QuarterlyActionPlan

Quarterly Action Plan

Quarter:

Banker:

P AST Q UARTER A NALYSIS

Result Measure Strengths

Result Measure Improvement Opportunities

KPI Strengths

KPI Improvement Opportunities

N EXT Q UARTER P LANNING

From X

To Y

By When

Anticipated Impact on Results

High Priority KPI #1

Month 1 Checkpoint

Month 2 Checkpoint

Month 3 Checkpoint

Goal

Actual

Goal

Actual

Goal

Actual

From X

To Y

By When

Anticipated Impact on Results

High Priority KPI #2

Month 1 Checkpoint

Month 2 Checkpoint

Month 3 Checkpoint

Goal

Actual

Goal

Actual

Goal

Actual

 2018 PERFORMANCE INSIGHTS

1

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