πŸ“£ Outreach Tracker – v1.0

A live log for tracking doctrine engagement, stakeholder outreach, feedback cycles, and relationship momentum.

Cover page of an outreach tracker template featuring a grid icon, a mail icon, and bold text that reads 'Outreach Tracker Template'.

πŸ“£ Outreach Tracker Template – v1.0

Use this tracker to manage outreach and follow-up with stakeholders, partners, and advocates.

Property Type Description
🎯 Contact Name / OrgTextName of person or institution contacted
πŸ“¬ Outreach TypeSelectEmail, LinkedIn, Call, In-Person, Form, Other
πŸ“… Date ContactedDateWhen outreach was made
🌐 Response StatusSelectPending, Interested, Responded, No Response, Not Interested, Meeting Scheduled
πŸ’¬ Summary / Message SentTextWhat was said, linked, or proposed
πŸ”— Link to Contact / FormURLProfile, email thread, or form entry
πŸ“… Follow-Up DateDateWhen you plan to follow up
πŸ“ Notes / Action ItemsTextInsights, tasks, or custom instructions
πŸ“Ž AttachmentsFiles / LinksStakeholder Letter, Executive Summary, etc.

πŸ”„ Example Entries

Name Type Date Status Summary Follow-Up Notes
OpenAI Ethics Lead LinkedIn 2025-05-27 Pending Sent intro + public doctrine link 2025-06-02 Watch for reply, prep use-case brief
Civic Tech Org Email 2025-05-25 Meeting Scheduled Requested toolkit demo 2025-05-29 Prepare demo with Case Study 6.7 example

🧠 Optional Filter Views

  • πŸ“Œ Pipeline View – Board view grouped by Response Status
  • πŸ“… Follow-Up Queue – Filter by upcoming Follow-Up Date
  • πŸ—ΊοΈ Outreach Map – If geotagging stakeholders (optional for later)

πŸ”Ή Part of the Ethical Dual Oversight Doctrine – The Bridge Framework v1.0

Created by: Brandon Anderson

πŸ“§ Brandon@buildthebridgeethics.com

πŸ”— LinkedIn Profile

πŸ“˜ View Full Doctrine

All rights reserved. Public use encouraged with attribution. For non commercial educational and ethical implementation only.

Β© 2025 Brandon Anderson