____________________________

Career Development Plan

(Students Name)

Date _____________________

Roberto Huerta
This Career Development Plan is your record of where you are today in your career journey, what you envision for your future, and how you plan to turn that
vision into reality. Review your SMART Goals from Lesson 6 and complete the following section.
My purpose or lifes
vision is:

Is to enjoy life, take care of my family, and obtain position that I will enjoy regardless of the difficulty.



My long-term career S To graduate from The Pennsylvania State University by the end of December, 2016.
goal is

To Graduate from The M In order to meet this goals my progress will be measured by taking the necessary classes each semester to obtain this goal.
Pennsylvania State
Excluding the classes I am taking right now, I only need 5 more classes to graduate. I will be taking 2 classes in the summer and 3 in the
University by the end fall semester. In order to meet the dead-line I need to make sure I pass all classes with the best possible grade. I will be measuring my
of December, 2016.
success communicating with professors whenever I have issues in classes in order to ensure I at least meet with a passing grade
although achieving As in each class is the goal.

A The goals I have set for myself are attainable and reasonable. Fall 2015 I took 5 classes and passed each class with a grade not
lower than a B. Spring 2016 I am taking 6 classes and have been able to attain As or Bs in all my classes before finals. I work full time
but I have proved that I can be a full time student and work full time. Taking 2 classes in the summer and 3 in the fall will be very
attainable.

R This goal is very important as I want to increase my skill set in order to obtain better positions within my current employer or
move to another company and position that I will better enjoy.

T I would like to complete this goals by December, 2016 but if more time is necessary it will be available. I will do whatever it takes in
order to achieve this goal by the end of the year.

My short-term career S To obtain an internship at my employer in order to fulfill one of my graduation requirements.
goal is (to be

completed within 3 M This goals will be measured by the progress I have made in regards with communicating with human resources, supervisor, and
6 months):
manager. I have already begun the process as I have notified my supervisor and manager of my intent to obtain an internship within
my current department. They have both been supportive and assured if it is approved by human resources I will be able to intern. I
have emailed human resources with all the necessary information to evaluate the internship requirements. I am now waiting for a
response.

A This goal is very attainable as I am sure the internship will be attainable by human resources. I also have a back plan if it is not

BA 420, May 2014

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____________________________ Career Development Plan

(Students Name)

My career goals align

with my
purpose/lifes vision
because:

My highest point of
contribution is:

BA 420, May 2014

Date _____________________

approved as I will intern at a non-profit but this route might prove to be more cumbersome due to my time limitations but it will be
attainable

R It is important the internship is completed by the end of the fall semester as I want to graduate already.

T The process for the internship has already started and I am hoping I will have all approvals needed by my employer and Penn
State World Campus by the end May.

They alight with my purpose/life vision as I feel it is important to continually be learning and improving oneself. My goal is to obtain a
managerial or accounting position as I feel that I enjoy these two subjects and I believe it is important for a person to do a job he likes
in order to live a happy life.




I will do whatever it takes to obtain my goals. I have already proved to myself I can do many things that were not possible such as
work fulltime, go to school fulltime and take care of my daughter. I could not have achieved these goals without the support of my
wife and family and I know with their support I can achieve whatever I want.

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____________________________ Career Development Plan

(Students Name)

Date _____________________

Compare where you are today against where you desire to be. Identify strategies to close any gaps that exist, and what you will do to hold yourself
accountable. Revisit your plan frequently to celebrate your successes and make adjustments where needed.
My current education is
(include relevant certifications):

Some College




My current skills are
(list your top 5 transferable skills):
1. Anticipate Problems

2.

Analyze Data

3.

Investigating

4.

Solving Problems

5.

Interpersonal Skills

BA 420, May 2014

Actions I will take to close gaps:

I will finish my last five classes in order
obtain my bachelor of science in Business

By this date
(Achieved? Y/N):
Achieve by
December, 2016

Required education is
(include relevant certifications):
Complete Penn State business degree.

Actions I will take to close gaps:

By this date
(Achieved? Y/N):
I will always work at
improving this skill.

Become better at analyzing data or current

situation in order to better anticipate
problems
Become better at looking for patterns or
getting a better understanding of data in
order to become successful at analyzing

I will be closely monitoring my work in order

to find
Become more proficient at analyzing data
and investigating in order to solve problems

Become more open to meeting new people,

put myself in situations where I am forced to

I continuously work
at this and I believe
different positions
will require me to
adjust the methods
I use to analyze
data. I believe I will
always be working
to becoming better
at this skill.

Required skills are:

N

Analyzing and investigation I believe are the

required skills that will allow me to improve.

Understanding where the information comes

from, how to look for patters or use various
programs, formulas or resources to analyze
data.

Like the other skills I N

believe this skill will
be something I will
always be working
at in order to
become more
proficient.
This goal I have
Y
been working on for

Analyzing Problems and analyzing data. I think

its also important to have interpersonal skills in
order to solve problems since most of the time
you will be working groups.

Easy going, relating to people, or finding

common ground in order to relate with other

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____________________________ Career Development Plan

(Students Name)


interact with people I do not know.

My current work values are:

1.

Independence

I will supervise my own work ensure it is

done accurately and within company
standards

2.

Recognition

Create chances to move up and be a leader,

direct and lead others, and have an
important or prestigious job

3.

Achievement

Use my strongest skills in order to achieve

goals. Challenge myself and do interesting
work, and learn and gain new skills

Actions I will take to close gaps:

BA 420, May 2014

Date _____________________

a few months and I

people. I think its also important to understand
believe that I am
the differences between individuals and
improving myself.
cultures.
By this date
Jobs / organizations with similar values:
(Achieved? Y/N):
Yes. I have achieved Yes Accounting, Auditing, and managerial
this goal as I work
positions.
independently. The
only time I
communicate with
my supervisor is
when he calls to
ensure that I have
all the necessary
resources I need
and provide
feedback with any
issues I might be
encountering
I hope to achieve
No Managerial positions, Accounting, and
this within the next
Auditing.
two year. Although I
am currently
creating chances to
move up but I need
my bachelors and I
am working at
becoming a better
leader.
I hope to achieve
No Managerial, Accounting, Auditing, Finance.
this within the year.
My number one
goal is to graduate
from Penn State
and this will be a
great achievement
for me but I also

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____________________________ Career Development Plan

(Students Name)

1 year success achieved / adjustments

needed:

5 year success achieved / adjustments

needed:

Date _____________________

hope to obtain a
managerial position
within my current
employer or
position at another
company where I
can use my
accounting or
auditing skills.
To achieve the first year success, I need to improve my work values, and skills. I will also need to network in order to find
ideal positions.



The adjustments needed for my 5 year success plan are to continuously improve my work values, skills, networking , and
education. I feel obtaining an MBA or Masters in Accounting will open more doors to ensure success. I also want to become
a CPA within five years in order to do this education will be important.

BA 420, May 2014

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