APPENDIX

 

The Questionnaire 

                    EXECUTIVES IN TRANSITION

 

     This questionnaire is designed to gather information on what may have been a stressful experience in your life--the separation, whether voluntary or involuntary, from a position of  executive responsibility.  At any point in this questionnaire, you are welcome to make the marginal note "Confidential" if you wish. If you want all of your responses to be held in confidence, just enter a check mark here:_______.

 

     Please bear in mind that these questions focus on your severance from a specific position of executive responsibility.  If that happened to you more than once, and if you care to comment on more than one instance, just duplicate the questionnaire and use a separate copy for each case.

 

1.   The company or organization you left--

          Name: _________________________________________________

         

          Address: ______________________________________________

 

2.   Your position there: _______________________________________

 

3.   How long had you held that position? _______________________

 

4.   How long had you been with that company? ___________________

 

5.   The year of separation: ____________________________________

 

6.   Your age at that time: _____________________________________

7.              Shortly before you left, say within a year or so, did you find yourself relating or reporting to a new boss or a realigned board?  

Yes ____; No ____.

         

8.   Sometimes restructuring and the offer of attractive severance benefits complicate an answer to this question, so let me put it this way:  If you resigned, but in your   heart of hearts did not really want to, your separation    would, for purposes of this study, be considered "involuntary severance."  With that in mind, was your   separation...


(a) voluntary ____, or (b) involuntary ____?

 

9.   If your release was involuntary, was it directed at you individually? Yes ____; No ____. Or, was it part of a wider-  spread layoff? Yes ____;  No ____.

 

10.  If you left involuntarily, did the release come as a surprise? Yes ____; No_____.  Did you have any "inklings?" Yes ____; No ____.

                          

 

11.  How much advance notice did you give/receive? ______________

 

12.  Did the company provide you with severance compensation?

     Yes ____; No ____.

 

13.  Over how long a period did the severance payments extend?

     ____________________________________________________________

 

14.         Did you view the severance compensation at that time to be   

(a)     adequate ___;  inadequate ___; more than adequate ___?        

(b)     If you care to, please give the dollar value of your severance package: $______________________________

(c) It would also be helpful to know the estimated                 dollar value of the benefits you lost: $_______________

     (d) What were the major benefits lost?

 

              

 

15.  What was your annual compensation in the job you left or lost?

          (a) cash (salary, bonus, etc., exclusive of stock             options and any severance package): $______________

          (b) value of additional benefits that year:$___________

                  

If you were married at the time of severance and subsequent transition, please reflect now on the extent to which you drew support from your spouse at that time.

 

 

16.  Your marital status at that time:  (a) married ____,

     (b) divorced ____, (c) separated ____, (d) single ____.

 

17.  If you were divorced, separated, or single, did you have           a close friend or companion in whom you could confide and       from whom you drew emotional support? Yes ____ No ____.

 


     Did you discuss the problem immediately with your spouse ___

      or close friend ____?  Yes ____; No ____.

 

19.  Was the response one of...

     (a) personal support?..........Yes ____; No ____.

     (b) criticism?.................Yes ____; No ____.

     (c) anxiety....................Yes ____; No ____.

     (d) understanding?.............Yes ____; No ____.

     (e) If other words would better describe the response,

         please list them here:

 

        

20.  Had your spouse "sensed" earlier on that a severance might be in the works, and said so to you?  Yes ____; No ____.

 

21.  Before your severance, did your spouse have paid                        employment?  Yes ____; No ____.  After the severance?

     Yes ____; No ____.

 

22.  Would you characterize your spouse as being, at that time, on a parallel growth path to your own, either through a career or other interests?  Yes. ____; No ____.

 

23.  After the severance, (a) did you separate from your spouse? Yes ____, No ____; (b) did you consider getting a

     divorce? Yes ____, No ____; (c) did you actually get a             divorce? Yes ____, No ____.

 

24.  Did the transition require sacrifices on the part of your          dependent child or children?  Yes ____, No ____.  If yes, would you please describe those sacrifices?

    

         

 

25.  How did he/she/they react?

         

    

    

 

26.  Please give their age(s) at that time:

    

 

27.  If the transition period required downward adjustments in your living style, which were the hardest to accept?

 

 

 

 

28.  It would be helpful to know the difference in age between you and your spouse (______ years) and how long you had been married at the time of the severance (______years).

 

29.  What "bits of wisdom" have served you well in preparing for working your way through this transition?

 

 

 

 

 

 

 

 

30.  What advice would you give to another couple in anticipation of either one of them experiencing involuntary severance from a mid-career executive position?

 

 

 

     (Feel free to write more if you wish on additional sheets.)  

                    

 

 

 

If you are identified in any way with organized religion, it would be of interest to know whether, at the time of your severance, you found any support in religious faith or religious practice.

 

 

31.  If you identified with a religious denomination at that time, please name it here: ________________________; if you did not identify with organized religion but had your own brand of "spirituality" in your life, please so indicate by making a check-mark here: ____.

    

32.  Before the severance, did you attend religious services?

          Yes ____, No ____.  If Yes, more often than once a

          week?  Yes ____, No ____.

 

33.  At the time of the severance, did you seek pastoral                counseling?  Yes ____, No____.

 

34.  Did you make a religious retreat?  Yes ____, No ___­.

 

35.  Did you pray privately?  Yes ____, No ____.

 

36.  Did you pray with your spouse?  Yes ____, No ____.

 

37.  Would you say your spouse was, prior to the severance, a religious person?  Yes ____, No ____. 

     Were you?  Yes ___; No___.

 

38.  Did you pray with a friend or friends? Yes ____, No ____.

 

39.  Did you read parts of the Bible?  Yes ____, No ____.

     If Yes, please list any parts or passages that may have proved particularly helpful to you at that time:

    

    

    

40.  Did you read other religious books?  Yes ____, No ____.

 

41.  Please list any books--religious or not--that you found to be helpful at that time:

    

    

    

    

    

42.  Did you receive any help at all through church-related support- or self-help groups?  Yes ____, No ____.  If Yes,

     you may want to mention the church and the group:

    

    

 

43.  Please outline here, in as many words as you choose to use, the relevance of religion to you when you experienced the severance and started looking for another job.

    

    

    

    

     

     (Feel free to write more and use additional sheets.)

 

 

                  

This section of the questionnaire deals with the length of time it took to reposition yourself and some of the factors that helped you.

 

 

44. Have you now found what you consider to be suitable                employment?  Yes ____; No ____. (If you are working, but consider the position to be unsuitable, please check here:__)

 

45. How long did it take you to find suitable                          reemployment?___________; (just check ___ if you are still

    looking).

 

46. Are you now in a new industry?  Yes ____; No ____.

 

47. Would you say that the severance opened up an entirely new         career for you?  Yes ____; No ____.

 

48. Is your present position as fulfilling ____, more fulfilling       _____, or less fulfilling ____, than the one you left?

   

49. Did any outside activities or interests you maintained             during your prior employment help you in making the transition?  Yes ____, No ____.  If Yes, could you describe the interest or activity?

 

 

50. What factors, persons, networks, or events proved most             helpful to you in making your transition?

   

   

51. Would you care to write a paragraph or two here on how

    you spent the time between jobs and what you learned from this experience?  (You may not think of it this way, but you do have a lot of wisdom to share!)

 

 

       (Feel free to write more and use additional sheets.)  

 

It would be helpful to have some current information on you at the conclusion of this inquiry.  Just check here ____, if you want all of it to be considered confidential.  You may, of course, write "Confidential" in the margin next to any item below that you want to be held in confidence.

 

 

52.  Name:____________________________________________________

 

53.  Present Position: _______________________________________

 

54.  Company: ________________________________________________

 

55.  Address: ________________________________________________

 

              ________________________________________________

 

56.  Phone:  (work)___________________;(home)_________________

 

57.  If you are now retired, give the year in which you

     retired: ______

 

58.  Your present age: ______

 

59.  Your religion: _____________________________

 

60.  Your marital status: (a) married ____, (b) divorced ____,

     (c) separated ____, (d) single _____.  If married, are you married to the same person who was your spouse at the time of the severance?  Yes ____, No ____.

 

61.  Would you be willing to participate in a phone- or face-to-face interview by way of follow up to any of the information or opinions you have given here?  Yes ____, No ____.  If   Yes, would you prefer a phone call during the day ____, or      evening ____, at work ____, or at home ____?

 

62.  Perhaps your spouse would like to add a page of personal reflections stimulated by this questionnaire; if so, they   would be most welcome.  Just attach those comments to these    pages. The experience touched you both, of course; each of    you has a lot of wisdom to share with others.  Communication of that wisdom is the purpose of the book I want to write!

    

Many, many thanks for your cooperation!  Any additional comments you may want to add will be most welcome.  Again, thank you!