Die 4-Schritte-Trichter-Strategie
Your compass for active “retirement” and social participation.
From a wealth of experience to a labor of love
Retirement today is no longer a retreat, but a new beginning. Many people feel the desire to continue to be an active part of society. But often they lack concrete ideas: „I have Time and Experience – but how can I start?“
Mit der 4-step funnel strategy we replace “hoping for a good idea” with a systematic process. We combine your decades of experience wealth of experience (Kopf) with your current interests (Herz).
The goal is a concrete action plan that takes your health and time constraints into account and enables you to become effective again.
The worksheet
Download the accompanying material here. It is necessary to prepare for the AI chat.
↓ Worksheet 1.2 download (PDF)This is how the process works
Schritt 1: The Inventory (Divergent Thinking)
Turn off your inner censor—quantity over quality here. Write down everything that comes to mind. Fill in two sections of the worksheet:
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A) The Passion Compass (Herz):
Ask yourself: What topics do your friends or family constantly ask you for advice on? What do you enjoy doing on a free Sunday just for fun? -
B) The career scan (wealth of experience):
Ask yourself: For which problems were you the go-to person at work? What knowledge that you have painstakingly acquired is now worth its weight in gold?
Step 2: Distillation (Selection)
Go through the lists from step 1 again and rigorously cross things off to sharpen your focus.
Identify the points with the strongest emotional resonance (heart) and those you are most proud of (head). The Target: Select your Top 3 heart topics and yourTop 3 key competencies and transfer them to the worksheet.
Step 3: The combination matrix (This is where the Gem comes in handy!)
Now we look for suitable connections using the “mix & match” method. This is often the most difficult part. – and this is exactly where my AI assistant can help you.
Your Task: Start the gem and give it your Top 3 heart topics and Top 3 key competencies.
The AI automatically creates the combination matrix and generates concrete project ideas for you (e.g. Passion for travel + expertise in planning = travel planning for seniors. ).
Step 4: The Reality Check
Select the two most interesting ideas from the AI’s suggestions. Now subject them to the “3-question test” on your worksheet to test their feasibility:
- Resource check: Do I have the budget for this?
- Body check: Is the project compatible with my current health and energy levels?
- Time check: Am I prepared to commit my time to this project?
The idea that passes all the checks and feels “most right” is your new project!