Marketing Monthly Meeting Check-Ins:

Our monthly marketing check-ins will feature the same questions month to month. I will keep these
confidential (unless I feel something needs to be reported up), and we will log them for the year. Please
come prepared to our meetings with this filled out, and go into as much detail as you see fit. This
document will guide our conversations, and provide consistency across the board.

Review of last months’ goals (will not apply for first meeting) – did you meet them?

What have you completed in the past month that you are most proud of?

Where do you think you fell short this past month?

What challenges are preventing you from doing your job to the best of your ability? (Outline specific
situations as you see fit).

Outline 3 goals for the next month.

How can Alyssa help me realize my goals for the coming month?

Other items to discuss.