Title Page

  • RSA Name

  • Prepared by

  • Conducted on

Time and Attendance

  • Any Unexcused Absences in the Current Month

  • # of Unexcused Absences within last 90 days?

  • Any Unexcused Tardiness?

  • Currently in Good Attendance standing?

  • Is the Associate in Risk of PIP due to Attendance?

  • List PIP Process Required (If Needed)

Growth

Growth

Consumer Voice Acts

  • Voice<br>Total (Post and Pre)

  • Goal

  • Actual

T-Mobile for Business

  • TFB Total

  • Goal

  • Actual

Beyond Wireless

  • Goal

  • Actual

Revenue

Accessories

  • Where do you Rank in this Metric?

  • Goal:

  • Actual:

TMO1+

  • Goal

  • Actual

Customer Experience

Score of Mobile Expert

  • Goal:

  • Actual:

Net Promoter Score

  • Goal:

  • Actual:

72hrs to Care

  • Goal:

  • Actual:

Focuses and Planning

  • Promotions Review/ Updates

  • TFB leads entered in salesforce?

  • Cornerstone Trainings Completed?

What are your top 3 strengths, what's working well?

What are your top 3 opportunities, what obstacles are you running into?

Commitments

  • What behaviors and practices can you commit to exhibiting for immediate performance improvement?

  • Do you commit to reaching out to support if you need it?

PIP

  • Currently on any PIP Documentation?

  • State any current PIP Documentatinos

  • Is associate At Risk on any performance or Behaviors in current month?

  • What Metrics/Behaviors are at Risk?

  • Is there a PIP Documentation required for this 1:1 session?

  • List PIP Documentation required

Acknowledgement

Acknowledgment

  • Did associate understand current metric goals and their contribution to the store goals?

  • Is there a clear understanding of the expectations required of the Associate?

  • Is there a follow-up date required for the Associate within the next 7 days?

  • Enter date of Follow-Up

  • Associate Acknowledgement of Performance review

  • Leadership Acknowledgement of Performance Review

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.