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Run: Quarterly Check-in

Quarterly Check-in is a 30-minute performance conversation template for reviewing last quarter’s goals, blockers, and next-quarter priorities. Use it to keep...

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Last Quarter: Goal Progress

Goals Review (required)

List each goal from last quarter, rate progress, and add a brief status note.

Most Significant Accomplishment This Quarter (required)

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 (required)

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 (required)

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 (required)

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 (required)

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 (required)

Confirm whether the employee's stated priorities align with team and organizational objectives. Note any adjustments or additions.

Wellbeing & Engagement

Current Workload & Capacity (required)

How would you describe your current workload relative to your capacity?

Overall Engagement This Quarter (required)

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.

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