JOB LEAD TRACKER By Cindy Moskalyk Anyone in career transition can appreciate the need for a simple, yet comprehensive tool to help organize the many tasks associated with a job search. Given follow-up on the status of any job application or networking lead is critical to a successful job search, automated colour coding on the status of key items has been added to this document to allow for quick identification of any incomplete tasks. Also, since recruiters expect you to remember who they are, which job you applied for, when you applied, and deta ils of past conversations, you need the ability to find this information quickly so filters have been embedded in this tool for you. This document was prepared to assist Job Seekers: - Summarize networking leads and key contacts contacts along with their interactions - Provide easy access to all relevant job application information - Document the status of a job application from the initial submission submission to final outcome including completed tasks as well as itemizing next steps with target dates - Capture information on the hiring managers and/or recruiters for each job application, where available
How to complete the document? BEFORE YOU BEGIN: Remember to clear the sample data (blue font) by deleting the top rows on each sheet. Step 1 : Fill in the "Contact Leads" tab. ~ This tab allow you to record all pertinent information obtained for each networking lead or key contact relevant to your job search. Record contact details, current actions along with your next steps. Save time by using bullet points instead of full sentences to highlight key words you want to remember. Step 2 : Fill in the "Job Applications " tab. ~ This is the main tab for your job search which summarizes background on the job application, status updates, along with information information on the hiring manager. Record job application details, and update status of a ctions taken along with next steps. Where hiring manager and/or recruiter information is available, capture contact details along with any interactions. Save time by using bullet points instead of full sentences to highlight key words you want to remember. Step 3 : Update fields on tabs, where applicable, to keep information current.
How to use the document? Access: ~ Keep this document open in the event you receive a call from a recruiter or hiring manager. ~ Prior to an interview, review details of the job application in the event you are questioned about the background on your job search for a particular company. criteria. You can filter by "Status", "Company Name", "Job Title Applied", Applied", or by any of the other column of data for Filters: Use column filters to limit rows displayed to any selected search criteria. quick access to information. represent the status of an item based on the content of a cell. You do not need to adjust the fill colour of Colour Certain fields in this document have been formatted to change colour to represent conditional formatting. There are 3 fill colours used in this document to indicate: Coding: these fields since they have already been set using conditional Delayed or unsuccessful items Open (in progress) or pending items Closed or completed items NOTE: This file is free of charge and cannot be sold
Job Applications # Open Applications
#
Company Name/ Website Link
0
Status
APPLICATION INFORMATION Job Title Applied
Job Source
Job Field / Department
(if applicable)
Ex.
Company A
Open
Ex.
Company B
Closed Department Manager
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Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Project Manager
NEXT STEPS / FINAL OUTCOME
HIRING MANAGER/RECRUITER INFORMATION Job Req ID/ Link
Job Address
Job City
People Mgr?
Job Level
% Travel Required
Date Applied
Posting End Comments Date
Hiring Role
Name (Position)
Date Last Contacted
Actions Taken
Interview Held?
(if available)
12 34 56
LinkedIn
Technology
78 9 - 11
Referral
Marketing
123 Any Street
Interview Date
Referred By
To Do Actions / Final Result
Target Due Date
Date Closed
(if applicable)
City City
No
3
1 - 2 5%
11/Sep/13
Ye s
0%
15/Sep/13
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30/Sep/13
PMP designation required
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Hiring Betty White (HR Manager) Mana er Recruiter Jon Smith (Consulting Manager) HR Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t: Selec t:
15/Sep/13
SEP11: Sent LinkedIn email regarding posting SEP15:: In- erson interv SEP15 interview iew held
30/Sep/13 SEP19: Sent L inkedIn email regarding posting
Yes No Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
15/Se 15 /Sep/1 p/13 3 Jac Jack k Sprat Spratt t
Send thank you note after interview Emailed me back to inform me that my application has not been selected.
16/Sep/13 30/Sep/13
#
Company Name/ Website Link
Status
Job Title Applied
Job Req ID/ Link (if applicable)
12 7 12 8 12 9 13 0 13 1 13 2 13 3 13 4 13 5 13 6 13 7 13 8 13 9 14 0 14 1 14 2 14 3 14 4 14 5 14 6 14 7 14 8 14 9 15 0
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Job Source
Job Field / Department
Job Address
Job City
People Mgr?
Job Level
% Travel Required
Date Applied
Posting End Comments Date
Hiring Role
Name (Position)
Date Last Contacted
Actions Taken
Interview Held?
(if available)
Interview Date
Referred By (if applicable)
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Page 3 of 5
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
To Do Actions / Final Result
Target Due Date
Date Closed
Contact Leads # Open Leads
0 CONTACT DETAILS
#
Company Name/ Website Link
Status
Name
NEXT STEPS / FINAL OUTCOME
ACTION HISTORY Title
Phone #
Email Address
Address
City
Province/ Postal Code/ Comments State Zip Code
Job Req ID/ Link
st
1 Contact Date
Date Last Contacted
Actions Taken
Interview Held?
(if applicable)
Ex.
Company A
Open
Ex.
Company B
Closed Jane Doe
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John Smith
HR Director
999-999-9999
[email protected]
123 Any Street
City
Manager
999-999-9999
[email protected]
123 Any Street
City
New to company, interes ted in my profile
Page 4 of 5
1 23456
Interview Date
LinkedIn Connect
(if applicable)
11//Se 11 Sep/ p/13 13
11//Se 11 Sep/ p/13 13
SEP11: Sent email introduction, LinkedIn request
No
15//Se 15 Sep/ p/13 13
22//Se 22 Sep/ p/13 13
SEP15: Sent email introduction, LinkedIn request SEP22: Phone interview, thank you email
Yes Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Referred By
Waiting Jack Spratt Response 22/Sep/13
To Do Actions / Final Result
Target Due Date
Date Closed
(if applicable)
Yes Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Follow-up call to set up interview
Referred me to Jane Smith
15/Sep/13
22/Sep/13
#
Company Name/ Website Link
Status
Name
Title
Phone #
Email Address
Address
C i ty
Province/ Postal Code/ Comments State Zip Code
Job Req ID/ Link
st
1 Contact Date
Date Last Contacted
Actions Taken
Interview Held?
(if applicable)
11 8 11 9 12 0 12 1 12 2 12 3 12 4 12 5 12 6 12 7 12 8 12 9 13 0 13 1 13 2 13 3 13 4 13 5 13 6 13 7 13 8 13 9 14 0 14 1 14 2 14 3 14 4 14 5 14 6 14 7 14 8 14 9 15 0
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Page 5 of 5
Interview Date
LinkedIn Connect
(if applicable)
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
Referred By (if applicable)
Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select: Select:
To Do Actions / Final Result
Target Due Date
Date Closed