Reframe. Rebuild. Reconnect.
A comprehensive, evidence-based methodology for designing your ideal retirement. Three psychological pillars delivered through our structured 5-step process.
The 3R™ Framework: Our Core Methodology
Three interconnected psychological pillars guide your transition from career to your next chapter.
Reframe who you are. Rebuild how you live. Reconnect with what matters.
R1 - Reframe™
Redefine your identity and expectations for life beyond your current role
Key Ideas
- ✓Acknowledge the emotional and identity shock of leaving a long career
- ✓Normalize feelings of uncertainty, loss, or fear
- ✓Move from 'retiring from' to 'transitioning to'
Tools & Activities
What You'll Achieve
A clearer, more positive narrative about who you are becoming and what this transition can mean.
R2 - Rebuild™
Design a concrete blueprint for purpose, routines, and wellbeing in your next chapter
Key Ideas
- ✓Translate values, strengths, and interests into day-to-day structure
- ✓Combine purpose, health, and lifestyle into a realistic plan
- ✓Focus on small, sustainable habits instead of grand abstract plans
Tools & Activities
What You'll Achieve
A first version of your transition blueprint: purpose directions, daily/weekly routines, and wellbeing anchors.
R3 - Reconnect™
Strengthen the social fabric and community that sustain long-term wellbeing
Key Ideas
- ✓Retirement often dissolves built-in social contact (colleagues, clients)
- ✓Social connection strongly predicts life satisfaction and health
- ✓Need to design intentional social circles and community roles
Tools & Activities
What You'll Achieve
A concrete social activation plan: who you'll stay connected with, what new communities you'll join, and how often you'll engage.
How The 3Rs Come to Life
Our structured 5-step delivery process brings the framework into action.
1. Pre-Assessment
Online questionnaire and diagnostic tools to understand your starting point.
- •Measures: identity/role attachment, purpose clarity, routine/structure, social connectedness, emotional readiness
- •Outputs: Individual baseline report and anonymized aggregated data
- •Personalizes the workshop experience and provides data for impact evaluation
2. Workshop Experience (Reframe • Rebuild • Reconnect)
2-3 facilitated sessions (online or in-person) covering each R.
- •Session 1 – Reframe™: Understanding emotional transition, identity work, narrative reframing
- •Session 2 – Rebuild™: Purpose, health and routine blueprint
- •Session 3 – Reconnect™: Social circles, community roles, and support systems
- •Workshops are practical, tool-based, not theoretical. You continuously fill and refine your Transition Blueprint.
3. Journey Success™ Check-In
Your guided checkpoint 2-4 weeks after workshops to make sure the transition really happens.
- •Small group or 1:1 guided session
- •Review progress on your Transition Blueprint
- •Remove obstacles and refine goals
- •Reinforce confidence and commitment
4. 30-Day Activation Plan
A structured behavior-change sprint that operationalizes the 3Rs.
- •Reframe™ → Identity actions: 3-4 micro-practices to reinforce new identity narrative
- •Rebuild™ → Routine & health actions: Daily/weekly rituals
- •Reconnect™ → Social actions: Reaching out to key people, joining groups, scheduling interaction
- •Track small wins and measure engagement
5. Alumni Community
Ongoing peer group, periodic meetups, and optional alumni mentoring.
- •Maintains social connection (Reconnect™)
- •Generates success stories and testimonials
- •Provides a community moat and retention mechanism
Our Guiding Principles
The design principles that make The Shift unique and effective.
1. Evidence-Based
Informed by research on identity, aging, meaning & retirement transitions. Non-financial focus: identity, purpose, health, relationships.
2. Simple but Not Simplistic
3R™ pillars; 5-step user flow. Easy for executives to grasp quickly, yet allows depth in content.
3. Dignifying Language
Never use 'seniors'; always 'experienced professionals', 'late-career leaders', 'transitioning leaders'.
4. Action-Oriented
Every workshop and tool leads to explicit actions in the 30-day plan.
5. Scalable for B2B
Sessions designed to fit corporate training calendars. Can be delivered as cohorts, hybrid, or fully online.
6. Moat-Friendly
Trademarkable framework (The Shift 3R™ + Journey Success™), proprietary tools & assessments, data on transition outcomes, and alumni community.
Ready to Bring The Shift to Your Organization?
Schedule a consultation to learn how the 3R™ Framework can support your employees through retirement transitions.
Schedule a Consultation