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Lauren Weekly Check-in
Lauren Allen
Biz Dev Q4 OKRs
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Lauren Allen

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Check-in Template

This week will be successful if:

Goal 1
Goal 2
Goal 3

Key Updates from Last Week

Lead Record Management
Update:
100% Completed Records WoW
Update:

Action Items This Week

Example:
New York Conference
Action 1
Florida Conference
Action 1
Lead Record Management
Action 1
Ambassador
Action 1
Team
Action
Personal
Action

Items for Allison’s Input

Question 1
Question 2

Lessons Learned

On Back Burner/Not Getting to Yet (FYI)

Next Steps (Lauren owned Action items and deadlines)

Next Step
Deadline
Notes
1
Submit October Expense Report
10/31/2022
Open
2
EOD 11.02.22 Send email to all leads not contacted from NY, FL conferences
11/2/2022
Open
3
Create “Connect Call Checklist”
11/3/2022
Open
4
​
Open
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