About the Author
Jocelyn has spent 15+ years in the B2B and SaaS spaces building and managing high-performing customer success and sales teams that drive recurring revenue and value, and develop life-long customers. Most recently she spent 5 years at Allocadia as SVP Customers and Revenue.
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Get feedback from employees about what they need to stay.
A review meeting is an opportunity to understand what supported and impacted performance.
Identify strengths, weaknesses, opportunities to grow and more with this quarterly review.
This agenda will help you kick off the PIP process.
6-month performance review. Check in on progress, strengths, and areas for improvement.
Use the 1:1 agenda for recurring career advancement meetings with your direct reports.