Report Client Outcomes
Research Record Document Publish

Research

Research: This is an informative and knowledge gathering activity. A person can use this tool to conduct searching to gather information on any subject or topic at hand. Conducting research is essential when you do not have enough data, content, or information to complete a task, decide on an important issue, provide guidance, or for some other important reason.

Examples

  • Go to the library to peruse available literature, references, books, etc.
  • Conduct key word searches on popular search engines.
  • Access social media sites to gather information and content.

Tools

  • Articles
  • Books
  • Search Engines (Bing, Google, Yahoo, etc.)
  • Social media (YouTube, Facebook, Instagram, X (formerly Twitter), TikTok, etc.)

Record

Record: This is a content creation method. A person can use this tool to capture real-time data from peers, mentees, participants, and people who have knowledge, expertise, and experiences to share. Recording a live event, working session, interview, testimonial, or any other data, content, or information is essential to reporting on client outcomes.

Examples

  • Go to the library to peruse available literature, references, books, etc.
  • Conduct key word searches on popular search engines.
  • Access social media sites to gather information and content.

Tools

  • Mobile devices
  • Cameras
  • Voice recorders
  • Digital editing software

Document

Document: This is a content creation method. A person can use this tool to write a performance review, produce a progress report, create journal notes to provide feedback, draft an email, produce a final or summary report,

Examples

  • Synthesize data, information, or facts into a summary report to be shared with client.
  • Write notes during a coaching or work session in your journal or notebook.
  • Draft an email or letter to client, candidate, mentee, or someone important.

Tools

  • Journal
  • Notebook
  • Presentation (e.g., MS PowerPoint, Apple Keynote, Google Slides, etc.)
  • Spreadsheet (MS Excel, Apple Numbers, Google Sheets, etc.)
  • Word processor (e.g., MS Word, Google Docs, Pages, etc.)

Publish

Publish: This is a production method. A person can use this tool to produce a final version of the document or report generated in the Document sub step.

Examples

  • Create a PDF version of the document.
  • Create an online version of the document (e.g., web page, electronic copy online, etc.)
  • Create an audio, video with transcript text.

Tools

  • Digital editing software
  • PDF format generators (e.g., Adobe, Microsoft, etc.)
  • Voice recorders
  • Video recorders