Class 3: Implementing the Use of Your Professional Portfolio
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1 3-part Online Course Presented by Julie Perrine, CAP-OM, MBTI Certified Founder and CEO, All Things Admin Each call will be recorded and made accessible within approximately 24 hours following each class so you can download and listen to them again later at your convenience. Each class will include a plan of action for you to follow so you can quickly work through the materials to assemble your professional portfolio. All materials included in this course are copy written by Julie Perrine International, LLC. All handouts, templates, and binder contents provided as part of this course are for your individual use only. No part of this program or course may be copied, reproduced, or distributed in any manner. You do not have resale rights to this program or its contents. You do have the limited right to adapt the files included in this program for your personal use as you create your personalized version of your professional portfolio using this material. 5 Simple Steps to Creating a Powerful Professional Portfolio 1. Assemble the right tools for the job. 2. Review your work history and experience to identify what you want to showcase. 3. Pick the top 5 items from your list and insert them into your portfolio binder (repeat). 4. Bring your portfolio up to P.A.R. 5. Use your portfolio for career development and advancement.
2 Recap of Class 2 and your Plan of Action: Step 2: Review Your Work History and Experience to Identify What You Want To Showcase (Use the BONUS List provided in the class 1 handout to keep you brainstorming this week.) Step 3: Pick Your NEXT 5 Items from Your Brainstorming List that you can include IMMEDIATELY or start assembling THIS WEEK! Start assembling those 5 items one by one! Item Date Completed Step 4: Bring Your Portfolio Up To P.A.R. o Review each item you have assembled so far and see if it requires any additional explanation or if it feels self-explanatory. o Focus primarily on bringing work samples up to P.A.R. first. o Then look at other components you ve assembled so far such as awards, training, professional association memberships, etc. that may need a little more explanation. EXTRA CREDIT! When you have the next 5 items assembled, PICK 5 MORE items and begin assembling them! 2012 Julie Perrine International, LLC Page 2
3 STEP 5: Use Your Portfolio for Career Development and Advancement Let s review WHY we created this powerful tool in the first place: 1. Career Planning Self-Evaluation Tool Goal Tracking Tool Career Bests Tracker Permanent Record of Your Accomplishments 2. Performance Reviews Visual Proof of What You ve Learned, Accomplished, and Contributed Negotiate Promotions and/or Raises 3. Job Interviews Demonstrate Prior Experience, Skills, etc (may also use for Educational Credit) 2012 Julie Perrine International, LLC Page 3
4 Career Planning The MASTER Portfolio Concept: One large binder (or binders) with EVERYTHING you ve collected as part of your professional experience, education, proof of skills, etc. This is your master library of materials that you use to customize a smaller binder of actual work samples and other appropriate materials for each specific time you utilize your professional portfolio. When you first get started, your master portfolio and the version you show to others may be the same. But over time, you ll move to creating a customized binder to show samples of your work specific for each purpose. NEVER leave your original copy with ANYONE. Always make a COPY to share with others so your MASTER/ORIGINAL documents don t get lost or misplaced. NOTE: You should do the same thing with your resume! Have a MASTER version with EVERYTHING in it and create a custom version for EACH specific job you search for utilizing key words specific to the job description, etc. Self-Evaluation Tool Refer to the FREE Report at : From Reactive to Proactive: Creating Your Strategic Administrative Career Plan Goal Tracking Tool Refer to the BONUS TEMPLATE: Strategic Administrative Career Planning 2012 Julie Perrine International, LLC Page 4
5 Career Bests Tracker Permanent Record of Your Accomplishments Performance Reviews Visual Proof of What You ve Learned, Accomplished, and Contributed Negotiate Promotions and/or Raises PREPARING for Your Review: WHO to present it to: WHEN to present it: HOW to introduce it: WHAT to expect: Assessing the Results: What worked well? What didn t work well? What will I do different/better next time? 2012 Julie Perrine International, LLC Page 5
6 Job Interviews Demonstrate Prior Experience, Skills, etc (may also use for Educational Credit) Preparing for the Interview: What examples demonstrate proof of performance for this opportunity? Who specifically will I be meeting with? Would a portfolio be valuable for each person? What interview questions might I be asked and how could I incorporate the portfolio into the responses? How can I customize the portfolio for each person I am preparing one for? Who can proof the portfolio for me once I assemble it? Am I prepared to leave the portfolio behind or make arrangements for pickup/return? 2012 Julie Perrine International, LLC Page 6
7 PREPARING for the Interview: WHO to present it to: WHEN to present it: HOW to introduce it: WHAT to expect: Assessing the Results: What worked well? What didn t work well? What will I do different/better next time? 2012 Julie Perrine International, LLC Page 7
8 Self-Employment / Prospective Client Use PREPARING for the Client Meeting: WHO to present it to: WHEN to present it: HOW to introduce it: WHAT to expect: Assessing the Results: What worked well? What didn t work well? What will I do different/better next time? What I would do DIFFERENTLY now had I realized I d be using my work samples for securing potential clients as a self-employed entrepreneur later in my career: 1. Create a HANGING FILE or EXPANDING FILE of work samples for each PROJECT I worked on. 2. Write notes about completed projects immediately so I could recall later my specific involvement, contributions, obstacles we overcame and how, etc. 3. Capture MULTIPLE copies of original work samples (if possible). 4. Purchase extra copies of newspapers that run a story about you or a project you were working on Julie Perrine International, LLC Page 8
9 Helping Your Executive Develop Their Professional Portfolio LinkedIn profiles Other social media profiles Work samples Professional accomplishments Any newspaper articles, magazine articles, television interview clips Awards or honors received Community or public outreach involvement Leadership positions Boards they serve on 2012 Julie Perrine International, LLC Page 9
10 Portfolio Follow Up Remind contact points of portfolio in follow up Follow through on any return expectations ALWAYS conduct a personal debrief when you use your portfolio: What worked well with portfolio? What could have worked better? What will I do different/better next time? Keeping Your Professional Portfolio Updated Review quarterly after assembled Budget your time so as to not get overwhelmed as an interview deadline approaches Create a file to drop items into regularly as you complete them so you don t forget to add them later Make your portfolio a continuous improvement process You may want to experiment with new styles and approaches A Few Simple Reminders Keep it professional and error free Make sure it reflects your actual skills and is occupationally focused Make sure it can stand alone without explanation and supports info presented in the resume Keep it clean, simple, and legible throughout Keep in mind your portfolio may open new opportunities for you Board positions Freelance work 2012 Julie Perrine International, LLC Page 10
11 E-portfolio Development What is an e-portfolio? A collection of work samples, proof of training/education, and things that relate to your professional experience and background in a dynamic web-based format which may include visual graphics, downloadable files, audio and video components. The primary difference between a print version of your professional portfolio and an electronic portfolio is the electronic portfolio is created on an Internet-based technology or website so you can easily share it with others. Formats may include: Samples of your work saved electronically to a CD or flash drive Samples of your work posted online via a website or blog LinkedIn.com has elements of an electronic or online portfolio Why would you want to do this? 1. Differentiate yourself in the marketplace! 2. More and more HR recruiters and hiring companies are looking for candidates online FIRST. 3. You can add basic website development skills to your resume and portfolio! Here is a SAMPLE e-portfolio concept you can take a peek at: Julie Perrine International, LLC Page 11
12 Resources to help you get started creating your e-portfolio: FREE BONUS offered with this course: Getting Started On LinkedIn Audio Course & Workbook ($47 value) which highlights not only how to get started on LinkedIn but how to use LinkedIn as an online electronic portfolio for your career development as well All Things Admin: A Point of Career Distinction: Creating Your Electronic Professional Portfolio (96 page step-by-step e-book on how to get your e-portfolio setup on your own free blog-based website. Available at NEW COURSE from All Things Admin! Coming FALL 2012 If you re interested in learning how to take your print portfolio and convert it into an e-portfolio that knocks a potential employers socks off before they ever call you for an interview Click this link and let us know you re interested: Once a date has been set and the details are ready, you ll be the first to know! Connect with Julie Perrine online: Visit the All Things Admin Blog at Like All Things Admin! Follow me! Connect with me! Julie Perrine International, LLC Page 12
13 Week 4 Plan of Action Step 2: Review Your Work History and Experience to Identify What You Want To Showcase (Use the BONUS List provided in the class 1 handout to keep you brainstorming this week.) Step 3: Pick Your NEXT 5 Items from Your Brainstorming List that you can include IMMEDIATELY or start assembling THIS WEEK! Start assembling those 5 items one by one! Item Date Completed Report the successful completion of my Week 4 Plan of Action to All Things Admin! Step 4: Bring Your Portfolio Up To P.A.R. o Review each item you have assembled so far and see if it requires any additional explanation or if it feels self-explanatory. o Focus primarily on bringing work samples up to P.A.R. first. o Then look at other components you ve assembled so far such as awards, training, professional association memberships, etc. that may need a little more explanation. Step 5: Start Using Your Professional Portfolio for Career Development and Advancement 2012 Julie Perrine International, LLC Page 13
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