AEC Resume Update #108:
Spring Cleaning: Set Up Your AEC Resume Update System
In this episode, I dive into best practices for maintaining professional resumes. If you’re tired of updating resumes only when under the pressure of a proposal deadline and want to establish a process or system to routinely update resumes, then you’re in luck! I share my step-by-step process for creating an efficient and effective resume update process that works for firms of all sizes. From determining the frequency of updates to deciding who’s resumes to update, to gathering information and updating master files, I cover everything you need to know to automate the process and save time.
I also walk you through a case study of how my previous firm of 300 people established a monthly process to update resumes by using the work anniversary approach. I outline the steps involved in planning, gathering and updating resumes.
Resume Update Memo/Instructions: Click on the image below to get sample annual update memos/instructions for you to use and adapt for your needs.
No Database, No Problem: For firms without a CRM or database, I offer practical advice on how to create a resume information management system using Windows Explorer and secure file structures.
Automating the Resume Update Process: I talk about strategies for using a CRM system or annual performance review process to automate the resume update process, saving time and effort.
Overall, this episode provides practical and actionable advice for firms of all sizes on how to maintain professional resumes in a streamlined and efficient manner.
Here are some episode highlights:
- Resume Information Management System – Steps to develop a system for keeping resumes updated, including determining frequency, whose resumes to update, providing current resumes, giving a deadline, and gathering information.
- Case Study of Resume Management – A case study of a firm that grew from 180 to 300 people in four years, using an annual resume update system broken up into monthly updates based on work anniversaries. Includes planning, gathering, and updating phases.
- Setting Up a System Without a Database – Tips for setting up a resume management system without a CRM or database, including organizing files and folders, setting security rights, and making master resume files read-only.
- Resume file naming convention – Suggests a naming convention for master resume files and license expiration dates to make it easier to identify and update them annually.
- Automating resume update process – Discusses strategies for automating the resume update process, including setting up workflows in a CRM system, tying it in with annual performance evaluations, and having supervisors review employee resumes.
- Sharing best practices – Asks listeners to share their own resume management best practices by sending a direct message on Instagram.
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