Quarterly Check-in

Lightweight quarterly performance conversation focused on goals, blockers, and forward-looking priorities. Designed to take 30 minutes; no formal rating step.

Last Quarter: Goal Progress

• Goals Review
  List each goal from last quarter, rate progress, and add a brief status note.
• Most Significant Accomplishment This Quarter
  Describe one outcome you are most proud of. Include the action taken, the result delivered, and the business or team impact.
• Manager Observations on Goal Progress
  Note specific behaviors or outcomes you observed this quarter that support or qualify the employee's self-assessment.

Last Quarter: Blockers & Challenges

• Blockers or Obstacles Encountered
  Describe any blockers that slowed or prevented goal completion. Include whether the blocker was resolved, still active, or escalated.
• Support or Resources Needed from Manager or Organization
  What specific actions, decisions, or resources from your manager or the organization would remove current blockers or prevent future ones?
• Manager Actions to Address Blockers
  Document specific commitments you are making to remove blockers or provide support before the next check-in.

Next Quarter: Priorities & Goals

• Next Quarter Goals
  Set 2–5 goals for the upcoming quarter. Each goal should include a clear success metric and target completion date.
• Single Most Important Priority This Quarter
  If you could only accomplish one thing next quarter, what would it be and why? This helps ensure alignment on what matters most.
• Manager Confirmation of Priority Alignment
  Confirm whether the employee's stated priorities align with team and organizational objectives. Note any adjustments or additions.

Wellbeing & Engagement

• Current Workload & Capacity
  How would you describe your current workload relative to your capacity?
• Overall Engagement This Quarter
  How engaged have you felt in your work this quarter?
• Anything Else You'd Like to Share
  Optional space to share anything about your experience, team dynamics, or personal circumstances that may be affecting your work.
• Manager Notes & Follow-up Actions
  Record any follow-up actions or commitments based on the wellbeing conversation. Keep confidential as appropriate.