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Performance Reviews all Featured

Quarterly Check-in

Quarterly performance conversation — goals, blockers, priorities. 30 min, no formal ratings.

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What's inside this template

Last Quarter

  • Top accomplishments this quarter (required)
  • What was harder than expected?
  • Goals achieved (% of plan)
    1=<25%, 2=25-50%, 3=50-75%, 4=75-100%, 5=100%+

Next Quarter

  • Top 3 priorities for next quarter (required)
  • Anticipated blockers or risks
  • How can your manager help?

Wellbeing

  • How is your workload?
    1=Underutilized, 3=Right amount, 5=Burning out
  • How energized do you feel about your work?

Common use cases

Quarterly 1:1 manager-employee
Mid-cycle pulse
Goal recalibration

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