REACH To Do's and Reviews Setup for Anonymous57616 Anonymous57616

Import Tasks from Trello Import from other sources

To Do: Prospecting Task

Find potential clients

Status:

Meeting on: No Date Set

Learning Requirements

Prospecting Skills

Feedback Questions

Self-Rating:

On a scale of 1 to 5, how well did you peform on this task?

Self Review:

What would have made it a better score?

Leader-Rating:

On a scale of 1 to 5, how well did they peform on this task?

Leader Review:

What would have made it a better score?

To Do: Prospect List

Create a list of prospects

Status:

Meeting on: No Date Set

Learning Requirements

Feedback Questions

Self-Rating:

On a scale of 1 to 5, how well did you peform on this task?

Self Review:

What would have made it a better score?

Leader-Rating:

On a scale of 1 to 5, how well did they peform on this task?

Leader Review:

What would have made it a better score?

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Using the default competency rating questions ensures that a heatmap of the results is available. Changing to different response choices may change the chart options displayed.