Supervisor AEP Coaching Tracker


  1. Supervisor First Name


  1. Supervisor Last Name


  1. CCR UID/ZID


  1. CCR Role
    Marketing
    Enrollment


  1. Location
    Houston
    Madison
    Raleigh
    Fort Pierce
    Sunrise
    Yuma


  1. Tier Level
    1 - Top 25% performers
    2 - Top 26-50% performers
    3 - Bottom 26-50% performers - Primary Coaching Focus
    4 - Bottom 25% performers


  1. Actions Taken
    Recognition
    Reinforcement
    Improvement Coaching
    No Action


  1. Conversion Rate % this week


  1. VDN Capture Rate % this week


  1. Disposition Rate % this week


  1. Email Capture Rate % this week


  1. Low Rating Drivers
    Conversion Rate
    VDN Capture
    Email Capture
    Disposition Rate
    Quality
    Other
    N/A


  1. FUEL Coaching Tools implemented (select all that apply)
    Focus on the behavior / opportunity
    Understand the current state / thinking
    Explore the posibilities
    Layout a plan for success


  1. Behavior / Opportunities discussed


  1. Summary Comments


  1. Date Coached (MM/DD)





Guy Macdonald