Weekly 1:1 Performance Meeting
Rep Name:
Week of:
Date
-
Month
-
Day
Year
Date
Manager Name:
SECTION 1
PERSONAL GOALS
Examples: (Family | New Car / Real Estate | Health / Fitness)
PERSONAL GOALS Examples: (Family I New Car / Real Estate I Health / Fitness)
Rows
Target
Target Date
Actual Results
Status
Personal Goals
On Track
Behind
Action Steps
On Track
Behind
PROFESSIONAL GOALS
Examples: (Master Discovery Meeting | Series 65 | Designation | Increase close Ratio)
PROFESSIONAL GOALS Examples: (Master Discovery Meeting I Series 65 I Designation I Increase close Ratio)
Rows
Target
Target Date
Actual Results
Status
Professional Goals
On Track
Behind
Action Steps
On Track
Behind
Back
Next
BUSINESS GOALS
Rows
Target
Target Date
Actual Results
Status
Life Credits
On Track
Behind
Annuity Credits
On Track
Behind
New AUM
On Track
Behind
Income Goal
On Track
Behind
BUSINESS GOALS
SECTION 2
LAST WEEK'S REVIEW
SECTION 2 LAST WEEK'S REVIEW
Rows
Expectation
Actual
Gap
Status
Appointments Set
Yes
No
Appointments Held
Yes
No
Applications Submitted
Yes
No
Notes:
Back
Next
SECTION 3
Root Cause (Primary Focus Issue)
Root Cause (Primary Focus Issue)
Activity
Skill
Mindset
Preparation
Consistency
Focus
Work Ethic / Output
Notes:
Rows
Wins
1.
2.
3.
Rows
Learns
1.
2.
3.
Rows
Opportunities
1.
2.
3.
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