My Chapter was using paper "To-Do" lists as a post-session handout when we were meeting in person. Obviously this doesn't work with video sessions. I developed an MSWord fillable form that I email to the Client as a follow-up to our mentoring session. Once filled out, I save it as a .pdf with a unique name and attach it to the session notes (we are still in CORE). We have received a lot of positive feedback as it gives Clients a "roadmap" and keeps them accountable.
- Gary Bedrosian, SCORE Seacost
Please see resource attached for your use if you like! Thanks Gary for sharing!