Is the 30-day performance plan template free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for managers

30-day performance plan template with every task dated from the day you start

A month of daily activity targets and twice-weekly check-ins for an advisor who has stalled.

4 sections
11 tasks
Opens as a list
Dated from day 1

30-day plan: [name]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Setup

Agree the daily minimumsDay 1UrgentFor example: 15 dials, 3 conversations, 1 appointment booked.
Agree what day 30 looks like if it works and if it does notDay 1
Rebuild the call list togetherDay 2

Daily

Hit the daily minimums and log themEvery workday 18:00High

Check-ins

Check-inEvery Tuesday 9:00
Check-inEvery Friday 16:00
Joint appointmentDay 8
Mid-point reviewDay 16High
Joint appointmentDay 22

Day 30

Day-30 conversationDay 31Urgent
Write up the outcome and the next stepDay 31

About this template

When an advisor stalls, vague encouragement does not help; a short, specific plan does. This project is thirty days: daily activity minimums, two check-ins a week, a mid-point review and an honest conversation at the end.

Tips from the template

Agree the daily minimums with the advisor before you start. They have to be numbers the advisor owns.
Their task: the daily minimums. Yours: the check-ins.
Decide in advance what each of the two day-30 outcomes looks like.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find 30-day performance plan and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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