One-on-One With Employee

## One-on-One With Employee: **John Doe**

### Rapport Building

- How has your workload been lately?
- Any exciting projects you've been involved in recently?

### Achievements

- **Improvements:** Successfully reduced processing time by 15% in the last quarter.
- **Milestones:** Completed the vendor satisfaction training module ahead of deadline.

### Performance Diagnosis

- **What are we doing wrong?** Some processes still lack automation, leading to non-optimal operations.
- **Why are we continuing with existing systems?** There could be a lack of awareness about the benefits of new tools.
- **Are we getting the optimal value for investment?** The current CRM tool isn’t optimally utilized, leading to underperformance in client follow-ups.
- **What departments are being impacted?** Mostly the Sales and Customer Support teams.

### Prescription

- **What can we do better?** Introduce regular training sessions on the latest tools to enhance efficiency.
- **How can management help you?** Provide access to advanced analytics software to better track performance.
- **What steps can you take to better track your performance?** Implement weekly self-assessments and reports.
- **How can you improve our value addition to the end user?** Focus on personalized customer interactions, leveraging data insights.

### Open Table

- Feel free to share any concerns or ideas you have, knowing this is a judgment-free space.

### Action Items

- **Action Item 1:** Finish the advanced CRM training by EOM.
- **Action Item 2:** Formulate a weekly performance tracking system.

### Next Steps

- **Next Meeting:** Scheduled in three weeks from today to review action items and discuss new developments.