Free project template
Goals and feedback meeting template with every task dated from the day you start
Prepare, hold and follow up a goals and feedback talk with a team member, with examples ready and next steps agreed.
- 3 sections
- 17 tasks
- Opens as a list
- Dated from day 1
Goals and feedback: [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
- Book an hour somewhere privateDay 1
- Ask them to write their own view of the last periodDay 1
- What went well
- What was hard
- What they want to work on next
- Re-read their current goalsDay 3
- Write down two or three examples of strong workDay 4High
- Write down one or two things to change, with examplesDay 4High
- Draft possible goals for the next periodDay 6
The conversation
- Let them go first with their viewDay 8
- Share what went well, with examples
- Share what to change, with examples, and listen
- Agree two or three goals and how you will measure them
- Ask what they need from you
Follow up
- Send a written summary of goals and next stepsDay 10High
- Add the goals to your 1-on-1 agendaDay 10
- Check in on progressDay 38
About this template
Feedback talks go badly when the manager arrives with impressions rather than examples, or when the goals agreed in the room are never written down.
The project covers one conversation: collecting examples, asking the team member for their view first, the talk itself and a written follow-up with a date to check in.
Tips from the template
- Apply it a week before the conversation.
- Name the project after the person.
- Send the written summary within two days.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Goals and feedback conversation 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.
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Questions
Run it with the dates filled in.
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