My goals & growth

This is your space to track what you are working toward, how far you have come this cycle, and what you and your manager have agreed for your growth.

For this cycle, the focus is on a small number of clear outcomes – not a long checklist. As you update progress, your manager sees the same picture.

3 of 5 goals are already in motion. Two still need a first progress update.

Cycle

Mid-year • FY25

Overall status

On track

Next check-in

Fri • 3:00 PM

This cycle's goals

Simple outcomes

Improve first-contact resolution for key clients

In progress

Linked to: Client satisfaction & quality

Focus on resolving more queries during the first interaction, using updated playbooks and coaching from your CXM.

Mentor new team members through their ramp-up

On track

Linked to: Team readiness & knowledge sharing

Support two new hires with weekly check-ins, shadowing sessions, and feedback so they are fully productive by the end of the cycle.

Strengthen skills in data and reporting

Needs attention

Linked to: Analytics & decision support

Complete agreed training modules and apply them in at least one mini-project, such as a weekly performance dashboard.

My growth plan

Skills & milestones

Skills focus

Priorities for this cycle.

Advanced client communication and expectation-setting.
Using data to explain trends and suggest actions.
Coaching others in the team's core workflows.

Core: CX quality

Core: Communication

Stretch: Data & reporting

Learning & milestones

Concrete actions.

Finish data training module 2 by end of month.
Co-lead a client call with your CXM in the next 2 weeks.
Present a short "what I learned" summary in the next team huddle.

Check-in: Fri • 3:00 PM

Owner: You & manager

Goals and growth plans are not contracts — they are working agreements. If your reality changes, you and your manager can adjust them together.

You can propose edits ahead of your 1:1.

Your manager sees the same view.

Update goal progress

Example form

You are updating: Improve first-contact resolution for key clients. In a full build, this update would sync with your manager's view and the overall cycle status.