Writing my CRT summary page now, when giving examples of the accomplishment, should I include project/client name or not?? Giving this is internal discussion between RP and HR? Any thoughts?

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Didn't CRTs start already? And typically the conversations between your coach/hr and your rp/hr have happened already by this time

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CRT is ongoing. Some were last week, some this week, and some next. Client names are fine.

Make sure the summary agrees with the Engagement partners view of your role. As an example, don't say you made the sale when really it was someone else and you were along for the ride. Let us know your client relationships( e.g. Are you an SA who built a great relationship with an SVP, we want to know that).

For M/D, how large was the team? What was the role in the sale v delivery?

Tout your successes and recognize it's a team effort.

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Yes, although more important than that is the name of the partner and director, and having hard hitting summaries

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Thanks P1, that's helpful. Believe partners know who put in the hard work.

Definitely don't oversell... your partner should already know who you are and what you've done that had impact. Think of the summary as reminders. Having said that, there is a chance they missed something, but that's what CRT prep discussions were for. I don't see a problem with project names.

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