Proactive Planning for Your Experienced Workforce
Effective succession planning requires knowing the future intentions of your late-career employees. However, navigating these conversations internally is often complex and sensitive. So, how does Career Life Transitions support your workforce? We facilitate these discussions safely and provide organisations with clear workforce data using our holistic approach and methodology.
A Holistic Coaching Model
Standard financial education programs rarely address the emotional and logistical realities of leaving the workforce. The Changing Gears™ program utilizes a holistic framework that covers the pivotal decisions your employees are actually facing—from physical health and housing to estate planning and life after work.
Led by Experienced, Senior Consultants
Our coaches aren’t just reading from a manual. They are experienced, mature professionals who have navigated these exact life and work transitions themselves. This peer-to-peer dynamic creates immediate trust, ensuring your veteran employees feel respected and genuinely understood.
The Changing Gears™ Methodology
Measurable Outcomes for Your Organisation
- Clear Succession Planning: Gain vital visibility into the future intentions of your over-55 cohort to anticipate workforce gaps.
- Aggregated Reporting: Individual coaching conversations remain strictly confidential, but HR receives an aggregated data report mapping group timelines and risks.
- Cost Savings: Identifying opportunities for employees to transition into adapted or flexible work schedules prior to full retirement.
- Cultural Impact: Demonstrate a commitment to innovative career management, removing progression blockers for younger staff while respecting legacy employees.
Start with a Pilot Program
Not ready for a full organisational rollout? We recommend starting with a trial cohort of approximately 20 employees (over 55 years of age).
We invite HR to be present during the strategic workshop introduction, followed by our confidential 1-on-1 coaching sessions. At the completion of the pilot, we help you determine the appetite and business case for a wider rollout.
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Request a Workforce Planning Consultation
Ready to map out the future of your ageing workforce? Use the form to request a callback from our senior consultants to discuss your organisation’s current demographics and succession challenges.
Contact our team directly
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Dr Susan Roberts says: