Project template for managers
Career opportunity presentation template with every task dated from the day you start
A recruiting evening in four weeks: the invite list, the room, the talk, the follow-up calls.
- 4 sections
- 15 tasks
- Opens as a list
- Dated from day 1
Opportunity presentation
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Four weeks out
- Book the room and the dateDay 1High
- Build the invite list: candidates, clients' friends, past attendeesDay 3
- Ask each advisor for two guestsDay 4
- Write the invitation and the registration linkDay 5
Invite waves
- First waveDay 8High
- Second waveDay 15High
- Third wave and personal callsDay 22High
- Reminder the day beforeDay 27
The evening
- Run sheet: welcome, the story, the numbers, two advisors speak, next stepsDay 21
- RehearseDay 25
- PresentationDay 28, 19:00Urgent
Follow up
- Call every attendeeDay 29Urgent
- Book coffee chats and interviewsDay 30
- Move each attendee on the Recruitment pipeline boardDay 30
- Count: invited, attended, coffees, interviewsDay 32
About this template
The presentation is one evening; the recruiting is the four weeks around it. This project holds the invite push (three waves), the logistics, the run sheet, and the follow-up calls that have to happen inside 48 hours.
Tips from the template
- Set the event date on the "Presentation" task and work backwards.
- Every advisor on the team brings two guests; assign those tasks.
- Call every attendee the next day; a message is not enough.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Career opportunity presentation and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
The agenda and the prep for a unit's monthly meeting: numbers, recognition, one training, the month ahead.
3 sections, 12 tasksThe unit's quarter reviewed with each advisor and rolled up for the director.
3 sections, 10 tasksA month of daily activity targets and twice-weekly check-ins for an advisor who has stalled.
4 sections, 11 tasks
Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.