Guided tour

6 / 7

The one-to-one

In their weekly one-to-one, you and David talk it through.

  • The agenda is prepped from the real record
  • Wins, concerns and momentum, already gathered
  • David's own pulse sits alongside it
Exit tour
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Weekly one-to-one · FY2026 H1 Current

David Clark

30 minutes, one-to-one · Consulting

Add to calendar
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May 18 2026
Week 20
May 24 2026
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Talking points

Observation Only 4 weekly goals, near the bottom of David's usual range. Yet they marked their plate Full, worth understanding why.
Reminder David has submitted their self-review. Your manager review is due. Manager review →
Concern “Reduce average proposal turnaround time from ten business days to five” has been losing momentum 9 weeks running. Does it need help or a rethink?
Praise Nice momentum on “Publish six flagship case studies”. Work closed out 14 weeks running.

David's Own Pulse

How David said they are doing on their weekly check-in. It's their own read, not their team's.

Good

Their vibe · 4 of 5

steady over their last 6 check-ins

Full

Their plate · 3 of 4

↑ 1 over their last 6 check-ins

This Week's Goals 4 of 4 done

Draft the Harker case study

↑ Publish six flagship case studies→Launch the case-study program→Every pitch opens with a named client and their results→Become the safe choice for bigger engagements

Completed
Send the Northwind draft for client sign-off

↑ Publish six flagship case studies→Launch the case-study program→Every pitch opens with a named client and their results→Become the safe choice for bigger engagements

Completed
Run the current-state interview with the client's deputy general counsel

↑ Lead the legal operations assessment for the Northwind corporate legal department→Urgent client escalations and at-risk engagement recovery→Ad-hoc

Completed
Update the engagement burn-rate tracker and flag the overrun risk

↑ Staffing, bench management, and utilization tracking→Business as usual

Completed

Targets

Publish six flagship case studies

↑ Launch the case-study program→Every pitch opens with a named client and their results→Become the safe choice for bigger engagements

In progress
Steady
Jot a Note Tagged to this target · only you can see it
↑ Publish six flagship case studies

Reduce average proposal turnaround time from ten business days to five

↑ Active client engagement delivery→Business as usual

In progress
Stalled
Jot a Note Tagged to this target · only you can see it
↑ Reduce average proposal turnaround time…

Lead the legal operations assessment for the Northwind corporate legal department

↑ Urgent client escalations and at-risk engagement recovery→Ad-hoc

In progress
Choppy
Jot a Note Tagged to this target · only you can see it
↑ Lead the legal operations assessment fo…

Your Notes About David See all →

Recent observations you’ve logged about David (private to you).

Three studies live and the Harker draft moving. The pipeline claims in the Alder pitch came straight off the program.

Praise ↑ Publish six flagship case studies Quick note Only you
May 20

Delta signed off their story the same week. The fresh-win habit stuck.

Praise ↑ Publish six flagship case studies One-to-one Only you
May 7

Asked Harker at the close-out and they agreed to be named on the spot.

Praise ↑ Publish six flagship case studies One-to-one Only you
Mar 26

Drafts keep stalling at client sign-off. Send them while the win is fresh.

Coaching ↑ Publish six flagship case studies One-to-one Only you
Mar 5

Shortlisted six wins and had a format agreed with Marketing inside two weeks. The program is real now.

Praise ↑ Publish six flagship case studies Quick note Only you
Jan 22

Review

David has submitted their self-review. Your manager review is next.

Open manager review

Capture a commitment

Turn an agreed action into a weekly goal in that person's plan. It rolls up to their cascade, and they confirm it.

Meeting notes

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