Free course playbook
Free takeaway: Personal communication tracker
Soft Skills · 15 worksheets, one for each lesson
Print this playbook or save it as a PDF, then complete one worksheet after each lesson. Together they make a portfolio you can show to employers and clients.
- Career factors scorecard
- Goal-setting worksheet
- Personal confidence plan
- Personal story worksheet
- Success planner
- Personal communication tracker
- Resume template
- Portfolio outline template
- Cover letter template
- Job application tracker
- Interview preparation sheet
- Onboarding checklist and communication tracker
- Personal communication tracker
- Monthly progress report template
- Offboarding checklist and reference request
Worksheet · Soft Skills · Personal Mastery
Career factors scorecard
From the lesson 3 Factors for Career Success
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Rate yourself from 1 to 5 on each of the three factors.
2Pick your lowest score and write one action for it this month.
Worked example to compare with: Scoring yourself on the three factors
- Skills: 4 out of 5. I can write, use analytics and run a basic campaign.
- Experience: 2 out of 5. Only class projects so far.
- Relationships: 1 out of 5. I know no one who works in marketing.
- Lowest score: relationships, then experience.
- Plan this month: message three people for advice, and apply for an apprenticeship to build experience. Re-score in four weeks.
Check yourself
- I can explain "3 Factors for Career Success" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Personal Mastery
Goal-setting worksheet
From the lesson Goal Setting for Yourself & Your Career
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write one six-month career goal.
2Make it specific, measurable and dated.
3Break it into three monthly milestones and this week's first action.
Worked example to compare with: Turning a wish into a plan
- Wish: "Get into marketing."
- Goal: "Start a paid or unpaid marketing apprenticeship by 30 September."
- Milestones: month 1, finish two courses and build a portfolio piece. Month 2, send 20 applications and hold 6 conversations. Month 3, interview and decide.
- Weekly actions: 5 applications, 2 conversations, one lesson.
- Check: each Friday, mark done or not done and adjust the next week.
Check yourself
- I can explain "Goal Setting for Yourself & Your Career" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Personal Mastery
Personal confidence plan
From the lesson State of Mind
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write the three fears that hold you back.
2Beside each, write one small action that tests it.
3Start your proof list with five things you have completed.
Worked example to compare with: Building a proof list
- Starting point: five items. Two finished courses, one class report, one volunteer newsletter, one portfolio piece.
- Habit: add one item each week.
- Use: when fear shows up before an application, read the list, then send the application.
- Result to look for: a longer list each month and less hesitation.
- Check: if you cannot think of ten items, create two small projects this month.
Check yourself
- I can explain "State of Mind" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Personal Mastery
Personal story worksheet
From the lesson Your Personal Story
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write the story you currently tell about your career.
2Underline the limiting words.
3Rewrite it in three sentences you could say in an interview.
Worked example to compare with: Finding the evidence
- Limiting story: "I am too old to start."
- Evidence against: ten years in customer service, strong writing skills, two finished marketing courses.
- Rewritten story: "I bring real customer insight to marketing and I am building the technical skills."
- Interview line: "I spent ten years solving customer problems, and now I want to help businesses understand them."
- Check: say it aloud. Does it sound true and confident?
Check yourself
- I can explain "Your Personal Story" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Personal Mastery
Success planner
From the lesson Success Strategies
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Pick one important event coming up.
2Write the result you want, three obstacles and your response to each.
Worked example to compare with: Preparing for a client presentation
- Success: the client approves the plan and books a follow-up.
- Obstacles: they ask about cost, they question the timeline, the screen share fails.
- Responses: have a one-page cost summary, a simple timeline, and a PDF backup of the slides.
- Rehearsal: present to a friend in under ten minutes and ask for the hardest question.
- Result to look for: you stay calm because you have already thought through the problems.
Check yourself
- I can explain "Success Strategies" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Personal Mastery
Personal communication tracker
From the lesson Becoming a +1
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List three people you will interact with this week.
2For each, write one way to add value.
3Log what happened in your personal communication tracker.
Worked example to compare with: A +1 week
- Monday check-in: bring a one-page summary of last week and two ideas for this week.
- Wednesday: share an article that answers a question your mentor raised.
- Friday: send a short note on what you finished and what you need next.
- Result to look for: your mentor spends the meeting deciding rather than catching up.
- Check: log what you did in your communication tracker.
Check yourself
- I can explain "Becoming a +1" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Finding a Job
Resume template
From the lesson Resume 101
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Pick three past activities and rewrite each as a result.
2Draft your summary in two sentences.
3Fill in the resume template.
Worked example to compare with: Rewriting three lines
- Before: "Helped with social media." After: "Wrote and scheduled 12 posts that raised event sign-ups."
- Before: "Worked in the cafe." After: "Served up to 80 customers a shift and trained two new staff."
- Before: "Group project on marketing." After: "Led a four-person team to build a campaign plan, presented to the class and earned top marks."
- Check: each line should answer "so what?" in the reader's mind.
Check yourself
- I can explain "Resume 101" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Finding a Job
Portfolio outline template
From the lesson Digital Marketing Portfolio
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Choose your three strongest pieces of work.
2Write the goal, your actions and the result for each.
3Fill in the portfolio outline.
Worked example to compare with: Building a beginner portfolio
- Project 1: a content calendar from a course task.
- Project 2: a landing page rewrite for a local shop, with before and after screenshots.
- Project 3: a short report from an apprenticeship, with the numbers hidden if needed.
- Layout: one page, three projects, each with goal, actions and result, plus a contact button.
- Check: send the link to a friend and ask what they think you can do. If they cannot say, simplify.
Check yourself
- I can explain "Digital Marketing Portfolio" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Finding a Job
Cover letter template
From the lesson Cover Letter 101
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Research one company you would like to work for.
2Write an opening that mentions something specific about them.
3Draft the full letter with the template.
Worked example to compare with: A cover letter in four short paragraphs
- Paragraph 1: why this company and this role, with one specific detail.
- Paragraph 2: one strength connected to something they need.
- Paragraph 3: a short example with a result.
- Paragraph 4: a clear next step. "I would welcome a short call to discuss how I can help."
- Check: keep it under one page and remove every sentence that could be sent to any employer.
Check yourself
- I can explain "Cover Letter 101" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Finding a Job
Job application tracker
From the lesson Applying to Jobs
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Pick five roles that fit you.
2Tailor your resume headline for each.
3Set up your tracker and schedule follow-ups.
Worked example to compare with: A tailored application in 30 minutes
- Step 1: pick roles where you meet most requirements.
- Step 2: change your resume headline to match the role.
- Step 3: write two opening sentences about the company.
- Step 4: apply, then add the follow-up date to your tracker.
- Result to look for: ten tailored applications beat forty identical ones.
Check yourself
- I can explain "Applying to Jobs" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Finding a Job
Interview preparation sheet
From the lesson Interviewing
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write three stories from your experience in situation, action, result form.
2Practice them out loud twice.
3Complete the interview preparation sheet.
Worked example to compare with: Answering "Tell me about a challenge"
- Situation: "Our club newsletter had low open rates."
- Action: "I tested two subject lines and moved the signup button higher in the email."
- Result: "Open rates rose and we added 40 new subscribers in a month."
- Close: "I learned to test small changes before guessing."
- Check: keep each story under two minutes and practice it aloud twice.
Check yourself
- I can explain "Interviewing" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Working With a Mentor
Onboarding checklist and communication tracker
From the lesson Onboarding a Mentor
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List the questions you will ask in your first call.
2Draft your three-month goals for the mentor to review.
3Start your personal communication tracker.
Worked example to compare with: The first call
- Questions to ask: what does success look like in three months? How often should we check in? Where do you want updates? Who do I go to if I am stuck?
- Agreements to write down: three goals, a weekly 20-minute check-in, a shared folder and response times.
- First task: a small one with a clear deadline.
- Result to look for: by the end of week one, both of you know what good looks like.
Check yourself
- I can explain "Onboarding a Mentor" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Working With a Mentor
Personal communication tracker
From the lesson Relationship Building
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write three ways you will show reliability this month.
2Plan one question to ask your mentor about the business.
3Record your actions in the communication tracker.
Worked example to compare with: Staying in touch after the apprenticeship
- Month 1: a thank-you note naming something specific they taught you.
- Month 3: a short update with one result you achieved using their advice.
- Month 6: share an article you thought they would like.
- Result to look for: when they hear about an opening, you are the first person they think of.
- Check: put the three dates in your calendar before the apprenticeship ends.
Check yourself
- I can explain "Relationship Building" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Working With a Mentor
Monthly progress report template
From the lesson Monthly Progress Report
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write your summary in three lines.
2Add the numbers that matter for your goals.
3Complete the monthly report template.
Worked example to compare with: Writing the summary
- Summary: published all 12 posts, launched the signup pop-up two weeks late and replied to every review within a day.
- Learning: the signup pop-up added most subscribers in its first week, so we should place it earlier next month.
- Next month: three priorities and one thing I need from my mentor.
- Result to look for: a report your mentor can read in two minutes and reply to with feedback.
Check yourself
- I can explain "Monthly Progress Report" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Soft Skills · Working With a Mentor
Offboarding checklist and reference request
From the lesson Offboarding a Mentor
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List the work that needs a handover.
2Draft your final report outline.
3Write your reference request and complete the offboarding checklist.
Worked example to compare with: A reference request
- Message: "Thank you for three great months. I learned how to run a monthly report and how to write for your customers. Could you write a short recommendation about my work? Here are three results I achieved, in case they help."
- Include: the three results with numbers.
- Follow up: thank them when it is posted.
- Result to look for: a recommendation that names specific results.
Check yourself
- I can explain "Offboarding a Mentor" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes