A structured record for every rep one-on-one: wins, gaps, commitments and follow-ups — so coaching compounds across quarters instead of evaporating by Friday.
Quick answer
A running record of each rep one-on-one — wins, gaps, commitments and follow-ups — so coaching compounds across quarters instead of evaporating week to week.
The best coaching conversations die in the manager's head by the next morning. This log gives every one-on-one a written spine: what the rep did well, the one gap chosen to work, the commitments each side made with dates, and the carry-over items from last week. Across a quarter the logs become the rep's development history — evidence for reviews, fair grounds for promotion cases, and the end of coaching amnesia.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Structure without turning a conversation into a questionnaire.
Manager promises sit next to rep promises, dated.
Last week's open items arrive at this week's meeting.
A quarter of logs is the review evidence, pre-written.
From copy to deliverable in four steps.
Copy one log per rep you manage.
Five minutes once the conversation ends.
Last session's commitments frame this week's check.
The log series becomes the development record.
Pick your role — see how it fits your workflow.
Coach well without inventing the process.
Standardize what a 1:1 contains across teams.
See your own progress in your manager's own notes.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
