Marcus Sample — Timeline
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Jun 22, 2026
Task
Research mock investment competition options for fall
Status: Not Started | Due: 2026-06-22
Jun 13, 2026
Task
Apply to 2 summer enrichment programs (deadlines mid-June)
Status: Not Started | Due: 2026-06-13
Jun 07, 2026
Task
Practice essays for summer program applications
Status: In Progress | Due: 2026-06-07
Jun 06, 2026
Task
Prepare for sophomore PSAT diagnostic
Status: Not Started | Due: 2026-06-06
Jun 02, 2026
Task
Read 'Why Nations Fail' and write 1-page reflection
Status: In Progress | Due: 2026-06-02
May 30, 2026
Task
Schedule informational chat with school econ teacher
Status: Not Started | Due: 2026-05-30
May 28, 2026
Task
Identify two extracurriculars to deepen by end of sophomore year
Status: In Progress | Due: 2026-05-28
May 26, 2026
Task
Reach out to econ club faculty advisor about leadership role
Status: In Progress | Due: 2026-05-26
May 25, 2026
Task
Update Genie activity list with Model UN award
Status: Not Started | Due: 2026-05-25
May 20, 2026
Task
Submit junior-year course selection plan
Status: In Progress | Due: 2026-05-20
May 20, 2026
Email
Question about AP Stats vs AP CS
From: marcus.sample@example.com | Marcus asking which is more useful for the economics direction; flagging he's le
May 18, 2026
Email
Catching up on progress
From: parent.sample@example.com | Mom asking for an overall update on Marcus's spring progress and whether he's on
May 16, 2026
Activity
Email Note: Reached out to school econ teacher to offer a connection — Marcus is interested in chatting about majors.
May 15, 2026
Email
Officer applications opening
From: modelun_advisor@example.com | School Model UN faculty advisor announcing that officer applications for next ye
May 11, 2026
Email
Re: Summer program shortlist
From: marcus.sample@example.com | Marcus sharing his shortlist of summer programs and asking for prioritization in
May 09, 2026
Meeting
Meeting (45 min)
Meeting focused on positioning for junior year and building Marcus's academic / extracurricular foun
May 09, 2026
Document
CB_MR_Marcus_Sample_2026-05-09.pdf
Spring strategic meeting report covering Model UN, AP Stats decision, summer plans.
May 05, 2026
Email
PSAT prep question
From: parent.sample@example.com | Parent asking whether Marcus should start formal PSAT prep now or wait until sum
May 03, 2026
Task
Watch IGP intro modules 1-3
Status: Complete | Due: 2026-05-03
May 01, 2026
Activity
In-Person Meeting: Attended Model UN regional final round to support Marcus; he won 'best delegate' in his committee.
Apr 29, 2026
Email
Reflection on Why Nations Fail
From: marcus.sample@example.com | Marcus sharing his halfway reflection on the book — interesting observations but
Apr 23, 2026
Email
Junior year scheduling
From: school_counselor@example.com | School counselor noting some conflicts in Marcus's tentative junior-year schedul
Apr 18, 2026
Task
Attend Model UN regional conference and write reflection
Status: Complete | Due: 2026-04-18
Apr 18, 2026
Meeting
Meeting (45 min)
Earlier spring meeting. Discussed Model UN conference prep — Marcus had been nervous about delegate
Apr 18, 2026
Document
CB_MR_Marcus_Sample_2026-04-18.pdf
Earlier spring meeting report.
Apr 15, 2026
Email
Model UN conference reflections
From: marcus.sample@example.com | Marcus excited about his 'best delegate' award; wants to know how to leverage it
Apr 03, 2026
Email
Re: Pressure check-in
From: parent.sample@example.com | Mom noting she sensed Marcus was a bit stressed last week and asking if I'd noti
Apr 03, 2026
Activity
Phone Call: 10-min check-in with Marcus's mom after she flagged him seeming stressed; coached on what to look for at home.
Mar 24, 2026
Email
Application opens 6/1
From: summer_program@example.com | Youth economics policy program announcing application window opens June 1.
Mar 19, 2026
Meeting
Meeting (45 min)
First spring meeting. Set context for sophomore year priorities: foundation-building, not applicatio
Mar 19, 2026
Document
Marcus_Sample_Year_Plan_2026.docx
10th-grade plan document. Maps quarterly milestones.