PHASE 1 | Research Unit Performance Guide Tracking PHASE 2 | Leadership
STEP 1 STEP 2 STEP 3 STEP 4 STEP 1 STEP 2 STEP 3 STEP 4
Enter the # of Enter the # Enter # leads Enter the # of Meet with the Enter the date Confirm each Enter date
career surveys schools that generated at successful sales top level for the 2-hr registered planned for the
you will need agree to cultivation calls with top decision maker all-in-one leader/unit open house
to collect to facilitate the event (large level business of the business program committee youth
meet your Scantron/ group sales). leaders and/or or organization planning member has recruitment
membership online career Invite the top school admins. to identify 6-8 meeting with received night. Be sure
growth goal. interest survey level decision Then list those adults who will the people you instructions on the top level
GOAL x 20 = # OR share their makers of prospects in serve as the have identified. how to leaders are
surveys own career businesses the chart to unit complete Youth able to attend.
needed. Use interest data. from the right and move committee. Protection
this formula for Share letter of careers/ on to Phase 2. Training & all
a council-, support of the industries that other required
district- or unit- LFL Career were identified and
wide growth Interest Survey as students' supplemental
goal. from the US top interests in trainings.
Dept of Ed with the career
school admins. survey data.
Which DATE NAME
does this Comm-
prospect Type of NAME issioner/ of
currently unit to DATE Service Comm-
sponsor - be New Unit of New Team issioner/ DATE
Exploring Mbrship/ Mbrship/ District post or organ- Organizer Unit Organizer Member Service Team began Training
NUO NUO NUO
Committee Mrktng Team Mrktng Team Executive Participating Organization Prospects club? ized Assigned (NUO) Assigned Member Phase 2 Committee
1
PROGRESS TRACKING 5
YEAR END GOALS 9
Posts: Explorers: 10
Clubs: Explorers: 11
Total Units: Total Youth: 12
13
14
Report Date: 15
Posts: Explorers: 16
Clubs: Explorers: 17
Total Units: Total Youth: 18
19
20
Previous Report Date: 21
Posts: Explorers: 22
Clubs: Explorers: 23
Total Units: Total Youth: 24
25
PHASE 3 | Program PHASE 4 | Participation
STEP 1 STEP 2 STEP 3 STEP 4 STEP 1 STEP 2 STEP 3 STEP 4
Facilitate the 2- Confirm each Confirm all unit Invite the unit Promote the Review the Facilitate the Submit all
hr all-in-one unit committee committee to upcoming open house at open house open house. registration
program members is members have national, least seven (7) agenda with Record paperwork
planning prepared for completed regional and different ways. unit committee attendees with
meeting: his or her role Youth local Exploring Personal letters at least 1 week names and appropriate
develop a 3-6 in the open Protection events as well of invitation on before the contact signatures and
month unit house and in Training and all as upcoming business/ open house. information. fee payments
calendar, the first unit other required council events, organization Ensure that 1) Contact to the local
formally adopt meeting. adult leader meetings and letterhead hands on attendees who office for
basic bylaws, trainings. other delivered to activities will do not submit processing.
complete opportunities students from be offered, and completed
registration for career survey 2) those youth
paperwork involvement. results, social activities are applications.
(MOU, New media, phone the longest And remind
Post/ Club app, calls, websites, part of the them of the
and adult digital agenda. next/first unit
applications). marquees, etc. meeting.
Commish/ Training Commish/ Commish/
NUO NUO NUO NUO
Srvc Team Committee Srvc Team Srvc Team
How To Use This Tracking Chart
1st Consult with all key stake holders (see line 4 in the tracking chart spreadsheet) on their preferr
2nd Decide on one of the following methods:
PRINTED Bring a blank copy of this chart to each report meeting and fill it is as you go.
EXCEL Copy and paste the original sheet into several tabs. Date each tab for each re
GOOGLE Copy and paste the original sheet into a Google Sheet, share the hyperlink w
ONE document, and each user will see real-time data. See screenshot below.
Change the Googe Sheet setting to "edit" or "view only" for each person with
3rd Share updates and progress at every meeting!
2nd
3rd
adsheet) on their preferred method of use.
ng and fill it is as you go. Print on 11 x 17 paper.
Date each tab for each report meeting you have.
et, share the hyperlink with key stakeholder and committee members. This allows everyone to work from
a. See screenshot below.
nly" for each person with which the sheet is shared. https://docs.google.com/spreadsheets/u/0/
1st
3rd
one to work from
eets/u/0/
