Is the performance review 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

Performance review template with every task dated from the day you start

One advisor's annual review: the year in numbers, the conversation, the plan, the follow-through.

3 sections
12 tasks
Opens as a list
Dated from day 1

Performance review: [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.

Prepare

Ask for the self-assessmentDay 1Three questions: what went well, what did not, what do you want next year.
Pull the year's numbers: activity, cases, premium, persistencyDay 3
Note two strengths and the one thing to changeDay 6
Book the meetingDay 3

Meeting

Review meetingDay 8, 10:00High
- Their self-assessment first
- The numbers, without commentary
- Two strengths, one change
- Next year: the target and the plan

Follow through

Write up the review and send itDay 9
Turn the plan into tasks in their coaching projectDay 10
Mid-year check against the planDay 181

About this template

An annual review should have no surprises in it; the weekly 1-on-1s did that work. This project is the review itself: the numbers, the self-assessment you ask for first, the meeting, and the plan you both sign up to.

Tips from the template

Ask for the self-assessment a week before; it changes the conversation.
Numbers first, then strengths, then the one thing to change.
The plan becomes tasks in their coaching project.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Advisor performance review 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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