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Performance

Quarterly Performance Check-in

Goal progress, development priorities, and strengths. Designed for the quarterly conversation between manager and report — paired with the self-assessment template for a full picture from both sides.

Completion time: 5–7 minutesCadence: QuarterlyBest for: All employees — manager sends to their direct reportsAuto-trigger: First week of each quarter

Template questions (7)

  1. 1
    How well did you progress against your goals this quarter?
    Opinion Scale 1–5
    1 = No progress
    5 = Fully on track
  2. 2
    What achievement from this quarter are you most proud of?
    Open text
  3. 3
    What was your biggest challenge or setback this quarter, and what did you learn from it?
    Open text
  4. 4
    What support or resources would have helped you perform better this quarter?
    Open text
  5. 5
    How confident are you in your ability to meet your goals next quarter?
    Opinion Scale 1–5
    1 = Not confident
    5 = Very confident
  6. 6
    What one thing do you want to focus on developing in the next quarter?
    Open text
  7. 7
    Is there anything you'd like your manager to know or do differently next quarter?
    Optional
    Open text

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