Is the weekly coaching 1-on-1 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

Weekly coaching 1-on-1 template with every task dated from the day you start

A standing agenda for coaching one advisor: numbers, cases, blockers, one skill, one commitment.

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

Coaching 1-on-1: [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.

Meeting

Weekly 1-on-1Every Monday 10:00High
- Numbers: calls, appointments, cases, premium against target
- Open cases: what is stuck and why
- Blockers: what would you change if you could?
- One skill: role-play or review one appointment
- One commitment for the week, written down

This week's points

Add anything you want to raise here during the week

Commitments

Example: book five review appointmentsMonday

Monthly

Monthly review: the trend, not the weekEvery 1st of the month

About this template

The weekly one-on-one is where a manager earns their override. This is the agenda that keeps it useful: the numbers first, the open cases, what is blocking them, one skill to work on, and one commitment for the week that you both write down.

Tips from the template

One project per advisor; the meeting task repeats.
Add points during the week under "This week's points".
Write the commitment as a task assigned to them, due at the next one.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Weekly coaching 1-on-1 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

Templates like this one

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Questions

Run it with the dates filled in.

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