A Guide to our Meeting Notebook [CPG&M]

Goals Planner 2016 __(1)

Find our notebook on Kickstarter

The second half of the notebook is made up of a meeting notebook (similar to our original meetings notebook) and includes:

Meeting Schedule


You should try and have a number of meetings about your career throughout the year. The Meeting Schedule allows you to write in your proposed meetings and plan your formal and informal meetings.

Meeting Notes


For each meeting in your schedule there are a set of meeting pages including meeting preparation and agenda pages, meeting notes pages and meeting follow-up pages (there is room for 5 meetings excluding your formal review/appraisal meeting).


You can use these as little or as much as you need and how you can use these pages will be up to you.

Formal appraisal / Review 


This section is a bit chunkier and includes a few extra pages, but follows the same style as the regular meeting pages.

  • Appraisal Preparation – Appraisal Timetable and Notes on the Appraisal Process – to help you get your head around of what your company requires of you – and a reminder of targets.
  • Review of Goals & Objectives – At the beginning of the year you should have set goals with your boss and you will now want see where you have got to. 
  • Review of Personal Goals – The apprisal time is also a great time to review your own personal career progression goals.
  • Self Review – This is a notes section for some freehand writing for your own self-review.
  • Feedback and Accomplishments – part of your review should be about what you have done well! This notebook allows you to list feedback you have received and achievements (you may even want to keep this update throughout the year).
  • Meeting Preparation Notes
  • Areas for development / ideas for future development – you should always have thought about this before going into your meeting – as this is your opportunity to acknowledge where you need help and ask for it!
  • Agenda/Things I want to talk about
  • Notes
  • Action Points and Follow up.
  • Feedback Notes & Objectives – In addition to the regular notes and follow-up pages there are extra pages for Feedback notes to allow you to specifically think about the feedback you received in your meeting both generally and in relation to your set objectives.
  • Goals for next year – and we round off this section with goals for next year.

Support our latest campaign and get a notebook of your own on Kickstarter

The notebook is available in A5, US trade or download and  print your own for your planner.


A guide to our Goals Planner [CPG&M]

Goals Planner 2016 __(1)

Find our notebook on Kickstarter

The key difference between this notebook and our regular goals planner is that it is not a pocket notebook. This notebook is designed to be your career progression companion for the year with a focus on goals & objective planning with a view to helping you to take control of your own career and keep focused throughout the year (not just during appraisal season).

This is why we are taking about goals first (with the meetings and appraisals) to come later.

As with our pocket goals planner we kick off with the biggies. Your mission statement and your goals for the year.

Goals Planner 2016 __(1)

We have also included an  extra “My Career Pathway” for you to draw out your career path of your dreams (just don’t expect it to always go in a straight line), a Monthly Planner (with notes) and pages for you to review and understand your companies competencies and objectives that you may need to take into consideration if you are looking for a promotion.

The Goals Planner Section then takes on a similar format to the pocket planner with objectives, steps/to do list and a progress tracker but with the added notes pages for more freehand analysis of each individual goal.

Finally the section linking your goals with your career progression and appraisals includes added reviews in addition to the tracker, including monthly achievements and feedback and a training record.

Support our latest campaign and get a notebook of your own on Kickstarter

The notebook is available in A5, US trade or download and  print your own for your planner.

#Filofax Friday: The Coffee Meeting

FF (inserts)

As part of our #filofaxfriday series, we are reissuing our “Coffee Dates” Insert for the A5 filofax which forms part of our Career Development Series.coffee date

Sometimes is can be hard to even get a coffee meeting in the diary (and the coffee meeting is just the start). This insert helps you schedule your coffee meetings – and a coffee meetings notebook will help you consistently follow-up and continue to attend meetings. After all the people who you keep in contact with are usually the people who you end up doing business with.

While you may want to use the Meeting Notebook for this purpose… it is not what it is designed for (we have a much better solution on the way for that and we are going to give you a couple of tasters in our £5 PDF bundle on our current Kickstarter if you are interested in a preview.)

Insert Downloads & Printables will only be available with a Prompts for Filofaxers Subscription. You can get yours for FREE by becoming a mailing list subscriber – don’t miss out – subscribe now.

The Career Development Meetings Notebook

KickstarterbannerA lot of our readers use our Career Development Notebooks, however, I often get asked how to prepare for 1:1 Meetings and Appraisals. The Career Development Notebook is great for setting goals and tracking progress but some readers are still struggling with including their goals in their meetings with their boss as usually their boss controls the agenda.

If your boss is anything like mine – they are likely to be very busy so it is important for BOTH of you that you prepare for the meeting properly so that you have a much more effective meeting.

Enter the Career Development Meetings Notebook.

I have designed the Career Development Meetings Notebook to sit within my Meeting Notebooks Collection (currently available on Kickstarter) and it will work with the existing Career Development Notebook.

The Career Development Meetings Notebook includes:

  1. Corporate and Business Goals Pages.
  2. Career Pathways and Notes Pages.
  3. Personal Goals Pages and Progress Tracker.
  4. Project Pages.
  5. General Feedback and Achievements
  6. Meeting Preparation.
  7. Catch Up Meetings – Agenda, Meeting Notes and Action Points
  8. Future Plans and Next Steps.
  9. Appraisal Preparation.
  10. Appraisal – Agenda, Meeting Notes and Action Points
  11. Feedback and Next Steps.
  12. Future Planning / Promotion Prospects.

Our Meeting Notebooks Collection is now 25% funded. Thank you for your support do far and please continue to share and tweet our project on Kickstarter.

Now Available: 2015 Edition of Career Development Notebook


Planning for a Year of Achievement in 2015?

We hope you are progressing with the #finishtheunfinished challenge and ticking things off your to do list? But what about next year? To be successful at any change, you need to really want it. Unless you take time to consider what it is you really want you will not come up with any meaningful goals to achieve (and you are likely to lose motivation along the way).

If you are considering make Career Development one of your BIG goals for next year – you need to grab a copy of the new  Career Development Goals Notebook for 2015.

J is for… Job Applications


Last Challenge I included a J is for… Job Hunting Post which included a basic Job Hunting Insert designed as a ‘tracker’. (Pictured below).


This Challenge I have added a new job hunting insert, to include more information about the jobs you have applied for and not had a rejection. It includes the ability to keep a more detailed account of each individual application where you have progressed to interview stage.

J is for job hunting applications

The Challenge has now ended: Insert Downloads & Printables will only be available with a Prompts for Filofaxers Subscription. You can get yours for FREE by becoming a mailing list subscriber – don’t miss out – subscribe now.  If you are a job -seeker or are interested in Career Development – you may also be interested in my other blog: http://www.DIYCareerdevelopment.co.uk

Actionable Telephone Note #filofaxfriday


It has been a busy week of booking and making appointments to see wedding venues. I usually use my diary (personal calls) or my desk planner (work calls) to remind myself to call someone but this week I have found that I needed something more. I needed to remember things to ask during the call as well as remember what was confirmed in the call and what I needed do next. I needed a sensible place for all this information.

Prompted by this experience I decided to create actionable telephone notes that can be stored in your filofax to keep phone messages, reminders for calls to make and records of calls made. It is worth keeping a few blank ones in your filofax (you never know when you might need them). I have added a few to my Wedding Planner filofax and my Career filofax now.

Grab your Insert now! Don’t forget you now need to be an email subscriber to access the new inserts for FREE.

Filofax Friday: Five Year Plan


This week’s download is the Five Year Plan which I have designed as part of my Career Project for Janet Carr’s Filofax Project. My Goals Section of my Filofax (which includes this insert)  is explored in more detail in Part II of the Career Project.

In case you missed part one – read part I of the Career Project NOW!

Download: Five Year Plan (A5 Insert)