Staff supporting professionals through career services
Career strategist walkthrough
The strategist works with an enrolled professional: readiness intake, deliverables, tasks, appointments, and updates. Work is tracked against the enrollment so the next person picking it up can see exactly where things stand.
Everything on this page is sample teaching data. The people, organizations, cohorts, and results shown here are invented. Nothing you do here changes a real record, sends a message, or takes a payment.
Start here
Take one sample enrollment from intake to a first set of agreed tasks with dates.
Screens this role uses
Career enrollments
Everyone currently in a career service, and what stage they are at.
Open the real screen (needs your own access)
Tasks and updates
What was promised, by whom, and by when.
Open the real screen (needs your own access)
Notes
Context the next strategist needs. Factual, dated, attributable.
Walkthrough
1.Open a sample enrollment.
You should see: Intake answers, target roles, deliverables, and anything already sent.
2.Add the first three tasks with owners and dates.
You should see: Tasks appear on both the staff board and the professional's workspace.
3.Record an update after a sample session.
You should see: A dated entry the professional can read, written plainly.
4.Check what the professional sees.
You should see: The same deliverables and dates, with no internal notes exposed.
Sample records
| Professional | Service | Stage | Next action |
|---|---|---|---|
| Ife Adeyemi (sample) | Career acceleration | Intake complete | Agree target roles |
| Nadia Haddad (sample) | Reverse recruiting | Active outreach | Weekly update due Friday |
| Tom Reilly (sample) | Career acceleration | Deliverables in draft | Send CV review |
What this role must not do
- Never promise a job, an interview, a salary, or a placement. Describe the work and the evidence, not an outcome.
- Simulation work is not employment experience and must never be presented as it.
- Employers make hiring decisions. We supply evidence, not rankings.