

  • facing a layoff, termination, or job loss
  • reviewing a severance agreement or non-compete
  • considering whether to resign or stay in a role
  • negotiating compensation, benefits, or responsibilities
  • transitioning between jobs or careers
  • returning to work after time away
  • managing benefits, unemployment, or COBRA decisions
  • navigating workplace conflict or uncertainty
  • planning a career change or professional reset

Recommended Bundles

If your situation involves multiple decisions or an extended transition period, a bundle may be the easiest place to start.

After a Layoff, Termination or Forced Job Change

A collection of checklists designed to help you think through the practical, financial, and administrative decisions that often follow job loss or termination.

Before You Leave a Stable Job Without Another Lined Up

Checklists that support common decisions related to changing roles, negotiating terms, managing benefits, and planning next steps during periods of employment uncertainty.

Individual Checklists in This Category

Job Loss & Separation

  • After You Receive a Layoff or Termination Notice
  • Before You Sign a Severance or Non-Compete Agreement
  • Before You Accept a Job Offer
  • Before You Leave a Stable Job Without Another Lined Up
  • Before You Start a Side Hustle

Negotiation & Compensation

  • Negotiating Compensation or Job Terms
  • Evaluating Benefits, Equity, and Incentives
  • Responding to Changes in Role or Pay

Career Transitions & Planning

  • Preparing to Leave a Job Voluntarily
  • Changing Careers or Industries
  • Switching Careers Mid-Life
  • Planning a Professional Reset

Workplace Issues & Uncertainty

  • Managing Workplace Conflict or Performance Concerns
  • Deciding Whether to Stay in a Difficult Role
  • Preparing for Organizational Changes or Restructuring

How to Choose Where to Start

If you are facing a specific moment — such as signing a severance agreement or responding to a layoff — an individual checklist may be sufficient.

If your situation involves multiple overlapping decisions or uncertainty about what comes next, a bundle may provide broader support and help reduce the risk of overlooking important considerations.

Related Categories

Employment decisions often overlap with other areas of life. You may also find relevant checklists in: