Career Training for Beginners: Work Inventory Board | Review roles in pairs, choose what to grow

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Career Training for Beginners: Work Inventory Board | Review roles in pairs, choose what to grow

Use this career training template for beginners in a half-day session where teammates review past work and choose what to grow in the company over 3 years. It has 4 boards, a timeline from joining to today, a work inventory by period with a strength note from your pair, a Will / Can / Must page to pick strengths, and 3-year actions with a six-month review. The task board has 5 columns, from Prep before training to Reviewed, with 4 parent tasks for the 4 boards and 3 subtasks each. For each period, write what you handled, what you learned to do, and what people asked of you, then your pair adds strengths you overlook. HR or a senior colleague from another department facilitates; everyone writes on their own board and talks in pairs. Direct managers do not join, and the pair promise is no judging and no use in evaluations. You can write with members of a limited-visibility team. As it holds personal history, keep it limited-visibility and never publish it by URL or embed it.

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① Aim of training and pair promise (s... ③ Turning points and mindset gained (... ④ Work inventory table (fill in by pe... ⑤ From your pair: strengths ⑥ From your pair: what helped ⑦ From your pair: want to see more ⑨ Where to place strengths (move the ... Useful in the company x Weak wish to ... Useful in the company x Want to grow Rarely useful in the company x Weak w... Rarely useful in the company x Want t... ⑩ Strengths to grow (choose 1-2 from ... ⑪ Action table for the next 3 years (... ⑫ What to tell your manager at the ne... ⑬ Review every six months Career Training W... How to use (4 boa... Strengths and goals Promises and deci... Concerns and limits Lessons and insights 1/4 Sketch your path ... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Take stock of you... ↙ 3/4 Aim for todaye.g. Look back on my work and choose 1 or 2 strengths to grow over the next 3 years Pair promiseNo judging, no use in evaluationse.g. What we hear stays out of conversations outside training Me and my pairName: ____ / Pair: ____Period to review: joining to today ② Timeline (split... Start e.g. April 2016, joined and assigned to sales admin Phase 1 e.g. 2016-2018, order processing and invoicing Phase 2 e.g. 2019-2020, in charge of the sales system switch Phase 3 e.g. 2021-2022, mentor to 2 junior colleagues Phase 4 e.g. 2023 to now, contact for a major client Goal e.g. Who I want to be in 3 years (add after choosing strengths on board 3) Turning point Mindset gained Where it still helps Phase 1 e.g. Apologized to a client for an invoice error e.g. Check numbers twice before sending e.g. Checking before sending a quote Phase 2 e.g. Asked to run the briefing on the new system e.g. Explain from the view of someone who does not know e.g. Writing step-by-step guides for the team Phase 3 e.g. A junior colleague almost quit within a month e.g. Ask early when something is wrong e.g. Weekly one-to-one with the junior colleague Phase 4 e.g. A major client asked for me by name e.g. Think about their plans beyond this order e.g. Proposing earlier delivery dates Work you handled Work you learned ... What people asked... Want to keep doin... Start (just after... e.g. Answering phones and entering slips e.g. Learned client names and products e.g. Nothing in particular (that is fine) e.g. Low Phase 1 e.g. Order processing and invoicing e.g. Closing month-end invoices alone e.g. Checking invoice amounts e.g. Mid Phase 2 e.g. Switching the sales system e.g. Writing guides and explaining them e.g. Contact for operating questions e.g. High Phase 3 e.g. Mentoring 2 junior colleagues e.g. Splitting up and delegating work e.g. Go-to person for new hires e.g. High Phase 4 e.g. Contact for a major client e.g. Adjusting deadlines and proposing them e.g. Planning difficult orders e.g. Mid e.g. Explains clearly and is easy to ask e.g. Spots errors in numbers right away Written by the pair who read your table ④ Keep it short, in the form "good at ..." e.g. The new system guide helped me many times e.g. Took over invoicing in a busy month-end Write when and how it helped If you never worked together, write what helped in today's talk e.g. Spread guide writing beyond our department e.g. Would like to hear more of your views in meetings Write hopes, not orders or fixes The person written about may only ask questions 3/4 Pick strengths to... → 4/4 4/4 Plan your next 3 ... ⑧ Find your axis ... WillWhat you want to do e.g. Get more involved in building company systems e.g. Keep developing junior colleagues Write in the form "I want to ..." CanWhat you can do e.g. Write guides and explain them clearly e.g. Spot errors in numbers early Pick from table ④ and note ⑤ MustWhat you must do e.g. The department will adopt a new order system e.g. Train a successor for the major client contact Write what your department or company expects 縦軸: Use inside th... e.g. Checking invoices. Keep doing it now and think about teaching and handing it to others. e.g. Writing guides and explaining them. Choose 1 or 2 strengths to grow from here. e.g. The old way of entering slips. Skip it this time and keep only a record. e.g. Teaching outside the company. Ask the facilitator or HR where it could be used. Strengths to growe.g. Writing guides and explaining them clearly to people who do not know Why I chose theme.g. Most asked about in ④, and my pair named it a strength in ⑤. It also helps with the new system (Must in ⑧) What With whom By when First step Action 1 e.g. Write a guide for the new order system e.g. The IT department contact e.g. End of year 1 e.g. Next week, ask the contact about the rollout plan Action 2 e.g. Hold a how-to session for the department e.g. Two junior colleagues in my team e.g. First half of year 2 e.g. Collect the questions the session will cover Action 3 e.g. Spread guide writing to other departments e.g. The HR contact e.g. End of year 2 e.g. Ask HR about the training schedule Action 4 e.g. Hand over the client contact role to a junior colleague e.g. One junior colleague e.g. End of year 3 e.g. Bring them to the next client meeting What I want to telle.g. I want to grow my guide writing and explaining, and take part in rolling out the new system Concerns to discusse.g. I want to discuss workload so I can balance it with the client contact role Tell or not (your choice)Tell / Not this timeDate of next 1on1: ____ Set review datesEvery six months from the traininge.g. First Friday of April and October. Put them in your calendar. Look at the tableCheck the 4 rows of ⑪ one by oneAdd sticky notes for what is done and what is stuck.e.g. Action 1 stopped at a draft of the guide. Action 2 is stuck Rewrite itFit ⑩ and ⑪ to where you are nowYou can change strengths and deadlines. Leave a note on why.e.g. The rollout slipped six months, so move Action 1 to the first half of year 2 → 2/4 Take stock of you... ↙ 3/4 Pick strengths to... → 4/4 Plan your next 3 ...
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Task board contents

Prep before training 16 items

Sketch your path
Take stock of work
Pick your strengths
Plan next 3 years
Check aim and rules
Mark 4 career phases
Note turning points
List duties by phase
Add requests to you
Write pair's note
Write Will/Can/Must
Place in 4 spots
Choose 1-2 strengths
Build action table
Decide on the 1on1
Review twice a year

Writing in training 0 items

Checking with pair 0 items

Taking action 0 items

Reviewed 0 items

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