2025 ANNUAL PLAN

LAST NAME:

FIRST NAME:

ORDER GRADE:

COMPANY RANK:

DIVISION:

MILITANT RANK:

MILITANT SCORE

RAW HUMAN CAPITAL:

ASSET: [-], [-]

ANNUAL PLAN: [-]

Your 2025 Annual Leader Plan with Client Division is designed to ensure you are accountable, supported, and validated for achievement of your plans, progression, and results this year.

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STEP 1: COMPLETE ALL THREE ASSESSMENTS

Take the Raw Human Capital, Militant Rank, and Status Check assessments with extreme care and provide thoughtful, accurate answers. When all three have been completed, schedule your Relationship Manager 30-Minute Guidance Call to commence your 2025 plan.

RAW HUMAN
CAPITAL

ORDER
GRADE

INACTIVE

ACTIVE

STATUS
CHECK

STEP 2: SUBMIT YOUR LONG FORM GOALS

Your results are under review. Once the Company team has reviewed your Raw Human Capital, Militant Rank, and Status Check results we will invite you to submit your long-form goals for the year. If you have not already developed those goals, do so now.

20250102: RELATIONSHIP MANAGER OUT OF OFFICE
The Relationship Manager is out of the office until Sunday, January 5th 2025. Invitations, submittals, and reviews of long form goals and assessments will take place during the week following.