Performance Check-in (Self)

Lightweight monthly self-check-in surfacing what an employee accomplished, what blocked them, and what they need help with. Used as input to 1:1s and quarterly reviews.

Check-in Context

• Check-in month
  Select any date in the month you are reflecting on. The system will use the month for reporting.
• Role or team
  Optional. Helps your manager contextualize the update without collecting unnecessary PII.
• Manager name
  Optional. Only include if needed for routing.

Accomplishments

• Top accomplishments
  List 2-5 concrete accomplishments, delivered work, or outcomes from this month.
• Impact of your work
  Briefly describe the impact, results, or value created by your work.
• Progress on goals
  Note progress made toward monthly, quarterly, or project goals.

Blockers and Support

• What blocked you?
  Describe any process, dependency, resource, or priority blockers. If none, you can leave this blank.
• What support do you need?
  Share the specific help, decisions, feedback, or resources that would unblock you.
• Type of support needed
  Select all that apply.

Focus for Next Month

• Top priorities for next month
  List the 1-3 most important outcomes or tasks you plan to focus on next month.
• How confident do you feel about next month?
  Rate your confidence in achieving next month's priorities.
• What would increase your confidence?
  Optional. Explain what would help you feel more confident about next month.

Manager Discussion Prep

• Topics you want to discuss in your next 1:1
  Add any questions, decisions, feedback, or career topics you want to cover.
• Area you want to grow in
  Optional. Choose one area to focus on for development conversations.
• Additional notes
  Anything else you'd like your manager to know.