Quick! What did you have for dinner on Tuesday? What was your last Starbucks coffee order? What color bra are you wearing right now?
Even if you aced this quick quiz, chances are you can’t remember the key clients or projects you secured last year. Or the impact of that internal employee campaign you designed and launched. Or the amount of money you saved by reviewing your vendor list and contracts.
This is why documentation is vital. But there’s no need to reinvent the wheel. In business, email is life - and the easiest way to track your awesomeness (and challenges) all year long.
1. Create a new folder in Outlook. Name it whatever you want, but put “0_” in front of it so it appears at the top of your folders.
2. Create five new sub-folders:
3. Drag and drop emails in the appropriate folders, even if it’s an email from yourself to yourself that reads something like this:
Chatting with Mike Gibson this morning and he thanked me for working with his team to prep for the Fall Symposium presentation. He said they had excellent feedback from the audience and committee and were able to set up three key client meetings for next month.
Or something like this:
Missed the procurement deadline to register for the BGH proposal. I didn’t realize the deadline was central standard time. Had a debrief with Stacey this morning. She was not happy, but understood it was an accident. Lesson learned. Next time triple check time (local and submittal time) and/or set internal deadline to one day prior.
And that’s it! By the time your end of year recap comes around, you’ll have a much better picture of your performance throughout the year. And you’ll be able to create a concise summary document to present and use as part of your agenda.
Maisha Hagan is the owner and head coach at Beauty & the Boss - a professional development and career coaching service for women in male-dominated industries.