A simple networking plan has three parts. Before: define the objective, research, request meetings and prepare an introduction. During: start conversations naturally, listen, be useful and record notes. After: follow up personally and continue only where there is a relevant reason.
A simple playbook to keep in your pocket. Print this page, or save it before your next event, conference or trade show.
Framework
A one-page networking plan template
Checklist
Printable checklist
Before
- One clear objective
- A short priority list
- Meeting requests sent with a reason
- Agenda with space left
- Three introductions ready
- A useful resource to share
During
- Natural openers chosen
- Listen before pitching
- Be useful first
- Short, respectful closes
- Notes right away
After
- Same day: capture context
- 24 to 48 hours: personal message
- First week: keep your promises
- Develop relationships only with a relevant reason
- Review the outcomes
Never
- Collect cards without context
- Assume a connection is marketing consent
- Send identical bulk messages
- Manufacture reasons to contact
Reference
Where each part is explained
| Part of the plan | Lesson |
|---|---|
| Objective | Define your networking goals |
| Research | Research attendees |
| Meetings and outreach | Outreach and meeting requests |
| Introduction and openers | Conversation starters |
| Notes | Networking notes |
| Follow-up | Follow up |
| Measurement | Measure impact |
Frequently asked questions
What should be in a networking plan?
A clear objective, a short list of priority contacts, a few meetings, an introduction, a way to record notes and a follow-up plan with timing and owners.
Is there a checklist for networking at a conference?
Yes. The one-page checklist on this page covers before, during and after the event, plus a short never list.
How do I keep a networking plan simple?
Use one objective, a short priority list and three habits: listen first, record context straight away and follow up within 48 hours.