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The initial contact should be by the method the alumni/ae prefers, if indicated. If not, you can use any method you feel comfortable with; just be sure your communications are professional and non-intrusive. Proof your written communications and evaluate the impression you will make. Also, be considerate of time zone differences and time of day (esp. evening) when contacting alums.
Introduce yourself as a Thayer/Dartmouth student (or alum) and indicate how you were referred to them. Explain why you have choosen to contact them and what you are interested in learning more about. Arrange a method of communicating that is most convenient for the person assisting you. If you would like to arrange a phone call, suggesting several times/days that work for you, may be most effective.
We recommend that you do not include a resume in the first correspondence. If an alum is interested in reviewing your resume they will ask for it.
(from Dartmouth Career Network)
Be yourself.
Prepare questions in advance (see samples). This preparation will allow you to relax and devote your full attention to learning as much as you can. It will also help you form meaningful, concise and relevant questions.
Regardless of how you are meeting, bring a copy of your resume to share.
If you are receiving advice via phone or e-mail, send a copy of your resume in advance along with a note that says "Thank you for agreeing to share your insight and advice with me. As I thought it might be helpful for you to know a little more about my background, I am enclosing a copy of my resume. Any constructive feedback that you have would be most appreciated."
Providing your "interviewee" with your resume gives them an opening. Response to resumes in informational interviews generally run the gamut: from constructive criticism on how a resume can be improved, to suggestions on additional coursework or work experience that will enhance your skill set for a given industry. (Remember that everyone has his/her own personal preferences when it comes to resumes. Create a resume that works for you.)
Note: Your "interviewee" may provide you with leads for applying for jobs and internships, or offer to "float" your resume to others on your behalf. You may accept this offer; however, you should not directly ask network participants to do this for you in your behalf. (In other words, they must offer first.)
Speak well (i.e. strive to avoid fillers such as "you know," "like," and "um") and ask intelligent questions.
Immediately send a thank you note. This should be done within 48 hours of your meeting. While handwritten or typed notes sent via U.S. mail are always appreciated, e-mail thank-you notes are also acceptable. The important thing is that you do it!
Always follow through on what you say you will do.
Follow-up by contacting any referrals received, saying, "Mr. Smith suggested I contact you. By the way, he sends his regards. He thought that you would be an excellent source of information. I am interested in investigating the field of biochemical engineering."
Keep a detailed record of your visits; who, when, where, what was said, referrals, thank you note sent, etc.