Quarterly check in preview.

Quarterly check in template

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

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Categories

  • Human Resources
  • Project Management
  • Page Template

KEY FEATURES

  • Feedback

  • Goal Setting

  • Communication

Quarterly check in preview.

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

  1. 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.

  2. 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.

  3. 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.

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