Networking & Engagement Action Plan Worksheet

Category:
A group of people gathered at the annual meeting, surrounded by various posters.
Photo credit: John Russick

This resource is designed to help attendees confidently start conversations at in-person conferences. It includes easy, low-pressure questions that work in different settingsโ€”from breakout rooms to hallway chatsโ€”to build meaningful connections and practice networking skills.

1. Set Clear Goals

What do you want to achieve at this conference? (Check 2โ€“3 goals)

  • Meet 3โ€“5 key individuals in my industry
  • Find potential collaborators for a project or partnership
  • Learn about new trends or innovations in my field
  • Share my expertise or knowledge with others
  • Get advice or mentorship from a senior professional
  • Other: ______________________________

2. Prepare in Advance

What steps will you take to prepare for the conference?

  • Update LinkedIn profile and online presence
  • Draft a 30-second self-introduction
  • Research attendees, speakers, and exhibitors of interest
  • Identify key sessions and events to attend
  • Pack business cards or digital contact-sharing tools
  • Other preparations: ____________________________

3. Engage Strategically

Which sessions and events will you attend to maximize your networking opportunities?

  • Keynote session: ____________________________
  • Networking reception: _________________________
  • Workshop/Panel: _____________________________
  • Roundtable discussion: _______________________
  • Other events: _______________________________

How will you approach engaging with others?

  • Focus on active listening and curiosity
  • Ask open-ended questions about peopleโ€™s work and interests
  • Follow up with people you meet within 24โ€“48 hours
  • Other strategies: _____________________________

4. Follow Up

How will you follow up with new connections after the event?

  • Send a personalized LinkedIn message
  • Send a thank-you email mentioning something specific from your conversation
  • Schedule a virtual coffee or meeting to stay in touch
  • Share a helpful article or resource relevant to your discussion
  • Other follow-up plans: ___________________________

5. Reflect & Apply

After the event, what will you do to make the most of what you learned?

  • Reflect on key takeaways from sessions and conversations
  • Share insights with colleagues or on social media
  • Create an action plan based on new opportunities or collaborations
  • Follow up with additional connections after the event
  • Other actions: _______________________________

Conversation Starters for Networking

At a session or keynote:

  • โ€œWhat did you think of that session?โ€
  • โ€œIs this your first time attending this conference?โ€
  • โ€œWhat drew you to this topic?โ€
  • โ€œIโ€™m looking for a good session on [topic]โ€”have you attended anything great so far?โ€

At a networking event or casual setting:

  • โ€œHi, Iโ€™m [Name]. What brings you to this event?โ€
  • โ€œTell me a little about your workโ€”what do you love most about what you do?โ€
  • โ€œHave you connected with anyone doing work similar to yours?โ€
  • โ€œWhat are you hoping to take away from the conference?โ€

More playful or informal openers:

  • โ€œWhatโ€™s the best thing youโ€™ve learned so far today?โ€
  • โ€œIf you could only attend one more session, which would it be?โ€
  • โ€œSoโ€ฆ are you Team Coffee or Team Tea for surviving long conference days?โ€

For first-time conference attendees:

  • โ€œIs this your first time attending a professional conference? What are you most curious or excited about?โ€
  • โ€œAs a first-time attendee, whatโ€™s one thing youโ€™re hoping to learn or experience?โ€

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  • Access to more than 1,500 resource listings from the Resource Center
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