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Quarterly check in template

by Atlassian

Reflect on your quarterly performance and growth in preparation for your review with your manager.

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Quarterly check in template

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 1. Start with reflections on the past quarter

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.

Step 3. Arrange the quarterly check in meeting

Atlassian is an enterprise software company that develops products for software developers, project managers, and content management.

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