E-029 · Worksheet 3

Progress tracker

Use this worksheet to note where things stand and choose a few useful signs that will help the club decide what to do next. It belongs to the club pack for Career Path Conversations.

Where this idea came from

Playbook entry: E-029 · Career Path Conversations
Theme: Theme 2: Engagement & Belonging · Subtheme 2: Mentoring & Pathways
Source material: Current playbook index title and category plus an internally authored detailed-guide draft

Keep it simple

Do not count activity just for the sake of it. Note where things stand now and collect only what will help the club decide whether to change the idea, continue it or stop.

What will we look for?

Simple progress check
What matters	What we will look for	Where we are now	What we hope to see	How we will check	Who
	After 90 days, review Career Path Conversations. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
	Requests matched, referred or closed with the participant informed, rather than left waiting or informally circulated.
	Matches accepted voluntarily by both people after conflicts and conversation limits are disclosed.
	Participants who report a clearer question, a verified option or a self-chosen next step after 30 days.
	Matching records removed on schedule, with no unconsented referral, recruitment use or commercial follow-up reported.

What did we decide?

Check-in notes
Date	What we noticed	What we changed	What happens next	Who led the discussion
Day 30
Day 60
Day 90

Back to the club pack

See all E-029 pages and worksheets