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

  1. 1Open Tasks and choose Templates.
  2. 2Find Career opportunity presentation and open it. You see every section and task before anything is added.
  3. 3Pick the day you start, or the day it has to be done by. Every date moves with it.
  4. 4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

Questions

Run it with the dates filled in.

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