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How to run the most effective one-on-one meeting [+Template]
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1:1 Notes for Direct Report

Expand and collapse the bullets below to see a template to follow for each meeting. For the next meeting, just copy and paste the folded 1:1 Notes and change the date!

1:1 Notes for
@Evan Davies
-
Apr 1, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans

Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items

Add an Action Item
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Item
Date
Owner
1
Add myself to HR planning meeting this week
4/1/2020
PR
Polly Rose
No results from filter



1:1 Notes for
@Evan Davies
-
Mar 25, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans

Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items

Add an Action Item
Search
Item
Date
Owner
1
Send deck for kickoff meeting to sales team
3/25/2020
ED
Evan Davies
No results from filter


1:1 Notes for
@Evan Davies
-
Mar 18, 2020
Topics
Go over quota
Feedback on new product launch
Offsite travel plans

Goals
Encourage Brian to do at least 5 product demos this week
Pass feedback from Adam to product team about new launch

Notes
Feedback about quotas
Brian is feeling a bit stressed about the new sales quotas
Offsite planning
Looking forward to connecting with new AEs at the offsite

Action Items

Add an Action Item
Search
Item
Date
Owner
1
Work with finance to revise Brian's quota
3/18/2020
ED
Evan Davies
2
Hire an account coordinator to support Brian
3/18/2020
ED
Evan Davies
No results from filter


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