be ready

WEEKLY ONE-ON-ONE TOOLKIT

EMPLOYEE: MANAGER: DATE:

Progress against dashboard goals

QUOTA YTD CLIENT DELIGHT VELOCITY

Commentary

1. One did-well this week (employee) 3. One do-differently this week (employee)

Employee fills this in before meeting Employee fills this in before meeting

2. One did-well this week (manager) 4. One do-differently this week (manager)

Manager fills this in during meeting Manager fills this in during meeting

CLIENTS / PIPELINE / RESULTS

HELP NEEDED (MANAGER ACTION PLAN): EMPLOYEE ACTION PLAN:

Work-related

Learning-related

@NUArtofSales @CraigWortmann © Craig Wortmann