Mid-life Review Workbook
Hit mid-life and not sure about what comes next? A simple and straight-forward workbook to help you develop your plans to make the next chapeter your best.
🧭 “Because your next chapter is your best chapter”
1️⃣ Where You’ve Been — Taking Stock
Goal: To understand your personal story so far, not as nostalgia, but as data for designing what comes next.
Prompts:
- What achievements or experiences make you most proud — and why those, specifically?
- If you were to describe the past 10–15 years as a “chapter title,” what would you call it? (“The Hustle Years,” “Family Comes First,” “Running on Coffee,” etc.)
- What have you outgrown — habits, ambitions, or relationships that once fit but no longer serve you?
- Which three life decisions shaped you most — and how might you have decided differently with today’s wisdom?
- What have you consistently postponed “until later”? Why?
Mini-Exercise:
Write your midlife CV: not the professional version, but a personal one.
Include “roles” like “parent,” “friend,” “neighbour,” “learner,” “dreamer.” Then mark which ones you’d like to keep, expand, or retire in the next 10 years.
2️⃣ How You’re Living — The Present Audit
Goal: To look at how you spend your time, money and energy today, and whether it matches your true values.
Prompts:
- Where does most of your weekly energy go — and where do you wish it went?
- When did you last feel truly absorbed in something — losing track of time?
- What part of your daily life feels out of sync with your values?
- How well are you sleeping, eating, and exercising — not just physically, but emotionally?
- Who are your “five people”? (The ones you spend the most time with.) Do they lift you or drain you?
Mini-Exercise:
Do a “time budget.” Over one week, note roughly where your waking hours go (work, care, leisure, screen time, chores). Then circle what you’d choose to expand or shrink by 10%.
3️⃣ Where You’re Going — Future Orientation
Goal: To consciously design what you want your next chapter to look and feel like — professionally, personally, and creatively.
Prompts:
- If you knew you’d live to 90 in good health, what would you start, stop or change this year?
- Which dreams have you filed under “too late”? Could they still fit in a lighter version?
- Imagine yourself at 70, looking back: what would you want to be grateful for having done or changed?
- Are you still in the same “career story,” or is it time to pivot — a new chapter, consultancy, volunteering, retraining, creative project?
- How do you want your home and community life to feel over the next decade — calmer, busier, more social, more simple?
Mini-Exercise:
Make a 10-year vision sketch. Draw a line with ten marks, each representing a year. Label the milestones you’d love to reach — new skill, travel, relationship goal, creative pursuit, or health aim.
4️⃣ What’s Shifting — Roles, Responsibilities and Identity
Goal: To navigate changing roles — as parents of grown children, carers of ageing parents, partners, and professionals.
Prompts:
- Whose needs are you serving most right now — and which of those are voluntary versus assumed?
- How are you handling “the sandwich” (supporting children and parents at once)?
- Which parts of your identity feel like you and which feel like costumes for others’ expectations?
- How do you want to redefine “usefulness” — to your family, your work, and society?
- Who models the kind of middle- or later-life you’d like to live — and what can you learn from them?
Mini-Exercise:
Draw three concentric circles labelled Me, We, They.
Inside each, list your main commitments (Me = self-care, hobbies, passions, interests; We = family/friends; They = work/community). Then colour which area is under- or over-served.
5️⃣ Staying Future-Fit — Purpose, Health and Connection
Goal: To plan for resilience — physical, financial and emotional — so that later life remains an adventure, not an emergency.
Prompts:
- What does “enough” look like — financially, emotionally, materially?
- How confident are you in your health span (not just lifespan)? What could you improve in the next 12 months?
- How are your friendships evolving — are you cultivating new circles that fit this phase of life?
- What keeps your curiosity alive — a course, a cause, a creative outlet?
- How do you define purpose now? Is it the same as ten years ago?
Mini-Exercise:
Set three “future-fit” goals — one for body, one for mind, and one for meaning.
For example:
- Body → “Do Parkrun once a month.”
- Mind → “Start a photography evening class.”
- Meaning → “Volunteer two hours a week locally.”
Then schedule the first small step this month.
🪞 Optional Reflection Rituals
- Quarterly Check-In: Once every three months, revisit one section and add new answers. Treat it like updating your life software.
- Letter to Your Future Self: Write to yourself five years ahead — what do you hope they’ve learned, released or begun?
- Conversation Starter: Share one exercise (e.g., the Me–We–They circles) with a partner or friend and compare notes — it builds empathy and accountability.
💡 Bonus Tip
As The Midlife Mentors podcast often says:
“Midlife isn’t a crisis — it’s a checkpoint.”
And as Kieran Setiya reminds us:
“The cure for the midlife crisis is not the pursuit of youth, but the pursuit of meaning.”