Three Year Retirement Performance Review

Ok, so I am now “retired” for three years and I have not had a formal performance review.  If I were working in my full time job, I would probably be writing performance reviews this weekend.  I might have been one of the few people who actually enjoyed writing performance reviews because I viewed it as an opportunity to show appreciation for hard work and a job well done, to help develop people, and to give feedback that would be valuable for course corrections.

In the spirit of annual performance reviews, I am going to do a three year retirement review on myself.  Of course, I will be totally objective.

A good place to start is with my job description.  I had done extensive journaling (essentially a pre-retirement prayer journal) prior to my retirement in an attempt to follow God’s path for me and to establish a framework for how I would spend my time.  My belief is that I would have three basic buckets:  1)  Intellectual engagement activities, 2) Giving back/volunteer activities, and 3)Family care and personal care.  These three buckets are the closest thing that I have to a job description.

I attempted to determine what percentage of my time I would spend in each of these three buckets.  Like a lot of job descriptions, I believe these percentages ended up being a wild guess.  I thought, maybe one-third for each bucket.  I believe as I sit here at my computer that it has ended up being 25/50/25.  In the world of job descriptions, that is near-perfection relative to the initial wild guess.

Here is where it gets weird.  If my math is correct, a 7 day week contains 168 hours.  When you work a full time job, you think in terms of maybe a 40, 50, 60 or some other level of work hours in a week, and the job description is likely based on a 40 hour workweek, which may or may not be realistic.  But in this “retirement” phase, you think of percentages more in the context of waking hours.  More math then.  So, let’s say 8 hours sleep per night, means that waking hours are 112 per week. This is kind of how I think of my bucket percentages, in terms of this baseline waking hours.  Let’s be clear, I only have to wear a tie about 15 days a year now, so time spent getting that knot perfectly aligned with my collar is more available time.  Time spent commuting or in airports is now more available time.

Enough with the math.  Here is my review:  I am giving myself an A on my intellectual engagement bucket – I am on 3 boards and chair 2 committee’s and I really enjoy that opportunity for intellectual engagement and my unbiased opinion is that I am good at it.  My development opportunity is to continue to carve out time for regular continuing education (which I also enjoy).  On the Giving Back/Volunteer bucket, I give myself a B.  The reason for the B is this – most of my volunteer work is emotionally draining (e.g. working with cancer patients, often within a day or two of their diagnosis).  This work is very satisfying for me, but I am literally “on call” for a lot of this work with very little structure to the day or week by it’s very nature.  Maybe I have to take myself “off call” for periods of time, not sure.  The third bucket is Family Care/Personal Care and I give myself a B+.  Most of this has gone well, but I would like to find a little better balance on the personal care side.  I work out 6 days a week (3 with a trainer at a pretty high level), so that is a good grade, but my nutrition is not what it should be .  Starting Monday, I am going on a customized nutrition plan.  It is always good to have an “opportunity for improvement” category in your performance review where you have already taken action on it at the time of your review.

On the basis of this review, I am going to give myself permission to eat a serving of dark chocolate/peanut butter today (it is in my nutrition plan), take a nap, and do some calculations to see what my merit pay increase should be.


A Boomer In Transition

2 thoughts on “Three Year Retirement Performance Review

  1. Dean, due to the ever challenging retirement marketplace I’m afraid all you can offer you is a rage of 1 to 3% merit increase given where you are in the compa range. You are vary valued by the retirement corporation but due to legal reserves, …well you know the drill.

    Thank you for your very valuable contributions.


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