Detailed Personnel File Template
Free Download: Detailed Personnel File Template
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Getting Organized: Create a Personnel File
If one of your New Year’s resolutions is to get organized, then this post is for you!
Teachers are busy people and have a million things to remember. Remembering every student who has ever worked on a show for you is a difficult (if not impossible) task. Yet when it comes to recruiting students for your next production, it is invaluable to have that information available to check back on.
Creating and keeping an updated personnel file can help you stay organized. You can use it for keeping track of students’ volunteer hours, if they need you to sign off on volunteer work done, or if they’re applying to colleges or universities and want you to write them a recommendation letter. It can be used for volunteer retention–if you’re missing an important team member, you can simply look at your personnel file and reach out to students who have helped you out in the past. You can reach out to those people right away, since you know they’re experienced. A personnel file can also be used for volunteer recruitment–those students who have volunteered for you in the past might have friends or family members who are interested in helping out or learning more about theatre. The students can advocate for the experience, helping you gain some more recruits.
I recommend having two files for personnel recording. The three formats I tend to use for personnel files are: Excel, Access, and Google Sheets.
The first file is a general overview personnel file. This file lists the various backstage/technical/front of house roles (feel free to add/remove columns, depending on your program). Underneath, it lists the students’ names that are trained in those roles. This way, you can see exactly who you can tap if you need people for a particular role, or who you might be able to cross-train into another role. It’s also a good indicator of whether you need to train more people in a certain position. For example, you might have a ton of students who are trained lighting operators, but have a lack of students who are trained wireless microphone assistants.
Update this file frequently–be sure to add names as soon as a student has successfully completed the role (perhaps after closing night of a show), and note if/when the student is no longer available (graduated, changed schools, moved, etc.). Don’t delete the names–perhaps change the colour of the font or cell fill, move the name to the bottom of the list, or move the name to a separate alumni page. It’s important to keep past students’ names on the list in case they contact you after the fact!
The second personnel file is a more detailed file for each student. This file should include the student’s name, date added to your system, current grade, contact information, the show the student worked on, the date or season of the show, the role or position the student worked on, the total number of hours the student volunteered, and any additional notes (coaching, concerns, praise, etc.). This file could be either digital or hard copy and kept in a binder. Again, once the student moves on, you can move their file to an archival or alumni list. Don’t delete or throw out their file right away, in case they wish to access this information in the future.
Taking a few minutes to create and set up personnel files will help you immensely in the long run. They will help you stay organized, keep accurate records, help with recruitment and retention, and let you have one less thing bouncing around in your busy brain!
Customer Appreciation
Tracy Nash
Drama Coach
Esparto High School
Esparto California
We love Theatrefolk and Lindsay Price. Last year we did Deck the Stage... it was fabulous! Deck the Stage is perfect for a high school production. Ms. Price's dialogue is witty and charming, with just the right measure of silliness that can really be hammed up.
I know this year's production of The Merrie Christmas Show will be just as successful as Deck the Stage.
Caitlin Herst, Student Performer, Boulder Creek High School
I recently saw your shout out to BCHS on your blog, as well as the podcast where you spoke to some of my classmates and fellow castmembers of Stroke Static. I played Ruthie in Stroke Static and The Prioress in The Canterbury Tales. I would like to take the time to let you know just how much that performance meant to me.
Participating in Stroke Static was by far one of the best, most rewarding, and life-changing experiences of my life so far. But even past that, the fact that we touched so many people in our performance really affected me. I sincerely wish that you could have been there to see it. It was truly magical.
I would like to thank you from the very bottom of my heart for the work you put into this play. I hope we made you proud!
Emily Conable, Alexander Central School
I was thrilled to find this version of Romeo and Juliet, and look forward to working on it. The length, and yet the quality of the edits in writing make it possible to even think about in our situation. Yea!
Theatrefolk is the Drama Teacher Resource Company. We are your one stop shop for Plays, Resources, and Curriculum Support - all specifically designed for High School and Middle School drama teachers.
