Quarterly performance reviews provide an efficient way to share progress, discuss areas of improvement, and set goals on a more regular basis than simply once a year. These check ins provide formalized yet quality conversations between managers and their direct reports.
How to use the quarterly check in template
Step 1. Start with reflections on the past quarter
Before you meet in person, spend some time thinking about the quarter. Write down few highlights and any key learnings you’d like to focus on in the next one. Once the quarterly check in occurs, you can use the Notes section to keep track of the discussion.
Step 2. Update goals and priorities
You can track progress on individual goals or priorities and professional development goals. Add each individual goal or priority and report on progress for the quarter. You can note progress on specific professional development goals as well.
Step 3. Arrange the quarterly check in meeting
During your quarterly check in, discuss feedback from the previous quarter and refine your priorities and professional development goals. During your discussion, note any agreed upon actions and next steps and add due dates or timelines to ensure they get done.
Atlassian is an enterprise software company that develops products for software developers, project managers, and content management.
Create an interesting blog introducing yourself to your colleagues.
My user manual
Think of it as your own personal readme.txt
OOO team notification
Provide a place for your team members to report their out-of-office (OOO) information.