One-on-One Tracker

  • One-on-One Tracker

    This is designed to help you have more meaningful discussions with your team. Meant for team members that directly report to you, use this form once per month per team member. If they are new to their role, once per week for the first month.
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  • REVIEW

    In this section, you'll review the last month with the team member. What went right and why are most important.
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  • GOALS

    What will our goals be for the next month? These should be goals that can be achieved in the next month, even if they are a part of a larger goal. These should also be able to be measured and reported on by the team member. Keep it to three or less. We want achievement!

  • ACTION

    Goals without actions are dreams. What will you and the team member do over the next 30 days to make sure that their goals are accomplished. These should be clear and specific. "Training" will not suffice. "Teach Drew how to upsell with a ticket over $30 by end of month" is specific!

  • SUMMARY

    Let's put this all together, including choosing when the next One-on-One should be scheduled.
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