Quarterly check in template

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.

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.

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.