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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

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 ...

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
Search
Topic
Date to Discuss
Added by
1
Project Update
4/28/2022
EG
Eric Glick
2
Sales Update
4/28/2022
EG
Eric Glick
3
Learning & Development
4/28/2022
EG
Eric Glick
There are no rows in this table

4. Notes


5. Action Items
Search
Task
Owner
Task stage
Done
Due Date
1
Send Project Update to Slack Channel
EG
Eric Glick
Complete
checkmark reaction
5/3/2022
2
Create Account Plan for Acme Corp
EG
Eric Glick
In Progress
checkmark reaction
5/13/2022
3
Sign up for a conference
EG
Eric Glick
Not Started
checkmark reaction
5/13/2022
There are no rows in this table

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