Worksheet for linked in

July 28, 2011 © Copyright 2011 The Social Expert LLC email: [email protected] a DesignDotCom Inc company http://www.thesocialexpert.com All rights reserved

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Worksheet for LinkedIn Profile Name & Location This may look like where you go to “edit my profile” but actually it is not, it is different. First you don’t have the option to add or update your former/maiden name, but you do have the option to display the Account Holder Icon if you are a paid subscriber. When accessing this information through “edit my profile”, you are then taken to the “basic information“ form page. From there you will then go to the “name & location” form page. Email Addresses Here is where you add all of your active email accounts and also set your primary email address. If you change email addresses, be sure to check your Group settings to make sure that your messages are going to your new email address so you don’t get a bounced email message. It is recommended that you have more than one email address in case you have to give one up because of leaving a job or service not available. Change Password This is where you simply enter you current password and then your new password twice to ensure you do not have any typos. Close your Account This is where you indicate why you want to close your account. You can choose from the following choices:

__ I have a duplicate account __ I am getting too many emails __ I am not getting any value from my membership __ I am using a different professional networking service __ Other (with a field to enter the reason)

Click “continue” and you will be taken to a confirmation screen before you have completed closing your account.


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Privacy Settings Research Surveys This is a form page that asks you _ yes or _no indicating your interest to participate in market research studies Connections Browse This is a form page that asks you _yes or _no indicating whether you will give your connections access to view the rest of your connections lists. Profile Views ___Show my name and headline

___Only show my anonymous profile characteristics, such as industry and title (Default Option) ___Don’t show users that I’ve viewed their profile

Viewing Profile Photos Whose profile photos would you like to see? ___No one ___My Connections ___My Network ___Everyone Profile & Status Updates Yes/No Option questions to answer Publish profile updates and recommendations? ___yes ___no Notify your connections of status updates? ___yes ___no Service Provider Directory Do you want to be listed in the Service Provider Directory? __yes __no


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You need to be recommended as a service provider in order to have the choice to be listed. Partner Advertising Allow customization and enhanced advertising on NYTimes.com and other partner sites? __yes __no Authorized Applications This area is a list of sections or applications that you have granted access to. This includes LinkedIn applications and plugins like Xobin (an outlook plugin). You can then choose to turn them on and off here. Select Section or Application Listed below are the applications and sections you have either installed or granted access to while you were using LinkedIn. Removing them here will remove them from your home page and prevent any further access to your LinkedIn data. To remove them from your home page only, visit the home page and click the X on the application title bar. To remove them from your profile page only visit the “edit my profile” page and click the Remove link next to the title of the application.


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How are you using Your Network? Using your Network You are able to tell others about why you are on LinkedIn. Even though you may not be interested in all of the options, do select them all. The reason why is you want to be open to as many ways as possible to be most open to opportunities for you and your company. Remember that people use LinkedIn in the way that they think makes sense. LinkedIn will also use this information when they determine what enhancements to make. More enhancements help improve the user the experience over time.

Now Put Together your Winning LinkedIn Profile This part of the worksheet is where you can start compiling your profile info. Then when you are done, copy and paste the information into each section on LinkedIn. Once you have completed your profile, you can use the PDF printer available by clicking the “Download as PDF” icon to the right of the picture. Now you have your word document as well as a document you can email. FYI: I have put the maximum character count in parenthesis beside each field where appropriate. What is your professional name? (20/40/40) (First, Former/Maiden, Last) What is your primary zip code? What type of Business/Industry are you in? You will select the best option from LinkedIn’s dropdown list. HEADLINE: (120) What is your role with your company?


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What makes you special? (tip:Not your title, but your role for your headline) What are you passionate about? (tip:This is will help with your headline or status) Public Profile URL (46) (tip: This will also be addressed in your Accounts and Settings) Status STATUS: (140) What new thing are you doing that you would like to promote or tell people about this week? (tip: You might want to do 3 or 4 of them ahead of time) One Two Three Four


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Summary Draft Worksheet (2000)


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Specialties Draft Worksheet (500) This is where you choose the most important keywords that relate to and reflect your summary. Put them here for the specialties section. Now list them out with a comma/space. There are 500 characters, so make sure to use everyone.


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Current Position Worksheet You should consider these five questions when completing current position descriptions about your company:

1. Who are they?

2. What do they do?

3. Where do they do it?

4. Who do they do it for?

5. What is your role? Company Name (100) Where do you currently work? (tip: Check to see if your company is already listed, by listing it, it will associate you with the existing company to help you get found) When did you start? How many employees are at your company? How many are you responsible for? Title (100) What is your position? (tip: It is better to include your title and description to help those who check out your profile) What does your company specialize in? What is your company’s industry?


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Description (2000) To be more conclusive answer these questions also: What are your duties? What are your specialties? What is the organization’s mission and vision? Does your Company have compliance rules and/or best practices that must be considered in preparing your profile? Now here is where you can extend your presence for your profile: Do you belong to any industry specific groups or associations? Have you had any special training? Indicate your Company’s website: http://www.______________________________________________ Indicate any related personal website: http://www_______________________________________________ Indicate any company blogs: http://www_______________________________________________ Who would be someone you could go to for a solid recommendation for your profile?


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Previous Position Worksheet (if you have more than one previous position copy this sheet for each position) When filling this worksheet out remember the five questions as above but keeping in mind to focus on your past experience from the past through the present to the future. Include an entry for each progression through the same company. Use the company’s website for getting ideas.

1. Who are they?

2. What do they do?

3. Where do they do it?

4. Who do they do it for?

5. What was your role? Company Name (100) Where did you work or volunteer? (tip: Making sure you check to see if you company it already listed so you can associate your information with it) When did you start? When did you leave the position? How many employees are at your company? How many are you managing or responsible for? Title (100) What is your position? (tip: Remember to include your title with a description to help those who view your profile) What does your company specialize in? What is your company’s industry?


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Description (2000) Including questions above try to answer these as well: What were your duties? What were your specialties? What is the organization’s mission and vision? Other things to consider: Do you or did you belong to any industry-specific groups or associations? Did you have any special Training? Who did you know that might write a solid recommendation for you?


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Education Worksheet To fill this worksheet out appropriately start with your college and higher education experience and any other important information related to educational experience. Remember to include any employer sponsored CEU’s. This helps with joining alumni groups on LinkedIn. What state is the institution located in? What is the Institution/college/school where you attended? What years did you attend? What is your degree? (100) What was your major field of study? (tip: 100 characters, be sure to use commas to separate multiple entries because these are hyperlinked to drive search) Activities and Societies (500) (tip: as above remember to be sure to use commas to separate multiple entries because these are hyperlinked to drive search)

What activities did you participate in? To which societies did you belong? Did you receive any Honors or Awards?

Extra opportunities: (1000) What did you specialize in? Is there anything else about your education that is notable? (tip: Some things to think about while completing your education worksheet, include people you studied under especially if well known, papers you published or any relevant projects you participated in. Try to relate how this information might relate to what you do today. This section is not hyperlinked.) Get recommendations here as well if possible.


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Website Worksheet Webpage Name url custom tag (31) 1- 2- 3-


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Interest Worksheet (1000) Separate each word or phrase with a comma and a space What professional interests do you have? What personal interests do you have?


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Groups and Associations Worksheet (1500) Separate each word or phrase with a comma and a space What industry-specific groups or associations are you affiliated with? (tip: list the full name and the acronym/abbreviation where appropriate) What location-based groups or associations are you affiliated with? (tip: list the full name and the acronym/abbreviation where appropriate) What non-profit groups or associations are you affiliated with? (tip: list the full name and the acronym/abbreviation where appropriate) Recommendations from anyone in any of these groups would be helpful.


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Honors and Awards Worksheet (1000) Choose your words carefully here even though you don’t have to be concerned about formatting you want to be readable and searchable. From which institution did you receive your professional license or certification? What is your license or certification? Do you have a sub-specialty? Have you been recognized by your community for volunteerism for contributions or by your industry?


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Select Skills When determining your skill sets, type in the words that best describe what those are, and you will get a list. Select the best one that describes that skill from the list. This list will help with getting you found in searches. Make sure to add all that apply.


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Personal Information Worksheet You can only choose one option per section Tip: The section can be very powerful in making your profile findable driving traffic to your primary website, etc. Information: The Answer Here: Option: Phone # Home/Work/Mobile IM AIM/Yahoo/ICQ/Skype Birthday (00/0000) Birth year: do not fill this in Marital Status: do not fill this in


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Contact Settings Worksheet (1200) To fully leverage LinkedIn you need to be findable and then reachable. Make sure and list any contact info and provide more than one way to reach you. Ex: email, phone number and when best to reach you Are you interested in: (tip: check all boxes)


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Profile Settings Worksheet Profile Photo __ I need a photo __ I have a photo __ I have a photo, but need a better one (tip: get a professional headshot that you can use in other social media platforms as well)


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Network Updates

Technology

Worksheet for linked in