Employee Intelligence
My goals & growth plan
A simple view of what you are aiming for this cycle, how it links to your growth, and a short list of next steps.
You
Example name • CXM Team
Cycle
Mid-year • FY25
My current goals
Short list, clear outcomesGoal
Timeframe
Status
Action
Maintain strong client satisfaction on core account.
This cycle
On track
Reduce rework and escalations on complex cases.
This cycle
Needs attention
Take the lead on mentoring at least one new team member.
Next 3 months
In progress
Build skills in data / reporting for client updates.
Next 6 months
Planned
My focus right now
Two or three things at mostNumber of active goals
4
manageable
You can keep this as a short, realistic list.
Goals linked to growth
2
Mentoring and data / reporting skills.
Goals needing attention
1
Rework and escalations.
Next check-in
Next 1:1
Use that time to review these goals.
My next simple steps
Keep it concrete-
Pick one goal that matters most this week and update its progress.
-
Write one short example where you lived one of your goals.
-
Agree with your manager how these goals link to future roles or skills.
Goal details & quick note
Example of what opens when you click a buttonYou are working with this goal: Maintain strong client satisfaction on core account.
This panel shows what would happen: a small, focused view where you can update progress, add a note, or plan next steps.
For example: how the client is feeling this week.