Step One - Agenda

Begin dialogue with an agenda statement:

• Purpose of meeting
• Review of last GPM goals and action steps
• Review pipeline/top accounts
• Build a game plan
• Gain input on agenda from your Manager

Step Two - Discovery

Ask questions concerning:

• Action steps from last GPM
• Goals vs. actual performance
• What’s working/not working
• Pipeline / top accounts
• Document observations
• Discovery summary

Step Three - Solution/Game Plan

Build a game plan for the next month:

• Set clear action steps for Manager
• Set clear action steps for Director
• The solution/game plan ideally comes from your Manager with accountability or you can recommend a solution/game plan that your Manager agrees to execute
• Document smart action steps

Step Four -Commitment

Summary of action plan:

• Have Manager review their goals
• Have the Manager review their action steps
• Director reviews their action steps
• Set date and time of next GPM

Step Five - Encouragement

Affirm your confidence in your Manager:

• Express your optimism
• Be sincere and specific