In the toolkit is something I created to help track five weeks of progress (two prior weeks, current week, and two upcoming weeks). I liked to look at it like this for a couple reasons:
· Balance of the individuals I was meeting
· Plan for the upcoming two weeks
· Keep track of follow-up items
· Identify possible introductions I could make
I built this in Excel – so I simply just added columns so I could easily look backwards. The ability to go backwards was important for planning my follow-up activities.
I know this seems like too much detail, but if you go back to “Expectation #1 – Get ready to meet loads of people” – within just a few weeks you could easily have 60+ meetings. Finding a method to keep track of who you have met and those for you need to prepare is important.
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