Staff Weekly

Weekly Planning for Staff

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Question 1 of 7

What Have You Been Learning?

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Question 2 of 7

What were your wins, progress, or things you are excited about this week?

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Question 3 of 7

What are your stressors, issues, or frustrations? Any questions on anything?

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Question 4 of 7

What is your financial forecast for the next week? List clients and amounts.

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Question 5 of 7

Who are the MIA clients you need to reach out to?:

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Question 6 of 7

Any Overdue Clients

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Question 7 of 7

Any Time Off Requests Coming Up That You Would Like Coverage For?

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