New Directions Inc. is a Boston-based firm that helps executives and professionals discover new career and life pathways, such as full-time employment, entrepreneurship, consulting, non-profit leadership, or developing a "Life Portfolio". A Life Portfolio approach promotes balancing life, career, family, and other priorities. It involves assessing one's skills, values, and priorities and allocating time among important areas like vocation, community involvement, family, and self-development. New Directions provides a 6-step process to chart a new course, which includes deciding goals, developing a plan, telling one's new story, overcoming obstacles, and finding fulfillment.

1. New Directions In Charting Your Course Carol C. Malysz, Vice President, New Directions, Inc.

2. New Directions, Inc. Founded in 1986…a national firm Located in downtown Boston Over 2,600 alums nation-wide

3. Every person born in this world represents something new, something that never existed before, something original and unique. Every man’s and woman’s foremost task is the actualization of his and her unique, unprecedented and never-recurring possibilities.” Martin Buber

4. New Directions….. We help executives, professionals, and their families discover new life/work pathways.

5. Pathways include full time employment, entrepreneurship, consulting, board directorship, non-profit leadership or Life Portfolio.

6. What is Life Portfolio? A mindset and approach that…… Promotes career and life choices aligned with who you are Develops greater control over life and career Balances life, career, family, community, spirituality, etc.

7. What is a Portfolio? “ Portfolio”: a movable carrying case, a portable book, a presentation of who each of us is – the whole me, not just the career me Several components… Financial Family Learning Leisure/hobbies Giving back

8. Life Before Life Portfolio Internal Drivers Passion Energy Purpose Calling Skills Experience Credentials Wisdom Values Motivations Legacy External Realities Financial Health and wellbeing Caregiving Spouse/partner preferences Locations Vocation/Profession Family/ Friends

9. Life Portfolio How Do You Want to Allocate Your Time? Vocation/ Profession Community/ Humanitarian Avocation/ Recreation Family/ Friends Community Leisure Internal Drivers Passion Energy Purpose Calling Skills Experience Credentials Wisdom Values Motivations Legacy External Realities Financial Health and wellbeing Caregiving Spouse/partner preferences Locations Vocation/ Profession Self Development/ Spiritual

10. Portfolio Mindset What are your core values? Balance time and energy among important but competing needs, dreams Consciously reflect on what we feel is worth living for…move toward it all through life Portfolio is an adaptable process – goes on as long as we do

11. Benefits to You Maximize fulfillment, contribution, satisfaction Build, maintain legacy Resurface past skills, interest, values, dreams Reconnect with family, friends and others Confidence that financial assumptions are linked to life plans

12. Careers have a shelf life. Portfolios are ageless…. Timeless.

13. 6 Steps to Charting Your Course Decide What You Want Set Goals Develop Your Personal Action Plan Tell Your Story Overcome Obstacles Find Fulfillment

14. 1. Decide What You Want Determine which parts of your life need work Commit to making the decision to change Ask “what now?” “What’s next for me?” Shifting directions makes life more interesting and fulfilling

15. Take steps toward advancing your dream Road ahead is based on choices you make

16. Find Your Passion Get Into Neutral Retell Your Life Story Write a Personal “Mission Statement” Involve Others Be Interested….and Be Interesting!

17. Follow needs – hunches – intuitions – what feels right It’s a process Patience Slow down Less is more

18. Take risks…be bold Thomas Edison came up with over 3000 filaments before he developed the light bulb Thomas Watson (IBM) when asked how to be more successful: “Double your failure rate.”

19. Know yourself Take an inventory of your assets, motivations, values and interests...it will open up new possibilities Broaden your sense of yourself to attain greater happiness and fulfillment Try on new behaviors, habits, interests Reclaim the real you…not the corporate you

20. What ‘unfinished business’ inside? Clues from history Verbs are your future, not nouns Create a personal Board of Advisors Your calling … where deep gladness meets the needs of the world

21. I knew I was called when I was validated by others. People I respect and admire told me … You’re in the right place !

22. 2. Define Your Goals Develop a pattern of making choices to achieve your goals Keep moving forward You’re in control of what you’d like to change Don’t use fear and lack of money as an excuse

23. These are your goals… it’s your turn. Break large goals down to achievable objectives Create the ideal day, week, month, year

24. 3. Develop a Personal Action Plan Why make a plan? Makes your vision real Measures your success Keeps you on track Get ideas from your head to a piece of paper. Write it down!

25. Curb temptation to act too fast Stop-look-listen Live in the white space

26. Consciously reflect on what we feel worth living for… Look inward for inspiration.

27. It’s a process…a marathon… Run it one pole at a time

28. We have a financial plan…why not a life plan? We should be laying the basis for future activities in the midst of our current careers. The pay off is being able to seize an exhilarating second wind in our lives … William Safire

29. 4. Tell Your Story How am I different? What is my greatest and clearest strength? What is my greatest contribution? What am I known for?

30. Start with the ending … As soon as I created an ending, the apprehension went away. I became aware of so many new things … New Directions client

31. Ask yourself … What opportunities to develop to satisfy/growth your skills and ambitions? What commitments do you want to make to family, friends? What adventures did you set aside when you started your career? What are my children (and spouse) doing that I wish I could do?

32. Be curious Solicit advice Get referrals, introductions, endorsements Go on “exploratory” meetings Be open to serendipity

33. Use your connections Be proactive: reach out and pick up the phone Meet for coffee Engage your “Big 200”

34. Reposition yourself and create new networks New places with new attitudes New places with similar interests Your “Press Kit” (Bio, resume, letters, press release, your card…mission statement) Your “Elevator Drill” Be persistent. Practice reciprocity

35. 5. Overcome Obstacles Emotions … identify how you’re feeling Need closure from the past (slow down…view from 10,000 feet) Familiar anchors (titles, perks, routines, brands) “ No one calls me back” Relationships may change Income may change Business vs. Busy-ness A fit with overall goals…or just demands on your time

36. 6. Find Fulfillment It’s good to have an end to journey towards…but it’s the journey that matters in the end.

37. Live everything. Live the questions now. Perhaps then, someday far in the future, you will gradually, without even noticing it, live your way into the answer. Rainer Maria Rilke

38. New Directions, Inc. The Life Portfolio Company Creating new opportunities, not just finding them For more information contact: Carol C. Malysz Vice President, New Directions 131 Oliver Street Boston, MA 02110 617-624-3112 [email_address] www.newdirections.com