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Running your 1:1
Active Agenda
Templated to help set discussion topicsーthese may focus more on short-term issuesーbut should keep long-term goals in mind.
Thu, Feb 13, 2025
Thu, Feb 13, 2025
1. Log Updates to your Goals
For your reference, your goals are:
@Complete my certification
@Lead a key project or initiative
@Close a $1,000,000+ deal
2. Sentiment:
😄 Feeling good
It’s been great to get in the field and start engaging in customer conversations
3. Topics for discussion
Discussed?
Search
Topic
Date to Discuss
Added by
Notes
Discussed?
Project Update
4/28/2022
Open
Sales Update
4/28/2022
Open
Learning & Development
4/28/2022
Open
There are no rows in this table
4. Action Items
Owner
Done
Search
Task
Owner
Task stage
Done
Due Date
Send Project Update to Slack Channel
Complete
5/3/2022
Create Account Plan for Acme Corp
In Progress
5/13/2022
Sign up for a conference
Not Started
5/13/2022
There are no rows in this table
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