Screen
Screen: This is an interview engagement method. A person can use this tool to identify a person’s needs, assess skills, or gather information to inform decision making. Interviewing is a method used to help you get to know another person and understand who they are and what they want to achieve in life.
Examples
- An open discussion with one or more people to get to know them.
- An informal meeting to review options that may be available to accomplish a specific task.
- A formal interview with a candidate to be selected for a job, membership, or some other important role or event.
Tools
- Interview Template
- Questionnaire
- Survey
- Resumé
- Portfolio
Plan
Plan: This is a method used to create a list of task actions a person must accomplish to achieve his or her goals and objectives. A person can use this tool to coordinate, match, and manage progress toward attaining the goals defined in the plan. Planning involves taking time to strategically outline a set of actions that a person should take to be successful.
Examples
- Meet to draft personal and professional goals and objectives.
- Use one or more planning tools to chart your personal life journey or career path.
Tools
- SMART Goals
- PDP Template
- SELF Plan Template
Recruit
Recruit: This is an active engagement method used to solicit participation in an activity. Recruiting requires a participatory attitude and a willingness to socialize with others.
Examples
- Broaching a conversation with another person you don’t know.
- Inviting friends, family, colleagues, peers, a person you don’t know to attend an event or participate in an activity.
- Solicit prospective candidates for a job, enroll in training, sell something, or to do something.
Tools
- Brochures
- Digital editing software
- Flyers
- Handouts
- Pamphlets
- Word of Mouth
Schedule
Schedule: This is a coordination and time management method. A person can use this tool to coordinate activities, schedule appointments, and openly initiate informal and formal communication.
Examples
- Contact a friend, peer, mentee, or person to discuss an immediate concern, make a request, or solicit input.
- Coordinate various activities for one or more people to participate, attend, or complete an important action.
- Schedule an appointment to engage in a working session or some other activity with a peer or mentee.
Tools
- Appointment Schedulers (Amelia, MS Outlook, etc.)
- Calendars (iCal, Google, etc.)
- Mobile Devices
