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