E-035 · 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 Professional Advice Clinics.

Where this idea came from

Playbook entry: E-035 · Professional Advice Clinics
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 Professional Advice Clinics. Look for suitable matches, regular check-ins and progress against goals chosen by the participating member.
	Provider checks completed from the relevant current official register and evidence source both before engagement and immediately before delivery.
	Questions kept within the approved general-information scope, with personal matters redirected rather than answered in the room.
	Zero sales contacts, client leads, product promotions, endorsements or participant details transferred through the club.
	Complaints, incidents, boundary interventions and privacy concerns reviewed and closed by the authorised governance body.

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-035 pages and worksheets