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1:1 & Career Development Template
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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.
After meeting, copy #1-5 below to
Past Agendas
Enter your 1:1 Slack Channel name here:
Send Agenda to Slack
Thursday Apr 28, 2022
1. Log Updates to your Goals
Write your updates on 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
Topic
Date to Discuss
Added by
Topic
Date to Discuss
Added by
1
Project Update
4/28/2022
Eric Glick
2
Sales Update
4/28/2022
Eric Glick
3
Learning & Development
4/28/2022
Eric Glick
There are no rows in this table
4. Notes
5. Action Items
Task
Owner
Task stage
Done
Due Date
Task
Owner
Task stage
Done
Due Date
1
Send Project Update to Slack Channel
Eric Glick
Complete
5/3/2022
2
Create Account Plan for Acme Corp
Eric Glick
In Progress
5/13/2022
3
Sign up for a conference
Eric Glick
Not Started
5/13/2022
There are no rows in this table
👉 Next up:
Past Agendas
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