Quarterly Performance Check-In Template

Use this template to establish a dialogue with your employees about their quarterly performance.

Quarterly Performance Check-In 📝

→ Reflections: 

  • What were the highlights of your past quarter?
  • What did not go well last quarter?
  • What are your goals for the upcoming quarter?

→ Plans: 

  • What would make the next 60-90 days successful for you at work?
  • What kind of support do you need to achieve your goals?
  • How will you measure or track your progress on these goals?
  • What steps will you take to attain these goals?

→ Goals:

  • What are your goals for next quarter?
  • Do you understand how your personal goals align with team goals?