Retirement Planning for Physicians: Introducing the Future Self Exercise

For many physicians, the concept of retirement may seem distant, daunting, or even unattainable. That shouldn’t be surprising. It’s likely you’ve spent the greater part of your adult life as a doctor, and most of your youth studying and striving to become one.

The idea of leaving the profession may seem frankly overwhelming. After so many years of dedicating your life to others’ health and well-being, what does a fulfilling retirement look like for you?

Retirement is different for each one of us. Some people happily move out of the profession and take a new path, never looking back. Others will repurpose some of the skills they’ve acquired and dedicate that to an endeavor such as volunteering or teaching. And, sadly, some physicians mourn the life they’ve given up, never quite finding their footing in the outside world.

No matter where you are in your professional arc, the “future self” exercise is a powerful tool for envisioning and then creating a meaningful retirement. In this article, we’ll explore how you can use this exercise to develop and align your retirement plans with your personal values, dreams, and aspirations.

Introducing the Future Self Exercise

It can be difficult to imagine yourself many years into the future. Instead, a one-to-five-year time line might feel more tangible. That’s partly because it’s normal for our needs, wants, and dreams to change over time. If you think back to the person you were ten years ago, it’s possible that version of you feels very different from your current self. Research on the “future self” confirms that we often perceive this unknown version as an “other.”

Nevertheless, it is important to set yourself up for success and happiness for both the short term and the more distant future. Especially if it’s early on in your professional life, thinking of the future you as a person you care for can foster a sense of compassion and responsibility.

If you’re contemplating retirement, then the future you becomes much more knowable. And in this context, the future self exercise can be especially actionable.

This exercise can help you design your goals both by creating self-awareness and clarity, but also through aligning your current actions with your long-term hopes and dreams. You can’t control the future, but you can take ownership of your direction during this major life transition.

Your Step-by-Step Guide to the Future Self Exercise

Step 1: Set the Stage

• Choose a quiet, comfortable space to reflect on your life from the perspective of your future self.

• Have a journal or notepad ready for capturing thoughts.

Step 2: Imagine your ideal retirement.

• Close your eyes and picture yourself 1-5 years into retirement.

• Questions to consider:

  • What does your day look like?

  • Where are you living?

  • Who are you spending time with?

  • What activities bring you joy and fulfillment?

Step 3: Making an impact

• Staying with the future you, ask yourself:

  • What am I proud of accomplishing since retiring?

  • How am I continuing to make a difference or live meaningfully?

Step 4: Identify values and priorities.

• Still holding the future in your mind’s eye, reflect on:

  • What matters most to me in this phase of life?

  • How do I want to feel every day?

Step 5: Nurturing relationships and connections

• Sitting with your future self, consider:

  • Who are the friends, family, and community that I care about or hope to develop?

  • How am I creating a life that keeps me connected and supported?

Step 6: Carrying strengths forward

• Ask yourself:

  • What strengths and skills from my life as a physician do I use in this next phase of life?

  • How do I ensure that I continue to learn and grow?

Step 7: Write a letter to your future self

• It can be helpful to write a letter to your future self, describing your hopes, goals, and dreams. Seal it and set a date to read it in the future. Create a reminder on your phone or calendar to ensure that you don’t forget.

Translating Your Vision into Action

Once you’ve completed the process, take a look at what you’ve written. Highlight the recurring themes or patterns that stand out for you. Next, set actionable goals that will help you to create the life in retirement that you want to live.

• Financial goals: You may want to enlist a trusted advisor to help you plan out and refine your financial goals so that you are on track to enjoy your retirement without excessive worry about money or savings.

• Lifestyle goals: Begin to define your ideal balance between relaxation, hobbies, and productivity. Physicians often overlook their own health when life gets busy, but pre-retirement is a crucial time to make it a priority so that you are able to enjoy your retirement when the time arrives.

• Relationship goals: Define who you want to share your time with, and in what way. It’s never too soon to work on your relationships and cultivate friendships, even if it means a just brief text or email to keep the lines of communication open.

• Legacy goals: Explore ways to contribute to your community. That could take the form of teaching, mentoring, or volunteering, or anything else that appeals to you. This is a great time to explore areas of interest that you might never have had time for during your working life. You don’t need to make a commitment until you’re ready, but get to know where the needs are, and think about how you might contribute to something personally meaningful.

Although your goals and plans may change over time, the Future Self exercise can be a powerful way to strengthen your vision and jump start your plans. It’s never too early to begin taking small steps now to integrate elements of your future self into your current life.

When your life and identity have been shaped by your profession, it’s easy to feel overwhelmed and unmoored when you make the decision to retire. It can help to think of retirement as an opportunity to redesign a life that aligns with your values, passions, and aspirations. The Future Self exercise offers a powerful way to gain clarity and intentionally shape this next chapter into something rich, meaningful, and purposeful.

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Creating Action Steps for Process Goals

In a previous article I explained the difference between outcome goals and process goals. Simply put, outcome goals are the big results you want to achieve. And process goals are the small and meaningful steps you take to achieve those larger goals. These are the actions and behaviors that are within your control.

Process goals are typically SMART goals. That means that they are

• Specific

• Measurable,

• Achievable

• Relevant

• Time-bound

So how do you get started with creating your own process goals? In this article, I’ll walk you through the process. As the Chinese philosopher Lao Tzu said, “The journey of a thousand miles begins with one step.” Think of each process goal as one of those single steps.

The template I outline below is a great place to begin. Set a timer for 15 minutes, 30 minutes or an hour, and just start writing. By the time the timer stops, you’ll have created something that you can build on.

Getting Started with Process Goals

1. Get a Notebook: An analogue, hand-written journal tends to work best. That way it doesn’t get lost in the ether of your computer and your on-line life.

 2. Define Your Outcome Goal: Start with a clear understanding of what it is you want to achieve, but be comfortable with the idea that this goal might change. Your outcome goal will guide your process goals and ensure they align with your overall objective.

 3. Break It Down: Identify the smallest and most specific actions that will get you closer to your goal. These should be easily defined and actionable steps that you can incorporate into your daily or weekly routine.

 4. Make it SMART: Ensure your process goals are Specific, Measurable, Achievable, Relevant, and Time-bound. This framework will help you stay focused and track your progress.

 5. Monitor, Reflect, and Adjust:  Review and update your notebook daily. Check off your small process goals as you achieve them, and reflect on the direction you are heading. Be open to making adjustments as needed to either stay on track or to change course.

6. Bonus Step: Create Weekly, Monthly, One Year, Three Year, and Five Year Goals. Write these down in your notebook and refer to them on a specific day every week. These larger outcome goals will often change over time, but they will help you to stay aligned with what matters most to you.

If this all seems a little theoretical, here’s an example of how this process might look.

Outcome Goal: Find a New Job

Process Goals:

• Clarify your values.

• With your values in mind, create a list of 3-5 things that matter most to you when thinking about your ideal job.

• Update your CV and LinkedIn profile to reflect your skills, experiences, interests, and values.

• Decide if there are new skills you’d need for your dream job and create a process goal plan to acquire them.

• Create a list of 3-5 places you’d like to live.

• Contact 3 colleagues in your field who might be able to help you.

• Research and attend relevant events in your specialty over the next 3-6 months to learn about opportunities and meet people who may be interested in working with you.

• Research and identify potential medical practices or institutions that align with your values and professional goals.

  • Identify people who are decision makers for the practice.

  • Check LinkedIn to see if you have any colleagues in common.

  • If so, can you be introduced? An email to your colleague can help get the wheels in motion.

  • If not, send a well-crafted email or direct message, or make a phone call to someone in the practice who might be in a position to invite you for an interview.

• Prepare for interviews by creating your personal elevator pitch

• Develop a list of potential questions you might be asked in an interview, and create a set of answers.

• Practice for interviews with a friend or coach.

Focusing on process goals rather than outcome goals can be transformative. By taking control of the actions within your reach, you’ll create a sustainable path to your own success, reduce stress, and live a life that aligns with your values and your ambitions. You’ll be able to overcome the inertia that might be holding you back, and you’re likely to find some surprises and unexpected opportunities along the way.

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If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

And if you’d like to schedule a complimentary introductory meeting with me, click the link below.

Mapping Out Your Future: The Power of Process Goals Over Outcome Goals

If you’re a doctor, you’re used to reaching goals. But often those goals are ones that have been chosen for you, or that follow a well-worn template. When it comes to creating and achieving your own personal and meaningful goals, it’s common to feel stuck and uncertain how to move forward with purpose. That’s where process goals come into play.

When the future you envision seems unattainable, it’s possible that the type of goal you’ve chosen is the sticking point. Whether it's landing a new job or position, getting control of your time and energy, achieving a financial milestone, or even taking a dream vacation, the focus is often on the end result. And that can sometimes feel like a heavy lift.

To be clear, it’s important to have an end in mind. However, what if I told you that shifting your focus from the outcome to the process could be the key to your success?

In this article I’ll show you the difference between outcome goals and process goals. I’ll give you some easy-to-understand examples of how this can work for you. And I’ll give you some steps that you can start working on today.

Understanding Outcome Goals vs. Process Goals

Outcome goals are the big results you want to achieve. While these goals provide direction and motivation, they are often beyond your direct control due to a variety of external factors. These might include outside competition, unexpected obstacles, lack of time, and your other obligations. Sometimes the problem is simply a lack of specificity.

Process goals are the steps you take to achieve your outcome goals. They focus on the actions and behaviors that are well within your control.

Process goals are:

• Shorter term (usually less than a week)

• Concrete and realistic       

• Very specific

• Trackable and measurable

• Modifiable

• In alignment with your values

In short, process goals are often SMART goals. For instance, a process goal might be to exercise for 30 minutes a day, enroll in a leadership development course, send one email to request a letter of recommendation weekly for three weeks, or practice the guitar for an hour each week.

When you focus on process goals, you maintain control over your progress, making adjustments as needed, without the pressure of an immediate big and important outcome.

Process goals lead towards an outcome, even though that outcome is not always guaranteed. This is the way you break down a goal that seems unattainable or even audacious and create your own roadmap. In truth, you may not get where you expect to go, but you’ll get somewhere. And you’ll open up more possibilities along the way. Sometimes those other possibilities become the new outcome goal.

The Benefits of Focusing on Process Goals

1. Consistency and Habits: Process goals encourage you to develop consistent habits. By committing to daily or weekly actions, no matter how small, you’ll build a routine that supports long-term progress.

2. Flexibility: Unlike outcome goals, which can be rigid and unforgiving, process goals allow for flexibility. If one approach isn't working, you can modify your actions without feeling like you've failed. Changing direction is a normal and exciting part of the process goal method. By creating small process steps, you’re allowing yourself to experiment with small stakes outcomes.

3. Reduced Stress: Shifting your focus from the end result to the journey reduces stress and anxiety. You’ll become more engaged in the present moment, finding a sense of satisfaction in the process itself. And you’ll feel more in control.

4. Enhanced Motivation: Achieving small, manageable goals boosts your motivation and confidence. You’ll be able to track your accomplishments as they happen. Each step forward serves to reinforce your commitment and gradually drive more progress. Sometimes this is referred to as a “fly wheel”. It may take some effort to get the process rolling, but eventually you’ll gain momentum and achieving your goals will become easier.

For more about SMART goals, check out my recent article here. To learn more about how to create action steps to achieve your process goals, see this article. In addition to providing a template to help you get started, the article gives you a practical breakdown of the way this process might work for someone who is seeking a new job or position.

If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

And if you’d like to schedule a complimentary introductory meeting with me, click the link below.

Setting SMART Goals: A Guide for Physicians

If you’re a physician, you’re no stranger to goal setting. You wouldn’t have gotten to where you are now without setting some very specific and actionable goals.

But once you’ve made it through your training, landed a position in your specialty, and begun the process of living your own life, your goal setting muscle may have atrophied a little. What’s more, no matter where you are now and where you might want to be in the future, there’s no longer a prescribed set of steps to get you there.

If you seek growth or change, creating the map is up to you. Unlike the well-worn trail you may have followed in the past, the direction you will take is based on your own unique talents, interests, and visions. As Joseph Campbell warned, in his book The Power of Myth, “If the path before you is clear, you're probably on someone else's.” And starting this adventure begins with setting goals.

Choosing, planning, and carrying out your own goals can feel daunting. Whether professional, financial, personal, physical, or even spiritual, it can all seem like a lot. Where to start? And what can you expect along the way? As with so many other life skills, it’s likely that no one ever taught you how to set goals.

Fortunately, there’s a template that you can follow that breaks the goal-setting process down into clear and accessible parts. Innovators and movers in the business world have been using this tool for years, and it’s something that can work for physicians as well. In this article, I’ll walk you through the process of setting SMART goals that matter to you.

Defining and setting your goals will pave the way for your ultimate success. For instance, a study of medical students undergoing a surgical clerkship found that those who set clear and specific skill-related goals were more likely to get the outcomes they desired than those who just hoped for the best.  And goal setting may also reduce your cognitive load, meaning that you have exert less mental effort to get the work done.

Writing out your goals by hand is more likely to ensure that you stick to the process compared to typing them into a document or entering them into an app.

Give yourself an uninterrupted stretch of time to really think through the goals that you want to set, and the outcomes you hope to achieve. And then map it out using the SMART template. You may be surprised by what you’re able to achieve, and by what you discover about yourself along the way.

Specific

Get as specific as possible about your goal. As author Jack Canfield puts it, “vague goals produce vague results.”   Define your goal clearly and succinctly. It should be something that you can describe in one to two sentences.  

To make it clearer and more engaging, phrase your goal in positive terminology.  This has the added benefit of making it more likely that you’ll get it done. For example, instead of deciding you want to get out of an unhappy work environment, you might reframe this to a desire to get into a more fulfilling position.

Measurable

You should be able to objectively track your progress, whether that’s a checklist, a habit tracker, a set of numbers, or anything else that gives you a way to measure your efforts towards the goal.

Achievable

Choosing a realistic goal that is within your control is important, since you want to set yourself up for success. Choose a goal that requires a moderate stretch, but that you know is achievable.

The magic of the process is that once you reach that goal, other possibilities that are currently out of reach may open up. In the words of writer Joseph Campbell, “Follow your bliss and the universe will open doors for you where there were only walls.”

Relevant

Get in touch with your core values and ask yourself how this goal aligns with your personal vision. The goal should matter to you, not just to your friends, family, or administrators. It’s great if the goal will make everyone happy, but if it’s not your own, you’ll be less likely to commit to it.

Time-Bound

Unless you set a deadline, or a series of deadlines, you may find it hard to get started. That’s just human nature. When you set and commit to a target date, you’ll be more likely to bring your goal to fruition.

Once you’ve identified your goal, break it down into “micro goals” that you can complete within a very short period of time. This progress of completing will help propel you forward, keeping the momentum going.

Don’t forget to celebrate your wins, even the small ones. Calling a friend, going out for dinner, savoring a cookie, listening to music, or even taking a walk are all ways to honor the effort that you’re putting into the process.

Goal setting is naturally tied to effective use of your time. Looking at a big goal can seem daunting, but simply devoting ten to fifteen minutes several days per week can move you forward.

If you struggle with time management, I have a number of articles available on the website that may be helpful. They focus on issues that are specifically relevant to physicians and medical practice. If you’re looking for more guidance, my Four Week Focus Shift course is a self-guided way to find focus for the goals that matter. I also offer 3 and 6 month Time Management coaching packages for physicians.

DISCLAIMER: As an Amazon Associate I may earn from qualifying purchases, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the website, for which I am grateful! Please do your own research before making any important decisions.

If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

And if you’d like to schedule a complimentary introductory meeting with me, click the link below.

References

Campbell, J., & Moyers, B. (2011). The Power of Myth. Anchor.

Doran, G.T. (1981) There’s a SMART Way to Write Management’s Goals and Objectives. Journal of Management Review, 70, 35-36.

Etkin, J. (2019). Time in relation to goals. Current Opinion in Psychology, 26, 32–36. https://doi.org/10.1016/j.copsyc.2018.04.013

Gardner, A. K., Diesen, D. L., Hogg, D. C., & Huerta, S. (2016). The impact of goal setting and goal orientation on performance during a clerkship surgical skills training program. ˜the œAmerican Journal of Surgery, 211(2), 321–325. https://doi.org/10.1016/j.amjsurg.2015.07.028

Locke, Edwin & Latham, Gary. (2002). Building a Practically Useful Theory of Goal Setting and Task Motivation: A 35Year Odyssey. American Psychologist. 57. 705-717. 10.1037/0003-066X.57.9.705.

Nebel, S., Schneider, S., Schledjewski, J., & Rey, G. D. (2016). Goal-Setting in educational video games. Simulation & Gaming, 48(1), 98–130. https://doi.org/10.1177/1046878116680869

Oscarsson M, Carlbring P, Andersson G, Rozental A. A large-scale experiment on New Year's resolutions: Approach-oriented goals are more successful than avoidance-oriented goals. PLoS One. 2020 Dec 9;15(12):e0234097. doi: 10.1371/journal.pone.0234097. PMID: 33296385; PMCID: PMC7725288.

Van Der Weel, F. R., & Van Der Meer, A. L. H. (2024). Handwriting but not typewriting leads to widespread brain connectivity: a high-density EEG study with implications for the classroom. Frontiers in Psychology, 14. https://doi.org/10.3389/fpsyg.2023.1219945

What if You Don’t Know What You Want Next: A Physician’s Guide to Finding Direction

As a physician, you've dedicated years of your life to the practice of medicine. You spend the better part of your waking hours staying current on the latest research, honing your skills, serving your patients with compassion and care, and collaborating with your colleagues and staff.

But, like many doctors, there may come a time in your professional trajectory when you feel a need for change and a yearning for something different. Maybe you feel stuck, unfulfilled, or underappreciated. Or perhaps you simply crave a change of scenery.

In this article, I’ll give you some strategies that will help you to gain clarity and direction when you’re not sure what you want next.

Sometimes the direction to take is crystal clear, but it can often be difficult to envision what that change should or could look like. From medical school to residency and beyond, your path up to this point has probably been clearly marked. As you reached one milestone, the next was likely in view.

It can be comforting to know where you are going next, but it’s not uncommon to find yourself longing for a shift in your professional life that doesn’t conform to the well-worn trail. Whether you're considering changing the way you practice, adjusting your working hours, exploring opportunities outside of clinical medicine, or even contemplating retirement, the uncertainty can be daunting.

Change is often uncomfortable and unsettling, especially when you’re blazing your own path. It's essential to remember that this feeling of ambiguity is a natural part of any career evolution. It’s easy to get stuck at this point, instead of recognizing that this period of contemplation is the first step in a new direction.

Although it’s important to think things through, I’m a firm believer in the adage that action creates clarity. Action however, does not have to mean commitment or a big shift. Giving yourself time and space to actively explore what is possible can make your next steps more clear.

If you’re feeling like you’ve come to a standstill, here are some ideas that can help pull you out of the rut and find some serious traction that will move you forward.

1. Reflect on Your Values and Goals

Take some time to reflect on what truly matters to you, both personally and professionally. What are your core values? Have you identified specific long-term personal and career goals?

Understanding what drives you and what you hope to achieve can provide valuable insight into the direction you should take. If you’re unclear on how to express your personal values, my Values Workbook can help.

2. Assess Your Skills and Interests

Consider your strengths, skills, and areas of interest outside of medicine. Are there particular aspects of your current practice that you enjoy the most? Are there skills you possess that you haven't had the opportunity to fully utilize? Or maybe you’re curious about acquiring new expertise.

Exploring these ideas can help you identify potential career paths that align with your strengths and interests. Don’t be afraid to consider possibilities that may not obviously relate to the practice of medicine. Simply asking yourself what lights you up may spark new ideas and connections. One exercise that can help you discover these connections is a mind map.

3. Seek Guidance and Support

Reach out to mentors and trusted colleagues. You might also choose to work with a coach. Sometimes, an outside perspective can provide valuable insights and help you see possibilities that you may not have considered on your own. While a coach will not tell you what to do next, a coach will help you uncover your own answers. That’s because coaching is a supportive process designed to accelerate your capacity to explore your options and take effective action.

4. Explore Your Options

If you're unsure about the specific direction you want to take, make some time to explore different opportunities and try out new experiences. This could involve taking a course or attending a meeting focused on anything that interests you, volunteering, traveling, or joining an organization or group that resonates with you.

These explorations don’t have to have an obvious connection to the practice of medicine. Experimenting with a variety of options can help you clarify your priorities and identify what intrigues and inspires you.

5. Embrace Flexibility and Adaptability

Your path doesn't have to follow a linear trajectory. It's okay to pivot, change direction, or investigate new opportunities at any stage of your life. Be true to yourself, but keep in mind that it’s always a good idea not to burn any bridges along the way.

When you embrace flexibility, you’ll often find unexpected and even surprising opportunities that may otherwise have gone unnoticed.

6. Take Small Steps

Thinking about a professional change can feel overwhelming, especially for physicians. More than most other professions, we often feel defined by the work that we do.

Remember that you don't have to have all the answers right away. Break down your goals into smaller, manageable steps, and focus on taking action consistently. Simply commit to just one small step at a time.

7. Practice Self-Compassion

Be kind to yourself as you navigate this process. It's normal to feel uncertain or indecisive when you’re facing an important change. Practice self-compassion and remind yourself that it's okay not to have all the answers immediately.

Trust in your abilities and know that by putting in the work, you will find your way forward.

As a physician, you have proven that you are resourceful, intelligent, compassionate, and hard working. By taking the time to reflect on your values and goals, seeking guidance and support, exploring and creating your options and opportunities, and embracing flexibility, you will stay open to possibilities, and you will find your way.

If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

And if you’d like to schedule a complimentary introductory meeting with me, click the link below.

Coaching for Physicians: A Guided Journey to Goal Setting, Overcoming Obstacles, and Finding Fulfillment

If you’re curious about physician coaching, and want to know more, this article is for you. As someone who loves getting outdoors, I like to use the metaphor of a hike or journey when describing my coaching process. In this coaching journey, I serve as your experienced companion, providing support, insight, and encouragement, helping you navigate both familiar and new terrain, and celebrating with you as you discover your destination.

1. The Trailhead: Preparation and Goal Setting

 Just like preparing for a hike, the first step in coaching is to understand where you are right now and where you want to go. This involves an in-depth assessment of your current professional and personal landscape, identifying both the peaks (successes) and valleys (challenges) you face. Whether you’re dealing with burnout, challenges with time, professional transitions, or finding the right work-life balance, together we’ll set specific and achievable goals. You can think of this as choosing the right trail that aligns with your current fitness level and hiking experience. Don’t worry if this is all new to you. You may be surprised at the ways your strength and endurance will naturally grow along the way.

 2. Gathering Gear: Equipping for the Journey

After setting the goals, the next step is to equip you with the necessary tools and skills. This includes exploring techniques for time management, stress reduction, and effective communication. Similar to choosing the right gear for a hike, these tools are personalized to fit your unique needs and circumstances, ensuring you are well-prepared for the journey ahead.

3. The Hike Begins: Embarking on the Journey

With goals set and tools in hand, we begin the coaching journey. This phase is about action and moving forward. Regular coaching sessions serve as checkpoints, where we assess progress, celebrate achievements, and address any new challenges. The journey may involve steep climbs and unexpected obstacles, but with guidance and support, you keep moving towards your goals. 

4. Difficult Terrain: Navigating Challenges:

Just as a hiker encounters rough patches along the trail, you may face challenges in your professional journey. Burnout, difficult workplace dynamics, and balancing personal life are common terrains we navigate. Together, we develop strategies to overcome or get around these obstacles, building strength, creativity, and adaptability, much like a seasoned hiker learns to navigate through challenging paths.

 5. Scenic Views and Rest Stops: Reaching Milestones

Along the way, it’s important to recognize and celebrate milestones. These are like the scenic views or rest stops on a hike, offering a pause to appreciate how far you’ve come, recharge, and reflect on the journey. Although it’s tempting to keep pushing forward, these waypoints are crucial for maintaining motivation and perspective.

 6. The Evolving Trail: Continued Growth and Adaptation

The journey doesn’t end at the first summit. Like a trail that changes with the seasons, your professional life will continue to evolve. Ongoing coaching can help you adapt to these changes, develop new goals, and continue growing. The journey is continuous, and as your coach, I am there to guide, support, and celebrate with you every step of the way.

 7. The Lookout Point: Reflection and Forward-Thinking  

As you reach significant milestones, we’ll take time to reflect on the journey. From this vantage point, much like a lookout on a hike, we’ll assess the path taken, lessons learned, and obstacles overcome. From there, we’ll plan for the next phase of your journey. Together we’ll chart out the travels ahead, including strategies for keeping burnout and inertia at bay. As you move into the future, you’ll be empowered and well equipped to stay engaged, inspired, and energized.

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If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

And if you’d like to schedule a complimentary introductory meeting with me, click the link below.

Overcoming Your Roadblocks: A Physician's Guide to Navigating Change

Not too many years ago, most physicians in the private sector expected to settle into a medical practice straight out of training and to stay put until retirement decades into the future. The idea of moving, changing practices in the same town, or leaving before a ripe old age was almost unheard of. While change has often been part of the career path of academicians, physicians in all sectors are increasingly finding themselves dissatisfied, frustrated, or simply seeking something new.

In fact, a recent Mayo clinic survey reported that one in five physicians plan to leave their practices within the next two years, and one in three expect to reduce work hours. Burnout and perceived lack of appreciation by their organizations were the two primary issues cited in the study.

If you’re considering a move, this change can feel daunting. Physicians are often motivated by loyalty and compassion. But we are also creatures of habit.

For many of us, the roadmap was clearly defined: college, medical school, residency, maybe fellowship. As long as you followed this straight and narrow path, and nothing unexpected knocked you off course, you would make it down the road.

The promise at the end of the trail was a satisfying and gratifying professional life, with a high probability of a happy and fulfilling home life as well.   

Over the past decade, that promise has frayed. Burnout due to lack of autonomy, higher patient demands, a sicker and older population, falling reimbursements, the endless clicks and messages on the EHR: all have contributed. This new perspective means that physicians are more likely to seek change, or at least to consider it.

But the decision to embark on a new professional journey can often feel like traversing uncharted territory.

And the process of choosing a new path can be riddled with mental roadblocks. As a physician coach, I have found that guiding individuals through these challenges can be transformative, bringing new and unexpected possibilities to light.

Getting started can be the hardest part of the process, but once you begin, you’ll notice that the momentum will slowly build. In this article, we will explore actionable steps that can help you to overcome some of the mental barriers that may stand in your way.

1. Self-Reflection

Before embarking on a new professional path, it's essential to engage in deep self-reflection. Journaling for a few minutes every day can really help.

You don’t have to have a clear endpoint in mind to get started, but you do need to know what matters to you, and why. Consider the specific skills, interests, and passions you want to prioritize, and how you want your personal life to look. Take time to identify your values, strengths, passions, and personal goals.

Ask yourself:

• What are my core values and priorities in life?

• What aspects of my current role do I find most fulfilling and unfulfilling?

• What are my unique skills and talents?

• What are my long-term career and life aspirations?

By understanding yourself on this deeper level, you can better align your career choices with your values and objectives. For more prompts and tips to help you with this process, see my recent article about finding your “why”.

  2. Recognize Your Triggers and Limiting Beliefs:

As you work through self-reflection, you might encounter triggers and limiting beliefs that hold you back. If so, don’t be afraid to ask yourself probing questions such as:

• What specific thoughts or patterns arise when considering a new direction?

• Have you or someone else created any self-defeating narratives about your capabilities or limitations that might be influencing your mindset?

• What might these limiting beliefs be trying to protect you from?

• And how might they be proven wrong?

• If there are meaningful limitations that are keeping you from moving forward, how might you close gaps in your knowledge or skills?

When you pinpoint these mental roadblocks, you’ll take the first step towards disarming their power. Often a coach can be helpful when working through this process.

 3. Seek Guidance

Don't hesitate to seek guidance from mentors, career counselors, and trusted colleagues who have gone through similar transitions.

There can be great value in networking and connecting with others who have found fulfillment in their medical practice or who have ventured into alternative career paths. Their insights and experiences can provide valuable perspectives and inspire you to take bold steps in your own professional journey. Of course, you will want to be discerning about who you confide in, especially if you are leaving your current practice.

 4. Set Achievable Goals

Break your career change into smaller, manageable goals. This not only makes the process less intimidating but also allows you to track your progress. Create a timeline with milestones. These might include

• Gaining specific qualifications or licensure

• Attending relevant conferences,

• Researching places you might want to live

• Reaching out to potential employers or colleagues in your desired field.

Setting specific, measurable, attainable, relevant, and time-bound (SMART) goals can provide you with a clear roadmap and motivate you to move forward despite any mental hurdles.

 5. Embrace Setbacks as a Learning Opportunity

Rejection can sting. It's important to acknowledge that setbacks are part of any professional journey. Instead of seeing them as failures, view them as valuable learning experiences.

Approach unexpected challenges as opportunities for personal and professional growth. Be flexible and willing to pivot, if necessary, but don’t lose sight of your values and your “why”. The key is to use these uncomfortable experiences as opportunities to learn, adapt, and refine your approach.

 6. Get Comfortable with the Unknown

Fear of the unknown is a common mental roadblock for anyone making a career change. This may be especially true for physicians, since so much of our life has been neatly defined for us. Counteract this fear by engaging in thorough research into your desired path.

If you’re looking into a nonclinical job, understand the industry, its trends, and the challenges you might face.

And if you’re changing focus or practice, get to know more about the system, individuals, and culture you may be working with. Will you need new skills or certifications? If so, how and when can you achieve them? This knowledge will help you feel more prepared and confident as you take the leap.

 7. Keep an Open Mind

Maintaining an open mind is crucial during a career transition. Your initial path may evolve as you gain more insights and experiences. Embracing change and adaptation opens the door to broader opportunities. There may be something you may not have considered, but which may turn out to be a perfect fit.

Conclusion

Choosing a new professional path as a physician takes courage, contemplation, and perseverance. Know that you almost surely will need to step outside of your comfort zone to get somewhere new and more fulfilling.

By facing your roadblocks head on, you will build the skills and resilience you need to embark on this new journey. Remember that your background as a physician has equipped you with valuable skills, fortitude, and experience that are needed both in clinical medicine and in a wide range of connected fields.

Embrace the opportunities that arise, trust in yourself, and move forward towards a more fulfilling professional future that aligns with your values and your strengths.

Taking Action Creates Clarity

Do you ever feel like you’re standing on the edge of a cliff, knowing that you can’t turn back, but wondering how you’re ever going to make it down?

Or maybe you envision yourself at the top of a steep ski slope. You want to glide down the mountain and into the cozy hotel restaurant, but it just feels daunting and undoable.

As my hot-shot skier friend Erica once yelled to me “Just point your skis down the mountain and go!” That’s easier said than done, and in truth it didn’t exactly work out the way I had hoped.

But in taking the first action, making the first move, I began to devise a way to get to my goal. I began to understand the pitch of the slope and the feel of the snow, and I was able to strategically navigate my way down.

Let’s forget the possibility of bodily harm, and just make this about making your way. The same process can happen when you’re contemplating a career move or a life change. How are you going to do it? Or more to the point, how do you get started?

When you’re on the ski slope and it’s 10 degrees Fahrenheit and other skiers are whipping past you, you really have no choice but to take action.

But if you’re unsatisfied or unfulfilled where you are, and contemplating your professional or personal options, making any kind of move can feel daunting.

It’s so easy to figuratively freeze and simply not move forward.

That’s why plotting out your steps in tiny, low-risk increments can often be the best way to get a little momentum going.

And this small step may also ease the stress and anxiety that often accompanies unfulfilled goals.

So how do you get yourself unstuck? I’ve got five steps that can help you jump start the process.

Step One: Get it out of your head and onto a page.

Although there are a lot of great apps for note taking, mind-mapping, and the like, research shows that putting something on paper is often more meaningful and memorable.  Simply pick up a notebook and write out what it is you hope to accomplish: that is, your goal.

Step Two: Next, take a realistic look at this goal and run it through the SMART acronym.

Be sure to write your responses to these questions in your notebook. Is it:

• Specific?

• Meaningful?

• Achievable?

• Realistic?

• Time-bound?

Step Three: Now it’s time to write out your action steps.

What is the smallest possible increment you can take to get you closer to your goal? Each step allows you to move on to the next. There may be 5 steps, or there may be 50. It doesn’t matter. Just write it all out.

Step Four:  Schedule your steps in your calendar.

This is where it may help to use an app like Todoist that will remind you to complete your task. You’ll be rewarded with a satisfying little “pop” every time you click the “complete” box. But this only works if you commit to it. Keep a running list in your notebook as well, so you don’t lose track.

Step Five: Celebrate your wins.

After you’ve completed an important step, or perhaps a series of 5 steps, reward yourself with something meaningful. A fun activity, a cookie, an hour with a good book or anything else that makes you happy. And if you want to enlist an accountability partner, planning to celebrate together may give you both a little extra incentive.

In taking action, you may find that your goals change over time. There’s nothing wrong with that. In fact, it can be an exciting part of the process.

It’s also important to understand that while you have control over your actions, the outcome may not always be under your direct control. That’s also normal.

Ultimately, each purposeful step you take will get you closer to a life that is personally authentic, sustainable, and meaningful. 

If you’ve enjoyed this article and would like to stay in the loop for more insights on creating a sustainable, fulfilling, and happy life as a physician, sign up for my newsletter or reach out on my website. I’d love to hear from you.

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References:

Masicampo, E. J., & Baumeister, R. F. (2011). Consider it done! Plan making can eliminate the cognitive effects of unfulfilled goals. Journal of Personality and Social Psychology, 101(4), 667–683.

Umejima, K. et al. (2021). Paper notebooks vs mobile devices: Brain activation differences during memory retrieval. Front. Behav. Neurosci., 15. 1-11.