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Before, During & After Networking Event Checklist by Bart Smith

BOOK EXCERPT

📖 Before, During & After Networking Event Checklist

Excerpted and adapted from My Networking Tactics book by Bart Smith
Reprinted by Permission


The results you get from a networking event depend on more than what happens inside the room.

Preparation before the event, your actions during the event and your follow-up afterward all matter. In My Networking Tactics, I describe this overall philosophy as Prepare, Promote and Perpetuate.

Use this checklist as a simple roadmap for your next networking event.

BEFORE THE EVENT

  • 1. Define your goal.

    Know why you are attending and what you hope to walk away with.

  • 2. Identify who you want to meet.

    Think in terms of clients, vendors, affiliates, speakers, media contacts, partners or other resources.

  • 3. Research the organization.

    Review the event host, company, speakers, sponsors and website.

  • 4. Research key people.

    If names are available, learn enough about them to ask intelligent questions.

My Networking Tactics by Bart Smith
  • 5. Review your business needs.

    Know what kind of help, resources or introductions you are currently looking for.

  • 6. Prepare your introduction.

    Rehearse a concise statement about who you are, what you do and whom you help.

  • 7. Prepare several questions.

    Have conversation starters ready so you are not relying on improvisation.

  • 8. Know the dress code.

    Give yourself enough time to look appropriate and professional.

  • 9. Prepare your materials.

    Bring cards, books, flyers, brochures, samples or links only if they are relevant.

  • 10. Confirm the logistics.

    Know the location, parking, start time, registration process and who to ask for when you arrive.

DURING THE EVENT

  • 1. Introduce yourself to the host or organizer.

    Thank them and establish a point of contact early.

  • 2. Make a strong first impression.

    Use good posture, eye contact, energy, grooming and a friendly attitude.

  • 3. Start conversations with simple questions.

    Ask what people do, why they came and what they are looking for.

  • 4. Listen more than you speak.

    Use the 80/20 principle and let the other person do most of the talking.

  • 5. Ask how you can help.

    Look for ways to solve problems, share resources or make introductions.

  • 6. Keep your own explanation brief.

    Give enough information to create interest without monopolizing the conversation.

  • 7. Exchange information selectively.

    Collect contact details when there is a reason to stay connected.

My Networking Tactics by Bart Smith
  • 8. Make introductions.

    Connect people who may benefit from knowing one another.

  • 9. Take photos when appropriate.

    With permission, document useful moments with hosts, speakers and contacts.

  • 10. Manage your time.

    Keep moving so you have a chance to meet more than one or two people.

  • 11. Stay alert for unexpected opportunities.

    The person you did not plan to meet may become the most important contact of the night.

  • 12. Make notes.

    Record a quick reminder about important contacts and what you discussed.

  • 13. Clarify next steps.

    When appropriate, ask if you may call, email or schedule a future conversation.

  • 14. Thank people.

    Good manners and sincere appreciation strengthen the impression you leave.

  • 15. Know when to leave.

    Stay if useful conversations are developing; move on if the event is no longer providing value.

AFTER THE EVENT

  • 1. Organize the contacts you collected.

    Put cards and digital contacts into a system you can actually use.

  • 2. Write down what you remember.

    Capture key details while conversations are still fresh.

  • 3. Prioritize your best contacts.

    Decide who needs immediate follow-up and who belongs in longer-term nurturing.

  • 4. Send thank-you messages.

    Thank hosts, organizers, speakers and people who were especially helpful.

    5. Follow up on promises.

    If you said you would send a link, make an introduction or call someone, do it.

  • 6. Schedule important conversations.

    Turn strong contacts into phone calls, lunches, Zoom meetings or appointments.

  • 7. Make the introductions you offered.

    Connecting people quickly proves that you follow through.

  • 8. Review the event's return on investment.

    Ask whether the event produced useful contacts, ideas, referrals, sales, visibility or relationships worth the time and cost.

  • 9. Get feedback on your performance.

    If possible, ask someone you trust what impression you made and what you could improve.

  • 10. Reflect on what worked.

    Which questions, stories, introductions or approaches created the best conversations?

  • 11. Identify what you would change.

    If you felt awkward, unprepared or scattered, improve those areas before the next event.

  • 12. Share useful event photos or updates.

    Use appropriate photos and posts to document your activity and stay visible.

  • 13. Stay in touch.

    Do not let valuable new contacts disappear after one email. Relationships require continued communication.

  • 14. Add future events to your calendar.

    If the group was valuable, make the next meeting part of your plan.

  • 15. Keep networking.

    One event is not a strategy. Build relationships consistently over time.

FINAL THOUGHT

Networking success comes from preparation, presence, conversation, action and follow-through.

Prepare before you go. Be useful while you are there. Follow through after you leave. That is how a room full of strangers becomes a network full of opportunities.

(THIS CONTINUES IN THE BOOK)

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