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1:1 Notes for Direct Report
Expand and collapse the bullets below to see a template to follow for each meeting. For the next meeting, just copy and paste the folded 1:1 Notes and change the date!
1:1 Notes for @Evan Davies - Apr 1, 2020
@Evan Davies
Apr 1, 2020
Topics
Goals
Notes
Feedback about quotas
Offsite planning
Action Items
Add an Action Item
Item
Date
Owner
Add myself to HR planning meeting this week
4/1/2020
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1:1 Notes for @Evan Davies - Mar 25, 2020
@Evan Davies
Mar 25, 2020
Topics
Goals
Notes
Feedback about quotas
Offsite planning
Action Items
Add an Action Item
Item
Date
Owner
Send deck for kickoff meeting to sales team
3/25/2020
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1:1 Notes for @Evan Davies - Mar 18, 2020
@Evan Davies
Mar 18, 2020
Topics
Goals
Notes
Feedback about quotas
Offsite planning
Action Items
Add an Action Item
Item
Date
Owner
Work with finance to revise Brian's quota
3/18/2020
Hire an account coordinator to support Brian
3/18/2020
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