Professional Vital Signs

1

Which of the following best describes your continuing education plan for the upcoming year?

3. I have a list and have discussed the choices with my mentor

2. I have a few ideas but haven’t planned anything

1. I’m not sure what courses I will take or I do not have a plan

2

Which of the following best describes your upcoming check in with your mentor?

3. I have scheduled it

2. I have not scheduled one yet, but I have a mentor to schedule with

1. I have not scheduled one or I don’t have a mentor

3

Which of the following best describes how you plan your week and keep track of what you need to accomplish?

3. I have a planner and schedule my most important tasks before the start of the week

2. I have a planner and try to write down the most important things

1. I have a to do list but don’t have a planner or a system to keep track of things I need to accomplish

4

Which of the following best describes your reflection for the upcoming year?

3. I have identified areas to improve, written them, and discussed them with my mentor

2. I have thought about areas to improve, but have not discussed them with a mentor

1. I haven’t thought much about the previous year or areas to improve

5

Which of the following best describes how you feel about the future of your career?

3. I know what my ideal career is and I have started on a plan to get it

2. I know what my ideal career is, but I’m not sure how to get there

1. I know I want a change, but I don't know what's next

6

Which of the following best describes how you feel about going into work everyday?

3. I am excited and ready to start my day

2. I don’t mind going into work, but I don’t necessarily look forward to it

1. I wish it was the weekend or a holiday

7

Which of the following best describes how you feel about what you are doing at work?

3. I feel challenged and am growing a lot

2. I feel challenged sometimes and feel I am growing some

1. I don’t feel challenged and/or I do not feel like I am growing

8

Which of the following best describes your goals for your career this year?

3. I have written goals that are posted where I can see them and will push me outside my comfort zone

2. I have specific goals but they are not written

1. I have vague goals and they are not written

9

Which of the following best describes what you are doing outside of your full-time position?

3. I am working on a project or hobby that gives me fulfillment

2. I have plans for a project or hobby that will give me fulfillment

1. I mostly go to work and engage in unfulfilling activities

10

Which of the following best describes your income outside your full-time position?

3. I have a consistent secondary source of income or I am fully satisfied with my current primary income

2. I have an inconsistent secondary source of income

1. I have no income outside my full-time position

11

Which of the following best describes your budget?

3. I have a written monthly budget that I follow

2. I keep track of my finances, but don’t have a system

1. I have no system for keeping track of my finances (I mainly just look at my bank or credit card balances)

12

Which of the following best describes how you reassess your budget monthly?

3. I review it monthly and make adjustments for the next month. I plan ahead for costs

2. I keep a budget, but rarely reassess it

1. I don’t have a budget

13

Which of the following best describes how you are contributing to a retirement plan?

3. I invest at least 15% of my income

2. I invest 5-15% of my income

1. I invest less than 5% of my income

14

Which of the following best describes how you are currently saving (outside of retirement)?

3. I save 10% or more

2. I save 5% or more

1. I don’t save each month or do not save outside of retirement

15

Which of the following best describes how you would be able to respond if something happened and you could not work for 3 months?

3. I would be upset, but comfortable

2. I could make it happen, but it would be difficult

1. I’m not sure how I would do it

16

Which of the following best describes how you would be able to respond if you had a sudden medical expense of $1,000?

3. I would be able to pay it immediately with little difficulty

2. I would be able to pay it immediately with some difficulty

1. I would need to set up a payment plan

17

Which of the following best describes your status with student loans?

3. I don’t have any student loans or I have a clear plan to pay them back as part of a comprehensive financial plan

2. I am using a default payment plan that will take over 10 years to complete

1. I pay the minimum but not 100% sure about my payback plan

18

Which of the following best describes you standing with your credit card?

3. I pay my full balance monthly or don’t use them

2. I tend to overspend and regret my credit card purchases

1. I’ve missed one or more payments in the last year or I’ve had more than one occasion where I couldn’t pay the full balance

19

Which of the following best describes your ability to spend money on the things that are important to you (family, gifts, travel, etc)?

3. I happily spend money on most of the things I value

2. I spend money on some of the things I value, but would like to be able to spend more or I feel guilty if I do spend money

1. I struggle to have enough money to spend on the things I value

20

Which of the following best describes how satisfied you are with your current income?

3. I am satisfied and rarely wish I had more

2. I find myself wishing I had more regularly

1. I need to figure out how to make more money to meet my expenses

21

Which of the following best describes how your finances affect your professional growth?

3. My finances more than support my professional growth

2. I have to be strategic when it comes to continuing education, certifications, and costly opportunities

1. My professional growth is dictated by my finances

22

Which of the following best describes how engaged in preventive care you are (e.g. MD, PT, dentist, etc)?

3. I take care of all my preventative visits

2. I get my yearly check-up at MD and dentist visits, but nothing else

1. I put off preventative visits in the past year

23

Which of the following best describes your sleep quality?

3. I have a regular bedtime/wake up time and feel well rested

2. I have a regular bedtime/wake up time, but feel fatigued

1. I don’t sleep well or have irregular bedtime/wake up time

24

Which of the following best describes your fitness?

3. I have a varied workout plan that I stick to (including weight lifting and aerobic activity)

2. I have a varied workout plan that I mostly stick to OR I predominantly engage in one activity (e.g. only running or only weightlifting)

1. I am inconsistent with my fitness plan

25

Which of the following best describes your relationship with caffeine?

3. I have one serving of coffee or tea a day, but don’t feel like I necessarily need it

2. I have 1-2 servings a day and feel like I need it

1. I have more than 2 servings a day, or drink energy drinks or soda daily and feel like I need it

26

Which of the following best describes your eating patterns?

3. I cook most meals with nutrition in mind and I eat very few things that come in a package

2. I cook some meals and I am sometimes intentional about what I eat

1. I eat what is convenient

27

Which of the following best describes your musculoskeletal health?

3. I get a yearly musculoskeletal exam and am addressing all needs

2. I have not gotten a MSK exam, but am not having any issues

1. I have not gotten a MSK exam

28

Which of the following best describes your fitness goals?

3. I have one or more specific fitness goals that I am actively working toward

2. I have one or more specific fitness goals that I am making variable progress toward

1. I do not currently have a fitness goal or I have one, but I am not working toward it

29

Which of the following best describes your consumption of alcohol?

3. One drink or fewer a couple times per week

2. 1-2 drinks per day

1. More than a few drinks on the weekend or at least once per week

30

Which best describes how you feel about the productivity of your physical training?

3. Productive: I feel invigorated by the physical activity I take part in

2. I fluctuate between productive and unproductive

1. Unproductive: I am not taking part in any physical activity OR I experience overuse symptoms

31

Which best describes how well you feel you can uphold your healthy habits?

3. I consistently feel in control of my nutrition, physical activity, and sleep habits

2. I fluctuate between being in control of my habits and having them control me

1. I constantly feel like I need to make a change/improve my health habits

32

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33

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34

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35

Your Financial Score Is:

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36

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