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Disclaimer:
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You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment, tax, legal or insurance advice. This communication should not be construed as a solicitation to effect, or attempt to effect, transactions in securities. Due to various factors, including changing macro and micro economic market conditions, the information discussed or shared may no longer be reflective of current recommendations. While information presented is believed to be factual and up-to-date, E360, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Tax, legal and investment information, to the extent discussed, is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Attendees should consult an attorney, tax or investment professional regarding their specific legal, tax, or investment situation.
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Monthly Self Review
for All Team Members

Please fill out the following Monthly Self Review each month. Please be as DETAILED and honest as possible. This will help you develop both personally and professionally. This will also help you understand where you are today in order to be more effective with your time and energy in the future. Your team leader will then go over this with you in detail.

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DATE:
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NAME:
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TEAM:
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REPORTS TO:
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#1:What do you want to get out of this?
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#1:Core focuses moving forward (list 3-5 focuses)
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✔one box
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WeakStrong
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Rate how well overall you are FULFILLING YOUR ROLE:
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#1:What questions do you have about how to FULFILL YOUR ROLE?
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#2:What are your strengths in FULFILLING YOUR ROLE?
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#3:Where are you feeling constraint in FULFILLING YOUR ROLE?
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#4:What can you do personally to become better at FULFILLING YOUR ROLE?
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#5:What achievements since your last review are you proud of?
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