Changing career: checklist
A career change is a bet, so treat it like one: test the direction cheaply before betting a salary on it, and know the number for at least the first year.
17 items
Makes your own editable copy. No account needed.
The items
- The actual reason for wanting out named honestlyA bad manager, a bad industry and a bad role want completely different fixes. Confusing them wastes a move.
- Money worked out for at least the first year at a lower rungA career change is often a pay cut before it's a pay rise. Know the number, not just the feeling.
- Savings checked against months of reduced or no incomeThree to six months is the common cushion people wish they'd saved before starting, not during.
- People already doing the new thing, actually spoken toA job description tells you what's advertised. Somebody doing the work tells you what it's actually like on a Tuesday.
- The gap between where you are and where you want to be, named specifically
- A skill that's genuinely missing
- A qualification that's genuinely required, versus one that just looks good
- A small, real test of the new direction before quitting anythingA course, a side project, a volunteer role — evidence you'd actually want it, gathered before betting a salary on it.
- Transferable experience translated into the new field's languageThe work is often more relevant than it looks; the words describing it usually need to change completely.
- A CV and story rebuilt around the new direction, not the old oneThe old CV answers a question nobody in the new field is asking.
- Retraining options checked for time and actual costCourse fees are rarely the whole cost — add the months of reduced income while you're doing it.
- Whether the new field needs a licence, accreditation or checkSome fields have a hard entry requirement — check it before, not after, choosing a direction.
- A realistic entry point accepted, not the senior version of the new jobStarting lower in a field you want beats staying senior in one you don't, and the story only works if you actually accept the lower rung.
- Your network told what you're actually looking forVague interest gets vague help. A specific ask — this role, this industry — is one people can actually act on.
- References who can speak to the new direction, not just the old oneA reference who only knows your old field can't vouch for the thing you're now trying to prove.
- Notice period and the practical exit from the current job plannedLeaving well matters more in a move like this — the old industry and the new one may cross paths later than expected.
- A trial period or probation expectation set honestly with yourselfThe first months in a genuinely new field are supposed to feel behind. Budget for that feeling rather than being derailed by it.
Makes your own editable copy. No account needed.
Questions people ask
- How much should I save before changing career?
- Three to six months of costs is the common cushion, more if the new field pays less starting out. Save it before giving notice, not during the gap.
- Do I need to retrain formally?
- Sometimes — some fields have a hard requirement that has nothing to do with talent. Check what the specific field actually needs before assuming a course is required.
- Is it normal to take a pay cut?
- Often, at least at first. Entering at a realistic level in the new field usually beats staying senior in a field you want to leave.