Agenda

  1. Key Contributions & Successes
  2. Top Challenges
  3. Career & Development
  4. Priorities

Key Contributions & Successes

<aside> 💡 Instructions: Repository of all the projects, tasks, recognitions, wins etc. that you have done. Keep this as a running log! (i.e. as a project is completed, add it here)

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| Type | Time | POC | Task/Project | Description | Source/ Recognition | | --- | --- | --- | --- | --- | --- | | XYZ Process | H2 FY25 | Sales / SSO | XYZ Project | Served as the primary point of contact for North American urgent XYZ and ABC requests, with a particular focus on high-priority end-of-quarter requests. | LINK | | XYZ Process | H2 - Present | CR Contractors | Task | Serve as the POC for the two CR contractors when it comes to any questions around XYZ and ABC. | LINK | | Reporting | H2 | SSO/RevOps | XYZ Project | Provided an interim way to consolidate all the ABC (ex: Employee Count & Industry Changes) occurring in a territory, including what triggered the change, and most importantly what the sources were to certify the change | LINK | | Recognition | Q4 | SSO | Recognition | Called out by the RevOps leader on the enhancements on the XYZ Dashboard that provided Business Value. | LINK | | XYZ Process | Q3 | Sales/SSO/RevOps | XYZ Project | Allows the field to provide a priority to the request in order to address requests on a timely manner dependent on urgency level. This also allows our dataops team to be able to prioritize requests and reduce offline ad-hoc requests. | LINK | | XYZ Process | Q4 | Sales/SSO/RevOps | Task | Updated the layout and implemented a feature that allows the field to attach documents directly to the XYZ/ABC form. This enhancement has streamlined the process by eliminating the need to send attachments to the [email protected] inbox, ensuring all relevant documents are consolidated within Reltio and SFDC. | LINK |

Top Challenges

<aside> 💡 Instructions: These are your current challenges that you are facing, what are you doing to fix them and what your manager can do to help you.

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Challenge Description Example What can I  do to help What can my Manager do
Time & Access Having time to explore and build a tool that will allow us to create a more automated & standardized way to report on XYZ and ABC. Data Changes, Account Creation Metrics and the HI Data changes are all using XYZ reports and google sheets. I would like to have more time to venture into Alteryx, Tableau, Sigma etc. to be able to create tools that will give us automated views of the metric cuts. Now that I am no longer dedicating 50% of my time to XYZ, can have the time to explore other way to efficiently report on our metrics.
• Connected with XYZ team on their dashboards
• Enrolled myself in the XYZ Program that starts on March 19th. Support these initiatives on automation!
Exposure Being looped in on what the teams are doing that therefore affect what the data is showing. This information would be helpful to know and understand especially when pulling and reporting on insights. XYZ work, contact data enrichment with our third party vendors etc. • Established bi-weekly connects with XYZ on the ABC front.
• Asked ABC to add me to the XYZ Group Bi-weekly sync Add me to any relevant calls and /or share any insights when applicable.

Career & Development

My goal: is to become a “Senior Product Manager”

<aside> 💡 Instructions: This section is for your manager to fill out. These are the concrete items or tasks you need to master before the above promotion is given.

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Challenge Actionable Items
More Speaking opportunities ex. needs to handle 5 projects from start to execution with Business Technology
Technical Skills ex.
Business Acumen ex.

Priorities